Filed: 2/14/2025ACC: 0001104659-25-013529
📋 What this filing means
AVORO CAPITAL ADVISORS LLC filed this quarterly 13F‑HR report disclosing 39 equity positions with a total reported market value of $7.07B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
39
Positions
$7.07B
Total AUM (reported)
191.29M
Total Shares
Allocation by class
COMMON$5.43B76.8%
SPONSORED ADR$1.49B21.0%
CLASS A ORD$150.00M2.1%
Portfolio Concentration
Top 3$2.44B34.5%
4–10$2.45B34.7%
11–25$1.83B25.9%
Rest$348.21M4.9%
Top 3 weight
34.5%
Top 10 weight
69.2%
Voting Authority Distribution
Total shares with voting rights: 191.29M
Sole
Full voting authority
191.29M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole39
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings39
Rows:
UNITED THERAPEUTICS CORP
SOLEShares2.76M
TypeSH
Market value$973.94M
13.78%
Sole
2.76M
Shared
0.00
None
0.00
ARGENX SE
SOLEShares1.24M
TypeSH
Market value$761.66M
10.77%
Sole
1.24M
Shared
0.00
None
0.00
ASCENDIS PHARMA
SOLEShares5.10M
TypeSH
Market value$702.54M
9.94%
Sole
5.10M
Shared
0.00
None
0.00
MADRIGAL PHARMACEUTICALS INC
SOLEShares2.03M
TypeSH
Market value$626.09M
8.86%
Sole
2.03M
Shared
0.00
None
0.00
KRYSTAL BIOTECH INC
SOLEShares2.63M
TypeSH
Market value$411.83M
5.83%
Sole
2.63M
Shared
0.00
None
0.00
APELLIS PHARMACEUTICALS INC.
SOLEShares12.22M
TypeSH
Market value$390.01M
5.52%
Sole
12.22M
Shared
0.00
None
0.00
SAREPTA THERAPEUTICS INC
SOLEShares2.56M
TypeSH
Market value$310.73M
4.40%
Sole
2.56M
Shared
0.00
None
0.00
INTRA-CELLULAR THERAPIES INC
SOLEShares3.05M
TypeSH
Market value$254.74M
3.60%
Sole
3.05M
Shared
0.00
None
0.00
VERA THERAPEUTICS INC
SOLEShares5.61M
TypeSH
Market value$237.25M
3.36%
Sole
5.61M
Shared
0.00
None
0.00
XENON PHARMACEUTICALS INC
SOLEShares5.67M
TypeSH
Market value$222.13M
3.14%
Sole
5.67M
Shared
0.00
None
0.00
AMICUS THERAPEUTICS INC.
SOLEShares23.18M
TypeSH
Market value$218.31M
3.09%
Sole
23.18M
Shared
0.00
None
0.00
AVIDITY BIOSCIENCES INC
SOLEShares7.50M
TypeSH
Market value$218.10M
3.08%
Sole
7.50M
Shared
0.00
None
0.00
ARROWHEAD PHARMACEUTICALS INC.
SOLEShares11.11M
TypeSH
Market value$208.89M
2.95%
Sole
11.11M
Shared
0.00
None
0.00
KYMERA THERAPEUTICS INC
SOLEShares5.15M
TypeSH
Market value$207.18M
2.93%
Sole
5.15M
Shared
0.00
None
0.00
MOONLAKE IMMUNOTHERAPEUTICS
SOLEShares2.77M
TypeSH
Market value$150.00M
2.12%
Sole
2.77M
Shared
0.00
None
0.00
SOLENO THERAPEUTICS INC
SOLEShares2.52M
TypeSH
Market value$113.50M
1.61%
Sole
2.52M
Shared
0.00
None
0.00
BLUEPRINT MEDICINES CORP
SOLEShares1.19M
TypeSH
Market value$103.36M
1.46%
Sole
1.19M
Shared
0.00
None
0.00
VAXCYTE INC
SOLEShares1.18M
TypeSH
Market value$96.19M
1.36%
Sole
1.18M
Shared
0.00
None
0.00
BIOMARIN PHARMACEUTICAL INC
SOLEShares1.46M
TypeSH
Market value$96.13M
1.36%
Sole
1.46M
Shared
0.00
None
0.00
MERUS N V
SOLEShares2.13M
TypeSH
Market value$89.36M
1.26%
Sole
2.13M
