Avoro Capital Advisors LLC
Institutional investor · Portfolio as of Q3 2020
Top Holdings46 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
IMMUNOMEDICS INC | 26.3M | $2.2B | 31.7% | — | — | 7 qtrssince 2019-Q1 | Unchanged 0 |
MIRATI THERAPEUTICS INC | 4.3M | $721.2M | 10.2% | — | — | 7 qtrssince 2019-Q1 | Increased 63 |
HORIZON THERAPEUTICS PLC | 7.7M | $594.3M | 8.4% | — | — | 6 qtrssince 2019-Q2 | Increased 77 |
IOVANCE BIOTHERAPEUTICS INC | 9.5M | $313.9M | 4.5% | $12.44 | +159.55% | 7 qtrssince 2019-Q1 | Decreased 0 |
ASCENDIS PHARMA A/S | 1.8M | $277.8M | 3.9% | $118.44 | +28.55% | 7 qtrssince 2019-Q1 | Increased 59 |
MYOKARDIA INC | 1.9M | $257M | 3.7% | — | — | 7 qtrssince 2019-Q1 | Increased 57 |
ARGENX SE - ADR | 902,500 | $236.9M | 3.4% | $132.11 | +96.96% | 7 qtrssince 2019-Q1 | Decreased 0 |
AVI BIOPHARMA INC | 1.7M | $235.2M | 3.3% | $118.96 | +18.77% | 7 qtrssince 2019-Q1 | Unchanged 0 |
ARENA PHARMECEUTICALS INC | 3.1M | $231.8M | 3.3% | — | — | 2 qtrssince 2020-Q2 | Increased 92 |
AMICUS THERAPEUTICS INC | 10.9M | $153.2M | 2.2% | $12.98 | +8.46% | 7 qtrssince 2019-Q1 | Decreased 0 |
ACCELERON PHARMA INC | 1.4M | $151.9M | 2.2% | — | — | 3 qtrssince 2020-Q1 | Increased 66 |
BIOMARIN PHARMACEUTICAL INC | 1.8M | $133.1M | 1.9% | $84.82 | -10.40% | 7 qtrssince 2019-Q1 | Decreased 0 |
MERSANA THERAPEUTICS INC | 6.8M | $126.6M | 1.8% | $553.14 | -15.12% | 2 qtrssince 2020-Q2 | Increased 51 |
MADRIGAL PHARMACEUTICALS INC | 890,000 | $105.7M | 1.5% | $120.46 | -1.03% | 7 qtrssince 2019-Q1 | Increased 77 |
DECIPHERA PHARMACEUTICALS IN | 1.8M | $93.4M | 1.3% | — | — | 4 qtrssince 2019-Q4 | Decreased 0 |
ADAPTIMMUNE THERAPEUTICS PLC Spon ADS Each Rep 6 Ord Shs | 11M | $87.8M | 1.2% | $9.14 | -16.21% | 2 qtrssince 2020-Q2 | Increased 53 |
Karyopharm Therapeutics Inc. | 6M | $87.6M | 1.2% | — | — | — | — |
CONSTELLATION PHARMCETICLS I | 4.3M | $86.6M | 1.2% | — | — | 4 qtrssince 2019-Q4 | Increased 51 |
ADVERUM BIOTECHNOLOGIES INC | 8M | $82.4M | 1.2% | — | — | — | — |
Defiance Trillion Dollar Club I | 5.5M | $78.2M | 1.1% | — | — | 3 qtrssince 2020-Q1 | Increased 55 |
Avoro Capital Advisors LLC manages $7B across 46 positions as of Q3 2020. Top holdings: IMMU (31.7%), MRTX (10.2%), HZNP (8.4%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 9 new positions, 7 exits, 20 increased. Top move: ARNA (INCREASED, conviction 92). Portfolio: $7.0B across 46 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