Avoro Capital Advisors LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 33Value: $6.4BLatest: 2025Q1

Avoro Capital Advisors LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 33 holdings worth $6.4 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "OCUL",
  "MRUS",
  "ASND",
  "CNTA",
  "ALKS",
  "KRYS",
  "ARGX",
  "MDGL",
  "APLS",
  "ARWR",
  "FOLD",
  "TSHA",
  "TRML",
  "KYMR",
  "GLUE",
  "AUTL",
  "MNKD",
  "SEPN",
  "WHWK",
  "UTHR",
  "RNA",
  "MLTX",
  "SLNO",
  "QURE",
  "ETNB",
  "SRPT",
  "XENE",
  "VERA",
  null,
  "RARE",
  "PCVX",
  "BCRX",
  "BPMC"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 33
Total Value: 6406567714
Accession Number: 0001104659-25-048904
Form Type: 13F-HR
CIK: avoro-capital-advisors
Manager Name: Avoro-Capital-Advisors

Data Enrichment

97% identified

32 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

33 positions • $6.4B total value

SEC FilingSEC DataHachi Filing

Manager:

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UNITED THERAPEUTICS Corp

UTHR|91307C102

Shares:2.7M

Value:$824.6M

% of Portfolio:12.9% ($824.6M/$6.4B)

Ascendis Pharma A/S

ASND|04351P101

Shares:5.2M

Value:$813.3M

% of Portfolio:12.7% ($813.3M/$6.4B)

ARGENX SE

ARGX|04016X101

Shares:1.2M

Value:$731.1M

% of Portfolio:11.4% ($731.1M/$6.4B)

MADRIGAL PHARMACEUTICALS, INC.

MDGL|558868105

Shares:2.0M

Value:$669.8M

% of Portfolio:10.5% ($669.8M/$6.4B)

Krystal Biotech, Inc.

KRYS|501147102

Shares:2.7M

Value:$492.4M

% of Portfolio:7.7% ($492.4M/$6.4B)

Blueprint Medicines Corp

BPMC|09627Y109

Shares:3.9M

Value:$340.8M

% of Portfolio:5.3% ($340.8M/$6.4B)

Apellis Pharmaceuticals, Inc.

APLS|03753U106

Shares:12.2M

Value:$267.3M

% of Portfolio:4.2% ($267.3M/$6.4B)

Avidity Biosciences, Inc.

RNA|05370A108

Shares:7.6M

Value:$225.1M

% of Portfolio:3.5% ($225.1M/$6.4B)

Xenon Pharmaceuticals Inc.

XENE|98420N105

Shares:5.7M

Value:$192.6M

% of Portfolio:3.0% ($192.6M/$6.4B)

SOLENO THERAPEUTICS INC

SLNO|834203309

Shares:2.5M

Value:$180.4M

% of Portfolio:2.8% ($180.4M/$6.4B)

Kymera Therapeutics, Inc.

KYMR|501575104

Shares:6.5M

Value:$176.8M

% of Portfolio:2.8% ($176.8M/$6.4B)

Sarepta Therapeutics, Inc.

SRPT|803607100

Shares:2.7M

Value:$170.7M

% of Portfolio:2.7% ($170.7M/$6.4B)

AMICUS THERAPEUTICS, INC.

FOLD|03152W109

Shares:20.5M

Value:$167.3M

% of Portfolio:2.6% ($167.3M/$6.4B)

ARROWHEAD PHARMACEUTICALS, INC.

ARWR|04280A100

Shares:11.1M

Value:$141.6M

% of Portfolio:2.2% ($141.6M/$6.4B)

Vera Therapeutics, Inc.

VERA|92337R101

Shares:5.7M

Value:$137.0M

% of Portfolio:2.1% ($137.0M/$6.4B)

Merus N.V.

MRUS|N5749R100

Shares:3.0M

Value:$126.3M

% of Portfolio:2.0% ($126.3M/$6.4B)

MoonLake Immunotherapeutics

MLTX|61559X104

Shares:2.8M

Value:$108.2M

% of Portfolio:1.7% ($108.2M/$6.4B)

46116X101

Shares:625.0K

Value:$82.5M

% of Portfolio:1.3% ($82.5M/$6.4B)

Alkermes plc.

ALKS|G01767105

Shares:2.5M

Value:$80.9M

% of Portfolio:1.3% ($80.9M/$6.4B)

