Fund Universe

Avoro Capital Advisors LLC

CIK 0001633313 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.835
AUM ($M)
11,136
Positions
26
Turnover
0.28
Top-10 wt
79%
Herfindahl
0.079
History (qtrs)
6
Excess Return

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Holdings · 33 positions · portfolio value $11,136M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
UTHR funds › UNITED THERAPEUTICS CORP ADD 13.5% -1.8% 1,505.1 2,777,777 +147,777 5
ASND funds › ASCENDIS PHARMA NEW 12.2% +12.2% 1,363.2 5,111,111 +5,111,111 1
KRYS funds › KRYSTAL BIOTECH INC HOLD 9.6% +2.3% 1,073.7 2,888,888 +0 5
MDGL funds › MADRIGAL PHARMACEUTICALS INC ADD 8.8% -0.5% 984.4 1,833,333 +15,152 5
ARGX funds › ARGENX SE HOLD 8.3% +1.1% 927.8 1,000,000 +0 5
ARWR funds › ARROWHEAD PHARMACEUTICALS INC ADD 8.3% +1.7% 925.6 11,355,555 +655,556 5
KYMR funds › KYMERA THERAPEUTICS INC HOLD 7.7% +1.6% 857.1 7,474,747 +0 5
RVMD funds › REVOLUTION MEDICINES INC TRIM 3.9% +1.6% 430.2 2,297,000 -47,444 3
CYTK funds › CYTOKINETICS INC ADD 3.8% +1.7% 425.9 4,999,999 +1,666,666 2
CELC funds › CELCUITY INC ADD 3.2% -0.6% 355.7 3,400,000 +25,000 3
GPCR funds › STRUCTURE THERAPEUTICS INC HOLD 3.2% +0.0% 351.8 6,555,555 +0 4
XENE funds › XENON PHARMACEUTICALS INC HOLD 3.1% -0.2% 348.7 5,777,777 +0 5
DFTX funds › DEFINIUM THERAPEUTICS INC ADD 3.0% +2.1% 338.2 7,188,888 +2,188,888 2
QURE funds › UNIQURE NV ADD 2.8% +1.8% 309.9 6,727,777 +768,182 5
VERA funds › VERA THERAPEUTICS INC TRIM 2.2% -0.1% 245.6 5,723,888 -165,000 5
TSHA funds › TAYSHA GENE THERAPIES INC ADD 1.5% +0.5% 162.7 23,888,888 +2,188,888 5
OCUL funds › OCULAR THERAPEUTIX INC ADD 1.1% +0.1% 123.1 12,540,000 +225,000 5
DMRA funds › DAMORA THERAPEUTICS INC HOLD 0.9% -0.1% 98.4 3,783,000 +0 2
COAG funds › HEMAB THERAPEUTICS HLDGS INC NEW 0.6% +0.6% 70.7 1,925,150 +1,925,150 1
GHRS funds › GH RESEARCH PLC HOLD 0.4% +0.2% 48.4 1,800,000 +0 3
VRDN funds › VIRIDIAN THERAPEUTICS INC ADD 0.4% +0.1% 45.9 2,500,000 +1,000,000 3
SEPN funds › SEPTERNA INC HOLD 0.4% +0.1% 44.8 1,337,500 +0 5
AVTX funds › AVALO THERAPEUTICS ADD 0.4% +0.2% 43.1 2,333,333 +923,333 2
FTH funds › FAETH THERAPEUTICS INC NEW 0.3% +0.3% 36.1 1,444,039 +1,444,039 1
WHWK funds › WHITEHAWK THERAPEUTICS INC HOLD Common Stock 0.1% +0.0% 13.1 2,849,402 +0 5
LXEO funds › LEXEO THERAPEUTICS INC TRIM 0.1% -0.0% 6.9 1,489,189 -385,811 3
CUSIP:03753U106 funds › APELLIS PHARMACEUTICALS INC EXIT 0.0% -4.8% 0.0 0 -12,222,222 0
CUSIP:152309100 funds › CENTESSA PHARMACEUTICALS PLC EXIT 0.0% -4.5% 0.0 0 -11,430,455 0
MNKD funds › MANNKIND CORP EXIT 0.0% -0.1% 0.0 0 -2,200,000 0
CUSIP:834203309 funds › SOLENO THERAPEUTICS INC EXIT 0.0% -0.8% 0.0 0 -2,300,000 0
CUSIP:880881107 funds › TERNS PHARMACEUTICALS INC EXIT 0.0% -3.0% 0.0 0 -5,695,000 0
CUSIP:04351P101 funds › ASCENDIS PHARMA EXIT 0.0% -11.4% 0.0 0 -5,062,500 0
ALKS funds › ALKERMES PLC EXIT 0.0% -0.4% 0.0 0 -1,200,000 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 11,136 26 0.28 79% 0.079 0.833 in
2026Q1 10,151 30 0.17 77% 0.075 0.925 in
2025Q4 10,174 33 0.21 73% 0.068 0.858 in
2025Q3 7,730 30 0.13 72% 0.070 0.903 in
2025Q2 5,710 30 0.14 74% 0.077 0.900 entered
2025Q1 6,407 33 0.00 74% 0.075 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status