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Avoro Capital Advisors LLC Top Holdings and 13F Report (2025)

About Avoro Capital Advisors LLC

Investment Activity

  • Avoro Capital Advisors LLC has $7.07 billion in total holdings as of December 31, 2024.
  • Avoro Capital Advisors LLC owns shares of 39 different stocks, but just 14 companies or ETFs make up 80% of its holdings.
  • Approximately 7.61% of the portfolio was purchased this quarter.
  • About 2.38% of the portfolio was sold this quarter.
  • This quarter, Avoro Capital Advisors LLC has purchased 36 new stocks and bought additional shares in 10 stocks.
  • Avoro Capital Advisors LLC sold shares of 7 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

United Therapeutics
$973,944,252
argenx
$761,657,205
Ascendis Pharma A/S
$702,537,582
Krystal Biotech
$411,831,255

Largest New Holdings this Quarter

Blueprint Medicines
$103,355,700 Holding
Alkermes
$70,462,000 Holding
uniQure
$38,410,500 Holding
89bio
$32,062,000 Holding
SEPTERNA INC
$25,419,000 Holding

Largest Purchases this Quarter

Blueprint Medicines
1,185,000 shares (about $103.36M)
Alkermes
2,450,000 shares (about $70.46M)
Vera Therapeutics
1,300,410 shares (about $54.99M)
Arrowhead Pharmaceuticals
2,222,223 shares (about $41.78M)
uniQure
2,175,000 shares (about $38.41M)

