$10.2B to $11.1B. Includes price moves and buying or selling; not the fund's return.
Sector mix of the disclosed holdings
by disclosed value- Healthcare100.0%
Largest holdings
all 26 positions| Holding | Value | Shares | % of 13F value |
|---|---|---|---|
| UTHRUnited Therapeutics | $1.5B | 2,777,777 | 13.5% |
| ASNDAscendis Pharma A/S | $1.4B | 5,111,111 | 12.2% |
| KRYSKrystal Biotech | $1.1B | 2,888,888 | 9.6% |
| MDGLMadrigal Pharmaceuticals | $984.4M | 1,833,333 | 8.8% |
| ARGXargenx SE | $927.8M | 1,000,000 | 8.3% |
| ARWRArrowhead Pharmaceuticals | $925.6M | 11,355,555 | 8.3% |
| KYMRKymera Therapeutics | $857.1M | 7,474,747 | 7.7% |
| RVMDRevolution Medicines | $430.2M | 2,297,000 | 3.9% |
| CYTKCytokinetics | $425.9M | 4,999,999 | 3.8% |
| CELCCelcuity | $355.7M | 3,400,000 | 3.2% |
| GPCRStructure Therapeutics | $351.8M | 6,555,555 | 3.2% |
| XENEXenon Pharmaceuticals | $348.7M | 5,777,777 | 3.1% |
| DFTXDefinium Therapeutics | $338.2M | 7,188,888 | 3.0% |
| QUREuniQure | $309.9M | 6,727,777 | 2.8% |
| VERAVera Therapeutics | $245.6M | 5,723,888 | 2.2% |
| TSHATaysha Gene Therapies | $162.7M | 23,888,888 | 1.5% |
| OCULOcular Therapeutix | $123.1M | 12,540,000 | 1.1% |
| DMRADamora Therapeutics | $98.4M | 3,783,000 | 0.9% |
| COAGHemab Therapeutics Holdings | $70.7M | 1,925,150 | 0.6% |
| GHRSGH Research | $48.4M | 1,800,000 | 0.4% |
| VRDNViridian Therapeutics | $45.9M | 2,500,000 | 0.4% |
| SEPNSepterna | $44.8M | 1,337,500 | 0.4% |
| AVTXAvalo Therapeutics | $43.1M | 2,333,333 | 0.4% |
| SNSEFaeth Therapeutics | $36.1M | 1,444,039 | 0.3% |
| WHWKWhitehawk Therapeutics | $13.1M | 2,849,402 | 0.1% |
| LXEOLexeo Therapeutics | $6.9M | 1,489,189 | 0.1% |
% of 13F value is the position's value against the whole disclosed 13F value, so the rows shown here do not sum to 100% unless every position is listed.
What Avoro Capital Advisors bought and sold in Q2 2026
15 largest moves| Holding | Move | Share change | Est. amount moved | Value after |
|---|---|---|---|---|
| APLSApellis Pharmaceuticals | Exited | -100% | -$491.7M | $0 |
| CNTACentessa Pharmaceuticals | Exited | -100% | -$454.0M | $0 |
| TERNTerns Pharmaceuticals | Exited | -100% | -$300.2M | $0 |
| CYTKCytokinetics | Added | +50.0% | +$142.0M | $425.9M |
| DFTXDefinium Therapeutics | Added | +43.8% | +$103.0M | $338.2M |
| UTHRUnited Therapeutics | Added | +5.6% | +$80.1M | $1.5B |
| SLNOSoleno Therapeutics | Exited | -100% | -$77.0M | $0 |
| COAGHemab Therapeutics Holdings | New | new | +$70.7M | $70.7M |
| ARWRArrowhead Pharmaceuticals | Added | +6.1% | +$53.4M | $925.6M |
| ALKSAlkermes | Exited | -100% | -$42.4M | $0 |
| SNSEFaeth Therapeutics | New | new | +$36.1M | $36.1M |
| QUREuniQure | Added | +12.9% | +$35.4M | $309.9M |
| VRDNViridian Therapeutics | Added | +66.7% | +$18.4M | $45.9M |
| AVTXAvalo Therapeutics | Added | +65.5% | +$17.1M | $43.1M |
| TSHATaysha Gene Therapies | Added | +10.1% | +$14.9M | $162.7M |
A change is this filing measured against the one before it. Est. amount moved is the shares added or sold, priced at the Jun 30, 2026 close. An estimate: a 13F gives no trade prices or dates. For a sold-out position, its value at the previous quarter end.
Questions
What does Avoro Capital Advisors hold?
Avoro Capital Advisors disclosed 26 positions worth $11.1B in the Q2 2026 13F filing. The largest is UTHR at 13.5% of the disclosed value. A 13F lists US-listed stock and options on it; short sales and cash are not in it.
What did Avoro Capital Advisors buy and sell last quarter?
Comparing the Q2 2026 filing with the quarter before, the largest moves were selling out of APLS, selling out of CNTA, selling out of TERN and adding to CYTK. Changes are measured against the previous filing, not against trades, because a 13F does not disclose trades.
How current is this?
This is the Q2 2026 filing, covering positions held on Jun 30, 2026 and filed with the SEC on Aug 14, 2026. A 13F is due 45 days after the quarter ends, so the most recent filing is always at least six weeks behind the market, and the manager may have changed the book since.
How to read a 13F
WHAT THE FILING COVERS
Positions are as disclosed to the SEC on Form 13F and are not investment advice. How this data is sourced, and what it cannot tell you, is on the methodology page. How the filing itself works is explained in our guide to Form 13F.
Checked for newer filings on Oct 26, 2026.
