Filed: 5/15/2025ACC: 0001104659-25-048904
📋 What this filing means
AVORO CAPITAL ADVISORS LLC filed this quarterly 13F‑HR report disclosing 33 equity positions with a total reported market value of $6.41B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
33
Positions
$6.41B
Total AUM (reported)
182.22M
Total Shares
Allocation by class
COMMON$4.68B73.1%
SPONSORED ADR$1.62B25.3%
CLASS A ORD$108.23M1.7%
Portfolio Concentration
Top 3$2.37B37.0%
4–10$2.37B37.0%
11–25$1.50B23.4%
Rest$167.53M2.6%
Top 3 weight
37.0%
Top 10 weight
73.9%
Voting Authority Distribution
Total shares with voting rights: 182.22M
Sole
Full voting authority
182.22M
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)
Sole33
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings33
Rows:
UNITED THERAPEUTICS CORP
SOLEShares2.67M
TypeSH
Market value$824.62M
12.87%
Sole
2.67M
Shared
0.00
None
0.00
ASCENDIS PHARMA
SOLEShares5.22M
TypeSH
Market value$813.28M
12.69%
Sole
5.22M
Shared
0.00
None
0.00
ARGENX SE
SOLEShares1.24M
TypeSH
Market value$731.06M
11.41%
Sole
1.24M
Shared
0.00
None
0.00
MADRIGAL PHARMACEUTICALS INC
SOLEShares2.02M
TypeSH
Market value$669.82M
10.46%
Sole
2.02M
Shared
0.00
None
0.00
KRYSTAL BIOTECH INC
SOLEShares2.73M
TypeSH
Market value$492.40M
7.69%
Sole
2.73M
Shared
0.00
None
0.00
BLUEPRINT MEDICINES CORP
SOLEShares3.85M
TypeSH
Market value$340.76M
5.32%
Sole
3.85M
Shared
0.00
None
0.00
APELLIS PHARMACEUTICALS INC.
SOLEShares12.22M
TypeSH
Market value$267.30M
4.17%
Sole
12.22M
Shared
0.00
None
0.00
AVIDITY BIOSCIENCES INC
SOLEShares7.63M
TypeSH
Market value$225.09M
3.51%
Sole
7.63M
Shared
0.00
None
0.00
XENON PHARMACEUTICALS INC
SOLEShares5.74M
TypeSH
Market value$192.63M
3.01%
Sole
5.74M
Shared
0.00
None
0.00
SOLENO THERAPEUTICS INC
SOLEShares2.52M
TypeSH
Market value$180.41M
2.82%
Sole
2.52M
Shared
0.00
None
0.00
KYMERA THERAPEUTICS INC
SOLEShares6.46M
TypeSH
Market value$176.81M
2.76%
Sole
6.46M
Shared
0.00
None
0.00
SAREPTA THERAPEUTICS INC
SOLEShares2.67M
TypeSH
Market value$170.71M
2.66%
Sole
2.67M
Shared
0.00
None
0.00
AMICUS THERAPEUTICS INC.
SOLEShares20.50M
TypeSH
Market value$167.28M
2.61%
Sole
20.50M
Shared
0.00
None
0.00
ARROWHEAD PHARMACEUTICALS INC.
