Filed: 8/14/2025ACC: 0001104659-25-078127
📋 What this filing means
AVORO CAPITAL ADVISORS LLC filed this quarterly 13F‑HR report disclosing 30 equity positions with a total reported market value of $5.71B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
30
Positions
$5.71B
Total AUM (reported)
160.84M
Total Shares
Allocation by class
COMMON$3.94B69.0%
SPONSORED ADR$1.57B27.5%
CLASS A ORD$195.88M3.4%
Portfolio Concentration
Top 3$2.19B38.3%
4–10$2.01B35.3%
11–25$1.44B25.2%
Rest$69.09M1.2%
Top 3 weight
38.3%
Top 10 weight
73.6%
Voting Authority Distribution
Total shares with voting rights: 160.84M
Sole
Full voting authority
160.84M
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)
Sole30
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings30
Rows:
ASCENDIS PHARMA
SOLEShares4.98M
TypeSH
Market value$859.55M
15.05%
Sole
4.98M
Shared
0.00
None
0.00
UNITED THERAPEUTICS CORP
SOLEShares2.37M
TypeSH
Market value$681.02M
11.93%
Sole
2.37M
Shared
0.00
None
0.00
ARGENX SE
SOLEShares1.18M
TypeSH
Market value$647.68M
11.34%
Sole
1.18M
Shared
0.00
None
0.00
MADRIGAL PHARMACEUTICALS INC
SOLEShares1.88M
TypeSH
Market value$567.45M
9.94%
Sole
1.88M
Shared
0.00
None
0.00
KRYSTAL BIOTECH INC
SOLEShares2.66M
TypeSH
Market value$365.64M
6.40%
Sole
2.66M
Shared
0.00
None
0.00
KYMERA THERAPEUTICS INC
SOLEShares6.56M
TypeSH
Market value$286.08M
5.01%
Sole
6.56M
Shared
0.00
None
0.00
APELLIS PHARMACEUTICALS INC.
SOLEShares12.22M
TypeSH
Market value$211.57M
3.71%
Sole
12.22M
Shared
0.00
None
0.00
AVIDITY BIOSCIENCES INC
SOLEShares7.05M
TypeSH
Market value$200.22M
3.51%
Sole
7.05M
Shared
0.00
None
0.00
MOONLAKE IMMUNOTHERAPEUTICS
SOLEShares4.15M
TypeSH
Market value$195.88M
3.43%
Sole
4.15M
Shared
0.00
None
0.00
AKERO THERAPEUTICS INC
SOLEShares3.50M
TypeSH
Market value$186.76M
3.27%
Sole
3.50M
Shared
0.00
None
0.00
SOLENO THERAPEUTICS INC
SOLEShares2.05M
TypeSH
Market value$171.75M
3.01%
Sole
2.05M
Shared
0.00
None
0.00
XENON PHARMACEUTICALS INC
SOLEShares5.40M
TypeSH
Market value$169.02M
2.96%
Sole
5.40M
Shared
0.00
None
0.00
ARROWHEAD PHARMACEUTICALS INC.
SOLEShares10.60M
TypeSH
Market value$167.48M
2.93%
Sole
10.60M
Shared
0.00
None
0.00
MERUS N V
SOLEShares3.16M
TypeSH
Market value$165.98M
2.91%
Sole
3.16M
Shared
0.00
None
0.00
VERA THERAPEUTICS INC
SOLEShares6.30M
TypeSH
Market value$148.43M
2.60%
Sole
6.30M
Shared
0.00
None
0.00
AMICUS THERAPEUTICS INC.
