Q2 2025 · 13F-HR
Avoro Capital Advisors LLCholdings as filed
Filed 2025-08-14 · accession 0001104659-25-078127
$5.71B
Reported value
30
Positions
2025-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 04351P101 | ASNDUSD | ASCENDIS PHARMA | $859.5M | 15.1% | 4,980,000 | Common | SOLE |
| 91307C102 | UTHR | UNITED THERAPEUTICS CORP | $681.0M | 11.9% | 2,370,000 | Common | SOLE |
| 04016X101 | ARGX | ARGENX SE | $647.7M | 11.3% | 1,175,000 | Common | SOLE |
| 558868105 | MDGL | MADRIGAL PHARMACEUTICALS INC | $567.5M | 9.94% | 1,875,000 | Common | SOLE |
| 501147102 | KRYS | KRYSTAL BIOTECH INC | $365.6M | 6.40% | 2,660,000 | Common | SOLE |
| 501575104 | KYMR | KYMERA THERAPEUTICS INC | $286.1M | 5.01% | 6,555,555 | Common | SOLE |
| 03753U106 | APLSUSD | APELLIS PHARMACEUTICALS INC. | $211.6M | 3.71% | 12,222,222 | Common | SOLE |
| 05370A108 | RNAGBP | AVIDITY BIOSCIENCES INC | $200.2M | 3.51% | 7,050,000 | Common | SOLE |
| 61559X104 | MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $195.9M | 3.43% | 4,150,000 | Common | SOLE |
| 00973Y108 | AKRO | AKERO THERAPEUTICS INC | $186.8M | 3.27% | 3,500,000 | Common | SOLE |
| 834203309 | SLNO | SOLENO THERAPEUTICS INC | $171.7M | 3.01% | 2,050,000 | Common | SOLE |
| 98420N105 | XENE | XENON PHARMACEUTICALS INC | $169.0M | 2.96% | 5,400,000 | Common | SOLE |
| 04280A100 | ARWR | ARROWHEAD PHARMACEUTICALS INC. | $167.5M | 2.93% | 10,600,000 | Common | SOLE |
| N5749R100 | 2GH | MERUS N V | $166.0M | 2.91% | 3,155,555 | Common | SOLE |
| 92337R101 | VERA | VERA THERAPEUTICS INC | $148.4M | 2.60% | 6,300,000 | Common | SOLE |
| 03152W109 | AM6 | AMICUS THERAPEUTICS INC. | $103.1M | 1.81% | 18,000,000 | Common | SOLE |
| G01767105 | ALKS | ALKERMES PLC | $83.0M | 1.45% | 2,900,000 | Common | SOLE |
| 67576A100 | OCUL | OCULAR THERAPEUTIX INC | $68.7M | 1.20% | 7,400,000 | Common | SOLE |
| 282559103 | ETNBGBP | 89BIO INC | $66.3M | 1.16% | 6,750,000 | Common | SOLE |
| 152309100 | CNTA | CENTESSA PHARMACEUTICALS PLC | $65.7M | 1.15% | 5,000,000 | Common | SOLE |
| N90064101 | QURE | UNIQURE NV | $50.5M | 0.88% | 3,625,000 | Common | SOLE |
| 877619106 | TSHA | TAYSHA GENE THERAPIES INC | $50.1M | 0.88% | 21,700,000 | Common | SOLE |
| 09627Y109 | 2655787D | BLUEPRINT MEDICINES CORP | $48.1M | 0.84% | 375,000 | Common | SOLE |
| 89157D105 | TRML | TOURMALINE BIO INC | $40.9M | 0.72% | 2,555,555 | Common | SOLE |
| 09058V103 | BCRX | BIOCRYST PHARMACEUTICALS INC | $40.3M | 0.71% | 4,500,000 | Common | SOLE |
| 56400P706 | MNKD | MANNKIND CORP | $21.9M | 0.38% | 5,850,000 | Common | SOLE |
| 61225M102 | GLUE | MONTE ROSA THERAPEUTICS INC | $16.8M | 0.29% | 3,725,000 | Common | SOLE |
| 81734D104 | SEPN | SEPTERNA INC | $13.1M | 0.23% | 1,237,500 | Common | SOLE |
| 90400D108 | RARE | ULTRAGENYX PHARMACEUTICAL INC | $12.0M | 0.21% | 330,000 | Common | SOLE |
| 00032Q104 | WHWK | WHITEHAWK THERAPEUTICS INC | $5.3M | 0.09% | 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.