Avoro Capital Advisors LLC

Q2 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
26
Total value ($000)
$11,136,250
Net value change ($000)
+971,461 (9.6%)
New positions
3
Sold out positions
7
Turnover %
35.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
Ascendis Pharma AS 1,363,236 NEW
KRYS 327,455 43.9%
ARWR 254,701 38.0%
DFTX 243,665 257.8%
KYMR 234,557 37.7%
QURE 212,442 218.0%
CYTK 206,250 93.9%
RVMD 202,185 88.7%
ARGX 197,520 27.0%
HEMAB THERAPEUTICS HLDGS INC 70,711 NEW
Top Reduces (Value $000, Stocks/ETFs)
ASND -1,157,946 -100.0%
APLS -491,700 -100.0%
CNTA -454,018 -100.0%
TERN -300,240 -100.0%
SLNO -77,004 -100.0%
UTHR -54,454 -3.5%
ALKERMES PLC -42,432 -100.0%
CELC -29,515 -7.7%
MNKD -5,390 -100.0%
LXEO -3,831 -35.6%
Instrument mix + QoQ Δ (ex-options)
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type