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Avoro Capital Advisors LLC
institucionalni vlagatelj · portfelj $11.1 mrd. · 26 pozicij · poročilo na dan 30.06.2026
Pozicije v Delnicah poročilo za 30.06.2026, oddano 14.08.2026; sprememba — v primerjavi z 31.03.2026 · 33
| Podjetje | Delnice | Vrednost | % portfelja | Sprememba v Četrtletju |
|---|---|---|---|---|
| UNITED THERAPEUTICS Corp US:UTHR | 2 777 777 | $1.51 mrd. | 13.52% | +147 777 |
| ASCENDIS PHARMA CUSIP K08588103 | 5 111 111 | $1.36 mrd. | 12.24% | nova |
| Krystal Biotech Inc US:KRYS | 2 888 888 | $1.07 mrd. | 9.64% | — |
| Madrigal Pharmaceuticals Inc US:MDGL | 1 833 333 | $984 mio. | 8.84% | +15 152 |
| argenx NV ADR US:ARGX · potrdilo o deponiranju | 1 000 000 | $928 mio. | 8.33% | — |
| Arrowhead Pharmaceuticals In… US:ARWR | 11 355 555 | $926 mio. | 8.31% | +655 556 |
| Kymera Therapeutics Inc US:KYMR | 7 474 747 | $857 mio. | 7.70% | — |
| Revolution Medicines, Inc. US:RVMD | 2 297 000 | $430 mio. | 3.86% | −47 444 |
| Cytokinetics Inc US:CYTK | 4 999 999 | $426 mio. | 3.82% | +1 666 666 |
| Celcuity LLC US:CELC | 3 400 000 | $356 mio. | 3.19% | +25 000 |
| Structure Therapeutics Inc.… US:GPCR · potrdilo o deponiranju | 6 555 555 | $352 mio. | 3.16% | — |
| Xenon Pharmaceuticals Inc US:XENE | 5 777 777 | $349 mio. | 3.13% | — |
| Definium Therapeutics, Inc. US:DFTX | 7 188 888 | $338 mio. | 3.04% | +2 188 888 |
| UNIQURE NV CUSIP N90064101 | 6 727 777 | $310 mio. | 2.78% | +768 182 |
| Vera Therapeutics Inc US:VERA | 5 723 888 | $246 mio. | 2.21% | −165 000 |
| Taysha Gene Therapies Inc US:TSHA | 23 888 888 | $163 mio. | 1.46% | +2 188 888 |
| Ocular Therapeutix Inc US:OCUL | 12 540 000 | $123 mio. | 1.11% | +225 000 |
| DAMORA THERAPEUTICS INC CUSIP 36322Q206 | 3 783 000 | $98.4 mio. | 0.88% | — |
| Hemab Therapeutics Holdings,… US:COAG | 1 925 150 | $70.7 mio. | 0.63% | nova |
| GH RESEARCH PLC CUSIP G3855L106 | 1 800 000 | $48.4 mio. | 0.43% | — |
| Viridian Therapeutics Inc US:VRDN | 2 500 000 | $45.9 mio. | 0.41% | +1 000 000 |
| Septerna, Inc. US:SEPN | 1 337 500 | $44.8 mio. | 0.40% | — |
| Avalo Therapeutics Inc US:AVTX | 2 333 333 | $43.1 mio. | 0.39% | +923 333 |
| Faeth Therapeutics, Inc. US:FTH | 1 444 039 | $36.1 mio. | 0.32% | nova |
| Whitehawk Therapeutics, Inc. US:WHWK | 2 849 402 | $13.1 mio. | 0.12% | — |
| Lexeo Therapeutics, Inc. US:LXEO | 1 489 189 | $6.93 mio. | 0.06% | −385 811 |
| APELLIS PHARMACEUTICALS INC CUSIP 03753U106 | 0 (bilo je 12 222 222) | — | — | prodana |
| Ascendis Pharma AS US:ASND | 0 (bilo je 5 062 500) | — | — | prodana |
| CENTESSA PHARMACEUTICALS PLC CUSIP 152309100 | 0 (bilo je 11 430 455) | — | — | prodana |
| MannKind Corp US:MNKD | 0 (bilo je 2 200 000) | — | — | prodana |
| SOLENO THERAPEUTICS INC CUSIP 834203309 | 0 (bilo je 2 300 000) | — | — | prodana |
| TERNS PHARMACEUTICALS INC CUSIP 880881107 | 0 (bilo je 5 695 000) | — | — | prodana |
| ALKERMES PLC CUSIP G01767105 | 0 (bilo je 1 200 000) | — | — | prodana |
V podjetjih iz naše baze podatkov 3
| Podjetje | Delež | Delnice | Datum Poročila |
|---|---|---|---|
| Uniqure NV | 9.7% | 6 727 777 | 2026-06-30 |
| Arrowhead Pharmaceuticals In… | 8.06% | 11 355 555 | 2026-06-30 |
| Madrigal Pharmaceuticals Inc | 7.94% | 1 833 333 | 2026-06-30 |
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