Avoro Capital Advisors LLC
Institutional investor · Portfolio as of Q1 2023
Top Holdings41 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
HORIZON THERAPEUTICS PLC | 7M | $764M | 11.3% | — | — | 16 qtrssince 2019-Q2 | Unchanged 0 |
APELLIS PHARMACEUTICALS INC | 11.1M | $732.9M | 10.9% | $43.88 | +50.45% | 9 qtrssince 2021-Q1 | Increased 65 |
UNITED THERAPEUTICS CORP | 2.9M | $642.8M | 9.5% | $150.40 | +45.62% | 10 qtrssince 2020-Q4 | Increased 62 |
AVI BIOPHARMA INC | 3.7M | $503.1M | 7.5% | $106.74 | +27.44% | 17 qtrssince 2019-Q1 | Increased 71 |
ARGENX SE - ADR | 1.3M | $479.7M | 7.1% | $187.61 | +97.13% | 17 qtrssince 2019-Q1 | Increased 63 |
MADRIGAL PHARMACEUTICALS INC | 1.7M | $403.8M | 6.0% | $128.10 | +83.23% | 17 qtrssince 2019-Q1 | Increased 62 |
BIOMARIN PHARMACEUTICAL INC | 3.9M | $383.6M | 5.7% | $85.94 | +10.88% | 17 qtrssince 2019-Q1 | Increased 68 |
SEAGEN INC | 1.8M | $364.8M | 5.4% | — | — | 5 qtrssince 2022-Q1 | Decreased 0 |
ASCENDIS PHARMA A/S | 3.3M | $356.5M | 5.3% | $124.70 | -12.94% | 8 qtrssince 2021-Q2 | Increased 66 |
AMICUS THERAPEUTICS INC | 27.3M | $302.8M | 4.5% | $11.06 | -1.39% | 17 qtrssince 2019-Q1 | Increased 59 |
ALNYLAM PHARMACEUTICALS INC | 1.1M | $221.4M | 3.3% | $165.72 | +17.74% | 8 qtrssince 2021-Q2 | Unchanged 0 |
MIRATI THERAPEUTICS INC | 5.6M | $206.6M | 3.1% | — | — | 17 qtrssince 2019-Q1 | Unchanged 0 |
XENON PHARMACEUTICALS INC | 4.9M | $175.4M | 2.6% | $17.33 | +105.53% | 17 qtrssince 2019-Q1 | Unchanged 0 |
IVERIC BIO INC | 6.8M | $165.4M | 2.5% | — | — | 12 qtrssince 2020-Q2 | Increased 53 |
Krystal Biotech, Inc. | 1.8M | $140.1M | 2.1% | $71.58 | +10.86% | 6 qtrssince 2021-Q4 | Increased 64 |
KYMERA THERAPEUTICS INC | 3.9M | $114.2M | 1.7% | $29.78 | -5.07% | 7 qtrssince 2021-Q3 | Increased 48 |
DICE THERAPEUTICS INC | 4M | $113.2M | 1.7% | — | — | 7 qtrssince 2021-Q3 | Increased 68 |
CYMABAY THERAPEUTICS INC | 10.3M | $89.8M | 1.3% | — | — | 17 qtrssince 2019-Q1 | Unchanged 0 |
BIOCRYST PHARMACEUTICALS INC | 10.4M | $86.9M | 1.3% | $11.88 | -29.40% | 5 qtrssince 2022-Q1 | Increased 55 |
SYNDAX PHARMACEUTICALS INC | 2.7M | $56M | 0.8% | $21.64 | -4.51% | 10 qtrssince 2020-Q4 | Unchanged 0 |
Avoro Capital Advisors LLC manages $6.7B across 41 positions as of Q1 2023. Top holdings: HZNP (11.3%), APLS (10.9%), UTHR (9.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1.5/5.0.
Added 2 new positions, increased 16, trimmed 2. Top move: SRPT (INCREASED, conviction 71). Portfolio: $6.7B across 41 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