Avoro Capital Advisors’s Amicus Therapeutics FOLD Stock Holding History

Avoro Capital Advisors’s Portfolio FOLD Stock Details FOLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-15,025,000	Closed	-$118M	–	38
2025 Q3	$118M	Sell	15,025,000 -2,975,000	-17%	-$21.2M	1.53%	20
2025 Q2	$103M	Sell	18,000,000 -2,500,000	-12%	-$16.1M	1.81%	16
2025 Q1	$167M	Sell	20,500,000 -2,675,000	-12%	-$24.8M	2.61%	13
2024 Q4	$218M	Hold	23,175,000	–	–	3.09%	11
2024 Q3	$248M	Sell	23,175,000 -4,225,000	-15%	-$46M	3.61%	9
2024 Q2	$272M	Hold	27,400,000	–	–	3.62%	11
2024 Q1	$323M	Hold	27,400,000	–	–	3.76%	10
2023 Q4	$389M	Hold	27,400,000	–	–	5.37%	9
2023 Q3	$333M	Hold	27,400,000	–	–	5.2%	9
2023 Q2	$344M	Buy	27,400,000 +100,000	+0.4%	+$1.19M	4.67%	8
2023 Q1	$303M	Buy	27,300,000 +500,000	+2%	+$6.16M	4.49%	10
2022 Q4	$327M	Hold	26,800,000	–	–	4.89%	9
2022 Q3	$280M	Hold	26,800,000	–	–	5.17%	9
2022 Q2	$288M	Buy	26,800,000 +6,300,000	+31%	+$51.9M	5.69%	6
2022 Q1	$194M	Buy	20,500,000 +2,000,000	+11%	+$18.8M	3.54%	11
2021 Q4	$214M	Buy	18,500,000 +820,727	+5%	+$9.15M	3.64%	9
2021 Q3	$169M	Buy	17,679,273 +5,229,273	+42%	+$53.5M	2.65%	10
2021 Q2	$120M	Buy	12,450,000 +200,000	+2%	+$1.95M	2.09%	14
2021 Q1	$121M	Buy	12,250,000 +3,250,000	+36%	+$50.3M	2.09%	13
2020 Q4	$208M	Sell	9,000,000 -1,850,000	-17%	-$37.8M	3.58%	9
2020 Q3	$153M	Sell	10,850,000 -150,000	-1%	-$2.19M	2.18%	10
2020 Q2	$166M	Buy	11,000,000 +50,000	+0.5%	+$609K	3.28%	10
2020 Q1	$101M	Sell	10,950,000 -250,000	-2%	-$2.38M	3.42%	11
2019 Q4	$109M	Buy	11,200,000 +100,000	+0.9%	+$915K	3.2%	13
2019 Q3	$89M	Buy	11,100,000 +1,100,000	+11%	+$11.9M	3.71%	10
2019 Q2	$125M	Buy	10,000,000 +500,000	+5%	+$6.34M	4.31%	8
2019 Q1	$129M	Sell	9,500,000 -625,000	-6%	-$7.63M	5.59%	6
2018 Q4	$97M	Buy	10,125,000 +791,868	+8%	+$8.7M	5.8%	6
2018 Q3	$113M	Sell	9,333,132 -36,018	-0.4%	-$504K	5.18%	6
2018 Q2	$146M	Sell	9,369,150 -136,297	-1%	-$2.06M	5.63%	4
2018 Q1	$143M	Buy	9,505,447 +2,242,325	+31%	+$34.1M	6.83%	2
2017 Q4	$105M	Buy	7,263,122 +826,000	+13%	+$11.3M	6.77%	3
2017 Q3	$97.1M	Buy	6,437,122 +506,166	+9%	+$6.7M	7.53%	2
2017 Q2	$59.7M	Buy	5,930,956 +1,083,379	+22%	+$8.72M	7.54%	3
2017 Q1	$34.6M	Buy	4,847,577 +830,000	+21%	+$5.25M	4.42%	7
2016 Q4	$20M	Buy	4,017,577 +327,720	+9%	+$2.27M	4.03%	12
2016 Q3	$27.3M	Sell	3,689,857 -8,808	-0.2%	-$59.5K	4.79%	5
2016 Q2	$20.2M	Buy	3,698,665 +274,561	+8%	+$1.92M	4.49%	9
2016 Q1	$28.9M	Sell	3,424,104 -91,507	-3%	-$648K	10.09%	2
2015 Q4	$34.1M	Sell	3,515,611 -734,588	-17%	-$6.62M	11.75%	2
2015 Q3	$59.5M	Sell	4,250,199 -340,000	-7%	-$5.33M	15.46%	1
2015 Q2	$65M	Buy	4,590,199 +378,800	+9%	+$4.55M	17.89%	1
2015 Q1	$45.8M	Buy	4,211,399 +1,387,214	+49%	+$12.2M	17.58%	1
2014 Q4	$23.5M	Buy	+2,824,185	New	+$19.4M	15.92%	1

Other funds holding FOLD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Avoro Capital Advisors's FOLD Position: Q4 2025 in Review

Avoro Capital Advisors sold out of Amicus Therapeutics (FOLD) in Q4 2025, closing a stake of 15,025,000 shares — an estimated $118M sold.

Avoro Capital Advisors first reported a position in FOLD in Q4 2014 and held it in 44 quarters. The position peaked at $389M in Q4 2023. 332 funds tracked by Wall St. Rank hold FOLD as of Q4 2025.

Avoro Capital Advisors reported no remaining Amicus Therapeutics position as of Q4 2025 after selling out during the quarter.
Avoro Capital Advisors sold 15,025,000 Amicus Therapeutics shares in Q4 2025, an estimated $118M.
Avoro Capital Advisors first reported a position in Amicus Therapeutics in Q4 2014 and held it in 44 quarters.
Avoro Capital Advisors's Amicus Therapeutics position peaked at $389M in Q4 2023.
332 funds tracked by Wall St. Rank held Amicus Therapeutics as of Q4 2025.

Based on Avoro Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.