Avoro Capital Advisors LLC
Institutional investor · Portfolio as of Q2 2019
Top Holdings35 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MIRATI THERAPEUTICS INC | 3.9M | $397.8M | 13.8% | — | — | 2 qtrssince 2019-Q1 | Unchanged 0 |
IMMUNOMEDICS INC | 21M | $291.3M | 10.1% | — | — | 2 qtrssince 2019-Q1 | Increased 72 |
IOVANCE BIOTHERAPEUTICS INC | 10.8M | $263.7M | 9.1% | $9.82 | +149.71% | 2 qtrssince 2019-Q1 | Increased 62 |
ASCENDIS PHARMA A/S | 2M | $226.8M | 7.8% | $117.47 | -1.98% | 2 qtrssince 2019-Q1 | Increased 66 |
AVI BIOPHARMA INC | 1.4M | $212.7M | 7.4% | $123.99 | +22.55% | 2 qtrssince 2019-Q1 | Increased 70 |
BIOMARIN PHARMACEUTICAL INC | 2.1M | $181.2M | 6.3% | $87.33 | -1.93% | 2 qtrssince 2019-Q1 | Increased 94 |
Amarin Corporation plc | 7.5M | $145.4M | 5.0% | — | — | — | — |
AMICUS THERAPEUTICS INC | 10M | $124.8M | 4.3% | $13.54 | -7.86% | 2 qtrssince 2019-Q1 | Increased 59 |
ARGENX SE - ADR | 840,000 | $118.9M | 4.1% | $124.84 | +13.41% | 2 qtrssince 2019-Q1 | Unchanged 0 |
ZOGENIX INC | 2M | $96.8M | 3.3% | — | — | 2 qtrssince 2019-Q1 | Increased 59 |
HORIZON THERAPEUTICS PLC | 4M | $96.2M | 3.3% | — | — | 1 qtr | New 84 |
| 2M | $92.7M | 3.2% | — | — | 2 qtrssince 2019-Q1 | Unchanged 0 | |
ATHENEX INC | 4.6M | $91.2M | 3.2% | — | — | 1 qtr | New 84 |
TRICIDA INC | 2.2M | $86.8M | 3.0% | — | — | 2 qtrssince 2019-Q1 | Increased 70 |
MYOKARDIA INC | 1.4M | $68.9M | 2.4% | — | — | 2 qtrssince 2019-Q1 | Increased 67 |
GLOBAL BLOOD THERAPEUTICS INC | 950,000 | $50M | 1.7% | — | — | 2 qtrssince 2019-Q1 | Unchanged 0 |
ADVERUM BIOTECHNOLOGIES INC | 3.5M | $41.6M | 1.4% | — | — | — | — |
MADRIGAL PHARMACEUTICALS INC | 360,000 | $37.7M | 1.3% | $122.42 | -14.38% | 2 qtrssince 2019-Q1 | Increased 54 |
ACADIA Pharmaceuticals Inc. | 1.3M | $35.4M | 1.2% | $26.85 | -0.45% | 2 qtrssince 2019-Q1 | Unchanged 0 |
BIODELIVERY SCIENCES INTL INC | 7.4M | $34.5M | 1.2% | — | — | 2 qtrssince 2019-Q1 | Unchanged 0 |
Avoro Capital Advisors LLC manages $2.9B across 35 positions as of Q2 2019. Top holdings: MRTX (13.8%), IMMU (10.1%), IOVA (9.1%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 6 new positions, 4 exits, 11 increased. Top move: BMRN (INCREASED, conviction 94). Portfolio: $2.9B across 35 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