13FBOX
Avoro资本顾问 · 13F 持仓分析
期权收益计算器 机构排行

Avoro资本顾问

Avoro Capital Advisors LLCNo.542 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$111.36亿
环比变动 Q1 2026
+$9.71亿+9.6%
持仓股票数
26
新买入
2
加仓
10
减仓
5
清仓
6
持股不变
9
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
United TherapeuticsUTHR
13.52%15.44%$15.05亿277.8万股$15.70亿301.0万股-23.2万股-7.72%减仓
AASCENDIS PHARMA A/S SPONSORED ADRASND
12.24%11.39%$13.63亿511.1万股$11.58亿506.3万股+4.9万股+0.96%加仓
KRYSTAL BIOTECHKRYS
9.64%7.34%$10.74亿288.9万股$7.46亿288.9万股00.00%持仓不变
MADRIGAL PHARMACEUTICALSMDGL
8.84%9.36%$9.84亿183.3万股$9.52亿181.8万股+1.5万股+0.83%加仓
ARGENX SPONSORED ADRARGX
8.33%7.18%$9.28亿100.0万股$7.30亿100.0万股00.00%持仓不变
ARROWHEAD PHARMACEUTICALS INARWR
8.31%6.6%$9.26亿1,135.6万股$6.71亿1,070.0万股+65.6万股+6.13%加仓
KYMERA THERAPEUTICSKYMR
7.7%6.12%$8.57亿747.5万股$6.23亿747.5万股00.00%持仓不变
RREVOLUTION MEDICINES COMRVMD
3.86%2.24%$4.30亿229.7万股$2.28亿234.4万股-4.7万股-2.02%减仓
CYTOKINETICSCYTK
3.82%2.16%$4.26亿500.0万股$2.20亿333.3万股+166.7万股+50.00%加仓
CELCUITYCELC
3.19%3.82%$3.56亿340.0万股$3.88亿357.5万股-17.5万股-4.90%减仓
STRUCTURE THERAPEUTICSGPCR
3.16%3.11%$3.52亿655.6万股$3.16亿655.6万股00.00%持仓不变
XENON PHARMACEUTICALSXENE
3.13%3.31%$3.49亿577.8万股$3.36亿577.8万股00.00%持仓不变
DDEFINIUM THERAPEUTICSDFTX
3.04%0.93%$3.38亿718.9万股$9,450.0万500.0万股+218.9万股+43.78%加仓
UNIQUREQURE
2.78%0.96%$3.10亿672.8万股$9,743.9万596.0万股+76.8万股+12.89%加仓
VVERA THERAPEUTICSVERA
2.21%2.33%$2.46亿572.4万股$2.37亿588.9万股-16.5万股-2.80%减仓
TAYSHA GENE THERAPIESTSHA
1.46%0.95%$1.63亿2,388.9万股$9,699.9万2,170.0万股+218.9万股+10.09%加仓
OOCULAR THERAPEUTIXOCUL
1.11%1.03%$1.23亿1,254.0万股$1.04亿1,231.5万股+22.5万股+1.83%加仓
DDAMORA THERAPEUTICSDMRA
0.88%0.96%$9,839.6万378.3万股$9,798.0万378.3万股00.00%持仓不变
HHEMAB THERAPEUTICS HLDGS INCCOAG
0.63%$7,071.1万192.5万股$00股+192.5万股新买入
GH RESEARCH ORDINARY SHARESGHRS
0.43%0.25%$4,838.4万180.0万股$2,530.8万180.0万股00.00%持仓不变
VVIRIDIAN THERAPEUTICSVRDN
0.41%0.29%$4,592.5万250.0万股$2,934.0万150.0万股+100.0万股+66.67%加仓
SSEPTERNASEPN
0.4%0.32%$4,479.3万133.8万股$3,214.0万133.8万股00.00%持仓不变
AVALO THERAPEUTICSAVTX
0.39%0.21%$4,312.0万233.3万股$2,105.1万141.0万股+92.3万股+65.48%加仓
FFAETH THERAPEUTICS INCFTH
0.32%$3,610.1万144.4万股$00股+144.4万股新买入
WWHITEHAWK THERAPEUTICSWHWK
0.12%0.1%$1,305.0万284.9万股$983.0万284.9万股00.00%持仓不变
LEXEO THERAPEUTICSLXEO
0.06%0.11%$693.2万148.9万股$1,076.3万187.5万股-38.6万股-20.58%减仓

🧭 机构资金流板块热力图

净流出 净流入