venBio Select Advisor
Latest statistics and disclosures from Avoro Capital Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ASND, UTHR, MDGL, ARGX, KRYS, and represent 51.26% of Avoro Capital Advisors's stock portfolio.
- Added to shares of these 10 stocks: GPCR (+$151M), CNTA (+$141M), QURE (+$48M), MRUS (+$36M), SLNO (+$36M), OCUL (+$33M), RNA (+$26M), ASND (+$26M), ORKA (+$26M), AKRO (+$22M).
- Started 3 new stock positions in GPCR, TNGX, ORKA.
- Reduced shares in these 10 stocks: ARGX (-$136M), UTHR (-$62M), BPMC (-$48M), BCRX (-$25M), FOLD (-$23M), ALKS (-$20M), MDGL (-$19M), GLUE (-$17M), MLTX (-$15M), RARE (-$12M).
- Sold out of its positions in BPMC, GLUE, RARE.
- Avoro Capital Advisors was a net buyer of stock by $177M.
- Avoro Capital Advisors has $7.8B in assets under management (AUM), dropping by 36.96%.
- Central Index Key (CIK): 0001633313
Tip: Access up to 7 years of quarterly data
Positions held by venBio Select Advisor consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for Avoro Capital Advisors
Avoro Capital Advisors holds 30 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ascendis Pharma Sponsored ADR (ASND) | 13.0 | $1.0B | +2% | 5.1M | 198.81 |
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| United Therapeutics Corp Common (UTHR) | 11.9 | $932M | -6% | 2.2M | 419.21 |
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| Madrigal Pharmaceuticals Common (MDGL) | 10.8 | $841M | -2% | 1.8M | 458.66 |
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| Argenx Se Sponsored ADR (ARGX) | 9.3 | $730M | -15% | 990k | 737.56 |
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| Krystal Biotech Common (KRYS) | 6.3 | $490M | +4% | 2.8M | 176.53 |
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| Arrowhead Pharmaceuticals Common (ARWR) | 4.8 | $376M | +2% | 11M | 34.49 |
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| Kymera Therapeutics Common (KYMR) | 4.6 | $359M | -3% | 6.4M | 56.60 |
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| Merus N V Common (MRUS) | 4.3 | $334M | +12% | 3.5M | 94.15 |
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| Avidity Biosciences Common (RNA) | 4.3 | $333M | +8% | 7.6M | 43.57 |
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| Apellis Pharmaceuticals Common (APLS) | 3.5 | $277M | 12M | 22.63 |
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| Centessa Pharmaceuticals Sponsored Adr (CNTA) | 3.4 | $262M | +116% | 11M | 24.25 |
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| Uniqure Nv Common (QURE) | 3.3 | $259M | +22% | 4.4M | 58.37 |
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| Xenon Pharmaceuticals Common (XENE) | 2.8 | $217M | 5.4M | 40.15 |
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| Akero Therapeutics Common (AKRO) | 2.4 | $188M | +13% | 4.0M | 47.48 |
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| Vera Therapeutics Common (VERA) | 2.3 | $181M | 6.2M | 29.06 |
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| Soleno Therapeutics Common (SLNO) | 2.2 | $174M | +25% | 2.6M | 67.60 |
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| Structure Therapeutics Sponsored Ads (GPCR) | 1.9 | $151M | NEW | 5.4M | 28.00 |
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| Tourmaline Bio Common (TRML) | 1.6 | $122M | 2.6M | 47.83 |
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| Ocular Therapeutix Common (OCUL) | 1.5 | $120M | +38% | 10M | 11.69 |
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| Amicus Therapeutics Common (FOLD) | 1.5 | $118M | -16% | 15M | 7.88 |
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| 89bio Common (ETNB) | 1.2 | $94M | -5% | 6.4M | 14.70 |
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| Taysha Gene Therapies Common (TSHA) | 0.9 | $71M | 22M | 3.27 |
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| Alkermes Common (ALKS) | 0.9 | $67M | -22% | 2.2M | 30.00 |
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| Oruka Therapeutics Common (ORKA) | 0.3 | $26M | NEW | 1.3M | 19.23 |
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| Septerna Common (SEPN) | 0.3 | $25M | +8% | 1.3M | 18.81 |
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| Mannkind Corp Common (MNKD) | 0.3 | $24M | -23% | 4.5M | 5.37 |
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| Moonlake Immunotherapeutics Class A Ord (MLTX) | 0.2 | $14M | -51% | 2.0M | 7.17 |
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| Biocryst Pharmaceuticals Common (BCRX) | 0.1 | $9.5M | -72% | 1.3M | 7.59 |
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| Whitehawk Therapeutics Common (WHWK) | 0.1 | $5.4M | 2.8M | 1.90 |
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| Tango Therapeutics Common (TNGX) | 0.1 | $4.6M | NEW | 545k | 8.40 |
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Past Filings by Avoro Capital Advisors
SEC 13F filings are viewable for Avoro Capital Advisors going back to 2014
- Avoro Capital Advisors 2025 Q3 filed Nov. 14, 2025
- Avoro Capital Advisors 2025 Q2 filed Aug. 14, 2025
- Avoro Capital Advisors 2025 Q1 filed May 15, 2025
- Avoro Capital Advisors 2024 Q4 filed Feb. 14, 2025
- Avoro Capital Advisors 2024 Q3 filed Nov. 14, 2024
- Avoro Capital Advisors 2024 Q2 filed Aug. 14, 2024
- Avoro Capital Advisors 2024 Q1 filed May 15, 2024
- Avoro Capital Advisors 2023 Q4 filed Feb. 14, 2024
- Avoro Capital Advisors 2023 Q3 filed Nov. 14, 2023
- Avoro Capital Advisors 2023 Q2 filed Aug. 14, 2023
- Avoro Capital Advisors 2023 Q1 filed May 15, 2023
- Avoro Capital Advisors 2022 Q4 filed Feb. 14, 2023
- Avoro Capital Advisors 2022 Q3 filed Nov. 14, 2022
- Avoro Capital Advisors 2022 Q2 filed Aug. 15, 2022
- Avoro Capital Advisors 2022 Q1 filed May 16, 2022
- Avoro Capital Advisors 2021 Q4 filed Feb. 14, 2022