13F HOLDINGS REPORT
Avoro Capital Advisors LLC
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001104659-23-020884
Total Value
$6.69B
Positions
36
Other Managers
0
Confidential Omitted
No
Holdings (36)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UNITED THERAPEUTICS CORP | UTHR | 2,865,000 | $796.7M | 11.91% |
| 2 | HORIZON THERAPEUTICS PLC | G46188101 | 7,000,000 | $796.6M | 11.90% |
| 3 | APELLIS PHARMACEUTICALS INC | APLS | 10,625,000 | $549.4M | 8.21% |
| 4 | MADRIGAL PHARMACEUTICALS INC | MDGL | 1,660,000 | $481.8M | 7.20% |
| 5 | ARGENX SE | ARGX | 1,265,555 | $479.4M | 7.16% |
| 6 | SAREPTA THERAPEUTICS INC | SRPT | 3,175,000 | $411.4M | 6.15% |
| 7 | ASCENDIS PHARMA | ASND | 3,100,000 | $378.6M | 5.66% |
| 8 | BIOMARIN PHARMACEUTICAL INC | BMRN | 3,555,555 | $368.0M | 5.50% |
| 9 | AMICUS THERAPEUTICS INC | FOLD | 26,800,000 | $327.2M | 4.89% |
| 10 | ALNYLAM PHARMACEUTICALS INC | ALNY | 1,105,000 | $262.6M | 3.92% |
| 11 | MIRATI THERAPEUTICS INC | 60468T105 | 5,555,555 | $251.7M | 3.76% |
| 12 | SEAGEN INC | SE | 1,885,000 | $242.2M | 3.62% |
| 13 | XENON PHARMACEUTICALS INC | XENE | 4,900,000 | $193.2M | 2.89% |
| 14 | IVERIC BIO INC | 46583P102 | 6,750,000 | $144.5M | 2.16% |
| 15 | KRYSTAL BIOTECH INC | KRYS | 1,410,000 | $111.7M | 1.67% |
| 16 | BIOCRYST PHARMACEUTICALS INC | BCRX | 9,050,000 | $103.9M | 1.55% |
| 17 | KYMERA THERAPEUTICS INC | KYMR | 3,850,000 | $96.1M | 1.44% |
| 18 | DICE THERAPEUTICS INC | 23345J104 | 2,525,555 | $78.8M | 1.18% |
| 19 | SYNDAX PHARMACEUTICALS INC | SNDX | 2,650,000 | $67.4M | 1.01% |
| 20 | CYMABAY THERAPEUTICS INC | 23257D103 | 10,300,000 | $64.6M | 0.97% |
| 21 | MANNKIND CORP | MNKD | 9,100,000 | $48.0M | 0.72% |
| 22 | NUVALENT INC | NUVL | 1,555,555 | $46.3M | 0.69% |
| 23 | AVIDITY BIOSCIENCES INC | 05370A108 | 2,050,000 | $45.5M | 0.68% |
| 24 | IOVANCE BIOTHERAPEUTICS INC | IOVA | 7,020,000 | $44.9M | 0.67% |
| 25 | MERSANA THERAPEUTICS INC | 59045L106 | 7,550,000 | $44.2M | 0.66% |
| 26 | KURA ONCOLOGY INC | KURA | 3,105,000 | $38.5M | 0.58% |
| 27 | AADI BIOSCIENCES INC | WHWK | 2,849,402 | $36.6M | 0.55% |
| 28 | ULTRAGENYX PHARMACEUTICAL INC | RARE | 750,000 | $34.7M | 0.52% |
| 29 | MONTE ROSA THERAPEUTICS INC | GLUE | 4,325,000 | $32.9M | 0.49% |
| 30 | PMV PHARMACEUTICALS INC | PMVP | 3,060,000 | $26.6M | 0.40% |
| 31 | DESIGN THERAPEUTICS INC | DSGN | 2,272,222 | $23.3M | 0.35% |
| 32 | AMYLYX PHARMACEUTICALS INC | AMLX | 630,000 | $23.3M | 0.35% |
| 33 | MARINUS PHARMACEUTICALS INC | 56854Q200 | 3,150,000 | $12.5M | 0.19% |
| 34 | TANGO THERAPEUTICS INC | TNGX | 1,640,000 | $11.9M | 0.18% |
| 35 | FENNEC PHARMACEUTICALS INC | FENC | 1,200,000 | $11.5M | 0.17% |
| 36 | IO BIOTECH INC | IOBT | 2,055,883 | $4.7M | 0.07% |