Avoro Capital Advisors LLC
Institutional investor · Portfolio as of Q1 2019
Top Holdings32 positions
IMMUNOMEDICS INC | 17.7M | $340.3M | 14.7% | — | — | 1 qtr | First report 0 |
MIRATI THERAPEUTICS INC | 3.9M | $283.1M | 12.2% | — | — | 1 qtr | First report 0 |
ASCENDIS PHARMA A/S | 1.8M | $211.3M | 9.1% | $117.70 | 0.00% | 1 qtr | First report 0 |
AMARIN CORP PLC | 8M | $166.1M | 7.2% | $415.20 | 0.00% | 1 qtr | First report 0 |
SAREPTA THERAPEUTICS INC | 1.2M | $142.4M | 6.2% | $119.19 | 0.00% | 1 qtr | First report 0 |
AMICUS THERAPEUTICS INC | 9.5M | $129.2M | 5.6% | $13.60 | 0.00% | 1 qtr | First report 0 |
| 4M | $105.7M | 4.6% | — | — | — | First report 0 | |
ZOGENIX INC | 1.9M | $105.3M | 4.6% | — | — | 1 qtr | First report 0 |
ARGENX SE | 840,000 | $104.9M | 4.5% | $124.84 | 0.00% | 1 qtr | First report 0 |
IOVANCE BIOTHERAPEUTICS INC | 10.5M | $100.1M | 4.3% | $9.51 | 0.00% | 1 qtr | First report 0 |
BIOMARIN PHARMACEUTICAL INC | 1.1M | $99.5M | 4.3% | $88.83 | 0.00% | 1 qtr | First report 0 |
TRICIDA INC | 1.7M | $65.7M | 2.8% | — | — | 1 qtr | First report 0 |
MYOKARDIA INC | 1M | $52M | 2.2% | — | — | 1 qtr | First report 0 |
GLOBAL BLOOD THERAPEUTICS IN | 950,000 | $50.3M | 2.2% | — | — | 1 qtr | First report 0 |
| 2M | $48.8M | 2.1% | — | — | 1 qtr | First report 0 | |
MEDICINES CO | 1.6M | $43.7M | 1.9% | — | — | 1 qtr | First report 0 |
BIODELIVERY SCIENCES INTL IN | 7.4M | $39.4M | 1.7% | — | — | 1 qtr | First report 0 |
MADRIGAL PHARMACEUTICALS INC | 310,000 | $38.8M | 1.7% | $125.26 | 0.00% | 1 qtr | First report 0 |
ACADIA PHARMACEUTICALS INC | 1.3M | $35.6M | 1.5% | $26.85 | 0.00% | 1 qtr | First report 0 |
ALLOGENE THERAPEUTICS INC | 1.1M | $29.8M | 1.3% | $28.91 | 0.00% | 1 qtr | First report 0 |
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 Score: 2.5/5.0.
First quarter we have for this fund: 32 positions, nothing earlier to compare. No standout high-conviction moves this quarter. 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR