13F HOLDINGS REPORT
Avoro Capital Advisors LLC
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001104659-24-118335
Total Value
$6.86B
Positions
36
Other Managers
0
Confidential Omitted
No
Holdings (36)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UNITED THERAPEUTICS CORP | UTHR | 2,858,888 | $1.02B | 14.94% |
| 2 | ASCENDIS PHARMA | ASND | 4,988,888 | $744.9M | 10.86% |
| 3 | ARGENX SE | ARGX | 1,238,467 | $671.3M | 9.79% |
| 4 | KRYSTAL BIOTECH INC | KRYS | 2,622,222 | $477.3M | 6.96% |
| 5 | MADRIGAL PHARMACEUTICALS INC | MDGL | 2,029,000 | $430.6M | 6.28% |
| 6 | APELLIS PHARMACEUTICALS INC. | APLS | 11,111,111 | $320.4M | 4.67% |
| 7 | SAREPTA THERAPEUTICS INC | SRPT | 2,555,555 | $319.2M | 4.65% |
| 8 | AVIDITY BIOSCIENCES INC | 05370A108 | 6,875,000 | $315.8M | 4.60% |
| 9 | AMICUS THERAPEUTICS INC. | FOLD | 23,175,000 | $247.5M | 3.61% |
| 10 | INTRA-CELLULAR THERAPIES INC | 46116X101 | 3,050,000 | $223.2M | 3.25% |
| 11 | XENON PHARMACEUTICALS INC | XENE | 5,666,666 | $223.1M | 3.25% |
| 12 | KYMERA THERAPEUTICS INC | KYMR | 4,500,000 | $213.0M | 3.11% |
| 13 | VERA THERAPEUTICS INC | VERA | 4,309,590 | $190.5M | 2.78% |
| 14 | ARROWHEAD PHARMACEUTICALS INC. | ARWR | 8,888,888 | $172.2M | 2.51% |
| 15 | BIOMARIN PHARMACEUTICAL INC | BMRN | 2,038,015 | $143.3M | 2.09% |
| 16 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 2,770,100 | $139.7M | 2.04% |
| 17 | VAXCYTE INC | PCVX | 1,175,000 | $134.3M | 1.96% |
| 18 | SOLENO THERAPEUTICS INC | SLNO | 2,181,000 | $110.1M | 1.61% |
| 19 | BIOCRYST PHARMACEUTICALS INC | BCRX | 11,865,000 | $90.2M | 1.31% |
| 20 | SYNDAX PHARMACEUTICALS INC | SNDX | 3,888,437 | $74.9M | 1.09% |
| 21 | OCULAR THERAPEUTIX INC | OCUL | 8,060,000 | $70.1M | 1.02% |
| 22 | KURA ONCOLOGY INC | KURA | 3,541,505 | $69.2M | 1.01% |
| 23 | MERUS N V | N5749R100 | 1,355,000 | $67.7M | 0.99% |
| 24 | TOURMALINE BIO INC | 89157D105 | 2,222,222 | $57.1M | 0.83% |
| 25 | MANNKIND CORP | MNKD | 8,750,000 | $55.0M | 0.80% |
| 26 | ULTRAGENYX PHARMACEUTICAL INC | RARE | 830,000 | $46.1M | 0.67% |
| 27 | AUTOLUS THERAPEUTICS PLC | AUTL | 12,345,678 | $44.8M | 0.65% |
| 28 | IOVANCE BIOTHERAPEUTICS INC | IOVA | 4,240,000 | $39.8M | 0.58% |
| 29 | TAYSHA GENE THERAPIES INC | TSHA | 18,650,000 | $37.5M | 0.55% |
| 30 | MONTE ROSA THERAPEUTICS INC | GLUE | 5,790,236 | $30.7M | 0.45% |
| 31 | CG ONCOLOGY INC | CGON | 700,000 | $26.4M | 0.39% |
| 32 | DYNE THERAPEUTICS INC. | DYN | 650,000 | $23.3M | 0.34% |
| 33 | SPYRE THERAPEUTICS INC | SYRE | 598,600 | $17.6M | 0.26% |
| 34 | AADI BIOSCIENCES INC | WHWK | 2,849,402 | $5.9M | 0.09% |
| 35 | NEUROGENE INC | NGNE | 22,029 | $924,337 | 0.01% |
| 36 | INSMED INC | INSM | 50,000 | $125,000 | 0.00% |