Avoro Capital Advisors LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings33 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
UNITED THERAPEUTICS CORP | 2.7M | $824.6M | 12.9% | $151.50 | +102.62% | 18 qtrssince 2020-Q4 | Decreased 0 |
ASCENDIS PHARMA A/S | 5.2M | $813.3M | 12.7% | $127.90 | +20.94% | 16 qtrssince 2021-Q2 | Increased 64 |
ARGENX SE - ADR | 1.2M | $731.1M | 11.4% | $224.78 | +162.10% | 25 qtrssince 2019-Q1 | Decreased 0 |
MADRIGAL PHARMACEUTICALS INC | 2M | $669.8M | 10.5% | $157.20 | +108.58% | 25 qtrssince 2019-Q1 | Decreased 0 |
Krystal Biotech, Inc. | 2.7M | $492.4M | 7.7% | $95.79 | +92.00% | 14 qtrssince 2021-Q4 | Increased 64 |
BLUEPRINT MEDICINES CORP | 3.9M | $340.8M | 5.3% | — | — | 2 qtrssince 2024-Q4 | Increased 98 |
APELLIS PHARMACEUTICALS INC | 12.2M | $267.3M | 4.2% | $42.79 | -43.29% | 17 qtrssince 2021-Q1 | Unchanged 0 |
| 7.6M | $225.1M | 3.5% | $26.98 | +17.15% | 20 qtrssince 2020-Q2 | Increased 58 | |
XENON PHARMACEUTICALS INC | 5.7M | $192.6M | 3.0% | $21.38 | +60.21% | 25 qtrssince 2019-Q1 | Increased 58 |
SOLENO THERAPEUTICS INC | 2.5M | $180.4M | 2.8% | $42.20 | +70.58% | 6 qtrssince 2023-Q4 | Unchanged 0 |
KYMERA THERAPEUTICS INC | 6.5M | $176.8M | 2.8% | $32.68 | -9.36% | 15 qtrssince 2021-Q3 | Increased 65 |
AVI BIOPHARMA INC | 2.7M | $170.7M | 2.7% | $105.43 | -82.83% | 25 qtrssince 2019-Q1 | Increased 56 |
AMICUS THERAPEUTICS INC | 20.5M | $167.3M | 2.6% | $11.07 | -23.84% | 25 qtrssince 2019-Q1 | Decreased 0 |
ARROWHEAD PHARMACEUTICALS IN | 11.1M | $141.6M | 2.2% | $26.83 | -48.49% | 8 qtrssince 2023-Q2 | Unchanged 0 |
VERA THERAPEUTICS INC | 5.7M | $137M | 2.1% | $42.61 | -37.51% | 5 qtrssince 2024-Q1 | Increased 54 |
MERUS N V | 3M | $126.3M | 2.0% | $40.52 | +10.08% | 7 qtrssince 2023-Q3 | Increased 64 |
MoonLake Immunotherapeutics Class A | 2.8M | $108.2M | 1.7% | $53.13 | -24.98% | 8 qtrssince 2023-Q2 | Unchanged 0 |
INTRA-CELLULAR THERAPIES INC | 625,000 | $82.5M | 1.3% | — | — | 6 qtrssince 2023-Q4 | Decreased 0 |
ALKERMES PLC | 2.5M | $80.9M | 1.3% | $28.76 | +14.81% | 2 qtrssince 2024-Q4 | Unchanged 0 |
BIOCRYST PHARMACEUTICALS INC | 8.7M | $65.3M | 1.0% | $10.62 | -25.96% | 13 qtrssince 2022-Q1 | Decreased 0 |
Avoro Capital Advisors LLC manages $6.4B across 33 positions as of Q1 2025. Top holdings: UTHR (12.9%), ASND (12.7%), ARGX (11.4%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 1 new positions, 7 exits, 13 increased. Top move: BPMC (INCREASED, conviction 98). Portfolio: $6.4B across 33 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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