Avoro Capital Advisors LLC
Institutional investor · Portfolio as of Q1 2022
Top Holdings43 positions
HORIZON THERAPEUTICS PLC | 6.5M | $683.9M | 12.5% | — | — | 12 qtrssince 2019-Q2 | Decreased 0 |
UNITED THERAPEUTICS CORP DEL | 3M | $543.6M | 9.9% | $150.28 | +16.87% | 6 qtrssince 2020-Q4 | Decreased 0 |
APELLIS PHARMACEUTICALS INC | 9.5M | $480.2M | 8.8% | $41.55 | +19.06% | 5 qtrssince 2021-Q1 | Increased 68 |
MIRATI THERAPEUTICS INC | 5.3M | $437.8M | 8.0% | — | — | 13 qtrssince 2019-Q1 | Increased 65 |
ARGENX SE | 1.3M | $395.7M | 7.2% | $183.06 | +72.24% | 13 qtrssince 2019-Q1 | Increased 77 |
SPDR SERIES TRUST | 3.1M | $274.1M | 5.0% | $97.93 | -7.89% | 2 qtrssince 2021-Q4 | Increased 98 |
ASCENDIS PHARMA A/S | 2.2M | $258.2M | 4.7% | $133.46 | -13.07% | 4 qtrssince 2021-Q2 | Increased 63 |
SAREPTA THERAPEUTICS INC | 3.1M | $244.9M | 4.5% | $104.42 | -24.73% | 13 qtrssince 2019-Q1 | Increased 57 |
BIOMARIN PHARMACEUTICAL INC | 3M | $234M | 4.3% | $84.99 | -8.35% | 13 qtrssince 2019-Q1 | Increased 62 |
ALNYLAM PHARMACEUTICALS INC | 1.3M | $212.3M | 3.9% | $166.65 | -0.85% | 4 qtrssince 2021-Q2 | Increased 68 |
AMICUS THERAPEUTICS INC | 20.5M | $194.1M | 3.5% | $11.15 | -13.84% | 13 qtrssince 2019-Q1 | Increased 63 |
SEAGEN INC | 1.3M | $189.4M | 3.5% | — | — | 1 qtr | New 85 |
XENON PHARMACEUTICALS INC | 5M | $152.4M | 2.8% | $17.33 | +73.84% | 13 qtrssince 2019-Q1 | Unchanged 0 |
IOVANCE BIOTHERAPEUTICS INC | 9.1M | $151.9M | 2.8% | $15.23 | +9.64% | 13 qtrssince 2019-Q1 | Increased 56 |
MADRIGAL PHARMACEUTICALS INC | 1.4M | $139.8M | 2.6% | $117.61 | -16.57% | 13 qtrssince 2019-Q1 | Unchanged 0 |
IVERIC BIO INC | 7.3M | $122M | 2.2% | — | — | 8 qtrssince 2020-Q2 | Unchanged 0 |
KURA ONCOLOGY INC | 4.8M | $77.2M | 1.4% | $26.02 | -38.16% | 8 qtrssince 2020-Q2 | Increased 57 |
KRYSTAL BIOTECH INC | 1M | $66.9M | 1.2% | $68.60 | -2.48% | 2 qtrssince 2021-Q4 | Increased 76 |
ACADIA PHARMACEUTICALS INC | 2.3M | $55.1M | 1.0% | $46.77 | -58.14% | 6 qtrssince 2020-Q4 | Increased 49 |
MONTE ROSA THERAPEUTICS INC | 3.3M | $46.4M | 0.8% | $19.98 | -32.18% | 4 qtrssince 2021-Q2 | Unchanged 0 |
Avoro Capital Advisors LLC manages $5.5B across 43 positions as of Q1 2022. Top holdings: HZNP (12.5%), UTHR (9.9%), APLS (8.8%). Fund DNA: Concentrated Value. HoldingsIntel Score: 2.5/5.0.
Added 4 new positions, exited 1, increased 20, trimmed 4. Top move: XBI (INCREASED, conviction 98). Portfolio: $5.5B across 43 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 Winners
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
Verify source filings on SEC EDGAR