SOLEShares18M
TypeSH
Market value$103.14M
1.81%
Sole
18M
Shared
0.00
None
0.00
ALKERMES PLC
SOLEShares2.90M
TypeSH
Market value$82.97M
1.45%
Sole
2.90M
Shared
0.00
None
0.00
OCULAR THERAPEUTIX INC
SOLEShares7.40M
TypeSH
Market value$68.67M
1.20%
Sole
7.40M
Shared
0.00
None
0.00
89BIO INC
SOLEShares6.75M
TypeSH
Market value$66.28M
1.16%
Sole
6.75M
Shared
0.00
None
0.00
CENTESSA PHARMACEUTICALS PLC
SOLEShares5M
TypeSH
Market value$65.70M
1.15%
Sole
5M
Shared
0.00
None
0.00
UNIQURE NV
SOLEShares3.63M
TypeSH
Market value$50.53M
0.88%
Sole
3.63M
Shared
0.00
None
0.00
TAYSHA GENE THERAPIES INC
SOLEShares21.70M
TypeSH
Market value$50.13M
0.88%
Sole
21.70M
Shared
0.00
None
0.00
BLUEPRINT MEDICINES CORP
SOLEShares375K
TypeSH
Market value$48.07M
0.84%
Sole
375K
Shared
0.00
None
0.00
TOURMALINE BIO INC
SOLEShares2.56M
TypeSH
Market value$40.86M
0.72%
Sole
2.56M
Shared
0.00
None
0.00
BIOCRYST PHARMACEUTICALS INC
SOLEShares4.50M
TypeSH
Market value$40.32M
0.71%
Sole
4.50M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ASCENDIS PHARMASOLE | Sponsored ADR | 4.98M | SH | $859.55M 15.05% | 4.98M | 0.00 | 0.00 |
UNITED THERAPEUTICS CORPSOLE | Common | 2.37M | SH | $681.02M 11.93% | 2.37M | 0.00 | 0.00 |
ARGENX SESOLE | Sponsored ADR | 1.18M | SH | $647.68M 11.34% | 1.18M | 0.00 | 0.00 |
MADRIGAL PHARMACEUTICALS INCSOLE | Common | 1.88M | SH | $567.45M 9.94% | 1.88M | 0.00 | 0.00 |
KRYSTAL BIOTECH INCSOLE | Common | 2.66M | SH | $365.64M 6.40% | 2.66M | 0.00 | 0.00 |
KYMERA THERAPEUTICS INCSOLE | Common | 6.56M | SH | $286.08M 5.01% | 6.56M | 0.00 | 0.00 |
APELLIS PHARMACEUTICALS INC.SOLE | Common | 12.22M | SH | $211.57M 3.71% | 12.22M | 0.00 | 0.00 |
AVIDITY BIOSCIENCES INCSOLE | Common | 7.05M | SH | $200.22M 3.51% | 7.05M | 0.00 | 0.00 |
MOONLAKE IMMUNOTHERAPEUTICSSOLE | CLASS A ORD | 4.15M | SH | $195.88M 3.43% | 4.15M | 0.00 | 0.00 |
AKERO THERAPEUTICS INCSOLE | Common | 3.50M | SH | $186.76M 3.27% | 3.50M | 0.00 | 0.00 |
SOLENO THERAPEUTICS INCSOLE | Common | 2.05M | SH | $171.75M 3.01% | 2.05M | 0.00 | 0.00 |
XENON PHARMACEUTICALS INCSOLE | Common | 5.40M | SH | $169.02M 2.96% | 5.40M | 0.00 | 0.00 |
ARROWHEAD PHARMACEUTICALS INC.SOLE | Common | 10.60M | SH | $167.48M 2.93% | 10.60M | 0.00 | 0.00 |
MERUS N VSOLE | Common | 3.16M | SH | $165.98M 2.91% | 3.16M | 0.00 | 0.00 |
VERA THERAPEUTICS INCSOLE | Common | 6.30M | SH | $148.43M 2.60% | 6.30M | 0.00 | 0.00 |
AMICUS THERAPEUTICS INC.SOLE | Common | 18M | SH | $103.14M 1.81% | 18M | 0.00 | 0.00 |
ALKERMES PLCSOLE | Common | 2.90M | SH | $82.97M 1.45% | 2.90M | 0.00 | 0.00 |
OCULAR THERAPEUTIX INCSOLE | Common | 7.40M | SH | $68.67M 1.20% | 7.40M | 0.00 | 0.00 |
89BIO INCSOLE | Common | 6.75M | SH | $66.28M 1.16% | 6.75M | 0.00 | 0.00 |
CENTESSA PHARMACEUTICALS PLCSOLE | SPONSORED ADR | 5M | SH | $65.70M 1.15% | 5M | 0.00 | 0.00 |
UNIQURE NVSOLE | Common | 3.63M | SH | $50.53M 0.88% | 3.63M | 0.00 | 0.00 |
TAYSHA GENE THERAPIES INCSOLE | Common | 21.70M | SH | $50.13M 0.88% | 21.70M | 0.00 | 0.00 |
BLUEPRINT MEDICINES CORPSOLE | Common | 375K | SH | $48.07M 0.84% | 375K | 0.00 | 0.00 |
TOURMALINE BIO INCSOLE | Common | 2.56M | SH | $40.86M 0.72% | 2.56M | 0.00 | 0.00 |
BIOCRYST PHARMACEUTICALS INCSOLE | Common | 4.50M | SH | $40.32M 0.71% | 4.50M | 0.00 | 0.00 |
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