Avoro Capital Advisors LLC
Institutional investor · Portfolio as of Q2 2020
Top Holdings45 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
IMMUNOMEDICS INC | 26.3M | $930.3M | 18.4% | — | — | 6 qtrssince 2019-Q1 | Increased 67 |
MIRATI THERAPEUTICS INC | 4.3M | $489.4M | 9.7% | — | — | 6 qtrssince 2019-Q1 | Increased 64 |
HORIZON THERAPEUTICS PLC | 6M | $333.5M | 6.6% | — | — | 5 qtrssince 2019-Q2 | Increased 77 |
IOVANCE BIOTHERAPEUTICS INC | 10.4M | $284.4M | 5.6% | $12.44 | +118.65% | 6 qtrssince 2019-Q1 | Increased 70 |
AVI BIOPHARMA INC | 1.7M | $268.6M | 5.3% | $118.96 | +36.78% | 6 qtrssince 2019-Q1 | Increased 64 |
ASCENDIS PHARMA A/S | 1.8M | $258.8M | 5.1% | $117.47 | +23.61% | 6 qtrssince 2019-Q1 | Decreased 0 |
BIOMARIN PHARMACEUTICAL INC | 1.9M | $228.2M | 4.5% | $84.82 | +44.05% | 6 qtrssince 2019-Q1 | Decreased 0 |
ARGENX SE - ADR | 970,000 | $218.5M | 4.3% | $132.11 | +69.02% | 6 qtrssince 2019-Q1 | Increased 59 |
MYOKARDIA INC | 1.9M | $181.6M | 3.6% | — | — | 6 qtrssince 2019-Q1 | Increased 72 |
AMICUS THERAPEUTICS INC | 11M | $165.9M | 3.3% | $12.98 | +19.70% | 6 qtrssince 2019-Q1 | Increased 57 |
ADVERUM BIOTECHNOLOGIES INC | 7.6M | $158.4M | 3.1% | — | — | — | — |
MERSANA THERAPEUTICS INC | 6.5M | $152.1M | 3.0% | $557.00 | 0.00% | 1 qtr | New 85 |
Karyopharm Therapeutics Inc. | 7M | $132.6M | 2.6% | — | — | — | — |
CONSTELLATION PHARMCETICLS I | 4M | $120.2M | 2.4% | — | — | 3 qtrssince 2019-Q4 | Increased 58 |
DECIPHERA PHARMACEUTICALS IN | 1.9M | $111.1M | 2.2% | — | — | 3 qtrssince 2019-Q4 | Decreased 0 |
ADAPTIMMUNE THERAPEUTICS PLC Spon ADS Each Rep 6 Ord Shs | 10M | $100.1M | 2.0% | $9.29 | 0.00% | 1 qtr | New 69 |
ACCELERON PHARMA INC | 1M | $99.1M | 2.0% | — | — | 2 qtrssince 2020-Q1 | Increased 57 |
uniQure N.V. | 1.5M | $67.6M | 1.3% | $64.81 | -29.44% | 4 qtrssince 2019-Q3 | Decreased 0 |
RELMADA THERAPEUTICS INC | 1.4M | $63.8M | 1.3% | $33.94 | +26.89% | 2 qtrssince 2020-Q1 | Increased 58 |
ZOGENIX INC | 2.3M | $60.8M | 1.2% | — | — | 6 qtrssince 2019-Q1 | Decreased 0 |
Avoro Capital Advisors LLC manages $5.1B across 45 positions as of Q2 2020. Top holdings: IMMU (18.4%), MRTX (9.7%), HZNP (6.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 8 new positions, 5 exits, 18 increased. Top move: MRSN (NEW, conviction 85). Portfolio: $5.1B across 45 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