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Avoro Capital Advisors LLC

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13F filer, CIK 1633313, NEW YORK, NY

Avoro Capital Advisors LLC reported $11,136,250,185 across 26 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 79.46% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001104659-26-096427

Period
2026-06-30
Reported value
$11.1B
Holdings
26
Top 10 weight
79.46%
New
3
Sold out
9

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ASNDnew+5,111,111$1.36B
CYTKadded+1,666,666$142M
DFTXadded+2,188,888$103M
UTHRadded+147,777$80.1M
COAGnew+1,925,150$70.7M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
ASNDexited-5,062,500-$1.16B
APLSexited-12,222,222-$492M
CNTAexited-11,430,455-$454M
TERNexited-5,695,000-$300M
SLNOexited-2,300,000-$77M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001104659-26-096427, largest first. % of portfolio is the value over $11,136,250,185, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
UTHRUNITED THERAPEUTICS CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,858,888 shares; 2024Q4: 2,760,300 shares; 2025Q1: 2,675,000 shares; 2025Q2: 2,370,000 shares; 2025Q3: 2,022,222 shares; 2025Q4: 2,606,060 shares; 2026Q1: 2,630,000 shares; 2026Q2: 2,777,777 shares 2,777,777$1.51B13.52%+147,777Timeline
ASNDASCENDIS PHARMA A/SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,111,111 shares 5,111,111$1.36B12.24%newTimeline
KRYSKRYSTAL BIOTECH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,622,222 shares; 2024Q4: 2,628,822 shares; 2025Q1: 2,731,000 shares; 2025Q2: 2,660,000 shares; 2025Q3: 2,777,777 shares; 2025Q4: 2,888,888 shares; 2026Q1: 2,888,888 shares; 2026Q2: 2,888,888 shares 2,888,888$1.07B9.64%0Timeline
MDGLMADRIGAL PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,029,000 shares; 2024Q4: 2,029,000 shares; 2025Q1: 2,022,222 shares; 2025Q2: 1,875,000 shares; 2025Q3: 1,833,000 shares; 2025Q4: 1,807,500 shares; 2026Q1: 1,818,181 shares; 2026Q2: 1,833,333 shares 1,833,333$984M8.84%+15,152Timeline
ARGXARGENX SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,238,467 shares; 2024Q4: 1,238,467 shares; 2025Q1: 1,235,177 shares; 2025Q2: 1,175,000 shares; 2025Q3: 990,000 shares; 2025Q4: 990,000 shares; 2026Q1: 1,000,000 shares; 2026Q2: 1,000,000 shares 1,000,000$928M8.33%0Timeline
ARWRARROWHEAD PHARMACEUTICALS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,888,888 shares; 2024Q4: 11,111,111 shares; 2025Q1: 11,111,111 shares; 2025Q2: 10,600,000 shares; 2025Q3: 10,900,000 shares; 2025Q4: 10,625,000 shares; 2026Q1: 10,699,999 shares; 2026Q2: 11,355,555 shares 11,355,555$926M8.31%+655,556Timeline
KYMRKYMERA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,500,000 shares; 2024Q4: 5,150,000 shares; 2025Q1: 6,460,000 shares; 2025Q2: 6,555,555 shares; 2025Q3: 6,350,000 shares; 2025Q4: 7,474,747 shares; 2026Q1: 7,474,747 shares; 2026Q2: 7,474,747 shares 7,474,747$857M7.7%0Timeline
RVMDREVOLUTION MEDICINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,170,000 shares; 2026Q1: 2,344,444 shares; 2026Q2: 2,297,000 shares 2,297,000$430M3.86%-47,444Timeline
CYTKCYTOKINETICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,333,333 shares; 2026Q2: 4,999,999 shares 4,999,999$426M3.82%+1,666,666Timeline
CELCCELCUITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,111,111 shares; 2026Q1: 3,375,000 shares; 2026Q2: 3,400,000 shares 3,400,000$356M3.19%+25,000Timeline
GPCRSTRUCTURE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,155,555 shares; 2025Q4: 6,555,555 shares; 2026Q1: 6,555,555 shares; 2026Q2: 6,555,555 shares 6,555,555$352M3.16%0Timeline
