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Avoro Capital Advisors LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Avoro Capital Advisors LLC

报告期 2026-03-31 · CIK 0001633313

持仓数

32

前50大市值合计

$10.16B

报告期

2026-03-31

当前持仓调仓

前 32 大持仓

标的

类型

市值

股数

占比*

UTHR UNITED THERAPEUTICS CORP

Common

$1.56B

2,630,000

15.3%

— ASCENDIS PHARMA

Sponsored ADR

$1.16B

5,062,500

11.4%

MDGL MADRIGAL PHARMACEUTICALS INC

Common

$951.8M

1,818,181

9.4%

KRYS KRYSTAL BIOTECH INC

Common

$746.3M

2,888,888

7.3%

ARGX ARGENX SE

Sponsored ADR

$730.3M

1,000,000

7.2%

ARWR ARROWHEAD PHARMACEUTICALS INC

Common

$670.9M

10,699,999

6.6%

KYMR KYMERA THERAPEUTICS INC

Common

$622.6M

7,474,747

6.1%

— APELLIS PHARMACEUTICALS INC

Common

$491.7M

12,222,222

4.8%

— CENTESSA PHARMACEUTICALS PLC

SPONSORED ADS

$454.0M

11,430,455

4.5%

CELC CELCUITY INC

Common

$385.2M

3,375,000

3.8%

XENE XENON PHARMACEUTICALS INC

Common

$336.0M

5,777,777

3.3%

GPCR STRUCTURE THERAPEUTICS INC

SPONSORED ADS

$316.0M

6,555,555

3.1%

— TERNS PHARMACEUTICALS INC

Common

$300.2M

5,695,000

3.0%

VERA VERA THERAPEUTICS INC

Common

$236.9M

5,888,888

2.3%

RVMD REVOLUTION MEDICINES INC

Common

$228.0M

2,344,444

2.2%

CYTK CYTOKINETICS INC

Common

$219.7M

3,333,333

2.2%

OCUL OCULAR THERAPEUTIX INC

Common

$104.3M

12,315,000

1.0%

DMRA DAMORA THERAPEUTICS INC

Common

$98.0M

3,783,000

1.0%

— UNIQURE NV

Common

$97.4M

5,959,595

1.0%

TSHA TAYSHA GENE THERAPIES INC

Common

$97.0M

21,700,000

1.0%

DFTX DEFINIUM THERAPEUTICS INC

Common

$94.5M

5,000,000

0.9%

— SOLENO THERAPEUTICS INC

Common

$77.0M

2,300,000

0.8%

— ALKERMES PLC

Common

$42.4M

1,200,000

0.4%

SEPN SEPTERNA INC

Common

$32.1M

1,337,500

0.3%

VRDN VIRIDIAN THERAPEUTICS INC

Common

$29.3M

1,500,000

0.3%

— GH RESEARCH PLC

ORDINARY SHARES

$25.3M

1,800,000

0.2%

AVTX AVALO THERAPEUTICS

Common

$21.1M

1,410,000

0.2%

LXEO LEXEO THERAPEUTICS INC

Common

$10.8M

1,875,000

0.1%

UTHR UNITED THERAPEUTICS CORP

Common · 认购

$10.3M

380,000

0.1%

WHWK WHITEHAWK THERAPEUTICS INC

Common

$9.8M

2,849,402

0.1%

MNKD MANNKIND CORP

Common

$5.4M

2,200,000

0.1%

CELC CELCUITY INC

Common · 认购

$3.0M

200,000

0.0%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

57%前 6 大占比

UTHR15.3%ASCENDIS PHARMA11.4%MDGL9.4%KRYS7.3%ARGX7.2%ARWR6.6%