Avoro Capital Advisors LLC
Institutional investor · Portfolio as of Q3 2021
Top Holdings47 positions
Horizon Pharma Plc | 9M | $985.9M | 15.5% | — | — | 10 qtrssince 2019-Q2 | Unchanged 0 |
Mirati Therapeutics Inc | 5M | $884.6M | 13.9% | — | — | 11 qtrssince 2019-Q1 | Unchanged 0 |
ACCELERON PHARMA INC | 4M | $688.4M | 10.8% | — | — | 7 qtrssince 2020-Q1 | Increased 80 |
United Therapeutics Corp | 3M | $553.7M | 8.7% | $152.56 | +20.99% | 4 qtrssince 2020-Q4 | Unchanged 0 |
ASCENDIS PHARMA A/S | 2M | $315.6M | 5.0% | $135.19 | +16.13% | 2 qtrssince 2021-Q2 | Increased 60 |
ARGENX SE-ADR | 946,500 | $285.8M | 4.5% | $139.27 | +116.84% | 11 qtrssince 2019-Q1 | Unchanged 0 |
Sarepta Therapeutics Inc | 2.5M | $231.2M | 3.6% | $107.98 | -17.79% | 11 qtrssince 2019-Q1 | Increased 60 |
Iovance Biotherapeutics Inc | 8.5M | $209.6M | 3.3% | $15.07 | +57.89% | 11 qtrssince 2019-Q1 | Decreased 0 |
ARENA PHARMACEUTICALS INC | 3.4M | $204M | 3.2% | — | — | 6 qtrssince 2020-Q2 | Decreased 0 |
AMICUS THERAPEUTICS INC | 17.7M | $168.8M | 2.7% | $11.31 | -14.55% | 11 qtrssince 2019-Q1 | Increased 71 |
Apellis Pharmaceuticals Inc | 5M | $164.8M | 2.6% | $35.58 | -4.65% | 3 qtrssince 2021-Q1 | Increased 85 |
Alnylam Pharmaceuticals Inc | 850,000 | $160.5M | 2.5% | $165.87 | +6.98% | 2 qtrssince 2021-Q2 | Decreased 0 |
BioMarin Pharmaceutical Inc | 1.9M | $144.9M | 2.3% | $83.86 | -8.43% | 11 qtrssince 2019-Q1 | Increased 60 |
Vertex Pharmaceuticals Inc | 664,000 | $120.4M | 1.9% | $212.99 | +139.49% | 3 qtrssince 2021-Q1 | Decreased 0 |
IVERIC bio Inc | 7.1M | $115.3M | 1.8% | — | — | 6 qtrssince 2020-Q2 | Increased 53 |
Madrigal Pharmaceuticals Inc | 1.4M | $113.7M | 1.8% | $117.61 | -32.15% | 11 qtrssince 2019-Q1 | Unchanged 0 |
TRILLIUM THERAPEUTICS INC | 5.7M | $100.1M | 1.6% | — | — | 7 qtrssince 2020-Q1 | Unchanged 0 |
PMV PHARMACEUTICALS INC | 2.9M | $87.2M | 1.4% | $37.36 | -20.05% | 5 qtrssince 2020-Q3 | Increased 69 |
Kura Oncology Inc | 4M | $74.9M | 1.2% | $28.00 | -33.15% | 6 qtrssince 2020-Q2 | Decreased 0 |
MERSANA THERAPEUTICS INC | 6.8M | $64.1M | 1.0% | $553.14 | -57.83% | 6 qtrssince 2020-Q2 | Unchanged 0 |
Avoro Capital Advisors LLC manages $6.4B across 47 positions as of Q3 2021. Top holdings: HZNP (15.5%), MRTX (13.9%), XLRN (10.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 6 new positions, 7 exits, 10 increased. Top move: APLS (INCREASED, conviction 85). Portfolio: $6.4B across 47 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
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