XENEXENON PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,666,666 shares; 2024Q4: 5,666,666 shares; 2025Q1: 5,741,666 shares; 2025Q2: 5,400,000 shares; 2025Q3: 5,400,000 shares; 2025Q4: 5,424,444 shares; 2026Q1: 5,777,777 shares; 2026Q2: 5,777,777 shares 5,777,777$349M3.13%0Timeline
DFTXDEFINIUM THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,000,000 shares; 2026Q2: 7,188,888 shares 7,188,888$338M3.04%+2,188,888Timeline
QUREUNIQURE NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,175,000 shares; 2025Q1: 2,175,000 shares; 2025Q2: 3,625,000 shares; 2025Q3: 4,444,444 shares; 2025Q4: 6,150,000 shares; 2026Q1: 5,959,595 shares; 2026Q2: 6,727,777 shares 6,727,777$310M2.78%+768,182Timeline
VERAVERA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,309,590 shares; 2024Q4: 5,610,000 shares; 2025Q1: 5,701,900 shares; 2025Q2: 6,300,000 shares; 2025Q3: 6,210,000 shares; 2025Q4: 5,888,888 shares; 2026Q1: 5,888,888 shares; 2026Q2: 5,723,888 shares 5,723,888$246M2.21%-165,000Timeline
TSHATAYSHA GENE THERAPIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,650,000 shares; 2024Q4: 19,999,999 shares; 2025Q1: 19,999,999 shares; 2025Q2: 21,700,000 shares; 2025Q3: 21,700,000 shares; 2025Q4: 21,700,000 shares; 2026Q1: 21,700,000 shares; 2026Q2: 23,888,888 shares 23,888,888$163M1.46%+2,188,888Timeline
OCULOCULAR THERAPEUTIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,060,000 shares; 2024Q4: 8,060,000 shares; 2025Q1: 8,060,000 shares; 2025Q2: 7,400,000 shares; 2025Q3: 10,250,000 shares; 2025Q4: 10,777,777 shares; 2026Q1: 12,315,000 shares; 2026Q2: 12,540,000 shares 12,540,000$123M1.11%+225,000Timeline
DMRADAMORA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,783,000 shares; 2026Q2: 3,783,000 shares 3,783,000$98.4M0.88%0Timeline
COAGHEMAB THERAPEUTICS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,925,150 shares 1,925,150$70.7M0.63%newTimeline
GHRSGH RESEARCH PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,800,000 shares; 2026Q1: 1,800,000 shares; 2026Q2: 1,800,000 shares 1,800,000$48.4M0.43%0Timeline
VRDNVIRIDIAN THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,500,000 shares; 2026Q1: 1,500,000 shares; 2026Q2: 2,500,000 shares 2,500,000$45.9M0.41%+1,000,000Timeline
SEPNSEPTERNA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,110,000 shares; 2025Q1: 1,337,500 shares; 2025Q2: 1,237,500 shares; 2025Q3: 1,337,500 shares; 2025Q4: 1,337,500 shares; 2026Q1: 1,337,500 shares; 2026Q2: 1,337,500 shares 1,337,500$44.8M0.4%0Timeline
AVTXAVALO THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,410,000 shares; 2026Q2: 2,333,333 shares 2,333,333$43.1M0.39%+923,333Timeline
FTHFAETH THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,444,039 shares 1,444,039$36.1M0.32%newTimeline
WHWKWHITEHAWK THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,849,402 shares; 2024Q4: 2,849,402 shares; 2025Q1: 2,849,402 shares; 2025Q2: 2,849,402 shares; 2025Q3: 2,849,402 shares; 2025Q4: 2,849,402 shares; 2026Q1: 2,849,402 shares; 2026Q2: 2,849,402 shares 2,849,402$13.1M0.12%0Timeline
LXEOLEXEO THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,300,000 shares; 2026Q1: 1,875,000 shares; 2026Q2: 1,489,189 shares 1,489,189$6.93M0.06%-385,811Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
ASNDASCENDIS PHARMA A/S5,062,500$1.16Bshares
APLSAPELLIS PHARMACEUTICALS INC12,222,222$492Mshares
CNTACENTESSA PHARMACEUTICALS PLC11,430,455$454Mshares
TERNTERNS PHARMACEUTICALS INC5,695,000$300Mshares
SLNOSOLENO THERAPEUTICS INC2,300,000$77Mshares
ALKSALKERMES PLC1,200,000$42.4Mshares
UTHRUNITED THERAPEUTICS CORP DEL380,000$10.3Mcall
MNKDMANNKIND CORP2,200,000$5.39Mshares
CELCCELCUITY INC200,000$3.05Mcall

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001104659-26-096427 base2026-08-14acceptance time not in the bulk data set