Avoro Capital Advisors LLC 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Avoro Capital Advisors LLC disclosed 33 US equity positions worth $6.4bn in its Q1 2025 13F filing. The largest position was UTHR at 12.9% of the reported book, followed by ASND and ARGX. Against the Q4 2024 filing, it opened 1 new position, added to 13 and reduced 5 among the top 33 holdings.
What did Avoro Capital Advisors LLC own in Q1 2025? Top 33 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | UTHR UNITED THERAPEUTICS CORP | Healthcare | 12.9% | $824.6m | 2,675,000 | -3% | reduced |
| 2 | ASND ASCENDIS PHARMA | Healthcare | 12.7% | $813.3m | 5,218,000 | 2% | added |
| 3 | ARGX ARGENX SE | Healthcare | 11.4% | $731.1m | 1,235,177 | -0% | held |
| 4 | MDGL MADRIGAL PHARMACEUTICALS INC | Healthcare | 10.5% | $669.8m | 2,022,222 | -0% | held |
| 5 | KRYS KRYSTAL BIOTECH INC | Healthcare | 7.7% | $492.4m | 2,731,000 | 4% | added |
| 6 | 2655787D BLUEPRINT MEDICINES CORP | 5.3% | $340.8m | 3,850,000 | 225% | added | |
| 7 | APLSUSD APELLIS PHARMACEUTICALS INC. | 4.2% | $267.3m | 12,222,222 | 0% | held | |
| 8 | RNAGBP AVIDITY BIOSCIENCES INC | 3.5% | $225.1m | 7,625,000 | 2% | added | |
| 9 | XENE XENON PHARMACEUTICALS INC | Healthcare | 3.0% | $192.6m | 5,741,666 | 1% | added |
| 10 | SLNOEUR SOLENO THERAPEUTICS INC | 2.8% | $180.4m | 2,525,000 | 0% | held | |
| 11 | KYMR KYMERA THERAPEUTICS INC | Healthcare | 2.8% | $176.8m | 6,460,000 | 25% | added |
| 12 | SRPT SAREPTA THERAPEUTICS INC | Healthcare | 2.7% | $170.7m | 2,674,835 | 5% | added |
| 13 | AM6 AMICUS THERAPEUTICS INC. | 2.6% | $167.3m | 20,500,000 | -12% | reduced | |
| 14 | ARWR ARROWHEAD PHARMACEUTICALS INC. | Healthcare | 2.2% | $141.6m | 11,111,111 | 0% | held |
| 15 | VERA VERA THERAPEUTICS INC | Healthcare | 2.1% | $137.0m | 5,701,900 | 2% | added |
| 16 | MERUS N V | 2.0% | $126.3m | 3,000,000 | 41% | added | |
| 17 | MLTX MOONLAKE IMMUNOTHERAPEUTICS | Healthcare | 1.7% | $108.2m | 2,770,100 | 0% | held |
| 18 | ITCIEUR INTRA-CELLULAR THERAPIES INC | 1.3% | $82.5m | 625,000 | -80% | reduced | |
| 19 | ALKS ALKERMES PLC | Healthcare | 1.3% | $80.9m | 2,450,000 | 0% | held |
| 20 | BCRX BIOCRYST PHARMACEUTICALS INC | Healthcare | 1.0% | $65.2m | 8,700,000 | -27% | reduced |
| 21 | OCUL OCULAR THERAPEUTIX INC | Healthcare | 0.9% | $59.1m | 8,060,000 | 0% | held |
| 22 | CNTA CENTESSA PHARMACEUTICALS PLC | 0.9% | $58.2m | 4,050,000 | – | new | |
| 23 | ETNBGBP 89BIO INC | 0.7% | $46.2m | 6,350,000 | 55% | added | |
| 24 | MNKD MANNKIND CORP | Healthcare | 0.7% | $44.0m | 8,750,000 | 0% | held |
| 25 | PCVX VAXCYTE INC | Healthcare | 0.6% | $37.8m | 1,000,000 | -15% | reduced |
| 26 | TRML TOURMALINE BIO INC | 0.6% | $36.9m | 2,425,000 | 9% | added | |
| 27 | RARE ULTRAGENYX PHARMACEUTICAL INC | Healthcare | 0.5% | $30.1m | 830,000 | 0% | held |
| 28 | TSHA TAYSHA GENE THERAPIES INC | Healthcare | 0.4% | $27.8m | 19,999,999 | 0% | held |
| 29 | QURE UNIQURE NV | 0.4% | $23.1m | 2,175,000 | 0% | held | |
| 30 | GLUE MONTE ROSA THERAPEUTICS INC | 0.3% | $21.6m | 4,645,548 | 7% | added | |
| 31 | AUTL AUTOLUS THERAPEUTICS PLC | Healthcare | 0.2% | $15.4m | 9,910,642 | 0% | held |
| 32 | SEPN SEPTERNA INC | 0.1% | $7.7m | 1,337,500 | 20% | added | |
| 33 | WHWK WHITEHAWK THERAPEUTICS INC | Healthcare | 0.1% | $5.1m | 2,849,402 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.