13F HOLDINGS REPORT
Avoro Capital Advisors LLC
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001104659-24-061613
Total Value
$8.57B
Positions
46
Other Managers
0
Confidential Omitted
No
Holdings (46)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UNITED THERAPEUTICS CORP | UTHR | 2,858,888 | $656.7M | 7.66% |
| 2 | APELLIS PHARMACEUTICALS INC | APLS | 11,111,111 | $653.1M | 7.62% |
| 3 | ASCENDIS PHARMA | ASND | 3,966,666 | $599.6M | 6.99% |
| 4 | SAREPTA THERAPEUTICS INC | SRPT | 4,344,444 | $562.4M | 6.56% |
| 5 | MADRIGAL PHARMACEUTICALS INC | MDGL | 1,944,444 | $519.2M | 6.06% |
| 6 | ARGENX SE | ARGX | 1,238,467 | $487.6M | 5.69% |
| 7 | KRYSTAL BIOTECH INC | KRYS | 2,555,555 | $454.7M | 5.30% |
| 8 | SPDR SERIES TRUST - S&P BIOTECH | 78464A870 | 4,300,000 | $408.0M | 4.76% |
| 9 | BIOMARIN PHARMACEUTICAL INC | BMRN | 4,365,000 | $381.2M | 4.45% |
| 10 | AMICUS THERAPEUTICS INC | FOLD | 27,400,000 | $322.8M | 3.76% |
| 11 | CEREVEL THERAPEUTICS HLDNG | 15678U128 | 7,555,555 | $319.4M | 3.73% |
| 12 | VIKING THERAPEUTICS INC | VKTX | 3,590,000 | $294.4M | 3.43% |
| 13 | ARROWHEAD PHARMACEUTICALS INC | ARWR | 8,555,555 | $244.7M | 2.85% |
| 14 | XENON PHARMACEUTICALS INC | XENE | 5,666,666 | $243.9M | 2.85% |
| 15 | ALPINE IMMUNE SCIENCES INC | 02083G100 | 5,775,000 | $228.9M | 2.67% |
| 16 | VERA THERAPEUTICS INC | VERA | 5,265,000 | $227.0M | 2.65% |
| 17 | IOVANCE BIOTHERAPEUTICS INC | IOVA | 11,700,000 | $173.4M | 2.02% |
| 18 | INTRA-CELLULAR THERAPIES INC | 46116X101 | 2,475,000 | $171.3M | 2.00% |
| 19 | KYMERA THERAPEUTICS INC | KYMR | 3,888,888 | $156.3M | 1.82% |
| 20 | AVIDITY BIOSCIENCES INC | 05370A108 | 5,825,000 | $148.7M | 1.73% |
| 21 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 2,580,000 | $129.6M | 1.51% |
| 22 | SYNDAX PHARMACEUTICALS INC | SNDX | 4,222,222 | $100.5M | 1.17% |
| 23 | MACROGENICS INC | MGNX | 6,150,000 | $90.5M | 1.06% |
| 24 | KURA ONCOLOGY INC | KURA | 3,850,000 | $82.1M | 0.96% |
| 25 | AUTOLUS THERAPEUTICS PLC | AUTL | 12,345,678 | $78.8M | 0.92% |
| 26 | SPYRE THERAPEUTICS INC | SYRE | 1,839,138 | $69.8M | 0.81% |
| 27 | SOLENO THERAPEUTICS INC | SLNO | 1,625,000 | $69.5M | 0.81% |
| 28 | BIOCRYST PHARMACEUTICALS INC | BCRX | 13,050,000 | $66.3M | 0.77% |
| 29 | OCULAR THERAPEUTIX INC | OCUL | 7,148,936 | $65.1M | 0.76% |
| 30 | TAYSHA GENE THERAPIES INC | TSHA | 18,650,000 | $53.5M | 0.62% |
| 31 | TOURMALINE BIO INC | 89157D105 | 2,222,222 | $50.9M | 0.59% |
| 32 | ROIVANT SCIENCES LTD | ROIV | 4,651,162 | $49.0M | 0.57% |
| 33 | ALNYLAM PHARMACEUTICALS INC | ALNY | 300,000 | $44.8M | 0.52% |
| 34 | MANNKIND CORP | MNKD | 9,000,000 | $40.8M | 0.48% |
| 35 | MERUS N V | N5749R100 | 888,888 | $40.0M | 0.47% |
| 36 | VAXCYTE INC | PCVX | 575,000 | $39.3M | 0.46% |
| 37 | ULTRAGENYX PHARMACEUTICAL INC | RARE | 830,000 | $38.8M | 0.45% |
| 38 | MARINUS PHARMACEUTICALS INC | 56854Q200 | 4,140,607 | $37.4M | 0.44% |
| 39 | ROCKET PHARMACEUTICALS INC | RCKTW | 1,260,900 | $34.0M | 0.40% |
| 40 | MONTE ROSA THERAPEUTICS INC | GLUE | 4,535,000 | $32.0M | 0.37% |
| 41 | CG ONCOLOGY INC | CGON | 700,000 | $30.7M | 0.36% |
| 42 | CRISPR THERAPEUTICS AG | CRSP | 419,580 | $28.6M | 0.33% |
| 43 | VERRICA PHARMACEUTICALS INC | VRCA | 3,999,999 | $23.7M | 0.28% |
| 44 | KYVERNA THERAPEUTICS INC | KYTX | 475,000 | $11.8M | 0.14% |
| 45 | AADI BIOSCIENCES INC | WHWK | 2,849,402 | $6.7M | 0.08% |
| 46 | ADVERUM BIOTECHNOLOGIES INC | 00773U207 | 416,666 | $5.9M | 0.07% |