Avoro Capital Advisors LLC
•CIK: 1633313•Filing: Q4 2025
Avoro Capital Advisors LLC, led by the seasoned investor team of Avi Rozen and Oren Rozen, manages $9.1 billion with a focus on biotech and healthcare, sectors where they hold significant positions like UTH and MDGL. Recently, the fund has increased its stake in ARWR by 88% and added GPCR by 216%, while exiting VYLD and cutting ASND entirely, reflecting a strategic pivot towards high-growth biotech opportunities.
Total AUM
$9.1B
+ $625.0K in options
QoQ Performance
+17.5%
Positions
32
+ 1 option
Top 10 Concentration
73.5%
Latest Filing
Q4 2025
Top Holdings Allocation
UTH
MDGL
ARGX
KRYS
ARWR
KYMR
GPCR
UTH14.0%
MDGL11.6%
ARGX9.2%
KRYS7.8%
ARWR7.8%
KYMR6.4%
GPCR5.0%
RNAGBP4.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other100.0%
🚪 Exited Positionssold since Q3 2025
—
TOURMALINE BIO INC
SOLD
$122.2M
+3 more exited positions
Changes from Q3 2025
NEW11 new positions
↑9 increased
↓7 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023