BIOCRYST PHARMACEUTICALS INC

BCRX|09058V103

Shares:8.7M

Value:$65.3M

% of Portfolio:1.0% ($65.3M/$6.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
UNITED THERAPEUTICS Corp(UTHRcusip91307C102)	2.7M	QoQ -3.09% (-85.3K) YoY -6.43% (-183.9K)	All Managers (Combined)	$824.6M	12.9% ($824.6M/$6.4B)	QoQ -15.33% (-$149.3M) YoY +25.56% (-$167.9M)
Ascendis Pharma A/S(ASNDcusip04351P101)	5.2M	QoQ +2.25% (+114.9K) YoY +31.54% (+1.3M)	All Managers (Combined)	$813.3M	12.7% ($813.3M/$6.4B)	QoQ +15.76% (+$110.7M) YoY +35.62% (+$213.6M)
ARGENX SE(ARGXcusip04016X101)	1.2M	QoQ -0.26% (-3.3K) YoY -0.26% (-3.3K)	All Managers (Combined)	$731.1M	11.4% ($731.1M/$6.4B)	QoQ -4.01% (-$30.6M) YoY +49.92% (-$243.4M)
MADRIGAL PHARMACEUTICALS, INC.(MDGLcusip558868105)	2.0M	QoQ -0.33% (-6.8K) YoY +4.00% (+77.8K)	All Managers (Combined)	$669.8M	10.5% ($669.8M/$6.4B)	QoQ +6.98% (-$43.7M) YoY +28.99% (+$150.6M)
Krystal Biotech, Inc.(KRYScusip501147102)	2.7M	QoQ +3.88% (+102.2K) YoY +6.86% (+175.4K)	All Managers (Combined)	$492.4M	7.7% ($492.4M/$6.4B)	QoQ +19.56% (+$80.6M) YoY +8.28% (+$37.7M)
Blueprint Medicines Corp(BPMCcusip09627Y109)	3.9M	QoQ +224.89% (+2.7M) YoY NEW(+3.9M)	All Managers (Combined)	$340.8M	5.3% ($340.8M/$6.4B)	QoQ +229.69% (+$237.4M) YoY NEW(+$340.8M)
Apellis Pharmaceuticals, Inc.(APLScusip03753U106)	12.2M	QoQ 0.00% (-0) YoY +9.99% (-1.1M)	All Managers (Combined)	$267.3M	4.2% ($267.3M/$6.4B)	QoQ -31.46% (-$122.7M) YoY -59.07% (-$385.8M)
Avidity Biosciences, Inc.(RNAcusip05370A108)	7.6M	QoQ +1.66% (+125.0K) YoY +30.90% (+1.8M)	All Managers (Combined)	$225.1M	3.5% ($225.1M/$6.4B)	QoQ +3.20% (+$7.0M) YoY +51.41% (+$76.4M)
Xenon Pharmaceuticals Inc.(XENEcusip98420N105)	5.7M	QoQ +1.32% (-75.0K) YoY +1.32% (-75.0K)	All Managers (Combined)	$192.6M	3.0% ($192.6M/$6.4B)	QoQ -13.28% (-$29.5M) YoY -21.03% (-$51.3M)
SOLENO THERAPEUTICS INC(SLNOcusip834203309)	2.5M	QoQ 0.00% (+0) YoY +55.38% (+900.0K)	All Managers (Combined)	$180.4M	2.8% ($180.4M/$6.4B)	QoQ +58.95% (+$66.9M) YoY +159.39% (+$110.9M)
Kymera Therapeutics, Inc.(KYMRcusip501575104)	6.5M	QoQ +25.43% (-1.3M) YoY +66.11% (+2.6M)	All Managers (Combined)	$176.8M	2.8% ($176.8M/$6.4B)	QoQ -14.66% (-$30.4M) YoY +13.09% (+$20.5M)
Sarepta Therapeutics, Inc.(SRPTcusip803607100)	2.7M	QoQ +4.66% (-119.3K) YoY -38.43% (-1.7M)	All Managers (Combined)	$170.7M	2.7% ($170.7M/$6.4B)	QoQ -45.06% (-$140.0M) YoY -69.64% (-$391.7M)
AMICUS THERAPEUTICS, INC.(FOLDcusip03152W109)	20.5M	QoQ -11.54% (-2.7M) YoY -25.18% (-6.9M)	All Managers (Combined)	$167.3M	2.6% ($167.3M/$6.4B)	QoQ -23.37% (-$51.0M) YoY -48.17% (-$155.5M)
ARROWHEAD PHARMACEUTICALS, INC.(ARWRcusip04280A100)	11.1M	QoQ 0.00% (-0) YoY +29.87% (-2.6M)	All Managers (Combined)	$141.6M	2.2% ($141.6M/$6.4B)	QoQ -32.23% (-$67.3M) YoY -42.14% (-$103.1M)
Vera Therapeutics, Inc.(VERAcusip92337R101)	5.7M	QoQ +1.63% (-91.9K) YoY +8.29% (-436.9K)	All Managers (Combined)	$137.0M	2.1% ($137.0M/$6.4B)	QoQ -42.27% (-$100.3M) YoY -39.67% (-$90.1M)
Merus N.V.(MRUScusipN5749R100)	3.0M	QoQ +41.17% (+875.0K) YoY +237.50% (+2.1M)	All Managers (Combined)	$126.3M	2.0% ($126.3M/$6.4B)	QoQ +41.31% (+$36.9M) YoY +215.46% (+$86.2M)
MoonLake Immunotherapeutics(MLTXcusip61559X104)	2.8M	QoQ 0.00% (-0) YoY +7.36% (-190.1K)	All Managers (Combined)	$108.2M	1.7% ($108.2M/$6.4B)	QoQ -27.84% (-$41.8M) YoY -16.48% (-$21.4M)
(cusip46116X101)✕	625.0K	QoQ -79.50% (-2.4M) YoY -74.74% (-1.9M)	All Managers (Combined)	$82.5M	1.3% ($82.5M/$6.4B)	QoQ -67.63% (-$172.3M) YoY -51.85% (-$88.8M)
Alkermes plc.(ALKScusipG01767105)	2.5M	QoQ 0.00% (+0) YoY NEW(+2.5M)	All Managers (Combined)	$80.9M	1.3% ($80.9M/$6.4B)	QoQ +14.81% (+$10.4M) YoY NEW(+$80.9M)
BIOCRYST PHARMACEUTICALS INC(BCRXcusip09058V103)	8.7M	QoQ -26.67% (-3.2M) YoY -33.33% (-4.3M)	All Managers (Combined)	$65.3M	1.0% ($65.3M/$6.4B)	QoQ -26.87% (-$24.0M) YoY -1.57% (-$1.0M)