Basic Stats
Insider Profile venBio Select Advisor LLC
Portfolio Value $ 5,710,277,507
Current Positions 30
Latest Holdings, Performance, AUM (from 13F, 13D)

Avoro Capital Advisors LLC has disclosed 30 total holdings in their latest SEC filings. Most recent portfolio value is calculated to be $ 5,710,277,507 USD. Actual Assets Under Management (AUM) is this value plus cash (which is not disclosed). Avoro Capital Advisors LLC’s top holdings are Ascendis Pharma A/S - Depositary Receipt (Common Stock) (US:ASND) , United Therapeutics Corporation (US:UTHR) , argenx SE - Depositary Receipt (Common Stock) (US:ARGX) , Madrigal Pharmaceuticals, Inc. (US:MDGL) , and Krystal Biotech, Inc. (US:KRYS) . Avoro Capital Advisors LLC’s top industries are "Measuring, Analyzing, And Controlling Instruments; Photographic, Medical And Optical Goods; Watches And Clocks" (sic 38) , "Health Services" (sic 80) , and "Engineering, Accounting, Research, Management, And Related Services" (sic 87) .

Avoro Capital Advisors LLC - Portfolio Value
Top Increases This Quarter

We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.

Security Shares
(MM)
Value
(MM$)
Portfolio % ΔPortfolio %
3.50 186.76 3.2706 3.2706
4.98 859.55 15.0526 2.3582
6.56 286.08 5.0100 2.2502
4.15 195.88 3.4303 1.7410
3.16 165.98 2.9067 0.9358
10.60 167.48 2.9330 0.7234
3.62 50.53 0.8849 0.5251
6.30 148.43 2.5993 0.4615
21.70 50.13 0.8778 0.4439
6.75 66.28 1.1608 0.4402
Top Decreases This Quarter

We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.

Security Shares
(MM)
Value
(MM$)
Portfolio % ΔPortfolio %
0.38 48.07 0.8418 -4.4772
2.66 365.64 6.4033 -1.2826
2.37 681.02 11.9262 -0.9453
18.00 103.14 1.8062 -0.8049
1.88 567.45 9.9373 -0.5179
12.22 211.57 3.7050 -0.4673
4.50 40.32 0.7061 -0.3124
5.85 21.88 0.3832 -0.3038
0.33 12.00 0.2101 -0.2590
1.18 647.68 11.3424 -0.0687
13D/G Filings

This is a list of 13D and 13G filings made in the last year (if any). Click the link icon to see the full transaction history. Green rows indicate new positions. Red rows indicate closed positions.

File Date Form Security Prev
Shares
Current
Shares
ΔShares % % Ownership
% ΔOwnership
2025-08-14 13G QURE / uniQure N.V. 3,625,000 6.60
2025-08-14 13G/A SLNO / Soleno Therapeutics, Inc. 2,181,000 2,050,000 -6.01 4.10 -26.79
2025-08-14 13G/A BPMC / Blueprint Medicines Corporation 3,850,000 375,000 -90.26 0.60 -90.00
2025-08-14 13G/A GLUE / Monte Rosa Therapeutics, Inc. 4,345,000 3,725,000 -14.27 6.10 -14.08
2025-08-14 13G/A ARWR / Arrowhead Pharmaceuticals, Inc. 12,028,552 11,517,441 -4.25 8.30 -13.54
2025-08-14 13G/A TRML / Tourmaline Bio, Inc. 2,222,222 2,555,555 15.00 9.95 14.37
2025-08-14 13G MLTX / MoonLake Immunotherapeutics 4,150,000 6.50
2025-05-15 13G/A FOLD / Amicus Therapeutics, Inc. 23,175,000 20,500,000 -11.54 6.70 -14.10
2025-05-15 13G/A BCRX / BioCryst Pharmaceuticals, Inc. 13,050,000 8,700,000 -33.33 4.20 -34.38
2025-03-04 13D/A WHWK / Whitehawk Therapeutics, Inc. 3,581,961 11,914,961 232.64 19.99 37.86
2025-02-14 13G/A VERA / Vera Therapeutics, Inc. 4,309,590 5,610,000 30.17 8.90 12.66
2024-11-14 13G/A VRCA / Verrica Pharmaceuticals Inc. 6,583,332 0 -100.00 0.00 -100.00
2024-11-14 13G/A SYRE / Spyre Therapeutics, Inc. 1,839,138 885,059 -51.88 1.70 -66.67
2024-11-14 13G/A MRNS / Marinus Pharmaceuticals, Inc. 3,150,000 0 -100.00 0.00 -100.00
2024-11-14 13G/A GPCR / Structure Therapeutics Inc. - Depositary Receipt (Common Stock) 6,999,999 0 -100.00 0.00 -100.00
2024-11-14 13G/A ASND / Ascendis Pharma A/S - Depositary Receipt (Common Stock) 3,755,555 4,988,888 32.84 8.20 26.15
2024-11-14 13G/A KYMR / Kymera Therapeutics, Inc. 3,775,000 7,750,000 105.30 9.99 46.91
2024-11-14 13G TSHA / Taysha Gene Therapies, Inc. 23,094,444 9.99
2024-11-14 13G RNA / Avidity Biosciences, Inc. 9,935,792 8.30
2024-11-14 13G OCUL / Ocular Therapeutix, Inc. 12,714,874 7.90
13F and Fund Filings

This form was filed on 2025-08-14 for the reporting period 2025-06-30. Click the link icon to see the full transaction history.

