StockDriftsStockDriftsTop 24 Avoro Capital Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| UTHR | UNITED THERAPEUTICS CORP | 13.52% | 2.78M | $1.51B | +5.62%(+147.78K) | $225.02(+124.77%) | 2026-06-30 | |
| KRYS | KRYSTAL BIOTECH INC | 9.64% | 2.89M | $1.07B | +0.00%(+0) | $96.59(+244.01%) | 2026-06-30 | |
| MDGL | MADRIGAL PHARMACEUTICALS INC | 8.84% | 1.83M | $984.4M | +0.83%(+15.15K) | $164.16(+209.19%) | 2026-06-30 | |
| ARGX | ARGENX SE | 8.33% | 1.00M | $927.8M | +0.00%(+0) | $200.73(+389.43%) | 2026-06-30 | |
| ARWR | ARROWHEAD PHARMACEUTICALS INC | 8.31% | 11.36M | $925.6M | +6.13%(+655.56K) | $30.05(+188.33%) | 2026-06-30 | |
| KYMR | KYMERA THERAPEUTICS INC | 7.7% | 7.47M | $857.1M | +0.00%(+0) | $38.27(+206.75%) | 2026-06-30 | |
| RVMD | REVOLUTION MEDICINES INC | 3.86% | 2.30M | $430.2M | -2.02%(-47.44K) | $65.06(+229.94%) | 2026-06-30 | |
| CYTK | CYTOKINETICS INC | 3.82% | 5.00M | $425.9M | +50.00%(+1.67M) | $67.84(+9.49%) | 2026-06-30 | |
| CELC | CELCUITY INC | 3.19% | 3.40M | $355.7M | +0.74%(+25.00K) | $77.32(+18.99%) | 2026-06-30 | |
| GPCR | STRUCTURE THERAPEUTICS INC | 3.16% | 6.56M | $351.8M | +0.00%(+0) | $29.58(+83.49%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +23.53% | +88.48% | +17.68% | +125.69% |
| Top 20 Holdings Unweighted | +36.18% | +152.52% | +19.57% | +144.44% |
Avoro Capital Advisors LLC reports $11.14B in US-listed equity holdings across 26 positions in its most recent 13F filing. Its largest disclosed positions are UTHR (13.5%), KRYS (9.6%) and MDGL (8.8%). The top 20 holdings account for 86.22% of reported assets. Its disclosed equity book has returned +88.48% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Avoro Capital Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1633313). View Avoro Capital Advisors LLC’s 13F filings on SEC