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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 $6.41 billion in total holdings as of March 31, 2025.
  • Avoro Capital Advisors LLC owns shares of 33 different stocks, but just 13 companies or ETFs make up 80% of its holdings.
  • Approximately 6.89% of the portfolio was purchased this quarter.
  • About 9.66% of the portfolio was sold this quarter.
  • This quarter, Avoro Capital Advisors LLC has purchased 39 new stocks and bought additional shares in 13 stocks.
  • Avoro Capital Advisors LLC sold shares of 7 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

United Therapeutics
$824,622,250
Ascendis Pharma A/S
$813,277,480
argenx
$731,058,035
Krystal Biotech
$492,399,300

Largest New Holdings this Quarter

152309100 - Centessa Pharmaceuticals
$58,239,000 Holding

Largest Purchases this Quarter

Blueprint Medicines
2,665,000 shares (about $235.88M)
Centessa Pharmaceuticals
4,050,000 shares (about $58.24M)
Merus
875,000 shares (about $36.83M)
Kymera Therapeutics
1,310,000 shares (about $35.85M)
Krystal Biotech
102,178 shares (about $18.42M)

Largest Sales this Quarter

Intra-Cellular Therapies
2,425,000 shares (about $319.91M)
United Therapeutics
85,300 shares (about $26.30M)
BioCryst Pharmaceuticals
3,165,000 shares (about $23.74M)
Amicus Therapeutics
2,675,000 shares (about $21.83M)
Vaxcyte
175,000 shares (about $6.61M)

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
$824,622,250$26,295,431 -3.1%2,675,00012.9%Medical
Ascendis Pharma A/S stock logo
ASND
Ascendis Pharma A/S
$813,277,480$17,915,328 2.3%5,218,00012.7%Medical
argenx SE stock logo
ARGX
argenx
$731,058,035$1,947,236 -0.3%1,235,17711.4%Medical
Madrigal Pharmaceuticals, Inc. stock logo
MDGL
Madrigal Pharmaceuticals
$669,820,593$2,245,077 -0.3%2,022,22210.5%Medical
Krystal Biotech, Inc. stock logo
KRYS
Krystal Biotech
$492,399,300$18,422,693 3.9%2,731,0007.7%Medical
Blueprint Medicines Co. stock logo
BPMC
Blueprint Medicines
$340,763,500$235,879,150 224.9%3,850,0005.3%Medical
Apellis Pharmaceuticals, Inc. stock logo
APLS
Apellis Pharmaceuticals
$267,299,9950.0%12,222,2224.2%Medical
Avidity Biosciences, Inc. stock logo
RNA
Avidity Biosciences
$225,090,000$3,690,000 1.7%7,625,0003.5%Medical
Xenon Pharmaceuticals Inc. stock logo
XENE
Xenon Pharmaceuticals
$192,632,894$2,516,250 1.3%5,741,6663.0%Medical
Soleno Therapeutics, Inc. stock logo
SLNO
Soleno Therapeutics
$180,411,2500.0%2,525,0002.8%Medical
Kymera Therapeutics, Inc. stock logo
KYMR
Kymera Therapeutics
$176,810,200$35,854,700 25.4%6,460,0002.8%Medical
Sarepta Therapeutics, Inc. stock logo
SRPT
Sarepta Therapeutics
$170,707,970$7,612,450 4.7%2,674,8352.7%Medical
Amicus Therapeutics, Inc. stock logo
FOLD
Amicus Therapeutics
$167,280,000$21,828,000 -11.5%20,500,0002.6%Medical
Arrowhead Pharmaceuticals, Inc. stock logo
ARWR
Arrowhead Pharmaceuticals
$141,555,5540.0%11,111,1112.2%Medical
Vera Therapeutics, Inc. stock logo
VERA
Vera Therapeutics
$136,959,638$2,207,438 1.6%5,701,9002.1%Medical
Merus stock logo
MRUS
Merus
$126,270,000$36,828,750 41.2%3,000,0002.0%Medical
MoonLake Immunotherapeutics stock logo
MLTX
MoonLake Immunotherapeutics
$108,227,8070.0%2,770,1001.7%Medical
Intra-Cellular Therapies, Inc. stock logo
ITCI
Intra-Cellular Therapies
$82,450,000$319,906,000 -79.5%625,0001.3%Medical
Alkermes plc stock logo
ALKS
Alkermes
$80,899,0000.0%2,450,0001.3%Medical
BioCryst Pharmaceuticals, Inc. stock logo
BCRX
BioCryst Pharmaceuticals
$65,250,000$23,737,500 -26.7%8,700,0001.0%Medical
Ocular Therapeutix, Inc. stock logo
OCUL
Ocular Therapeutix
$59,079,8000.0%8,060,0000.9%Medical
Centessa Pharmaceuticals plc stock logo
CNTA
Centessa Pharmaceuticals
$58,239,000$58,239,000 New Holding4,050,0000.9%Medical
89bio, Inc. stock logo
ETNB
89bio
$46,164,500$16,357,500 54.9%6,350,0000.7%Medical
MannKind Co. stock logo
MNKD
MannKind
$44,012,5000.0%8,750,0000.7%Medical
Vaxcyte, Inc. stock logo
PCVX
Vaxcyte
$37,760,000$6,608,000 -14.9%1,000,0000.6%Medical
TOURMALINE BIO INC
$36,884,250$3,084,253 9.1%2,425,0000.6%Common
Ultragenyx Pharmaceutical Inc. stock logo
RARE
Ultragenyx Pharmaceutical
$30,054,3000.0%830,0000.5%Medical
Taysha Gene Therapies, Inc. stock logo
TSHA
Taysha Gene Therapies
$27,799,9990.0%19,999,9990.4%Medical
uniQure stock logo
QURE
uniQure
$23,055,0000.0%2,175,0000.4%Medical
Monte Rosa Therapeutics, Inc. stock logo
GLUE
Monte Rosa Therapeutics
$21,555,343$1,394,543 6.9%4,645,5480.3%Medical
Autolus Therapeutics plc stock logo
AUTL
Autolus Therapeutics
$15,361,4950.0%9,910,6420.2%Medical
SEPTERNA INC
$7,744,125$1,317,225 20.5%1,337,5000.1%Common
Aadi Bioscience, Inc. stock logo
AADI
Aadi Bioscience
$5,071,9360.0%2,849,4020.1%Medical
BioMarin Pharmaceutical Inc. stock logo
BMRN
BioMarin Pharmaceutical
$0$96,130,125 -100.0%00.0%Medical
Syndax Pharmaceuticals, Inc. stock logo
SNDX
Syndax Pharmaceuticals
$0$30,075,500 -100.0%00.0%Medical
Iovance Biotherapeutics, Inc. stock logo
IOVA
Iovance Biotherapeutics
$0$25,900,000 -100.0%00.0%Medical
CG ONCOLOGY INC
$0$20,076,000 -100.0%00.0%Common
Kura Oncology, Inc. stock logo
KURA
Kura Oncology
$0$19,597,500 -100.0%00.0%Medical
Rocket Pharmaceuticals, Inc. stock logo
RCKT
Rocket Pharmaceuticals
$0$15,084,000 -100.0%00.0%Medical
Olema Pharmaceuticals, Inc. stock logo
OLMA
Olema Pharmaceuticals
$0$9,631,055 -100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
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