venBio Select Advisor
Latest statistics and disclosures from Avoro Capital Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are UTHR, ASND, MDGL, ARGX, KRYS, and represent 48.78% of Avoro Capital Advisors's stock portfolio.
- Added to shares of these 10 stocks: CELC (+$310M), XBI (+$256M), UTHR (+$187M), TERN (+$176M), RVMD (+$173M), CNTA (+$94M), KYMR (+$88M), GPCR (+$80M), MNMD (+$67M), PTCT (+$52M).
- Started 11 new stock positions in XBI, PTCT, LXEO, TERN, APGE, INCY, VRDN, CELC, GHRS, RVMD. MNMD.
- Reduced shares in these 10 stocks: MRUS (-$334M), AKRO (-$188M), RNA (-$158M), TRML (-$122M), , ETNB (-$94M), ALKS (-$24M), ARWR (-$18M), VERA (-$16M), MDGL (-$15M).
- Sold out of its positions in AKRO, FOLD, BCRX, ETNB, MLTX, TNGX, TRML, MRUS.
- Avoro Capital Advisors was a net buyer of stock by $622M.
- Avoro Capital Advisors has $10B in assets under management (AUM), dropping by 30.22%.
- Central Index Key (CIK): 0001633313
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Portfolio Holdings for Avoro Capital Advisors
Avoro Capital Advisors holds 33 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| United Therapeutics Corp Common (UTHR) | 12.5 | $1.3B | +17% | 2.6M | 487.25 |
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| Ascendis Pharma Sponsored ADR (ASND) | 10.8 | $1.1B | 5.2M | 213.24 |
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| Madrigal Pharmaceuticals Common (MDGL) | 10.3 | $1.1B | 1.8M | 582.34 |
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| Argenx Se Sponsored ADR (ARGX) | 8.2 | $833M | 990k | 840.95 |
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| Krystal Biotech Common (KRYS) | 7.0 | $712M | +3% | 2.9M | 246.54 |
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| Arrowhead Pharmaceuticals Common (ARWR) | 6.9 | $705M | -2% | 11M | 66.39 |
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| Kymera Therapeutics Common (KYMR) | 5.7 | $582M | +17% | 7.5M | 77.81 |
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| Structure Therapeutics Sponsored Ads (GPCR) | 4.5 | $456M | +21% | 6.6M | 69.55 |
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| Avidity Biosciences Common (RNA) | 3.9 | $394M | -28% | 5.5M | 72.13 |
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| Centessa Pharmaceuticals Sponsored Ads (CNTA) | 3.6 | $364M | +34% | 15M | 25.01 |
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| Celcuity Common (CELC) | 3.0 | $310M | NEW | 3.1M | 99.74 |
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| Apellis Pharmaceuticals Common (APLS) | 3.0 | $307M | 12M | 25.12 |
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| Vera Therapeutics Common (VERA) | 2.9 | $298M | -5% | 5.9M | 50.64 |
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| Spdr Series Trust - S&p Biotech Etf (XBI) | 2.5 | $256M | NEW | 2.1M | 121.93 |
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| Xenon Pharmaceuticals Common (XENE) | 2.4 | $243M | 5.4M | 44.82 |
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| Terns Pharmaceuticals Common (TERN) | 1.7 | $176M | NEW | 4.4M | 40.40 |
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| Revolution Medicines Common (RVMD) | 1.7 | $173M | NEW | 2.2M | 79.65 |
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| Uniqure Nv Common (QURE) | 1.4 | $147M | +38% | 6.2M | 23.93 |
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| Soleno Therapeutics Common (SLNO) | 1.3 | $134M | +12% | 2.9M | 46.30 |
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| Ocular Therapeutix Common (OCUL) | 1.3 | $131M | +5% | 11M | 12.14 |
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| Taysha Gene Therapies Common (TSHA) | 1.2 | $119M | 22M | 5.50 |
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| Mind Medicine Common (MNMD) | 0.7 | $67M | NEW | 5.0M | 13.39 |
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| Ptc Therapeutics Common (PTCT) | 0.5 | $52M | NEW | 685k | 75.96 |
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| Viridian Therapeutics Common (VRDN) | 0.5 | $47M | NEW | 1.5M | 31.12 |
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| Oruka Therapeutics Common (ORKA) | 0.4 | $40M | 1.3M | 30.31 |
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| Alkermes Common (ALKS) | 0.4 | $39M | -37% | 1.4M | 27.98 |
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| Apogee Therapeutics Common (APGE) | 0.4 | $38M | NEW | 500k | 75.48 |
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| Septerna Common (SEPN) | 0.4 | $37M | 1.3M | 27.88 |
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| Lexeo Therapeutics Common (LXEO) | 0.3 | $33M | NEW | 3.3M | 9.93 |
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| Mannkind Corp Common (MNKD) | 0.2 | $25M | 4.4M | 5.67 |
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| Gh Research Ordinary Shares (GHRS) | 0.2 | $23M | NEW | 1.8M | 12.70 |
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| Incyte Corp Common (INCY) | 0.1 | $13M | NEW | 135k | 98.77 |
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| Whitehawk Therapeutics Common (WHWK) | 0.1 | $6.9M | 2.8M | 2.42 |
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Past Filings by Avoro Capital Advisors
SEC 13F filings are viewable for Avoro Capital Advisors going back to 2014
- Avoro Capital Advisors 2025 Q4 restated filed March 16, 2026
- Avoro Capital Advisors 2025 Q4 filed Feb. 17, 2026
- Avoro Capital Advisors 2025 Q3 filed Nov. 14, 2025
- Avoro Capital Advisors 2025 Q2 filed Aug. 14, 2025
- Avoro Capital Advisors 2025 Q1 filed May 15, 2025
- Avoro Capital Advisors 2024 Q4 filed Feb. 14, 2025
- Avoro Capital Advisors 2024 Q3 filed Nov. 14, 2024
- Avoro Capital Advisors 2024 Q2 filed Aug. 14, 2024
- Avoro Capital Advisors 2024 Q1 filed May 15, 2024
- Avoro Capital Advisors 2023 Q4 filed Feb. 14, 2024
- Avoro Capital Advisors 2023 Q3 filed Nov. 14, 2023
- Avoro Capital Advisors 2023 Q2 filed Aug. 14, 2023
- Avoro Capital Advisors 2023 Q1 filed May 15, 2023
- Avoro Capital Advisors 2022 Q4 filed Feb. 14, 2023
- Avoro Capital Advisors 2022 Q3 filed Nov. 14, 2022
- Avoro Capital Advisors 2022 Q2 filed Aug. 15, 2022