Q1 2025 · 13F-HR
Avoro Capital Advisors LLCholdings as filed
Filed 2025-05-15 · accession 0001104659-25-048904
$6.41B
Reported value
33
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 91307C102 | UTHR | UNITED THERAPEUTICS CORP | $824.6M | 12.9% | 2,675,000 | Common | SOLE |
| 04351P101 | ASNDUSD | ASCENDIS PHARMA | $813.3M | 12.7% | 5,218,000 | Common | SOLE |
| 04016X101 | ARGX | ARGENX SE | $731.1M | 11.4% | 1,235,177 | Common | SOLE |
| 558868105 | MDGL | MADRIGAL PHARMACEUTICALS INC | $669.8M | 10.5% | 2,022,222 | Common | SOLE |
| 501147102 | KRYS | KRYSTAL BIOTECH INC | $492.4M | 7.69% | 2,731,000 | Common | SOLE |
| 09627Y109 | 2655787D | BLUEPRINT MEDICINES CORP | $340.8M | 5.32% | 3,850,000 | Common | SOLE |
| 03753U106 | APLSUSD | APELLIS PHARMACEUTICALS INC. | $267.3M | 4.17% | 12,222,222 | Common | SOLE |
| 05370A108 | RNAGBP | AVIDITY BIOSCIENCES INC | $225.1M | 3.51% | 7,625,000 | Common | SOLE |
| 98420N105 | XENE | XENON PHARMACEUTICALS INC | $192.6M | 3.01% | 5,741,666 | Common | SOLE |
| 834203309 | SLNO | SOLENO THERAPEUTICS INC | $180.4M | 2.82% | 2,525,000 | Common | SOLE |
| 501575104 | KYMR | KYMERA THERAPEUTICS INC | $176.8M | 2.76% | 6,460,000 | Common | SOLE |
| 803607100 | SRPT | SAREPTA THERAPEUTICS INC | $170.7M | 2.66% | 2,674,835 | Common | SOLE |
| 03152W109 | AM6 | AMICUS THERAPEUTICS INC. | $167.3M | 2.61% | 20,500,000 | Common | SOLE |
| 04280A100 | ARWR | ARROWHEAD PHARMACEUTICALS INC. | $141.6M | 2.21% | 11,111,111 | Common | SOLE |
| 92337R101 | VERA | VERA THERAPEUTICS INC | $137.0M | 2.14% | 5,701,900 | Common | SOLE |
| N5749R100 | 2GH | MERUS N V | $126.3M | 1.97% | 3,000,000 | Common | SOLE |
| 61559X104 | MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $108.2M | 1.69% | 2,770,100 | Common | SOLE |
| 46116X101 | ITCIEUR | INTRA-CELLULAR THERAPIES INC | $82.5M | 1.29% | 625,000 | Common | SOLE |
| G01767105 | ALKS | ALKERMES PLC | $80.9M | 1.26% | 2,450,000 | Common | SOLE |
| 09058V103 | BCRX | BIOCRYST PHARMACEUTICALS INC | $65.3M | 1.02% | 8,700,000 | Common | SOLE |
| 67576A100 | OCUL | OCULAR THERAPEUTIX INC | $59.1M | 0.92% | 8,060,000 | Common | SOLE |
| 152309100 | CNTA | CENTESSA PHARMACEUTICALS PLC | $58.2M | 0.91% | 4,050,000 | Common | SOLE |
| 282559103 | ETNBGBP | 89BIO INC | $46.2M | 0.72% | 6,350,000 | Common | SOLE |
| 56400P706 | MNKD | MANNKIND CORP | $44.0M | 0.69% | 8,750,000 | Common | SOLE |
| 92243G108 | PCVX | VAXCYTE INC | $37.8M | 0.59% | 1,000,000 | Common | SOLE |
| 89157D105 | TRML | TOURMALINE BIO INC | $36.9M | 0.58% | 2,425,000 | Common | SOLE |
| 90400D108 | RARE | ULTRAGENYX PHARMACEUTICAL INC | $30.1M | 0.47% | 830,000 | Common | SOLE |
| 877619106 | TSHA | TAYSHA GENE THERAPIES INC | $27.8M | 0.43% | 19,999,999 | Common | SOLE |
| N90064101 | QURE | UNIQURE NV | $23.1M | 0.36% | 2,175,000 | Common | SOLE |
| 61225M102 | GLUE | MONTE ROSA THERAPEUTICS INC | $21.6M | 0.34% | 4,645,548 | Common | SOLE |
| 05280R100 | AUTL | AUTOLUS THERAPEUTICS PLC | $15.4M | 0.24% | 9,910,642 | Common | SOLE |
| 81734D104 | SEPN | SEPTERNA INC | $7.7M | 0.12% | 1,337,500 | Common | SOLE |
| 00032Q104 | WHWK | WHITEHAWK THERAPEUTICS INC | $5.1M | 0.08% | 2,849,402 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.