# Avoro Capital Advisors LLC: Form 13F holdings

An institutional investment manager in NEW YORK, NY. SEC CIK 1633313.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $11.14bn
- Positions: 26 (26 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1633313/000110465926096427/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [UNITED THERAPEUTICS CORP (UTHR)](/companies/uthr.md) | Common | $1.51bn | 13.5% | 2,777,777 |  | Added +147,777 |
| ASCENDIS PHARMA | ORDINARY SHARES | $1.36bn | 12.2% | 5,111,111 |  | New +5,111,111 |
| [KRYSTAL BIOTECH INC (KRYS)](/companies/krys.md) | Common | $1.07bn | 9.6% | 2,888,888 |  | Unchanged |
| [MADRIGAL PHARMACEUTICALS INC (MDGL)](/companies/mdgl.md) | Common | $984.4m | 8.8% | 1,833,333 |  | Added +15,152 |
| [ARGENX SE (ARGX)](/companies/argx.md) | Sponsored ADR | $927.8m | 8.3% | 1,000,000 |  | Unchanged |
| [ARROWHEAD PHARMACEUTICALS INC (ARWR)](/companies/arwr.md) | Common | $925.6m | 8.3% | 11,355,555 |  | Added +655,556 |
| [KYMERA THERAPEUTICS INC (KYMR)](/companies/kymr.md) | Common | $857.1m | 7.7% | 7,474,747 |  | Unchanged |
| [REVOLUTION MEDICINES INC (RVMD)](/companies/rvmd.md) | Common | $430.2m | 3.9% | 2,297,000 |  | Reduced −47,444 |
| [CYTOKINETICS INC (CYTK)](/companies/cytk.md) | Common | $425.9m | 3.8% | 4,999,999 |  | Added +1,666,666 |
| [CELCUITY INC (CELC)](/companies/celc.md) | Common | $355.7m | 3.2% | 3,400,000 |  | Added +25,000 |
| [STRUCTURE THERAPEUTICS INC (GPCR)](/companies/gpcr.md) | SPONSORED ADS | $351.8m | 3.2% | 6,555,555 |  | Unchanged |
| [XENON PHARMACEUTICALS INC (XENE)](/companies/xene.md) | Common | $348.7m | 3.1% | 5,777,777 |  | Unchanged |
| [DEFINIUM THERAPEUTICS INC (DFTX)](/companies/dftx.md) | Common | $338.2m | 3.0% | 7,188,888 |  | Added +2,188,888 |
| UNIQURE NV | Common | $309.9m | 2.8% | 6,727,777 |  | Added +768,182 |
| [VERA THERAPEUTICS INC (VERA)](/companies/vera.md) | Common | $245.6m | 2.2% | 5,723,888 |  | Reduced −165,000 |
| [TAYSHA GENE THERAPIES INC (TSHA)](/companies/tsha.md) | Common | $162.7m | 1.5% | 23,888,888 |  | Added +2,188,888 |
| [OCULAR THERAPEUTIX INC (OCUL)](/companies/ocul.md) | Common | $123.1m | 1.1% | 12,540,000 |  | Added +225,000 |
| DAMORA THERAPEUTICS INC | Common | $98.4m | 0.9% | 3,783,000 |  | Unchanged |
| [HEMAB THERAPEUTICS HLDGS INC (COAG)](/companies/coag.md) | Common | $70.7m | 0.6% | 1,925,150 |  | New +1,925,150 |
| GH RESEARCH PLC | ORDINARY SHARES | $48.4m | 0.4% | 1,800,000 |  | Unchanged |
| [VIRIDIAN THERAPEUTICS INC (VRDN)](/companies/vrdn.md) | Common | $45.9m | 0.4% | 2,500,000 |  | Added +1,000,000 |
| [SEPTERNA INC (SEPN)](/companies/sepn.md) | Common | $44.8m | 0.4% | 1,337,500 |  | Unchanged |
| [AVALO THERAPEUTICS (AVTX)](/companies/avtx.md) | Common | $43.1m | 0.4% | 2,333,333 |  | Added +923,333 |
| [FAETH THERAPEUTICS INC (FTH)](/companies/fth.md) | COMMON | $36.1m | 0.3% | 1,444,039 |  | New +1,444,039 |
| [WHITEHAWK THERAPEUTICS INC (WHWK)](/companies/whwk.md) | Common | $13.1m | 0.1% | 2,849,402 |  | Unchanged |
| [LEXEO THERAPEUTICS INC (LXEO)](/companies/lxeo.md) | Common | $6.9m | <0.1% | 1,489,189 |  | Reduced −385,811 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| ALKERMES PLC | Common | $0 | 0.0% | 0 |  | Sold out −1,200,000 |
| APELLIS PHARMACEUTICALS INC | Common | $0 | 0.0% | 0 |  | Sold out −12,222,222 |
| ASCENDIS PHARMA | Sponsored ADR | $0 | 0.0% | 0 |  | Sold out −5,062,500 |
| [CELCUITY INC (CELC)](/companies/celc.md) | Common | $0 | 0.0% | 0 | Call | Sold out −200,000 |
| CENTESSA PHARMACEUTICALS PLC | SPONSORED ADS | $0 | 0.0% | 0 |  | Sold out −11,430,455 |
| [MANNKIND CORP (MNKD)](/companies/mnkd.md) | Common | $0 | 0.0% | 0 |  | Sold out −2,200,000 |
| SOLENO THERAPEUTICS INC | Common | $0 | 0.0% | 0 |  | Sold out −2,300,000 |
| TERNS PHARMACEUTICALS INC | Common | $0 | 0.0% | 0 |  | Sold out −5,695,000 |
| [UNITED THERAPEUTICS CORP (UTHR)](/companies/uthr.md) | Common | $0 | 0.0% | 0 | Call | Sold out −380,000 |

Source: SEC EDGAR, Form 13F-HR, accession 0001104659-26-096427. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.