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CIK: 0001633313
Total reported value
$11.1B
$11.1B
30 檔
35.3%
The Q3 2025 SEC filing reveals that Avoro Capital Advisors LLC held a total portfolio value of $11.1B, covering 30 public equity positions.
In Q3 2025, Avoro Capital Advisors LLC adopted a defensive or profit-taking posture, trimming 12 positions and completely liquidating 7 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ASND | Ascendis Pharma A/S | Stock-Other | 13.13% | -11.39% | EXIT | |
| 2 | UTHR | United Therapeutics CORP | Stock-Healthcare | 11.02% | -1.92% | -6.24% | |
| 3 | MDGL | Madrigal Pharmaceuticals Inc | Stock-Healthcare | 10.87% | -0.52% | -2.24% | |
| 4 | ARGX | Argenx Se - Adr | Stock-Healthcare | 9.44% | +1.15% | -15.74% | |
| 5 | KRYS | Krystal Biotech Inc | Stock-Healthcare | 6.34% | +2.30% | +4.43% | |
| 6 | ARWR | Arrowhead Pharmaceuticals In | Stock-Healthcare | 4.86% | +1.71% | +2.83% | |
| 7 | KYMR | Kymera Therapeutics Inc | Stock-Other | 4.65% | +1.58% | -3.14% | |
| 8 | ✓ | Merus N V | Stock-Other | 4.31% | — | +12.26% | |
| 9 | RNAGBP | Avidity Biosciences Inc | Stock-Other | 4.31% | — | +8.44% | |
| 10 | APLSUSD | Apellis Pharmaceuticals Inc | Stock-Other | 3.58% | -4.84% | EXIT | |
| 11 | 260 | Centessa Pharmaceuticals-adr | Stock-Other | 3.39% | -4.47% | EXIT | |
| 12 | QURE | uniQure N.V. | Stock-Other | 3.35% | +1.82% | +22.61% | |
| 13 | XENE | Xenon Pharmaceuticals Inc | Stock-Other | 2.80% | -0.18% | — | |
| 14 | AKRO | Akero Therapeutics Inc | Stock-Other | 2.43% | — | +13.02% | |
| 15 | VERA | Vera Therapeutics Inc | Stock-Other | 2.33% | -0.12% | -1.43% | |
| 16 | SLNOEUR | Soleno Therapeutics Inc | Stock-Other | 2.25% | -0.76% | EXIT | |
| 17 | GPCR | Structure Therapeutics Inc | Stock-Other | 1.89% | +0.05% | — | |
| 18 | TRML | Tourmaline Bio Inc | Stock-Other | 1.58% | — | — | |
| 19 | OCUL | Ocular Therapeutix Inc | Stock-Other | 1.55% | +0.08% | +38.51% | |
| 20 | AM6 | Amicus Therapeutics Inc | Stock-Other | 1.53% | — | -16.53% | |
| 21 | ETNBGBP | 89bio Inc | Stock-Other | 1.21% | — | -5.37% | |
| 22 | TSHA | Taysha Gene Therapies Inc | Stock-Other | 0.92% | +0.51% | — | |
| 23 | ALKS | Alkermes plc | Stock-Healthcare | 0.87% | -0.42% | EXIT | |
| 24 | ORKA | Oruka Therapeutics Inc | Stock-Other | 0.33% | — | — | |
| 25 | SEPN | Septerna Inc | Stock-Other | 0.33% | +0.08% | +8.08% | |
| 26 | MNKD | Mannkind CORP | Stock-Other | 0.31% | -0.05% | EXIT | |
| 27 | MLTX | Moonlake Immunotherapeutics | Stock-Other | 0.19% | — | -51.81% | |
| 28 | BCRX | Biocryst Pharmaceuticals Inc | Stock-Other | 0.12% | — | -72.22% | |
| 29 | WHWK | Whitehawk Therapeutics Inc | Stock-Other | 0.07% | +0.02% | — | |
| 30 | TNGX | Tango Therapeutics Inc | Stock-Other | 0.06% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QURE | uniQure N.V. | +3% | +22.61% | Add |
| 2 | ARWR | Arrowhead Pharmaceuticals In | +2.7% | +2.83% | Trim |
