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Portfolio (Quarterly) Guide ↗

Avoro Capital Advisors LLC

· CIK 0001633313
13F Portfolio $10.2B AUM 33 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 9 Added 7 Reduced 8 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CYTK CYTOKINETICS INC Healthcare 3,333,333.0 $219.7M 2.16% NEW $65.91 +18.5%
2 DAMORA THERAPEUTICS INC 3,783,000.0 $98.0M 0.96% NEW $25.90
3 DFTX DEFINIUM THERAPEUTICS INC Healthcare 5,000,000.0 $94.5M 0.93% NEW $18.90 +29.3%
4 AVALO THERAPEUTICS 1,410,000.0 $21.1M 0.21% NEW $14.93
5 UTHR CALL UNITED THERAPEUTICS CORP Healthcare 380,000.0 $10.3M 0.10% NEW $27.09 +1935.3%
6 CELC CALL CELCUITY INC Healthcare 200,000.0 $3.0M 0.03% NEW $15.25 +477.4%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 100.0%