Avoro Capital Advisors LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Avoro Capital Advisors LLC disclosed 30 US equity positions worth $5.7bn in its Q2 2025 13F filing. The largest position was ASND at 15.1% of the reported book, followed by UTHR and ARGX. Against the Q1 2025 filing, it opened 1 new position, added to 10 and reduced 17 among the top 30 holdings.
What did Avoro Capital Advisors LLC own in Q2 2025? Top 30 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | ASND ASCENDIS PHARMA | Healthcare | 15.1% | $859.5m | 4,980,000 | -5% | reduced |
| 2 | UTHR UNITED THERAPEUTICS CORP | Healthcare | 11.9% | $681.0m | 2,370,000 | -11% | reduced |
| 3 | ARGX ARGENX SE | Healthcare | 11.3% | $647.7m | 1,175,000 | -5% | reduced |
| 4 | MDGL MADRIGAL PHARMACEUTICALS INC | Healthcare | 9.9% | $567.5m | 1,875,000 | -7% | reduced |
| 5 | KRYS KRYSTAL BIOTECH INC | Healthcare | 6.4% | $365.6m | 2,660,000 | -3% | reduced |
| 6 | KYMR KYMERA THERAPEUTICS INC | Healthcare | 5.0% | $286.1m | 6,555,555 | 1% | added |
| 7 | APLSUSD APELLIS PHARMACEUTICALS INC. | 3.7% | $211.6m | 12,222,222 | 0% | held | |
| 8 | RNAGBP AVIDITY BIOSCIENCES INC | 3.5% | $200.2m | 7,050,000 | -8% | reduced | |
| 9 | MLTX MOONLAKE IMMUNOTHERAPEUTICS | Healthcare | 3.4% | $195.9m | 4,150,000 | 50% | added |
| 10 | AKERO THERAPEUTICS INC | 3.3% | $186.8m | 3,500,000 | – | new | |
| 11 | SLNOEUR SOLENO THERAPEUTICS INC | 3.0% | $171.7m | 2,050,000 | -19% | reduced | |
| 12 | XENE XENON PHARMACEUTICALS INC | Healthcare | 3.0% | $169.0m | 5,400,000 | -6% | reduced |
| 13 | ARWR ARROWHEAD PHARMACEUTICALS INC. | Healthcare | 2.9% | $167.5m | 10,600,000 | -5% | reduced |
| 14 | MERUS N V | 2.9% | $166.0m | 3,155,555 | 5% | added | |
| 15 | VERA VERA THERAPEUTICS INC | Healthcare | 2.6% | $148.4m | 6,300,000 | 10% | added |
| 16 | AM6 AMICUS THERAPEUTICS INC. | 1.8% | $103.1m | 18,000,000 | -12% | reduced | |
| 17 | ALKS ALKERMES PLC | Healthcare | 1.5% | $83.0m | 2,900,000 | 18% | added |
| 18 | OCUL OCULAR THERAPEUTIX INC | Healthcare | 1.2% | $68.7m | 7,400,000 | -8% | reduced |
| 19 | ETNBGBP 89BIO INC | 1.2% | $66.3m | 6,750,000 | 6% | added | |
| 20 | CNTA CENTESSA PHARMACEUTICALS PLC | 1.2% | $65.7m | 5,000,000 | 23% | added | |
| 21 | QURE UNIQURE NV | 0.9% | $50.5m | 3,625,000 | 67% | added | |
| 22 | TSHA TAYSHA GENE THERAPIES INC | Healthcare | 0.9% | $50.1m | 21,700,000 | 9% | added |
| 23 | 2655787D BLUEPRINT MEDICINES CORP | 0.8% | $48.1m | 375,000 | -90% | reduced | |
| 24 | TRML TOURMALINE BIO INC | 0.7% | $40.9m | 2,555,555 | 5% | added | |
| 25 | BCRX BIOCRYST PHARMACEUTICALS INC | Healthcare | 0.7% | $40.3m | 4,500,000 | -48% | reduced |
| 26 | MNKD MANNKIND CORP | Healthcare | 0.4% | $21.9m | 5,850,000 | -33% | reduced |
| 27 | GLUE MONTE ROSA THERAPEUTICS INC | 0.3% | $16.8m | 3,725,000 | -20% | reduced | |
| 28 | SEPN SEPTERNA INC | 0.2% | $13.1m | 1,237,500 | -7% | reduced | |
| 29 | RARE ULTRAGENYX PHARMACEUTICAL INC | Healthcare | 0.2% | $12.0m | 330,000 | -60% | reduced |
| 30 | WHWK WHITEHAWK THERAPEUTICS INC | Healthcare | 0.1% | $5.3m | 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.