Avoro Capital Advisors LLC
Institutional investor · Portfolio as of Q2 2022
Top Holdings40 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
UNITED THERAPEUTICS CORP | 3M | $699.9M | 13.8% | $150.28 | +58.57% | 7 qtrssince 2020-Q4 | Decreased 0 |
ARGENX SE - ADR | 1.3M | $479.5M | 9.5% | $184.45 | +102.54% | 14 qtrssince 2019-Q1 | Increased 62 |
APELLIS PHARMACEUTICALS INC | 9.8M | $443.4M | 8.8% | $41.68 | +8.41% | 6 qtrssince 2021-Q1 | Increased 64 |
HORIZON THERAPEUTICS PLC | 5M | $398.8M | 7.9% | — | — | 13 qtrssince 2019-Q2 | Decreased 0 |
MIRATI THERAPEUTICS INC | 5.6M | $372.6M | 7.4% | — | — | 14 qtrssince 2019-Q1 | Increased 64 |
AMICUS THERAPEUTICS INC | 26.8M | $287.8M | 5.7% | $11.07 | -2.59% | 14 qtrssince 2019-Q1 | Increased 77 |
BIOMARIN PHARMACEUTICAL INC | 3.3M | $272.1M | 5.4% | $84.91 | -1.16% | 14 qtrssince 2019-Q1 | Increased 66 |
SEAGEN INC | 1.5M | $269.8M | 5.3% | — | — | 2 qtrssince 2022-Q1 | Increased 70 |
AVI BIOPHARMA INC | 3.4M | $254.1M | 5.0% | $102.36 | -24.71% | 14 qtrssince 2019-Q1 | Increased 66 |
ASCENDIS PHARMA A/S | 2.3M | $211.5M | 4.2% | $132.16 | -28.72% | 5 qtrssince 2021-Q2 | Increased 59 |
ALNYLAM PHARMACEUTICALS INC | 1.4M | $198.4M | 3.9% | $165.72 | -12.24% | 5 qtrssince 2021-Q2 | Increased 60 |
XENON PHARMACEUTICALS INC | 4.9M | $149.1M | 2.9% | $17.33 | +78.34% | 14 qtrssince 2019-Q1 | Decreased 0 |
MADRIGAL PHARMACEUTICALS INC | 1.5M | $109.9M | 2.2% | $114.43 | -37.13% | 14 qtrssince 2019-Q1 | Increased 57 |
IOVANCE BIOTHERAPEUTICS INC | 9.2M | $101.8M | 2.0% | $15.19 | -28.29% | 14 qtrssince 2019-Q1 | Increased 53 |
KURA ONCOLOGY INC | 4.8M | $88M | 1.7% | $26.02 | -29.97% | 9 qtrssince 2020-Q2 | Unchanged 0 |
Krystal Biotech, Inc. | 1.1M | $70.6M | 1.4% | $68.34 | -5.39% | 3 qtrssince 2021-Q4 | Increased 51 |
BIOCRYST PHARMACEUTICALS INC | 6.5M | $68.8M | 1.4% | $12.43 | -13.06% | 2 qtrssince 2022-Q1 | Increased 76 |
IVERIC BIO INC | 7.1M | $68.5M | 1.4% | — | — | 9 qtrssince 2020-Q2 | Decreased 0 |
SPDR S&P BIOTECH ETF | 900,000 | $66.8M | 1.3% | $97.93 | -24.02% | 3 qtrssince 2021-Q4 | Decreased 0 |
Ultragenyx Pharmaceutical, Inc. | 750,000 | $44.7M | 0.9% | $63.65 | -5.36% | 2 qtrssince 2022-Q1 | Increased 67 |
Avoro Capital Advisors LLC manages $5.1B across 40 positions as of Q2 2022. Top holdings: UTHR (13.8%), ARGX (9.5%), APLS (8.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Added 1 new position, exited 4, increased 20, trimmed 5. Top move: FOLD (INCREASED, conviction 77). Portfolio: $5.1B across 40 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