Avoro Capital Advisors LLC
Institutional investor · Portfolio as of Q1 2019
Top Holdings32 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
IMMUNOMEDICS INC | 17.7M | $340.3M | 14.7% | — | — | 1 qtr | New 97 |
MIRATI THERAPEUTICS INC | 3.9M | $283.1M | 12.2% | — | — | 1 qtr | New 96 |
ASCENDIS PHARMA A/S | 1.8M | $211.3M | 9.1% | $117.70 | 0.00% | 1 qtr | New 95 |
Amarin Corporation plc | 8M | $166.1M | 7.2% | — | — | — | — |
AVI BIOPHARMA INC | 1.2M | $142.4M | 6.2% | $119.19 | 0.00% | 1 qtr | New 94 |
AMICUS THERAPEUTICS INC | 9.5M | $129.2M | 5.6% | $13.60 | 0.00% | 1 qtr | New 94 |
| 4M | $105.7M | 4.6% | — | — | — | New 84 | |
ZOGENIX INC | 1.9M | $105.3M | 4.6% | — | — | 1 qtr | New 84 |
ARGENX SE - ADR | 840,000 | $104.9M | 4.5% | $124.84 | 0.00% | 1 qtr | New 84 |
IOVANCE BIOTHERAPEUTICS INC | 10.5M | $100.1M | 4.3% | $9.51 | 0.00% | 1 qtr | New 84 |
BIOMARIN PHARMACEUTICAL INC | 1.1M | $99.5M | 4.3% | $88.83 | 0.00% | 1 qtr | New 84 |
TRICIDA INC | 1.7M | $65.7M | 2.8% | — | — | 1 qtr | New 77 |
MYOKARDIA INC | 1M | $52M | 2.2% | — | — | 1 qtr | New 77 |
GLOBAL BLOOD THERAPEUTICS INC | 950,000 | $50.3M | 2.2% | — | — | 1 qtr | New 77 |
| 2M | $48.8M | 2.1% | — | — | 1 qtr | New 77 | |
MEDICINES CO | 1.6M | $43.7M | 1.9% | — | — | 1 qtr | New 68 |
BIODELIVERY SCIENCES INTL INC | 7.4M | $39.4M | 1.7% | — | — | 1 qtr | New 67 |
MADRIGAL PHARMACEUTICALS INC | 310,000 | $38.8M | 1.7% | $125.26 | 0.00% | 1 qtr | New 67 |
ACADIA Pharmaceuticals Inc. | 1.3M | $35.6M | 1.5% | $26.85 | 0.00% | 1 qtr | New 67 |
ALLOGENE THERAPEUTICS INC | 1.1M | $29.8M | 1.3% | $28.91 | 0.00% | 1 qtr | New 67 |
Avoro Capital Advisors LLC manages $2.3B across 32 positions as of Q1 2019. Top holdings: IMMU (14.7%), MRTX (12.2%), ASND (9.1%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 31 new positions, 0 exits, 0 increased. Top move: IMMU (NEW, conviction 97). Portfolio: $2.3B across 32 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer