13F HOLDINGS REPORT
Avoro Capital Advisors LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001104659-25-013529
Total Value
$7.07B
Positions
39
Other Managers
0
Confidential Omitted
No
Holdings (39)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UNITED THERAPEUTICS CORP | UTHR | 2,760,300 | $973.9M | 13.78% |
| 2 | ARGENX SE | ARGX | 1,238,467 | $761.7M | 10.77% |
| 3 | ASCENDIS PHARMA | ASND | 5,103,055 | $702.5M | 9.94% |
| 4 | MADRIGAL PHARMACEUTICALS INC | MDGL | 2,029,000 | $626.1M | 8.86% |
| 5 | KRYSTAL BIOTECH INC | KRYS | 2,628,822 | $411.8M | 5.83% |
| 6 | APELLIS PHARMACEUTICALS INC. | APLS | 12,222,222 | $390.0M | 5.52% |
| 7 | SAREPTA THERAPEUTICS INC | SRPT | 2,555,555 | $310.7M | 4.40% |
| 8 | INTRA-CELLULAR THERAPIES INC | 46116X101 | 3,050,000 | $254.7M | 3.60% |
| 9 | VERA THERAPEUTICS INC | VERA | 5,610,000 | $237.2M | 3.36% |
| 10 | XENON PHARMACEUTICALS INC | XENE | 5,666,666 | $222.1M | 3.14% |
| 11 | AMICUS THERAPEUTICS INC. | FOLD | 23,175,000 | $218.3M | 3.09% |
| 12 | AVIDITY BIOSCIENCES INC | 05370A108 | 7,500,000 | $218.1M | 3.08% |
| 13 | ARROWHEAD PHARMACEUTICALS INC. | ARWR | 11,111,111 | $208.9M | 2.95% |
| 14 | KYMERA THERAPEUTICS INC | KYMR | 5,150,000 | $207.2M | 2.93% |
| 15 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 2,770,100 | $150.0M | 2.12% |
| 16 | SOLENO THERAPEUTICS INC | SLNO | 2,525,000 | $113.5M | 1.61% |
| 17 | BLUEPRINT MEDICINES CORP | 09627Y109 | 1,185,000 | $103.4M | 1.46% |
| 18 | VAXCYTE INC | PCVX | 1,175,000 | $96.2M | 1.36% |
| 19 | BIOMARIN PHARMACEUTICAL INC | BMRN | 1,462,500 | $96.1M | 1.36% |
| 20 | MERUS N V | N5749R100 | 2,125,000 | $89.4M | 1.26% |
| 21 | BIOCRYST PHARMACEUTICALS INC | BCRX | 11,865,000 | $89.2M | 1.26% |
| 22 | ALKERMES PLC | ALKS | 2,450,000 | $70.5M | 1.00% |
| 23 | OCULAR THERAPEUTIX INC | OCUL | 8,060,000 | $68.8M | 0.97% |
| 24 | MANNKIND CORP | MNKD | 8,750,000 | $56.3M | 0.80% |
| 25 | TOURMALINE BIO INC | 89157D105 | 2,222,222 | $45.1M | 0.64% |
| 26 | UNIQURE NV | QURE | 2,175,000 | $38.4M | 0.54% |
| 27 | ULTRAGENYX PHARMACEUTICAL INC | RARE | 830,000 | $34.9M | 0.49% |
| 28 | TAYSHA GENE THERAPIES INC | TSHA | 19,999,999 | $34.6M | 0.49% |
| 29 | 89BIO INC | 282559103 | 4,100,000 | $32.1M | 0.45% |
| 30 | MONTE ROSA THERAPEUTICS INC | GLUE | 4,345,000 | $30.2M | 0.43% |
| 31 | SYNDAX PHARMACEUTICALS INC | SNDX | 2,275,000 | $30.1M | 0.43% |
| 32 | IOVANCE BIOTHERAPEUTICS INC | IOVA | 3,500,000 | $25.9M | 0.37% |
| 33 | SEPTERNA INC | SEPN | 1,110,000 | $25.4M | 0.36% |
| 34 | AUTOLUS THERAPEUTICS PLC | AUTL | 9,910,642 | $23.3M | 0.33% |
| 35 | CG ONCOLOGY INC | CGON | 700,000 | $20.1M | 0.28% |
| 36 | KURA ONCOLOGY INC | KURA | 2,250,000 | $19.6M | 0.28% |
| 37 | ROCKET PHARMACEUTICALS INC | RCKTW | 1,200,000 | $15.1M | 0.21% |
| 38 | OLEMA PHARMACEUTICALS INC | OLMA | 1,651,982 | $9.6M | 0.14% |
| 39 | AADI BIOSCIENCES INC | WHWK | 2,849,402 | $9.0M | 0.13% |