Avoro Capital Advisors LLC

报告期 2026-03-31 · CIK 0001633313

持仓数

前50大市值合计

$10.16B

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3 21Q2

22Q3 调仓2022-06-30 → 2022-09-30 · 共 23 项建仓 2增持 11减持 7清仓 3

方向

标的

Δ市值

现股数(环比)

增持

— APELLIS PHARMACEUTICALS INC

+$248.2M

10,125,000 +3%

减持

SRPT SAREPTA THERAPEUTICS INC

+$96.9M

3,175,000 -6%

减持

UTHR UNITED THERAPEUTICS CORP

-$87.1M

2,926,500 -1%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

增持

— ASCENDIS PHARMA

+$82.8M

2,850,000 +25%

增持

— HORIZON THERAPEUTICS PLC

-$81.6M

5,125,000 +3%

清仓

XBI SPDR SERIES TRUST - S&P BIOTECH

-$66.8M

0 -100%

增持

BCRX BIOCRYST PHARMACEUTICALS INC

+$45.3M

9,050,000 +39%

减持

KURA KURA ONCOLOGY INC

-$39.8M

3,525,000 -27%

减持

— IVERIC BIO INC

+$37.4M

5,900,000 -17%

增持

BMRN BIOMARIN PHARMACEUTICAL INC

+$29.3M

3,555,555 +8%

减持

ALNY ALNYLAM PHARMACEUTICALS INC

+$22.8M

1,105,000 -19%

增持

KYMR KYMERA THERAPEUTICS INC

+$22.4M

2,169,230 +72%

建仓

AMLX AMYLYX PHARMACEUTICALS INC

+$18.3M

650,000

增持

KRYS KRYSTAL BIOTECH INC

+$18.3M

1,275,000 +19%

增持

WHWK AADI BIOSCIENCES INC

+$17.7M

2,849,402 +56%

减持

IOVA IOVANCE BIOTHERAPEUTICS INC

-$15.4M

9,020,000 -2%

增持

— SEAGEN INC

-$14.6M

1,865,000 +22%

减持

PMVP PMV PHARMACEUTICALS INC

-$7.8M

3,060,000 -1%

增持

— AVIDITY BIOSCIENCES INC

+$4.8M

1,450,000 +12%

增持

GLUE MONTE ROSA THERAPEUTICS INC

-$4.5M

3,363,333 +2%

建仓

— BIOATLA INC

+$4.4M

575,000

清仓

— APPLIED MOLECULAR TRANS INC

-$3.0M

0 -100%

清仓

GNCAQ GENOCEA BIOSCIENCES INC

-$86.0K

0 -100%