Avoro Capital Advisors LLC
CIK: 0001633313SEC EDGAR →
Portfolio Value
$10.2B
Holdings
33
As of
Q4 2025
New Positions
3
Closed Positions
3
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | UNITED THERAPEUTICS CORP | 2,606,060 | $1.3B | 12.48% |
| 2 | ASNDCall ASCENDIS PHARMA | 5,161,111 | $1.1B | 10.72% |
| 3 | MADRIGAL PHARMACEUTICALS INC | 1,807,500 | $1.1B | 10.35% |
| 4 | ARGENX SE | 990,000 | $832.5M | 8.18% |
| 5 | KRYSTAL BIOTECH INC | 2,888,888 | $712.2M | 7.00% |
| 6 | ARROWHEAD PHARMACEUTICALS INC | 10,625,000 | $705.4M | 6.93% |
| 7 | KYMERA THERAPEUTICS INC | 7,474,747 | $581.6M | 5.72% |
| 8 | STRUCTURE THERAPEUTICS INC | 6,555,555 | $455.9M | 4.48% |
| 9 | AVIDITY BIOSCIENCES INC | 5,455,000 | $393.5M | 3.87% |
| 10 | CENTESSA PHARMACEUTICALS PLC | 14,555,555 | $364.0M | 3.58% |
Quarterly Changes
New Positions (14)
$1.3B · 2.6M shares
$1.1B · 5.2M shares
$455.9M · 6.6M shares
$310.3M · 3.1M shares
$256.1M · 2.1M shares
$175.7M · 4.3M shares
$172.8M · 2.2M shares
$67.0M · 5.0M shares
$52.0M · 685K shares
$46.7M · 1.5M shares
$37.7M · 500K shares
$32.8M · 3.3M shares
$22.9M · 1.8M shares
$13.3M · 135K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Healthcare | 29 | $8.5B | 83.8% |
| Unknown | 3 | $1.4B | 13.6% |
| Financial Services | 1 | $256.1M | 2.5% |