Avoro Capital Advisors LLC

Q1 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
32
Total value ($000)
$10,164,789
Net value change ($000)
-9,587 (-0.1%)
New positions
4
Sold out positions
7
Turnover %
12.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 3/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
UTHR 289,734 22.8%
CYTK 219,700 NEW
APLS 184,678 60.2%
TERN 124,500 70.8%
GLTO 97,980 NEW
DFTX 94,500 NEW
XENE 92,854 38.2%
CNTA 89,984 24.7%
CELC 74,921 24.1%
ASND 68,053 6.2%
Top Reduces (Value $000, Stocks/ETFs)
RNAM -393,469 -100.0%
XBI -256,053 -100.0%
GPCR -139,961 -30.7%
ARGX -102,291 -12.3%
MDGL -100,817 -9.6%
DFTX -66,950 -100.0%
VERA -61,303 -20.6%
SLNO -57,266 -42.6%
PTCT -52,033 -100.0%
QURE -49,731 -33.8%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 13,346 (0.1% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type