Avoro Capital Advisors LLC

Q2 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2025
Date filed
8/14/2025
Form type
13F-HR
Num holdings
30
Total value ($000)
$5,710,278
Net value change ($000)
-696,290 (-10.9%)
New positions
1
Sold out positions
4
Turnover %
8.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2025 Next filing: 11/14/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AKRO 186,760 NEW
KYMR 109,274 61.8%
MLTX 87,652 81.0%
ASND 46,271 5.7%
Merus N.V. 39,712 31.5%
QURE 27,478 119.2%
ARWR 25,924 18.3%
TSHA 22,327 80.3%
89bio, Inc. 20,120 43.6%
VERA 11,468 8.4%
Top Reduces (Value $000, Stocks/ETFs)
BPMC -292,696 -85.9%
SRPT -170,708 -100.0%
UTHR -143,602 -17.4%
KRYS -126,755 -25.7%
MDGL -102,371 -15.3%
ARGX -83,374 -11.4%
Intra-Cellular Therapies, Inc. -82,450 -100.0%
FOLD -64,140 -38.3%
APLS -55,733 -20.9%
PCVX -37,760 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type