13F HOLDINGS REPORT
Avoro Capital Advisors LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001104659-25-078127
Total Value
$5.71B
Positions
30
Other Managers
0
Confidential Omitted
No
Holdings (30)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ASCENDIS PHARMA | ASND | 4,980,000 | $859.5M | 15.05% |
| 2 | UNITED THERAPEUTICS CORP | UTHR | 2,370,000 | $681.0M | 11.93% |
| 3 | ARGENX SE | ARGX | 1,175,000 | $647.7M | 11.34% |
| 4 | MADRIGAL PHARMACEUTICALS INC | MDGL | 1,875,000 | $567.5M | 9.94% |
| 5 | KRYSTAL BIOTECH INC | KRYS | 2,660,000 | $365.6M | 6.40% |
| 6 | KYMERA THERAPEUTICS INC | KYMR | 6,555,555 | $286.1M | 5.01% |
| 7 | APELLIS PHARMACEUTICALS INC. | APLS | 12,222,222 | $211.6M | 3.71% |
| 8 | AVIDITY BIOSCIENCES INC | 05370A108 | 7,050,000 | $200.2M | 3.51% |
| 9 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 4,150,000 | $195.9M | 3.43% |
| 10 | AKERO THERAPEUTICS INC | 00973Y108 | 3,500,000 | $186.8M | 3.27% |
| 11 | SOLENO THERAPEUTICS INC | SLNO | 2,050,000 | $171.7M | 3.01% |
| 12 | XENON PHARMACEUTICALS INC | XENE | 5,400,000 | $169.0M | 2.96% |
| 13 | ARROWHEAD PHARMACEUTICALS INC. | ARWR | 10,600,000 | $167.5M | 2.93% |
| 14 | MERUS N V | N5749R100 | 3,155,555 | $166.0M | 2.91% |
| 15 | VERA THERAPEUTICS INC | VERA | 6,300,000 | $148.4M | 2.60% |
| 16 | AMICUS THERAPEUTICS INC. | FOLD | 18,000,000 | $103.1M | 1.81% |
| 17 | ALKERMES PLC | ALKS | 2,900,000 | $83.0M | 1.45% |
| 18 | OCULAR THERAPEUTIX INC | OCUL | 7,400,000 | $68.7M | 1.20% |
| 19 | 89BIO INC | 282559103 | 6,750,000 | $66.3M | 1.16% |
| 20 | CENTESSA PHARMACEUTICALS PLC | CNTA | 5,000,000 | $65.7M | 1.15% |
| 21 | UNIQURE NV | QURE | 3,625,000 | $50.5M | 0.88% |
| 22 | TAYSHA GENE THERAPIES INC | TSHA | 21,700,000 | $50.1M | 0.88% |
| 23 | BLUEPRINT MEDICINES CORP | 09627Y109 | 375,000 | $48.1M | 0.84% |
| 24 | TOURMALINE BIO INC | 89157D105 | 2,555,555 | $40.9M | 0.72% |
| 25 | BIOCRYST PHARMACEUTICALS INC | BCRX | 4,500,000 | $40.3M | 0.71% |
| 26 | MANNKIND CORP | MNKD | 5,850,000 | $21.9M | 0.38% |
| 27 | MONTE ROSA THERAPEUTICS INC | GLUE | 3,725,000 | $16.8M | 0.29% |
| 28 | SEPTERNA INC | SEPN | 1,237,500 | $13.1M | 0.23% |
| 29 | ULTRAGENYX PHARMACEUTICAL INC | RARE | 330,000 | $12.0M | 0.21% |
| 30 | WHITEHAWK THERAPEUTICS INC | WHWK | 2,849,402 | $5.3M | 0.09% |