Avoro Capital Advisors LLC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$10.2B
Holdings
33
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (33 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | UTHUNITED THERAPEUTICS CORP | 2,606,060 | $1.3T | 12480.39% | |
| 2 | ASNDASCENDIS PHARMA | 5,161,111 | $1.1T | 10718.28% | Call |
| 3 | MDGLMADRIGAL PHARMACEUTICALS INC | 1,807,500 | $1.1T | 10345.39% | |
| 4 | ARGXARGENX SE | 990,000 | $832.5B | 8182.71% | |
| 5 | KRYSKRYSTAL BIOTECH INC | 2,888,888 | $712.2B | 7000.19% | |
| 6 | ARWRARROWHEAD PHARMACEUTICALS INC | 10,625,000 | $705.4B | 6933.03% | |
| 7 | KYMRKYMERA THERAPEUTICS INC | 7,474,747 | $581.6B | 5716.42% | |
| 8 | GPCRSTRUCTURE THERAPEUTICS INC | 6,555,555 | $455.9B | 4481.24% | |
| 9 | RNAAVIDITY BIOSCIENCES INC | 5,455,000 | $393.5B | 3867.25% | |
| 10 | CNTACENTESSA PHARMACEUTICALS PLC | 14,555,555 | $364.0B | 3577.95% | |
| 11 | CELCCELCUITY INC | 3,111,111 | $310.3B | 3049.84% | |
| 12 | APLSAPELLIS PHARMACEUTICALS INC | 12,222,222 | $307.0B | 3017.60% | |
| 13 | VERAVERA THERAPEUTICS INC | 5,888,888 | $298.2B | 2931.02% | |
| 14 | XBISPDR SERIES TRUST - S&P BIOTECH | 2,100,000 | $256.1B | 2516.65% | |
| 15 | XENEXENON PHARMACEUTICALS INC | 5,424,444 | $243.1B | 2389.56% | |
| 16 | TERNTERNS PHARMACEUTICALS INC | 4,350,000 | $175.7B | 1727.28% | |
| 17 | RVMDREVOLUTION MEDICINES INC | 2,170,000 | $172.8B | 1698.78% | |
| 18 | QUREUNIQURE NV | 6,150,000 | $147.2B | 1446.47% | |
| 19 | SLNOSOLENO THERAPEUTICS INC | 2,900,000 | $134.3B | 1319.69% | |
| 20 | OCULOCULAR THERAPEUTIX INC | 10,777,777 | $130.8B | 1286.00% | |
| 21 | TSHATAYSHA GENE THERAPIES INC | 21,700,000 | $119.3B | 1173.04% | |
| 22 | BRD1EURMIND MEDICINE (MINDMED) INC | 5,000,000 | $67.0B | 658.03% | |
| 23 | PTCT 1.5 09/15/26PTC THERAPEUTICS INC | 685,000 | $52.0B | 511.40% | |
| 24 | VRDNVIRIDIAN THERAPEUTICS INC | 1,500,000 | $46.7B | 458.80% | |
| 25 | ORKAORUKA THERAPEUTICS INC | 1,333,340 | $40.4B | 397.20% | |
| 26 | ALKSALKERMES PLC | 1,400,000 | $39.2B | 385.01% | |
| 27 | APGEAPOGEE THERAPEUTICS INC | 500,000 | $37.7B | 370.93% | |
| 28 | SEPNSEPTERNA INC | 1,337,500 | $37.3B | 366.50% | |
| 29 | LXEOLEXEO THERAPEUTICS INC | 3,300,000 | $32.8B | 322.07% | |
| 30 | MNKDMANNKIND CORP | 4,444,444 | $25.2B | 247.67% | |
| 31 | GHRSGH RESEARCH PLC | 1,800,000 | $22.9B | 224.68% | |
| 32 | INCYINCYTE CORP | 135,000 | $13.3B | 131.04% | |
| 33 | WHWKWHITEHAWK THERAPEUTICS INC | 2,849,402 | $6.9B | 67.77% |