Shared
0.00
None
0.00
BIOCRYST PHARMACEUTICALS INC
SOLEShares11.87M
TypeSH
Market value$89.22M
1.26%
Sole
11.87M
Shared
0.00
None
0.00
ALKERMES PLC
SOLEShares2.45M
TypeSH
Market value$70.46M
1.00%
Sole
2.45M
Shared
0.00
None
0.00
OCULAR THERAPEUTIX INC
SOLEShares8.06M
TypeSH
Market value$68.83M
0.97%
Sole
8.06M
Shared
0.00
None
0.00
MANNKIND CORP
SOLEShares8.75M
TypeSH
Market value$56.26M
0.80%
Sole
8.75M
Shared
0.00
None
0.00
TOURMALINE BIO INC
SOLEShares2.22M
TypeSH
Market value$45.07M
0.64%
Sole
2.22M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
UNITED THERAPEUTICS CORPSOLE | Common | 2.76M | SH | $973.94M 13.78% | 2.76M | 0.00 | 0.00 |
ARGENX SESOLE | Sponsored ADR | 1.24M | SH | $761.66M 10.77% | 1.24M | 0.00 | 0.00 |
ASCENDIS PHARMASOLE | Sponsored ADR | 5.10M | SH | $702.54M 9.94% | 5.10M | 0.00 | 0.00 |
MADRIGAL PHARMACEUTICALS INCSOLE | Common | 2.03M | SH | $626.09M 8.86% | 2.03M | 0.00 | 0.00 |
KRYSTAL BIOTECH INCSOLE | Common | 2.63M | SH | $411.83M 5.83% | 2.63M | 0.00 | 0.00 |
APELLIS PHARMACEUTICALS INC.SOLE | Common | 12.22M | SH | $390.01M 5.52% | 12.22M | 0.00 | 0.00 |
SAREPTA THERAPEUTICS INCSOLE | Common | 2.56M | SH | $310.73M 4.40% | 2.56M | 0.00 | 0.00 |
INTRA-CELLULAR THERAPIES INCSOLE | Common | 3.05M | SH | $254.74M 3.60% | 3.05M | 0.00 | 0.00 |
VERA THERAPEUTICS INCSOLE | Common | 5.61M | SH | $237.25M 3.36% | 5.61M | 0.00 | 0.00 |
XENON PHARMACEUTICALS INCSOLE | Common | 5.67M | SH | $222.13M 3.14% | 5.67M | 0.00 | 0.00 |
AMICUS THERAPEUTICS INC.SOLE | Common | 23.18M | SH | $218.31M 3.09% | 23.18M | 0.00 | 0.00 |
AVIDITY BIOSCIENCES INCSOLE | Common | 7.50M | SH | $218.10M 3.08% | 7.50M | 0.00 | 0.00 |
ARROWHEAD PHARMACEUTICALS INC.SOLE | Common | 11.11M | SH | $208.89M 2.95% | 11.11M | 0.00 | 0.00 |
KYMERA THERAPEUTICS INCSOLE | Common | 5.15M | SH | $207.18M 2.93% | 5.15M | 0.00 | 0.00 |
MOONLAKE IMMUNOTHERAPEUTICSSOLE | CLASS A ORD | 2.77M | SH | $150.00M 2.12% | 2.77M | 0.00 | 0.00 |
SOLENO THERAPEUTICS INCSOLE | Common | 2.52M | SH | $113.50M 1.61% | 2.52M | 0.00 | 0.00 |
BLUEPRINT MEDICINES CORPSOLE | Common | 1.19M | SH | $103.36M 1.46% | 1.19M | 0.00 | 0.00 |
VAXCYTE INCSOLE | Common | 1.18M | SH | $96.19M 1.36% | 1.18M | 0.00 | 0.00 |
BIOMARIN PHARMACEUTICAL INCSOLE | Common | 1.46M | SH | $96.13M 1.36% | 1.46M | 0.00 | 0.00 |
MERUS N VSOLE | Common | 2.13M | SH | $89.36M 1.26% | 2.13M | 0.00 | 0.00 |
BIOCRYST PHARMACEUTICALS INCSOLE | Common | 11.87M | SH | $89.22M 1.26% | 11.87M | 0.00 | 0.00 |
ALKERMES PLCSOLE | Common | 2.45M | SH | $70.46M 1.00% | 2.45M | 0.00 | 0.00 |
OCULAR THERAPEUTIX INCSOLE | Common | 8.06M | SH | $68.83M 0.97% | 8.06M | 0.00 | 0.00 |
MANNKIND CORPSOLE | Common | 8.75M | SH | $56.26M 0.80% | 8.75M | 0.00 | 0.00 |
TOURMALINE BIO INCSOLE | Common | 2.22M | SH | $45.07M 0.64% | 2.22M | 0.00 | 0.00 |
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