Avoro Capital Advisors LLC
NEW YORK NY · SEC CIK 0001633313
$111.36亿2026Q2 申报市值
26持仓数
79.5%前十大占比 · 第一大 13.5%
3 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ASND 新建仓+$13.63亿
CYTK 加仓+$1.42亿
DFTX 加仓+$1.03亿
UTHR 加仓+$8,007.00万
COAG 新建仓+$7,071.08万
2026Q2 卖出最多 按季末市值估算
ASND 清仓-$11.58亿
APELLIS PHARMACE 清仓-$4.92亿
CENTESSA PHARMAC 清仓-$4.54亿
TERNS PHARMACEUT 清仓-$3.00亿
SOLENO THERAPEUT 清仓-$7,700.40万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| UTHR | UNITED THERAPEUTICS CORP | $15.05亿 | 13.52% | 2,777,777 | 147,777 | 5.6% | $8,007.00万 | 加仓 |
| ASND | ASCENDIS PHARMA | $13.63亿 | 12.24% | 5,111,111 | 5,111,111 | — | $13.63亿 | 新建仓 |
| KRYS | KRYSTAL BIOTECH INC | $10.74亿 | 9.64% | 2,888,888 | 0 | 0.0% | — | 不变 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $9.84亿 | 8.84% | 1,833,333 | 15,152 | 0.8% | $813.59万 | 加仓 |
| ARGX | ARGENX SE | $9.28亿 | 8.33% | 1,000,000 | 0 | 0.0% | — | 不变 |
| ARWR | ARROWHEAD PHARMACEUTICALS INC | $9.26亿 | 8.31% | 11,355,555 | 655,556 | 6.1% | $5,343.44万 | 加仓 |
| KYMR | KYMERA THERAPEUTICS INC | $8.57亿 | 7.70% | 7,474,747 | 0 | 0.0% | — | 不变 |
| RVMD | REVOLUTION MEDICINES INC | $4.30亿 | 3.86% | 2,297,000 | -47,444 | -2.0% | -$888.53万 | 减仓 |
| CYTK | CYTOKINETICS INC | $4.26亿 | 3.82% | 4,999,999 | 1,666,666 | 50.0% | $1.42亿 | 加仓 |
| CELC | CELCUITY INC | $3.56亿 | 3.19% | 3,400,000 | 25,000 | 0.7% | $261.55万 | 加仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $3.52亿 | 3.16% | 6,555,555 | 0 | 0.0% | — | 不变 |
| XENE | XENON PHARMACEUTICALS INC | $3.49亿 | 3.13% | 5,777,777 | 0 | 0.0% | — | 不变 |
| DFTX | DEFINIUM THERAPEUTICS INC | $3.38亿 | 3.04% | 7,188,888 | 2,188,888 | 43.8% | $1.03亿 | 加仓 |
| QURE | UNIQURE NV | $3.10亿 | 2.78% | 6,727,777 | 768,182 | 12.9% | $3,538.25万 | 加仓 |
| VERA | VERA THERAPEUTICS INC | $2.46亿 | 2.21% | 5,723,888 | -165,000 | -2.8% | -$708.01万 | 减仓 |
| TSHA | TAYSHA GENE THERAPIES INC | $1.63亿 | 1.46% | 23,888,888 | 2,188,888 | 10.1% | $1,490.63万 | 加仓 |
| OCUL | OCULAR THERAPEUTIX INC | $1.23亿 | 1.11% | 12,540,000 | 225,000 | 1.8% | $220.95万 | 加仓 |
| DMRA | DAMORA THERAPEUTICS INC | $9,839.58万 | 0.88% | 3,783,000 | 0 | 0.0% | — | 不变 |
| COAG | HEMAB THERAPEUTICS HLDGS INC | $7,071.08万 | 0.63% | 1,925,150 | 1,925,150 | — | $7,071.08万 | 新建仓 |
| GHRS | GH RESEARCH PLC | $4,838.40万 | 0.43% | 1,800,000 | 0 | 0.0% | — | 不变 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $4,592.50万 | 0.41% | 2,500,000 | 1,000,000 | 66.7% | $1,837.00万 | 加仓 |
| SEPN | SEPTERNA INC | $4,479.29万 | 0.40% | 1,337,500 | 0 | 0.0% | — | 不变 |
| AVTX | AVALO THERAPEUTICS | $4,312.00万 | 0.39% | 2,333,333 | 923,333 | 65.5% | $1,706.32万 | 加仓 |
| FTH | FAETH THERAPEUTICS INC | $3,610.10万 | 0.32% | 1,444,039 | 1,444,039 | — | $3,610.10万 | 新建仓 |
| WHWK | WHITEHAWK THERAPEUTICS INC | $1,305.03万 | 0.12% | 2,849,402 | 0 | 0.0% | — | 不变 |
| LXEO | LEXEO THERAPEUTICS INC | $693.22万 | 0.06% | 1,489,189 | -385,811 | -20.6% | -$179.60万 | 减仓 |
| ASND | ASCENDIS PHARMA | $0 | 0.00% | 0 | -5,062,500 | -100.0% | -$11.58亿 | 清仓 |
| — | APELLIS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -12,222,222 | -100.0% | -$4.92亿 | 清仓 |
| — | CENTESSA PHARMACEUTICALS PLC | $0 | 0.00% | 0 | -11,430,455 | -100.0% | -$4.54亿 | 清仓 |
| — | TERNS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -5,695,000 | -100.0% | -$3.00亿 | 清仓 |
| — | SOLENO THERAPEUTICS INC | $0 | 0.00% | 0 | -2,300,000 | -100.0% | -$7,700.40万 | 清仓 |
| ALKS | ALKERMES PLC | $0 | 0.00% | 0 | -1,200,000 | -100.0% | -$4,243.20万 | 清仓 |
| UTHR | UNITED THERAPEUTICS CORP 看涨期权 | $0 | 0.00% | 0 | -380,000 | -100.0% | -$1,029.60万 | 清仓 |
| MNKD | MANNKIND CORP | $0 | 0.00% | 0 | -2,200,000 | -100.0% | -$539.00万 | 清仓 |
| CELC | CELCUITY INC 看涨期权 | $0 | 0.00% | 0 | -200,000 | -100.0% | -$305.00万 | 清仓 |