Largest Sales this Quarter

BioMarin Pharmaceutical
575,515 shares (about $37.83M)
United Therapeutics
98,588 shares (about $34.79M)
Syndax Pharmaceuticals
1,613,437 shares (about $21.33M)
Kura Oncology
1,291,505 shares (about $11.25M)
Monte Rosa Therapeutics
1,445,236 shares (about $10.03M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAvoro Capital Advisors LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
United Therapeutics Co. stock logo
UTHR
United Therapeutics
$973,944,252$34,785,790 -3.4%2,760,30013.8%Medical
argenx SE stock logo
ARGX
argenx
$761,657,2050.0%1,238,46710.8%Medical
Ascendis Pharma A/S stock logo
ASND
Ascendis Pharma A/S
$702,537,582$15,717,371 2.3%5,103,0559.9%Medical
Madrigal Pharmaceuticals, Inc. stock logo
MDGL
Madrigal Pharmaceuticals
$626,088,5300.0%2,029,0008.9%Medical
Krystal Biotech, Inc. stock logo
KRYS
Krystal Biotech
$411,831,255$1,033,956 0.3%2,628,8225.8%Medical
Apellis Pharmaceuticals, Inc. stock logo
APLS
Apellis Pharmaceuticals
$390,011,104$35,455,552 10.0%12,222,2225.5%Medical
Sarepta Therapeutics, Inc. stock logo
SRPT
Sarepta Therapeutics
$310,729,9320.0%2,555,5554.4%Medical
Intra-Cellular Therapies, Inc. stock logo
ITCI
Intra-Cellular Therapies
$254,736,0000.0%3,050,0003.6%Medical
Vera Therapeutics, Inc. stock logo
VERA
Vera Therapeutics
$237,246,900$54,994,339 30.2%5,610,0003.4%Medical
Xenon Pharmaceuticals Inc. stock logo
XENE
Xenon Pharmaceuticals
$222,133,3070.0%5,666,6663.1%Medical
Amicus Therapeutics, Inc. stock logo
FOLD
Amicus Therapeutics
$218,308,5000.0%23,175,0003.1%Medical
Avidity Biosciences, Inc. stock logo
RNA
Avidity Biosciences
$218,100,000$18,175,000 9.1%7,500,0003.1%Medical
Arrowhead Pharmaceuticals, Inc. stock logo
ARWR
Arrowhead Pharmaceuticals
$208,888,887$41,777,792 25.0%11,111,1113.0%Medical
Kymera Therapeutics, Inc. stock logo
KYMR
Kymera Therapeutics
$207,184,500$26,149,500 14.4%5,150,0002.9%Medical
MoonLake Immunotherapeutics stock logo
MLTX
MoonLake Immunotherapeutics
$150,000,9150.0%2,770,1002.1%Medical
Soleno Therapeutics, Inc. stock logo
SLNO
Soleno Therapeutics
$113,498,750$15,462,800 15.8%2,525,0001.6%Medical
Blueprint Medicines Co. stock logo
BPMC
Blueprint Medicines
$103,355,700$103,355,700 New Holding1,185,0001.5%Medical
Vaxcyte, Inc. stock logo
PCVX
Vaxcyte
$96,185,5000.0%1,175,0001.4%Medical
BioMarin Pharmaceutical Inc. stock logo
BMRN
BioMarin Pharmaceutical
$96,130,125$37,828,601 -28.2%1,462,5001.4%Medical
Merus stock logo
MRUS
Merus
$89,356,250$32,378,500 56.8%2,125,0001.3%Medical
BioCryst Pharmaceuticals, Inc. stock logo
BCRX
BioCryst Pharmaceuticals
$89,224,8000.0%11,865,0001.3%Medical
Alkermes plc stock logo
ALKS
Alkermes
$70,462,000$70,462,000 New Holding2,450,0001.0%Medical
Ocular Therapeutix, Inc. stock logo
OCUL
Ocular Therapeutix
$68,832,4000.0%8,060,0001.0%Medical
MannKind Co. stock logo
MNKD
MannKind
$56,262,5000.0%8,750,0000.8%Medical
TOURMALINE BIO INC
$45,066,6620.0%2,222,2220.6%Common
uniQure stock logo
QURE
uniQure
$38,410,500$38,410,500 New Holding2,175,0000.5%Medical
Ultragenyx Pharmaceutical Inc. stock logo
RARE
Ultragenyx Pharmaceutical
$34,918,1000.0%830,0000.5%Medical
Taysha Gene Therapies, Inc. stock logo
TSHA
Taysha Gene Therapies
$34,599,998$2,335,498 7.2%19,999,9990.5%Medical
89bio, Inc. stock logo
ETNB
89bio
$32,062,000$32,062,000 New Holding4,100,0000.5%Medical
Monte Rosa Therapeutics, Inc. stock logo
GLUE
Monte Rosa Therapeutics
$30,154,300$10,029,938 -25.0%4,345,0000.4%Medical
Syndax Pharmaceuticals, Inc. stock logo
SNDX
Syndax Pharmaceuticals
$30,075,500$21,329,637 -41.5%2,275,0000.4%Medical
Iovance Biotherapeutics, Inc. stock logo
IOVA
Iovance Biotherapeutics
$25,900,000$5,476,000 -17.5%3,500,0000.4%Medical
SEPTERNA INC
$25,419,000$25,419,000 New Holding1,110,0000.4%Common
Autolus Therapeutics plc stock logo
AUTL
Autolus Therapeutics
$23,290,009$5,722,335 -19.7%9,910,6420.3%Medical
CG ONCOLOGY INC
$20,076,0000.0%700,0000.3%Common
Kura Oncology, Inc. stock logo
KURA
Kura Oncology
$19,597,500$11,249,009 -36.5%2,250,0000.3%Medical
Rocket Pharmaceuticals, Inc. stock logo
RCKT
Rocket Pharmaceuticals
$15,084,000$15,084,000 New Holding1,200,0000.2%Medical
Olema Pharmaceuticals, Inc. stock logo
OLMA
Olema Pharmaceuticals
$9,631,055$9,631,055 New Holding1,651,9820.1%Medical
Aadi Bioscience, Inc. stock logo
AADI
Aadi Bioscience
$8,989,8630.0%2,849,4020.1%Medical
DYNE THERAPEUTICS INC.
$0$23,348,000 -100.0%00.0%Common
SPYRE THERAPEUTICS INC
$0$17,604,826 -100.0%00.0%Common
NEUROGENE INC
$0$924,337 -100.0%00.0%Common
INSMED INC
$0$125,000 -100.0%00.0%Common

Showing largest 100 holdings. View all holdings.
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