Avoro Capital Advisors
Avoro Capital Advisors reported 26 stocks worth $11.1B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are UTHR (13.5%), ASND (12.2%) and KRYS (9.6%). Compared with Q1 2026, the fund opened new positions in ASND, COAG and FTH, added to UTHR, MDGL and ARWR, trimmed RVMD, VERA and LXEO and sold out of ASND, ALKS and MNKD.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  UTHR United Therapeutics Corp Del | $1.5B | 13.5% | 2.8M | +148K (+6%) | 8 of 8 | |
| 2 |  ASND Ascendis Pharma A/s | $1.4B | 12.2% | 5.1M | New position | 1 of 8 | |
| 3 |  KRYS Krystal Biotech Inc | $1.1B | 9.6% | 2.9M | No change | 8 of 8 | |
| 4 |  MDGL Madrigal Pharmaceuticals Inc | $984M | 8.8% | 1.8M | +15K (+1%) | 8 of 8 | |
| 5 |  ARGX Argenx SE | $928M | 8.3% | 1M | No change | 8 of 8 | |
| 6 |  ARWR Arrowhead Pharmaceuticals in | $926M | 8.3% | 11.4M | +656K (+6%) | 8 of 8 | |
| 7 |  KYMR Kymera Therapeutics Inc | $857M | 7.7% | 7.5M | No change | 8 of 8 | |
| 8 |  RVMD Revolution Medicines Inc | $430M | 3.9% | 2.3M | −47K (−2%) | 3 of 8 | |
| 9 |  CYTK Cytokinetics Inc | $426M | 3.8% | 5M | +1.7M (+50%) | 2 of 8 | |
| 10 |  CELC Celcuity Inc | $356M | 3.2% | 3.4M | +25K (+1%) | 3 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
ASND Ascendis Pharma A/s | $1.2B | 5.1M |
APELLIS PHARMACEUTICALS INC | $492M | 12.2M |
CENTESSA PHARMACEUTICALS PLC | $454M | 11.4M |
TERNS PHARMACEUTICALS INC | $300M | 5.7M |
SOLENO THERAPEUTICS INC | $77M | 2.3M |
🔒 Free account: see all 7.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Avoro Capital Advisors 13F FAQ
What does Avoro Capital Advisors own?
Avoro Capital Advisors reported 26 stocks worth $11.1B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are UTHR (13.5%), ASND (12.2%) and KRYS (9.6%). The table above lists every position in the filing (the top 10 without an account).
What did Avoro Capital Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 3 new positions, 11 added to, 3 trimmed and 7 sold out. New positions include ASND, COAG and FTH. It sold all of ASND, ALKS and MNKD.
When will Avoro Capital Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Avoro Capital Advisors's portfolio worth?
The Q2 2026 filing reports $11.1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.