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

22Q4 调仓2022-09-30 → 2022-12-31 · 共 23 项增持 16减持 4清仓 3

方向

标的

Δ市值

现股数(环比)

增持

— HORIZON THERAPEUTICS PLC

+$479.4M

7,000,000 +37%

增持

MDGL MADRIGAL PHARMACEUTICALS INC

+$382.1M

1,660,000 +8%

减持

UTHR UNITED THERAPEUTICS CORP

+$184.0M

2,865,000 -2%

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。

— APELLIS PHARMACEUTICALS INC

增持

— MIRATI THERAPEUTICS INC

-$135.9M

5,555,555 +0%

增持

— ASCENDIS PHARMA

+$84.3M

3,100,000 +9%

增持

— DICE THERAPEUTICS INC

+$57.0M

2,525,555 +135%

增持

KYMR KYMERA THERAPEUTICS INC

+$48.9M

3,850,000 +77%

减持

IOVA IOVANCE BIOTHERAPEUTICS INC

-$41.6M

7,020,000 -22%

增持

— IVERIC BIO INC

+$38.7M

6,750,000 +14%

增持

NUVL NUVALENT INC

+$25.9M

1,555,555 +48%

增持

KRYS KRYSTAL BIOTECH INC

+$22.8M

1,410,000 +11%

增持

— AVIDITY BIOSCIENCES INC

+$21.8M

2,050,000 +41%

增持

SNDX SYNDAX PHARMACEUTICALS INC

+$14.0M

2,650,000 +19%

增持

DSGN DESIGN THERAPEUTICS INC

-$13.8M

2,272,222 +2%

增持

— SEAGEN INC

-$12.9M

1,885,000 +1%

减持

KURA KURA ONCOLOGY INC

-$9.6M

3,105,000 -12%

清仓

RLAY RELAY THERAPEUTICS INC

-$8.9M

0 -100%

清仓

— AMARIN CORP PLC

-$6.5M

0 -100%

增持

TNGX TANGO THERAPEUTICS INC

+$6.3M

1,640,000 +6%

增持

GLUE MONTE ROSA THERAPEUTICS INC

+$5.4M

4,325,000 +29%

减持

AMLX AMYLYX PHARMACEUTICALS INC

+$5.0M

630,000 -3%

清仓

— BIOATLA INC

-$4.4M

0 -100%