Avoro Capital Advisors LLC 13F 持仓 · 2026年Q2
Avoro Capital Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 26 只证券，申报市值合计 111.36 亿美元。前几大持仓：UTHR（13.52%）、ASND（12.24%）、KRYS（9.64%）。本季前 25 大持仓中：新建仓 3 只、增持 9 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | UTHR | UNITED THERAPEUTICS CORP | $1.51B | 13.52% | 2.8M | 减持 |
| 2 | ASND | ASCENDIS PHARMA | $1.36B | 12.24% | 5.1M | 新建仓 |
| 3 | KRYS | KRYSTAL BIOTECH INC | $1.07B | 9.64% | 2.9M | 持平 |
| 4 | MDGL | MADRIGAL PHARMACEUTICALS INC | $984.4M | 8.84% | 1.8M | 增持 |
| 5 | ARGX | ARGENX SE | $927.8M | 8.33% | 1.0M | 持平 |
| 6 | ARWR | ARROWHEAD PHARMACEUTICALS INC | $925.6M | 8.31% | 11.4M | 增持 |
| 7 | KYMR | KYMERA THERAPEUTICS INC | $857.1M | 7.70% | 7.5M | 持平 |
| 8 | RVMD | REVOLUTION MEDICINES INC | $430.2M | 3.86% | 2.3M | 减持 |
| 9 | CYTK | CYTOKINETICS INC | $425.9M | 3.82% | 5.0M | 增持 |
| 10 | CELC | CELCUITY INC | $355.7M | 3.19% | 3.4M | 减持 |
| 11 | GPCR | STRUCTURE THERAPEUTICS INC | $351.8M | 3.16% | 6.6M | 持平 |
| 12 | XENE | XENON PHARMACEUTICALS INC | $348.7M | 3.13% | 5.8M | 持平 |
| 13 | DFTX | DEFINIUM THERAPEUTICS INC | $338.2M | 3.04% | 7.2M | 增持 |
| 14 | QURE | UNIQURE NV | $309.9M | 2.78% | 6.7M | 增持 |
| 15 | VERA | VERA THERAPEUTICS INC | $245.6M | 2.21% | 5.7M | 减持 |
| 16 | TSHA | TAYSHA GENE THERAPIES INC | $162.7M | 1.46% | 23.9M | 增持 |
| 17 | OCUL | OCULAR THERAPEUTIX INC | $123.1M | 1.11% | 12.5M | 增持 |
| 18 | DMRA | DAMORA THERAPEUTICS INC | $98.4M | 0.88% | 3.8M | 持平 |
| 19 | COAG | HEMAB THERAPEUTICS HLDGS INC | $70.7M | 0.63% | 1.9M | 新建仓 |
| 20 | GHRS | GH RESEARCH PLC | $48.4M | 0.43% | 1.8M | 持平 |
| 21 | VRDN | VIRIDIAN THERAPEUTICS INC | $45.9M | 0.41% | 2.5M | 增持 |
| 22 | SEPN | SEPTERNA INC | $44.8M | 0.40% | 1.3M | 持平 |
| 23 | AVTX | AVALO THERAPEUTICS | $43.1M | 0.39% | 2.3M | 增持 |
| 24 | FTH | FAETH THERAPEUTICS INC | $36.1M | 0.32% | 1.4M | 新建仓 |
| 25 | WHWK | WHITEHAWK THERAPEUTICS INC | $13.1M | 0.12% | 2.8M | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR