Avoro Capital Advisors LLC
Institutional investor · Portfolio as of Q2 2021
Top Holdings46 positions
HORIZON THERAPEUTICS PUB L | 9M | $842.8M | 14.7% | — | — | 9 qtrssince 2019-Q2 | Unchanged 0 |
MIRATI THERAPEUTICS INC | 5M | $807.7M | 14.0% | — | — | 10 qtrssince 2019-Q1 | Increased 67 |
UNITED THERAPEUTICS CORP DEL | 3M | $538.2M | 9.4% | $152.56 | +17.60% | 3 qtrssince 2020-Q4 | Unchanged 0 |
ACCELERON PHARMA INC | 3M | $376.5M | 6.5% | — | — | 6 qtrssince 2020-Q1 | Unchanged 0 |
ARGENX SE | 946,500 | $285M | 5.0% | $139.27 | +116.17% | 10 qtrssince 2019-Q1 | Increased 59 |
ARENA PHARMACEUTICALS INC | 4.1M | $277.9M | 4.8% | — | — | 5 qtrssince 2020-Q2 | Increased 58 |
ASCENDIS PHARMA A/S | 1.9M | $249.9M | 4.3% | $134.27 | 0.00% | 1 qtr | New 86 |
IOVANCE BIOTHERAPEUTICS INC | 9.1M | $236.8M | 4.1% | $15.07 | +74.74% | 10 qtrssince 2019-Q1 | Increased 65 |
SAREPTA THERAPEUTICS INC | 2.4M | $186.6M | 3.2% | $108.78 | -27.54% | 10 qtrssince 2019-Q1 | Increased 63 |
ALNYLAM PHARMACEUTICALS INC | 1M | $169.5M | 2.9% | $165.87 | 0.00% | 1 qtr | New 80 |
VERTEX PHARMACEUTICALS INC | 790,000 | $159.3M | 2.8% | $212.99 | -7.61% | 2 qtrssince 2021-Q1 | Decreased 0 |
MADRIGAL PHARMACEUTICALS INC | 1.4M | $138.8M | 2.4% | $117.61 | -17.17% | 10 qtrssince 2019-Q1 | Unchanged 0 |
BIOMARIN PHARMACEUTICAL INC | 1.7M | $137.7M | 2.4% | $84.82 | -1.60% | 10 qtrssince 2019-Q1 | Unchanged 0 |
AMICUS THERAPEUTICS INC | 12.5M | $120M | 2.1% | $12.00 | -16.97% | 10 qtrssince 2019-Q1 | Increased 53 |
CONSTELLATION PHARMCETICLS I | 3.2M | $108.5M | 1.9% | — | — | 7 qtrssince 2019-Q4 | Increased 53 |
MERSANA THERAPEUTICS INC | 6.8M | $92.3M | 1.6% | $553.14 | -39.98% | 5 qtrssince 2020-Q2 | Unchanged 0 |
KURA ONCOLOGY INC | 4.1M | $86.3M | 1.5% | $28.00 | -23.16% | 5 qtrssince 2020-Q2 | Increased 50 |
XENON PHARMACEUTICALS INC | 3.7M | $68M | 1.2% | $11.96 | +50.89% | 10 qtrssince 2019-Q1 | Unchanged 0 |
APELLIS PHARMACEUTICALS INC | 1M | $63.5M | 1.1% | $42.16 | +50.49% | 2 qtrssince 2021-Q1 | Increased 48 |
PMV PHARMACEUTICALS INC | 1.8M | $62.3M | 1.1% | $41.88 | -18.81% | 4 qtrssince 2020-Q3 | Decreased 0 |
Avoro Capital Advisors LLC manages $5.7B across 46 positions as of Q2 2021. Top holdings: HZNP (14.7%), MRTX (14.0%), UTHR (9.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 5 new positions, 7 exits, 13 increased. Top move: ASND (NEW, conviction 86). Portfolio: $5.7B across 46 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
Verify source filings on SEC EDGAR