13F HOLDINGS REPORT
Avoro Capital Advisors LLC
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001104659-23-060303
Total Value
$6.75B
Positions
41
Other Managers
0
Confidential Omitted
No
Holdings (41)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HORIZON THERAPEUTICS PLC | G46188101 | 7,000,000 | $764.0M | 11.33% |
| 2 | APELLIS PHARMACEUTICALS INC | APLS | 11,111,111 | $732.9M | 10.87% |
| 3 | UNITED THERAPEUTICS CORP | UTHR | 2,870,000 | $642.8M | 9.53% |
| 4 | SAREPTA THERAPEUTICS INC | SRPT | 3,650,000 | $503.1M | 7.46% |
| 5 | ARGENX SE | ARGX | 1,287,500 | $479.7M | 7.11% |
| 6 | MADRIGAL PHARMACEUTICALS INC | MDGL | 1,666,666 | $403.8M | 5.99% |
| 7 | BIOMARIN PHARMACEUTICAL INC | BMRN | 3,945,000 | $383.6M | 5.69% |
| 8 | SEAGEN INC | SE | 1,801,906 | $364.8M | 5.41% |
| 9 | ASCENDIS PHARMA | ASND | 3,325,000 | $356.5M | 5.29% |
| 10 | AMICUS THERAPEUTICS INC | FOLD | 27,300,000 | $302.8M | 4.49% |
| 11 | ALNYLAM PHARMACEUTICALS INC | ALNY | 1,105,000 | $221.4M | 3.28% |
| 12 | MIRATI THERAPEUTICS INC | 60468T105 | 5,555,555 | $206.6M | 3.06% |
| 13 | XENON PHARMACEUTICALS INC | XENE | 4,900,000 | $175.4M | 2.60% |
| 14 | IVERIC BIO INC | 46583P102 | 6,800,000 | $165.4M | 2.45% |
| 15 | KRYSTAL BIOTECH INC | KRYS | 1,750,000 | $140.1M | 2.08% |
| 16 | KYMERA THERAPEUTICS INC | KYMR | 3,855,000 | $114.2M | 1.69% |
| 17 | DICE THERAPEUTICS INC | 23345J104 | 3,950,000 | $113.2M | 1.68% |
| 18 | CYMABAY THERAPEUTICS INC | 23257D103 | 10,300,000 | $89.8M | 1.33% |
| 19 | BIOCRYST PHARMACEUTICALS INC | BCRX | 10,420,000 | $86.9M | 1.29% |
| 20 | SYNDAX PHARMACEUTICALS INC | SNDX | 2,650,000 | $56.0M | 0.83% |
| 21 | NUVALENT INC | NUVL | 1,888,888 | $49.3M | 0.73% |
| 22 | IOVANCE BIOTHERAPEUTICS INC | IOVA | 7,020,000 | $42.9M | 0.64% |
| 23 | AVIDITY BIOSCIENCES INC | 05370A108 | 2,510,000 | $38.5M | 0.57% |
| 24 | KURA ONCOLOGY INC | KURA | 3,105,000 | $38.0M | 0.56% |
| 25 | MANNKIND CORP | MNKD | 9,100,000 | $37.3M | 0.55% |
| 26 | MONTE ROSA THERAPEUTICS INC | GLUE | 4,325,000 | $33.7M | 0.50% |
| 27 | MERSANA THERAPEUTICS INC | 59045L106 | 7,550,000 | $31.0M | 0.46% |
| 28 | ULTRAGENYX PHARMACEUTICAL INC | RARE | 750,000 | $30.1M | 0.45% |
| 29 | MARINUS PHARMACEUTICALS INC | 56854Q200 | 3,150,000 | $21.7M | 0.32% |
| 30 | AADI BIOSCIENCES INC | WHWK | 2,849,402 | $20.6M | 0.31% |
| 31 | DESIGN THERAPEUTICS INC | DSGN | 3,500,000 | $20.2M | 0.30% |
| 32 | VERRICA PHARMACEUTICALS INC | VRCA | 2,650,000 | $17.2M | 0.26% |
| 33 | PMV PHARMACEUTICALS INC | PMVP | 3,060,000 | $14.6M | 0.22% |
| 34 | AMYLYX PHARMACEUTICALS INC | AMLX | 473,100 | $13.9M | 0.21% |
| 35 | FENNEC PHARMACEUTICALS INC | FENC | 1,200,000 | $10.0M | 0.15% |
| 36 | SERES THERAPEUTICS INC | MCRB | 1,295,000 | $7.3M | 0.11% |
| 37 | TANGO THERAPEUTICS INC | TNGX | 1,640,000 | $6.5M | 0.10% |
| 38 | IO BIOTECH INC | IOBT | 2,055,883 | $3.8M | 0.06% |
| 39 | SAREPTA THERAPEUTICS INC | SRPT | 250,000 | $3.7M | 0.05% |
| 40 | IVERIC BIO INC | 46583P102 | 875,000 | $1.8M | 0.03% |
| 41 | SPDR SERIES TRUST - S&P BIOTECH | 78464A870 | 1,500,000 | $180,000 | 0.00% |