Avoro Capital Advisors LLC
Institutional investor · Portfolio as of Q1 2020
Top Holdings43 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
IMMUNOMEDICS INC | 24.5M | $330.3M | 11.1% | — | — | 5 qtrssince 2019-Q1 | Unchanged 0 |
MIRATI THERAPEUTICS INC | 4.1M | $316.1M | 10.7% | — | — | 5 qtrssince 2019-Q1 | Increased 65 |
IOVANCE BIOTHERAPEUTICS INC | 9M | $269.7M | 9.1% | $10.23 | +192.63% | 5 qtrssince 2019-Q1 | Increased 62 |
ASCENDIS PHARMA A/S | 1.8M | $201.2M | 6.8% | $117.47 | -1.25% | 5 qtrssince 2019-Q1 | Decreased 0 |
BIOMARIN PHARMACEUTICAL INC | 1.9M | $163.1M | 5.5% | $84.82 | -2.75% | 5 qtrssince 2019-Q1 | Decreased 0 |
AVI BIOPHARMA INC | 1.6M | $155M | 5.2% | $116.47 | -15.41% | 5 qtrssince 2019-Q1 | Decreased 0 |
HORIZON THERAPEUTICS PLC | 4.6M | $135.5M | 4.6% | — | — | 4 qtrssince 2019-Q2 | Increased 64 |
Karyopharm Therapeutics Inc. | 7M | $134.5M | 4.5% | — | — | — | — |
ARGENX SE - ADR | 936,500 | $123.4M | 4.2% | $128.85 | +3.22% | 5 qtrssince 2019-Q1 | Unchanged 0 |
CONSTELLATION PHARMCETICLS I | 3.7M | $114.7M | 3.9% | — | — | 2 qtrssince 2019-Q4 | Unchanged 0 |
AMICUS THERAPEUTICS INC | 11M | $101.2M | 3.4% | $12.97 | -25.14% | 5 qtrssince 2019-Q1 | Decreased 0 |
DECIPHERA PHARMACEUTICALS IN | 2M | $82.3M | 2.8% | — | — | 2 qtrssince 2019-Q4 | Increased 83 |
uniQure N.V. | 1.7M | $78.3M | 2.6% | $64.81 | -30.50% | 3 qtrssince 2019-Q3 | Decreased 0 |
ACCELERON PHARMA INC | 860,000 | $77.3M | 2.6% | — | — | 1 qtr | New 78 |
ADVERUM BIOTECHNOLOGIES INC | 7.2M | $69.9M | 2.4% | — | — | — | — |
ZOGENIX INC | 2.8M | $69.2M | 2.3% | — | — | 5 qtrssince 2019-Q1 | Increased 68 |
MYOKARDIA INC | 1.4M | $67.3M | 2.3% | — | — | 5 qtrssince 2019-Q1 | Decreased 0 |
PTC THERAPEUTICS INC | 1.2M | $53.5M | 1.8% | $42.54 | 0.00% | 1 qtr | New 68 |
RELMADA THERAPEUTICS INC | 1.2M | $39.2M | 1.3% | $31.76 | 0.00% | 1 qtr | New 67 |
ATHENEX INC | 4.9M | $37.7M | 1.3% | — | — | 4 qtrssince 2019-Q2 | Decreased 0 |
Avoro Capital Advisors LLC manages $3B across 43 positions as of Q1 2020. Top holdings: IMMU (11.1%), MRTX (10.7%), IOVA (9.1%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 12 new positions, 0 exits, 9 increased. Top move: DCPH (INCREASED, conviction 83). Portfolio: $3.0B across 43 positions.
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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