SOLEShares11.11M
TypeSH
Market value$141.56M
2.21%
Sole
11.11M
Shared
0.00
None
0.00
VERA THERAPEUTICS INC
SOLEShares5.70M
TypeSH
Market value$136.96M
2.14%
Sole
5.70M
Shared
0.00
None
0.00
MERUS N V
SOLEShares3M
TypeSH
Market value$126.27M
1.97%
Sole
3M
Shared
0.00
None
0.00
MOONLAKE IMMUNOTHERAPEUTICS
SOLEShares2.77M
TypeSH
Market value$108.23M
1.69%
Sole
2.77M
Shared
0.00
None
0.00
INTRA-CELLULAR THERAPIES INC
SOLEShares625K
TypeSH
Market value$82.45M
1.29%
Sole
625K
Shared
0.00
None
0.00
ALKERMES PLC
SOLEShares2.45M
TypeSH
Market value$80.90M
1.26%
Sole
2.45M
Shared
0.00
None
0.00
BIOCRYST PHARMACEUTICALS INC
SOLEShares8.70M
TypeSH
Market value$65.25M
1.02%
Sole
8.70M
Shared
0.00
None
0.00
OCULAR THERAPEUTIX INC
SOLEShares8.06M
TypeSH
Market value$59.08M
0.92%
Sole
8.06M
Shared
0.00
None
0.00
CENTESSA PHARMACEUTICALS PLC
SOLEShares4.05M
TypeSH
Market value$58.24M
0.91%
Sole
4.05M
Shared
0.00
None
0.00
89BIO INC
SOLEShares6.35M
TypeSH
Market value$46.16M
0.72%
Sole
6.35M
Shared
0.00
None
0.00
MANNKIND CORP
SOLEShares8.75M
TypeSH
Market value$44.01M
0.69%
Sole
8.75M
Shared
0.00
None
0.00
VAXCYTE INC
SOLEShares1M
TypeSH
Market value$37.76M
0.59%
Sole
1M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
UNITED THERAPEUTICS CORPSOLE | Common | 2.67M | SH | $824.62M 12.87% | 2.67M | 0.00 | 0.00 |
ASCENDIS PHARMASOLE | Sponsored ADR | 5.22M | SH | $813.28M 12.69% | 5.22M | 0.00 | 0.00 |
ARGENX SESOLE | Sponsored ADR | 1.24M | SH | $731.06M 11.41% | 1.24M | 0.00 | 0.00 |
MADRIGAL PHARMACEUTICALS INCSOLE | Common | 2.02M | SH | $669.82M 10.46% | 2.02M | 0.00 | 0.00 |
KRYSTAL BIOTECH INCSOLE | Common | 2.73M | SH | $492.40M 7.69% | 2.73M | 0.00 | 0.00 |
BLUEPRINT MEDICINES CORPSOLE | Common | 3.85M | SH | $340.76M 5.32% | 3.85M | 0.00 | 0.00 |
APELLIS PHARMACEUTICALS INC.SOLE | Common | 12.22M | SH | $267.30M 4.17% | 12.22M | 0.00 | 0.00 |
AVIDITY BIOSCIENCES INCSOLE | Common | 7.63M | SH | $225.09M 3.51% | 7.63M | 0.00 | 0.00 |
XENON PHARMACEUTICALS INCSOLE | Common | 5.74M | SH | $192.63M 3.01% | 5.74M | 0.00 | 0.00 |
SOLENO THERAPEUTICS INCSOLE | Common | 2.52M | SH | $180.41M 2.82% | 2.52M | 0.00 | 0.00 |
KYMERA THERAPEUTICS INCSOLE | Common | 6.46M | SH | $176.81M 2.76% | 6.46M | 0.00 | 0.00 |
SAREPTA THERAPEUTICS INCSOLE | Common | 2.67M | SH | $170.71M 2.66% | 2.67M | 0.00 | 0.00 |
AMICUS THERAPEUTICS INC.SOLE | Common | 20.50M | SH | $167.28M 2.61% | 20.50M | 0.00 | 0.00 |
ARROWHEAD PHARMACEUTICALS INC.SOLE | Common | 11.11M | SH | $141.56M 2.21% | 11.11M | 0.00 | 0.00 |
VERA THERAPEUTICS INCSOLE | Common | 5.70M | SH | $136.96M 2.14% | 5.70M | 0.00 | 0.00 |
MERUS N VSOLE | Common | 3M | SH | $126.27M 1.97% | 3M | 0.00 | 0.00 |
MOONLAKE IMMUNOTHERAPEUTICSSOLE | CLASS A ORD | 2.77M | SH | $108.23M 1.69% | 2.77M | 0.00 | 0.00 |
INTRA-CELLULAR THERAPIES INCSOLE | Common | 625K | SH | $82.45M 1.29% | 625K | 0.00 | 0.00 |
ALKERMES PLCSOLE | Common | 2.45M | SH | $80.90M 1.26% | 2.45M | 0.00 | 0.00 |
BIOCRYST PHARMACEUTICALS INCSOLE | Common | 8.70M | SH | $65.25M 1.02% | 8.70M | 0.00 | 0.00 |
OCULAR THERAPEUTIX INCSOLE | Common | 8.06M | SH | $59.08M 0.92% | 8.06M | 0.00 | 0.00 |
CENTESSA PHARMACEUTICALS PLCSOLE | SPONSORED ADR | 4.05M | SH | $58.24M 0.91% | 4.05M | 0.00 | 0.00 |
89BIO INCSOLE | Common | 6.35M | SH | $46.16M 0.72% | 6.35M | 0.00 | 0.00 |
MANNKIND CORPSOLE | Common | 8.75M | SH | $44.01M 0.69% | 8.75M | 0.00 | 0.00 |
VAXCYTE INCSOLE | Common | 1M | SH | $37.76M 0.59% | 1M | 0.00 | 0.00 |
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