Avoro Capital Advisors LLC
Institutional investor · Portfolio as of Q3 2019
Top Holdings33 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MIRATI THERAPEUTICS INC | 3.8M | $292.2M | 12.2% | — | — | 3 qtrssince 2019-Q1 | Decreased 0 |
IMMUNOMEDICS INC | 21M | $278.5M | 11.6% | — | — | 3 qtrssince 2019-Q1 | Unchanged 0 |
IOVANCE BIOTHERAPEUTICS INC | 10.6M | $192.9M | 8.0% | $9.82 | +83.21% | 3 qtrssince 2019-Q1 | Decreased 0 |
ASCENDIS PHARMA A/S | 2M | $189.8M | 7.9% | $117.47 | -18.12% | 3 qtrssince 2019-Q1 | Unchanged 0 |
BIOMARIN PHARMACEUTICAL INC | 2.4M | $164.3M | 6.9% | $84.82 | -19.46% | 3 qtrssince 2019-Q1 | Increased 69 |
Amarin Corporation plc | 8.5M | $129.2M | 5.4% | — | — | — | — |
AVI BIOPHARMA INC | 1.7M | $126.4M | 5.3% | $115.87 | -35.27% | 3 qtrssince 2019-Q1 | Increased 70 |
HORIZON THERAPEUTICS PLC | 4M | $108.9M | 4.5% | — | — | 2 qtrssince 2019-Q2 | Unchanged 0 |
ARGENX SE - ADR | 835,000 | $95.2M | 4.0% | $124.84 | -9.24% | 3 qtrssince 2019-Q1 | Decreased 0 |
AMICUS THERAPEUTICS INC | 11.1M | $89M | 3.7% | $13.00 | -37.93% | 3 qtrssince 2019-Q1 | Increased 62 |
MYOKARDIA INC | 1.6M | $81M | 3.4% | — | — | 3 qtrssince 2019-Q1 | Increased 63 |
ZOGENIX INC | 1.9M | $75.1M | 3.1% | — | — | 3 qtrssince 2019-Q1 | Decreased 0 |
ATHENEX INC | 5.9M | $71.7M | 3.0% | — | — | 2 qtrssince 2019-Q2 | Increased 64 |
TRICIDA INC | 2.2M | $67.9M | 2.8% | — | — | 3 qtrssince 2019-Q1 | Unchanged 0 |
PACIRA BIOSCIENCES INC | 1.6M | $60.9M | 2.5% | $39.52 | -41.79% | 3 qtrssince 2019-Q1 | Increased 83 |
Karyopharm Therapeutics Inc. | 6.1M | $58.2M | 2.4% | — | — | — | — |
GLOBAL BLOOD THERAPEUTICS INC | 1M | $48.5M | 2.0% | — | — | 3 qtrssince 2019-Q1 | Increased 54 |
ACADIA Pharmaceuticals Inc. | 887,500 | $31.9M | 1.3% | $26.85 | +36.98% | 3 qtrssince 2019-Q1 | Decreased 0 |
BIODELIVERY SCIENCES INTL INC | 7.4M | $31.3M | 1.3% | — | — | 3 qtrssince 2019-Q1 | Unchanged 0 |
MADRIGAL PHARMACEUTICALS INC | 360,000 | $31M | 1.3% | $122.42 | -30.46% | 3 qtrssince 2019-Q1 | Unchanged 0 |
Avoro Capital Advisors LLC manages $2.4B across 33 positions as of Q3 2019. Top holdings: MRTX (12.2%), IMMU (11.6%), IOVA (8.0%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1.5/5.0.
Added 3 new positions, exited 3, increased 9, trimmed 7. Top move: PCRX (INCREASED, conviction 83). Portfolio: $2.4B across 33 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