| 3 | 260 | Centessa Pharmaceuticals-adr | +2.5% | +116.16% | Add |
| 4 | ✓ | Merus N V | +2.3% | +12.26% | Add |
| 5 | KYMR | Kymera Therapeutics Inc | +1.9% | -3.14% | Trim |
| 6 | TRML | Tourmaline Bio Inc | +1% | — | Add |
| 7 | RNAGBP | Avidity Biosciences Inc | +0.8% | +8.44% | Add |
| 8 | OCUL | Ocular Therapeutix Inc | +0.6% | +38.51% | Add |
| 9 | ETNBGBP | 89bio Inc | +0.5% | -5.37% | Add |
| 10 | TSHA | Taysha Gene Therapies Inc | +0.5% | — | Add |
| 11 | ASND | Ascendis Pharma A/S | +0.4% | +2.61% | Trim |
| 12 | MDGL | Madrigal Pharmaceuticals Inc | +0.4% | -2.24% | Trim |
| 13 | SEPN | Septerna Inc | +0.2% | +8.08% | Unchanged |
| 14 | VERA | Vera Therapeutics Inc | +0.2% | -1.43% | Add |
| 15 | WHWK | Whitehawk Therapeutics Inc | 0% | — | Unchanged |
| 16 | XENE | Xenon Pharmaceuticals Inc | -0.2% | — | Trim |
| 17 | MNKD | Mannkind CORP | -0.4% | -23.61% | Trim |
| 18 | ALKS | Alkermes plc | -0.4% | -22.76% | Trim |
| 19 | SLNOEUR | Soleno Therapeutics Inc | -0.6% | +25.75% | Add |
| 20 | APLSUSD | Apellis Pharmaceuticals Inc | -0.6% | — | Unchanged |
| 21 | BCRX | Biocryst Pharmaceuticals Inc | -0.9% | -72.22% | Trim |
| 22 | AM6 | Amicus Therapeutics Inc | -1.1% | -16.53% | Trim |
| 23 | KRYS | Krystal Biotech Inc | -1.4% | +4.43% | Add |
| 24 | MLTX | Moonlake Immunotherapeutics | -1.5% | -51.81% | Trim |
| 25 | UTHR | United Therapeutics CORP | -1.9% | -6.24% | Trim |
| 26 | ARGX | Argenx Se - Adr | -2% | -15.74% | Trim |
| 27 | 2655787D | Blueprint Medicines CORP | — | EXIT | Sold out |
| 28 | AKRO | Akero Therapeutics Inc | — | NEW | New buy |
| 29 | SRPT | Sarepta Therapeutics Inc | — | EXIT | Sold out |
| 30 | GPCR | Structure Therapeutics Inc | — | NEW | New buy |
| 31 | ITCIEUR | Intra-cellular Therapies Inc | — | EXIT | Sold out |
| 32 | PCVX | Vaxcyte Inc | — | EXIT | Sold out |
| 33 | RARE | Ultragenyx Pharmaceutical In | — | EXIT | Sold out |
| 34 | ORKA | Oruka Therapeutics Inc | — | NEW | New buy |
| 35 | GLUE | Monte Rosa Therapeutics Inc | — | EXIT | Sold out |
| 36 | AUTL | Autolus Therapeutics PLC | — | EXIT | Sold out |
| 37 | TNGX | Tango Therapeutics Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Avoro Capital Advisors LLC reported a total U.S. public equity portfolio value of $11.1B across 30 disclosed positions in Q3 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ASND, UTHR, MDGL) accounted for 35.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
AKRO
市值: $187.8M
Top Position Liquidated / Trimmed
2655787D
前期市值: $340.8M
During Q3 2025, Avoro Capital Advisors LLC's top holdings by market value included ASND (13.1%)、UTHR (11.0%)、MDGL (10.9%). The largest single position, ASND, represented 13.1% of total portfolio value.
In Q3 2025, Avoro Capital Advisors LLC made 34 total portfolio adjustments, initiating 4 new buys, adding to 11 positions, trimming 12 holdings, and fully liquidating 7 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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