13F HOLDINGS REPORT
Avoro Capital Advisors LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001104659-25-048904
Total Value
$6.41B
Positions
33
Other Managers
0
Confidential Omitted
No
Holdings (33)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UNITED THERAPEUTICS CORP | UTHR | 2,675,000 | $824.6M | 12.87% |
| 2 | ASCENDIS PHARMA | ASND | 5,218,000 | $813.3M | 12.69% |
| 3 | ARGENX SE | ARGX | 1,235,177 | $731.1M | 11.41% |
| 4 | MADRIGAL PHARMACEUTICALS INC | MDGL | 2,022,222 | $669.8M | 10.46% |
| 5 | KRYSTAL BIOTECH INC | KRYS | 2,731,000 | $492.4M | 7.69% |
| 6 | BLUEPRINT MEDICINES CORP | 09627Y109 | 3,850,000 | $340.8M | 5.32% |
| 7 | APELLIS PHARMACEUTICALS INC. | APLS | 12,222,222 | $267.3M | 4.17% |
| 8 | AVIDITY BIOSCIENCES INC | 05370A108 | 7,625,000 | $225.1M | 3.51% |
| 9 | XENON PHARMACEUTICALS INC | XENE | 5,741,666 | $192.6M | 3.01% |
| 10 | SOLENO THERAPEUTICS INC | SLNO | 2,525,000 | $180.4M | 2.82% |
| 11 | KYMERA THERAPEUTICS INC | KYMR | 6,460,000 | $176.8M | 2.76% |
| 12 | SAREPTA THERAPEUTICS INC | SRPT | 2,674,835 | $170.7M | 2.66% |
| 13 | AMICUS THERAPEUTICS INC. | FOLD | 20,500,000 | $167.3M | 2.61% |
| 14 | ARROWHEAD PHARMACEUTICALS INC. | ARWR | 11,111,111 | $141.6M | 2.21% |
| 15 | VERA THERAPEUTICS INC | VERA | 5,701,900 | $137.0M | 2.14% |
| 16 | MERUS N V | N5749R100 | 3,000,000 | $126.3M | 1.97% |
| 17 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 2,770,100 | $108.2M | 1.69% |
| 18 | INTRA-CELLULAR THERAPIES INC | 46116X101 | 625,000 | $82.5M | 1.29% |
| 19 | ALKERMES PLC | ALKS | 2,450,000 | $80.9M | 1.26% |
| 20 | BIOCRYST PHARMACEUTICALS INC | BCRX | 8,700,000 | $65.3M | 1.02% |
| 21 | OCULAR THERAPEUTIX INC | OCUL | 8,060,000 | $59.1M | 0.92% |
| 22 | CENTESSA PHARMACEUTICALS PLC | CNTA | 4,050,000 | $58.2M | 0.91% |
| 23 | 89BIO INC | 282559103 | 6,350,000 | $46.2M | 0.72% |
| 24 | MANNKIND CORP | MNKD | 8,750,000 | $44.0M | 0.69% |
| 25 | VAXCYTE INC | PCVX | 1,000,000 | $37.8M | 0.59% |
| 26 | TOURMALINE BIO INC | 89157D105 | 2,425,000 | $36.9M | 0.58% |
| 27 | ULTRAGENYX PHARMACEUTICAL INC | RARE | 830,000 | $30.1M | 0.47% |
| 28 | TAYSHA GENE THERAPIES INC | TSHA | 19,999,999 | $27.8M | 0.43% |
| 29 | UNIQURE NV | QURE | 2,175,000 | $23.1M | 0.36% |
| 30 | MONTE ROSA THERAPEUTICS INC | GLUE | 4,645,548 | $21.6M | 0.34% |
| 31 | AUTOLUS THERAPEUTICS PLC | AUTL | 9,910,642 | $15.4M | 0.24% |
| 32 | SEPTERNA INC | SEPN | 1,337,500 | $7.7M | 0.12% |
| 33 | WHITEHAWK THERAPEUTICS INC | WHWK | 2,849,402 | $5.1M | 0.08% |