13F HOLDINGS REPORT
Avoro Capital Advisors LLC
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001104659-23-117606
Total Value
$6.41B
Positions
46
Other Managers
0
Confidential Omitted
No
Holdings (46)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HORIZON THERAPEUTICS PLC | G46188101 | 7,000,000 | $809.8M | 12.63% |
| 2 | UNITED THERAPEUTICS CORP | UTHR | 2,852,500 | $644.3M | 10.05% |
| 3 | ARGENX SE | ARGX | 1,000,000 | $491.6M | 7.67% |
| 4 | SAREPTA THERAPEUTICS INC | SRPT | 4,025,000 | $487.9M | 7.61% |
| 5 | APELLIS PHARMACEUTICALS INC | APLS | 11,111,111 | $422.7M | 6.59% |
| 6 | SEAGEN INC | SE | 1,759,606 | $373.3M | 5.82% |
| 7 | ASCENDIS PHARMA | ASND | 3,670,000 | $343.7M | 5.36% |
| 8 | BIOMARIN PHARMACEUTICAL INC | BMRN | 3,850,000 | $340.6M | 5.31% |
| 9 | AMICUS THERAPEUTICS INC | FOLD | 27,400,000 | $333.2M | 5.20% |
| 10 | KRYSTAL BIOTECH INC | KRYS | 2,565,555 | $297.6M | 4.64% |
| 11 | MIRATI THERAPEUTICS INC | 60468T105 | 6,666,666 | $290.4M | 4.53% |
| 12 | MADRIGAL PHARMACEUTICALS INC | MDGL | 1,555,000 | $227.1M | 3.54% |
| 13 | ALNYLAM PHARMACEUTICALS INC | ALNY | 1,011,111 | $179.1M | 2.79% |
| 14 | XENON PHARMACEUTICALS INC | XENE | 4,900,000 | $167.4M | 2.61% |
| 15 | CYMABAY THERAPEUTICS INC | 23257D103 | 10,300,000 | $153.6M | 2.40% |
| 16 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 1,999,999 | $114.0M | 1.78% |
| 17 | BIOCRYST PHARMACEUTICALS INC | BCRX | 11,550,000 | $81.8M | 1.28% |
| 18 | ROIVANT SCIENCES LTD | ROIV | 4,651,162 | $54.3M | 0.85% |
| 19 | KYMERA THERAPEUTICS INC | KYMR | 3,855,000 | $53.6M | 0.84% |
| 20 | ULTRAGENYX PHARMACEUTICAL INC | RARE | 1,500,000 | $53.5M | 0.83% |
| 21 | STRUCTURE THERAPEUTICS INC | GPCR | 1,000,000 | $50.4M | 0.79% |
| 22 | NUVALENT INC | NUVL | 812,500 | $37.4M | 0.58% |
| 23 | MANNKIND CORP | MNKD | 9,000,000 | $37.2M | 0.58% |
| 24 | SYNDAX PHARMACEUTICALS INC | SNDX | 2,555,555 | $37.1M | 0.58% |
| 25 | IOVANCE BIOTHERAPEUTICS INC | IOVA | 6,700,000 | $30.5M | 0.48% |
| 26 | AKERO THERAPEUTICS ORD | 00973Y108 | 555,555 | $28.1M | 0.44% |
| 27 | KURA ONCOLOGY INC | KURA | 2,980,000 | $27.2M | 0.42% |
| 28 | ROCKET PHARMACEUTICALS INC | RCKTW | 1,250,000 | $25.6M | 0.40% |
| 29 | MARINUS PHARMACEUTICALS INC | 56854Q200 | 3,150,000 | $25.4M | 0.40% |
| 30 | TANGO THERAPEUTICS INC | TNGX | 2,222,222 | $25.0M | 0.39% |
| 31 | MONTE ROSA THERAPEUTICS INC | GLUE | 4,535,000 | $21.7M | 0.34% |
| 32 | CEREVEL THERAPEUTICS HLDNG | 15678U128 | 955,555 | $20.9M | 0.33% |
| 33 | PMV PHARMACEUTICALS INC | PMVP | 3,000,000 | $18.4M | 0.29% |
| 34 | AVIDITY BIOSCIENCES INC | 05370A108 | 2,510,000 | $16.0M | 0.25% |
| 35 | ARROWHEAD PHARMACEUTICALS INC | ARWR | 565,000 | $15.2M | 0.24% |
| 36 | AADI BIOSCIENCES INC | WHWK | 2,849,402 | $13.8M | 0.22% |
| 37 | TAYSHA GENE THERAPIES INC | TSHA | 3,925,000 | $12.4M | 0.19% |
| 38 | VERRICA PHARMACEUTICALS INC | VRCA | 2,954,064 | $11.5M | 0.18% |
| 39 | MERUS N V | N5749R100 | 444,444 | $10.5M | 0.16% |
| 40 | FENNEC PHARMACEUTICALS INC | FENC | 1,200,000 | $9.0M | 0.14% |
| 41 | IKENA ONCOLOGY INC | 45175G108 | 1,640,000 | $7.1M | 0.11% |
| 42 | SERES THERAPEUTICS INC | MCRB | 2,500,000 | $6.0M | 0.09% |
| 43 | IO BIOTECH INC | IOBT | 2,055,883 | $2.8M | 0.04% |
| 44 | TALARIS THERAPEUTICS INC | 87410C104 | 500,000 | $1.4M | 0.02% |
| 45 | Invesco QQQ Trust | IVZ | 500,000 | $1.2M | 0.02% |
| 46 | AEGLEA BIOTHERAPEUTICS INC | SYRE | 11,458 | $140,361 | 0.00% |