Avoro Capital Advisors LLC
NEW YORK NY · SEC CIK 0001633313
$101.65亿2026Q1 申报市值
32持仓数
76.4%前十大占比 · 第一大 15.3%
5 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
CYTK 新建仓+$2.20亿
DMRA 新建仓+$9,797.97万
DFTX 新建仓+$9,450.00万
TERNS PHARMACEUT 加仓+$7,090.84万
CELC 加仓+$3,012.03万
2026Q1 卖出最多 按季末市值估算
AVIDITY BIOSCIEN 清仓-$3.93亿
XBI 清仓-$2.56亿
CENTESSA PHARMAC 减仓-$1.24亿
MIND MEDICINE (M 清仓-$6,695.00万
PTCT 清仓-$5,203.26万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | AVIDITY BIOSCIENCES INC | $0 | 0.00% | 0 | -5,455,000 | -100.0% | -$3.93亿 | 清仓 |
| XBI | SPDR SERIES TRUST - S&P BIOTECH | $0 | 0.00% | 0 | -2,100,000 | -100.0% | -$2.56亿 | 清仓 |
| — | MIND MEDICINE (MINDMED) INC | $0 | 0.00% | 0 | -5,000,000 | -100.0% | -$6,695.00万 | 清仓 |
| PTCT | PTC THERAPEUTICS INC | $0 | 0.00% | 0 | -685,000 | -100.0% | -$5,203.26万 | 清仓 |
| ORKA | ORUKA THERAPEUTICS INC | $0 | 0.00% | 0 | -1,333,340 | -100.0% | -$4,041.35万 | 清仓 |
| — | APOGEE THERAPEUTICS INC | $0 | 0.00% | 0 | -500,000 | -100.0% | -$3,774.00万 | 清仓 |
| INCY | INCYTE CORP | $0 | 0.00% | 0 | -135,000 | -100.0% | -$1,333.39万 | 清仓 |
| ASND | ASCENDIS PHARMA 看涨期权 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$62.50万 | 清仓 |
| CELC | CELCUITY INC 看涨期权 | $305.00万 | 0.03% | 200,000 | 200,000 | — | $305.00万 | 新建仓 |
| MNKD | MANNKIND CORP | $539.00万 | 0.05% | 2,200,000 | -2,244,444 | -50.5% | -$549.89万 | 减仓 |
| WHWK | WHITEHAWK THERAPEUTICS INC | $983.04万 | 0.10% | 2,849,402 | 0 | 0.0% | — | 不变 |
| UTHR | UNITED THERAPEUTICS CORP 看涨期权 | $1,029.60万 | 0.10% | 380,000 | 180,000 | 90.0% | $487.71万 | 重新持有 |
| LXEO | LEXEO THERAPEUTICS INC | $1,076.25万 | 0.11% | 1,875,000 | -1,425,000 | -43.2% | -$817.95万 | 减仓 |
| AVTX | AVALO THERAPEUTICS | $2,105.13万 | 0.21% | 1,410,000 | 1,410,000 | — | $2,105.13万 | 新建仓 |
| GHRS | GH RESEARCH PLC | $2,530.80万 | 0.25% | 1,800,000 | 0 | 0.0% | — | 不变 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $2,934.00万 | 0.29% | 1,500,000 | 0 | 0.0% | — | 不变 |
| SEPN | SEPTERNA INC | $3,214.01万 | 0.32% | 1,337,500 | 0 | 0.0% | — | 不变 |
| ALKS | ALKERMES PLC | $4,243.20万 | 0.42% | 1,200,000 | -200,000 | -14.3% | -$707.20万 | 减仓 |
| — | SOLENO THERAPEUTICS INC | $7,700.40万 | 0.76% | 2,300,000 | -600,000 | -20.7% | -$2,008.80万 | 减仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $9,450.00万 | 0.93% | 5,000,000 | 5,000,000 | — | $9,450.00万 | 新建仓 |
| TSHA | TAYSHA GENE THERAPIES INC | $9,699.90万 | 0.95% | 21,700,000 | 0 | 0.0% | — | 不变 |
| QURE | UNIQURE NV | $9,743.94万 | 0.96% | 5,959,595 | -190,405 | -3.1% | -$311.31万 | 减仓 |
| DMRA | DAMORA THERAPEUTICS INC | $9,797.97万 | 0.96% | 3,783,000 | 3,783,000 | — | $9,797.97万 | 新建仓 |
| OCUL | OCULAR THERAPEUTIX INC | $1.04亿 | 1.03% | 12,315,000 | 1,537,223 | 14.3% | $1,302.03万 | 加仓 |
| CYTK | CYTOKINETICS INC | $2.20亿 | 2.16% | 3,333,333 | 3,333,333 | — | $2.20亿 | 新建仓 |
| RVMD | REVOLUTION MEDICINES INC | $2.28亿 | 2.24% | 2,344,444 | 174,444 | 8.0% | $1,696.47万 | 加仓 |
| VERA | VERA THERAPEUTICS INC | $2.37亿 | 2.33% | 5,888,888 | 0 | 0.0% | — | 不变 |
| — | TERNS PHARMACEUTICALS INC | $3.00亿 | 2.95% | 5,695,000 | 1,345,000 | 30.9% | $7,090.84万 | 加仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $3.16亿 | 3.11% | 6,555,555 | 0 | 0.0% | — | 不变 |
| XENE | XENON PHARMACEUTICALS INC | $3.36亿 | 3.31% | 5,777,777 | 353,333 | 6.5% | $2,054.63万 | 加仓 |
| CELC | CELCUITY INC | $3.85亿 | 3.79% | 3,375,000 | 263,889 | 8.5% | $3,012.03万 | 加仓 |
| — | CENTESSA PHARMACEUTICALS PLC | $4.54亿 | 4.47% | 11,430,455 | -3,125,100 | -21.5% | -$1.24亿 | 减仓 |
| — | APELLIS PHARMACEUTICALS INC | $4.92亿 | 4.84% | 12,222,222 | 0 | 0.0% | — | 不变 |
| KYMR | KYMERA THERAPEUTICS INC | $6.23亿 | 6.12% | 7,474,747 | 0 | 0.0% | — | 不变 |
| ARWR | ARROWHEAD PHARMACEUTICALS INC | $6.71亿 | 6.60% | 10,699,999 | 74,999 | 0.7% | $470.24万 | 加仓 |
| ARGX | ARGENX SE | $7.30亿 | 7.18% | 1,000,000 | 10,000 | 1.0% | $730.25万 | 加仓 |
| KRYS | KRYSTAL BIOTECH INC | $7.46亿 | 7.34% | 2,888,888 | 0 | 0.0% | — | 不变 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $9.52亿 | 9.36% | 1,818,181 | 10,681 | 0.6% | $559.12万 | 加仓 |
| ASND | ASCENDIS PHARMA | $11.58亿 | 11.39% | 5,062,500 | -48,611 | -1.0% | -$1,111.88万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP | $15.60亿 | 15.34% | 2,630,000 | 23,940 | 0.9% | $1,419.59万 | 加仓 |