Filed: 8/14/2026ACC: 0001104659-26-096427
📋 What this filing means
AVORO CAPITAL ADVISORS LLC filed this quarterly 13F‑HR report disclosing 26 equity positions with a total reported market value of $11.14B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
26
Positions
$11.14B
Total AUM (reported)
131M
Total Shares
Allocation by class
COMMON$8.45B75.8%
ORDINARY SHARES$1.41B12.7%
SPONSORED ADR$927.77M8.3%
SPONSORED ADS$351.84M3.2%
Portfolio Concentration
Top 3$3.94B35.4%
4–10$4.91B44.1%
11–25$2.28B20.5%
Rest$6.93M0.1%
Top 3 weight
35.4%
Top 10 weight
79.5%
Voting Authority Distribution
Total shares with voting rights: 131M
Sole
Full voting authority
131M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole26
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings26
Rows:
UNITED THERAPEUTICS CORP
SOLEShares2.78M
TypeSH
Market value$1.51B
13.52%
Sole
2.78M
Shared
0.00
None
0.00
ASCENDIS PHARMA
SOLEShares5.11M
TypeSH
Market value$1.36B
12.24%
Sole
5.11M
Shared
0.00
None
0.00
KRYSTAL BIOTECH INC
SOLEShares2.89M
TypeSH
Market value$1.07B
9.64%
Sole
2.89M
Shared
0.00
None
0.00
MADRIGAL PHARMACEUTICALS INC
SOLEShares1.83M
TypeSH
Market value$984.41M
8.84%
Sole
1.83M
Shared
0.00
None
0.00
ARGENX SE
SOLEShares1M
TypeSH
Market value$927.77M
8.33%
Sole
1M
Shared
0.00
None
0.00
ARROWHEAD PHARMACEUTICALS INC
SOLEShares11.36M
TypeSH
Market value$925.59M
8.31%
Sole
11.36M
Shared
0.00
None
0.00
KYMERA THERAPEUTICS INC
SOLEShares7.47M
TypeSH
Market value$857.13M
7.70%
Sole
7.47M
Shared
0.00
None
0.00
REVOLUTION MEDICINES INC
SOLEShares2.30M
TypeSH
Market value$430.18M
3.86%
Sole
2.30M
Shared
0.00
None
0.00
CYTOKINETICS INC
SOLEShares5M
TypeSH
Market value$425.95M
3.82%
Sole
5M
Shared
0.00
None
0.00
CELCUITY INC
SOLEShares3.40M
TypeSH
Market value$355.71M
3.19%
Sole
3.40M
Shared
0.00
None
0.00
STRUCTURE THERAPEUTICS INC
SOLEShares6.56M
TypeSH
Market value$351.84M
3.16%
Sole
6.56M
Shared
0.00
None
0.00
XENON PHARMACEUTICALS INC
SOLEShares5.78M
TypeSH
Market value$348.75M
3.13%
Sole
5.78M
Shared
0.00
None
0.00
DEFINIUM THERAPEUTICS INC
SOLEShares7.19M
TypeSH
Market value$338.17M
3.04%
Sole
7.19M
Shared
0.00
None
0.00
UNIQURE NV
SOLEShares6.73M
TypeSH
Market value$309.88M
2.78%
Sole
6.73M
Shared
0.00
None
0.00
VERA THERAPEUTICS INC
SOLEShares5.72M
TypeSH
Market value$245.61M
2.21%
Sole
5.72M
Shared
0.00
None
0.00
TAYSHA GENE THERAPIES INC
SOLEShares23.89M
TypeSH
Market value$162.68M
1.46%
Sole
23.89M
Shared
0.00
None
0.00
OCULAR THERAPEUTIX INC
SOLEShares12.54M
TypeSH
Market value$123.14M
1.11%
Sole
12.54M
Shared
0.00
None
0.00
DAMORA THERAPEUTICS INC
SOLEShares3.78M
TypeSH
Market value$98.40M
0.88%
Sole
3.78M
Shared
0.00
None
0.00
HEMAB THERAPEUTICS HLDGS INC
SOLEShares1.93M
TypeSH
Market value$70.71M
0.63%
Sole
1.93M
Shared
0.00
None
0.00
GH RESEARCH PLC
SOLEShares1.80M
TypeSH
Market value$48.38M
0.43%
Sole
1.80M
Shared