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2022-07-28: Important Note - We have changed the treatment of the Δ Portfolio % column in this table. Previously, we were reporting it as the percent change in the portfolio allocation. We are now reporting it as the raw change in the portfolio allocation (still reported as a percent). In formula terms, we were previously reporting it as 100 * (current allocation - prior allocation ) / prior allocation. We are now reporting it as (current allocation - prior allocation).
Security Type Avg Share Price Shares
(MM)
ΔShares
(%)
ΔShares
(%)
Value
($MM)
Portfolio
(%)
ΔPortfolio
(%)
ASND / Ascendis Pharma A/S - Depositary Receipt (Common Stock) 4.98 -4.56 859.55 5.69 15.0526 2.3582
UTHR / United Therapeutics Corporation 2.37 -11.40 681.02 -17.41 11.9262 -0.9453
ARGX / argenx SE - Depositary Receipt (Common Stock) 1.18 -4.87 647.68 -11.40 11.3424 -0.0687
MDGL / Madrigal Pharmaceuticals, Inc. 1.88 -7.28 567.45 -15.28 9.9373 -0.5179
KRYS / Krystal Biotech, Inc. 2.66 -2.60 365.64 -25.74 6.4033 -1.2826
KYMR / Kymera Therapeutics, Inc. 6.56 1.48 286.08 61.80 5.0100 2.2502
APLS / Apellis Pharmaceuticals, Inc. 12.22 0.00 211.57 -20.85 3.7050 -0.4673
RNA / Avidity Biosciences, Inc. 7.05 -7.54 200.22 -11.05 3.5063 -0.0071
MLTX / MoonLake Immunotherapeutics 4.15 49.81 195.88 80.99 3.4303 1.7410
AKRO / Akero Therapeutics, Inc. 3.50 186.76 3.2706 3.2706
SLNO / Soleno Therapeutics, Inc. 2.05 -18.81 171.75 -4.80 3.0077 0.1917
XENE / Xenon Pharmaceuticals Inc. 5.40 -5.95 169.02 -12.26 2.9599 -0.0469
ARWR / Arrowhead Pharmaceuticals, Inc. 10.60 -4.60 167.48 18.31 2.9330 0.7234
MRUS / Merus N.V. 3.16 5.19 165.98 31.45 2.9067 0.9358
VERA / Vera Therapeutics, Inc. 6.30 10.49 148.43 8.37 2.5993 0.4615
FOLD / Amicus Therapeutics, Inc. 18.00 -12.20 103.14 -38.34 1.8062 -0.8049
ALKS / Alkermes plc 2.90 18.37 82.97 2.56 1.4530 0.1902
OCUL / Ocular Therapeutix, Inc. 7.40 -8.19 68.67 16.24 1.2026 0.2804
ETNB / 89bio, Inc. 6.75 6.30 66.28 43.59 1.1608 0.4402
CNTA / Centessa Pharmaceuticals plc - Depositary Receipt (Common Stock) 5.00 23.46 65.70 12.81 1.1506 0.2415
QURE / uniQure N.V. 3.62 66.67 50.53 119.18 0.8849 0.5251
TSHA / Taysha Gene Therapies, Inc. 21.70 8.50 50.13 80.32 0.8778 0.4439
BPMC / Blueprint Medicines Corporation 0.38 -90.26 48.07 -85.89 0.8418 -4.4772
TRML / Tourmaline Bio, Inc. 2.56 5.38 40.86 10.79 0.7156 0.1399
BCRX / BioCryst Pharmaceuticals, Inc. 4.50 -48.28 40.32 -38.21 0.7061 -0.3124
MNKD / MannKind Corporation 5.85 -33.14 21.88 -50.29 0.3832 -0.3038
GLUE / Monte Rosa Therapeutics, Inc. 3.73 -19.82 16.80 -22.06 0.2942 -0.0423
SEPN / Septerna, Inc. 1.24 -7.48 13.08 68.90 0.2291 0.1082
RARE / Ultragenyx Pharmaceutical Inc. 0.33 -60.24 12.00 -60.08 0.2101 -0.2590
WHWK / Whitehawk Therapeutics, Inc. 2.85 0.00 5.33 5.07 0.0933 0.0141
PCVX / Vaxcyte, Inc. 0.00 -100.00 0.00 0.0000
SRPT / Sarepta Therapeutics, Inc. 0.00 -100.00 0.00 0.0000
AUTL / Autolus Therapeutics plc - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 0.0000
ITCI / Intra-Cellular Therapies, Inc. 0.00 -100.00 0.00 0.0000