Institutions / Avoro Capital Advisors LLC / Holdings

Avoro Capital Advisors LLC

All holdings · as of Dec 31, 2025

Company	Class	Value ↓	Shares	% of portfolio
United Therapeutics Corp	—	$1.27B	2,606,060	12.5%
ASCENDIS PHARMA A/S	—	$1.09B	5,111,111	10.7%
MADRIGAL PHARMACEUTICALS, INC.	—	$1.05B	1,807,500	10.3%
ARGENX SE	—	$832.54M	990,000	8.2%
Krystal Biotech, Inc.	—	$712.23M	2,888,888	7.0%
ARROWHEAD PHARMACEUTICALS, INC.	—	$705.39M	10,625,000	6.9%
Kymera Therapeutics, Inc.	—	$581.61M	7,474,747	5.7%
Structure Therapeutics Inc.GPCR	ADR	$455.94M	6,555,555	4.5%
Avidity Biosciences, Inc.	—	$393.47M	5,455,000	3.9%
CENTESSA PHARMACEUTICALS PLC	—	$364.03M	14,555,555	3.6%
Celcuity Inc.CELC	Common Stock	$310.30M	3,111,111	3.1%
Apellis Pharmaceuticals, Inc.	—	$307.02M	12,222,222	3.0%
Vera Therapeutics, Inc.	—	$298.21M	5,888,888	2.9%
SPDR SERIES TRUST - S&P BIOTECH	—	$256.05M	2,100,000	2.5%
Xenon Pharmaceuticals Inc.	—	$243.12M	5,424,444	2.4%
Terns Pharmaceuticals, Inc.	—	$175.74M	4,350,000	1.7%
Revolution Medicines, Inc.	—	$172.84M	2,170,000	1.7%
UNIQURE NV	—	$147.17M	6,150,000	1.4%
SOLENO THERAPEUTICS, INC.	—	$134.27M	2,900,000	1.3%
Ocular Therapeutix, Inc	—	$130.84M	10,777,777	1.3%
Taysha Gene Therapies, Inc.TSHA	Common Stock	$119.35M	21,700,000	1.2%
MIND MEDICINE (MINDMED) INC	—	$66.95M	5,000,000	0.7%
PTC Therapeutics Inc	—	$52.03M	685,000	0.5%
Viridian Therapeutics, Inc.	—	$46.68M	1,500,000	0.5%
Oruka Therapeutics, Inc.	—	$40.41M	1,333,340	0.4%
Alkermes plc.	—	$39.17M	1,400,000	0.4%
Apogee Therapeutics, Inc.	—	$37.74M	500,000	0.4%
Septerna, Inc.SEPN	Common Stock	$37.29M	1,337,500	0.4%
Lexeo Therapeutics, Inc.	—	$32.77M	3,300,000	0.3%
MANNKIND CORP	—	$25.20M	4,444,444	0.2%
GH RESEARCH PLC	—	$22.86M	1,800,000	0.2%
INCYTE CORP	—	$13.33M	135,000	0.1%
Whitehawk Therapeutics, Inc.WHWK	Common Stock	$6.90M	2,849,402	0.1%