0.00
None
0.00
VIRIDIAN THERAPEUTICS INC
SOLEShares2.50M
TypeSH
Market value$45.92M
0.41%
Sole
2.50M
Shared
0.00
None
0.00
SEPTERNA INC
SOLEShares1.34M
TypeSH
Market value$44.79M
0.40%
Sole
1.34M
Shared
0.00
None
0.00
AVALO THERAPEUTICS
SOLEShares2.33M
TypeSH
Market value$43.12M
0.39%
Sole
2.33M
Shared
0.00
None
0.00
FAETH THERAPEUTICS INC
SOLEShares1.44M
TypeSH
Market value$36.10M
0.32%
Sole
1.44M
Shared
0.00
None
0.00
WHITEHAWK THERAPEUTICS INC
SOLEShares2.85M
TypeSH
Market value$13.05M
0.12%
Sole
2.85M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
UNITED THERAPEUTICS CORPSOLE | Common | 2.78M | SH | $1.51B 13.52% | 2.78M | 0.00 | 0.00 |
ASCENDIS PHARMASOLE | ORDINARY SHARES | 5.11M | SH | $1.36B 12.24% | 5.11M | 0.00 | 0.00 |
KRYSTAL BIOTECH INCSOLE | Common | 2.89M | SH | $1.07B 9.64% | 2.89M | 0.00 | 0.00 |
MADRIGAL PHARMACEUTICALS INCSOLE | Common | 1.83M | SH | $984.41M 8.84% | 1.83M | 0.00 | 0.00 |
ARGENX SESOLE | Sponsored ADR | 1M | SH | $927.77M 8.33% | 1M | 0.00 | 0.00 |
ARROWHEAD PHARMACEUTICALS INCSOLE | Common | 11.36M | SH | $925.59M 8.31% | 11.36M | 0.00 | 0.00 |
KYMERA THERAPEUTICS INCSOLE | Common | 7.47M | SH | $857.13M 7.70% | 7.47M | 0.00 | 0.00 |
REVOLUTION MEDICINES INCSOLE | Common | 2.30M | SH | $430.18M 3.86% | 2.30M | 0.00 | 0.00 |
CYTOKINETICS INCSOLE | Common | 5M | SH | $425.95M 3.82% | 5M | 0.00 | 0.00 |
CELCUITY INCSOLE | Common | 3.40M | SH | $355.71M 3.19% | 3.40M | 0.00 | 0.00 |
STRUCTURE THERAPEUTICS INCSOLE | SPONSORED ADS | 6.56M | SH | $351.84M 3.16% | 6.56M | 0.00 | 0.00 |
XENON PHARMACEUTICALS INCSOLE | Common | 5.78M | SH | $348.75M 3.13% | 5.78M | 0.00 | 0.00 |
DEFINIUM THERAPEUTICS INCSOLE | Common | 7.19M | SH | $338.17M 3.04% | 7.19M | 0.00 | 0.00 |
UNIQURE NVSOLE | Common | 6.73M | SH | $309.88M 2.78% | 6.73M | 0.00 | 0.00 |
VERA THERAPEUTICS INCSOLE | Common | 5.72M | SH | $245.61M 2.21% | 5.72M | 0.00 | 0.00 |
TAYSHA GENE THERAPIES INCSOLE | Common | 23.89M | SH | $162.68M 1.46% | 23.89M | 0.00 | 0.00 |
OCULAR THERAPEUTIX INCSOLE | Common | 12.54M | SH | $123.14M 1.11% | 12.54M | 0.00 | 0.00 |
DAMORA THERAPEUTICS INCSOLE | Common | 3.78M | SH | $98.40M 0.88% | 3.78M | 0.00 | 0.00 |
HEMAB THERAPEUTICS HLDGS INCSOLE | Common | 1.93M | SH | $70.71M 0.63% | 1.93M | 0.00 | 0.00 |
GH RESEARCH PLCSOLE | ORDINARY SHARES | 1.80M | SH | $48.38M 0.43% | 1.80M | 0.00 | 0.00 |
VIRIDIAN THERAPEUTICS INCSOLE | Common | 2.50M | SH | $45.92M 0.41% | 2.50M | 0.00 | 0.00 |
SEPTERNA INCSOLE | Common | 1.34M | SH | $44.79M 0.40% | 1.34M | 0.00 | 0.00 |
AVALO THERAPEUTICSSOLE | Common | 2.33M | SH | $43.12M 0.39% | 2.33M | 0.00 | 0.00 |
FAETH THERAPEUTICS INCSOLE | COMMON | 1.44M | SH | $36.10M 0.32% | 1.44M | 0.00 | 0.00 |
WHITEHAWK THERAPEUTICS INCSOLE | Common | 2.85M | SH | $13.05M 0.12% | 2.85M | 0.00 | 0.00 |
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