Avoro Capital Advisors LLC
Institutional investor · Portfolio as of Q3 2022
Top Holdings39 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APELLIS PHARMACEUTICALS INC | 10.1M | $691.5M | 12.8% | $42.43 | +54.15% | 7 qtrssince 2021-Q1 | Increased 64 |
UNITED THERAPEUTICS CORP | 2.9M | $612.8M | 11.3% | $150.28 | +38.37% | 8 qtrssince 2020-Q4 | Decreased 0 |
ARGENX SE - ADR | 1.3M | $446.8M | 8.3% | $184.45 | +93.85% | 15 qtrssince 2019-Q1 | Unchanged 0 |
MIRATI THERAPEUTICS INC | 5.6M | $387.7M | 7.2% | — | — | 15 qtrssince 2019-Q1 | Unchanged 0 |
AVI BIOPHARMA INC | 3.2M | $351M | 6.5% | $102.36 | +7.10% | 15 qtrssince 2019-Q1 | Decreased 0 |
HORIZON THERAPEUTICS PLC | 5.1M | $317.2M | 5.9% | — | — | 14 qtrssince 2019-Q2 | Increased 63 |
BIOMARIN PHARMACEUTICAL INC | 3.6M | $301.4M | 5.6% | $84.92 | +0.17% | 15 qtrssince 2019-Q1 | Increased 66 |
ASCENDIS PHARMA A/S | 2.9M | $294.3M | 5.4% | $126.20 | -18.69% | 6 qtrssince 2021-Q2 | Increased 75 |
AMICUS THERAPEUTICS INC | 26.8M | $279.8M | 5.2% | $11.07 | -7.11% | 15 qtrssince 2019-Q1 | Unchanged 0 |
SEAGEN INC | 1.9M | $255.2M | 4.7% | — | — | 3 qtrssince 2022-Q1 | Increased 69 |
ALNYLAM PHARMACEUTICALS INC | 1.1M | $221.2M | 4.1% | $165.72 | +26.35% | 6 qtrssince 2021-Q2 | Decreased 0 |
XENON PHARMACEUTICALS INC | 4.9M | $176.9M | 3.3% | $17.33 | +107.14% | 15 qtrssince 2019-Q1 | Unchanged 0 |
BIOCRYST PHARMACEUTICALS INC | 9.1M | $114M | 2.1% | $12.41 | -0.43% | 3 qtrssince 2022-Q1 | Increased 69 |
IVERIC BIO INC | 5.9M | $105.8M | 2.0% | — | — | 10 qtrssince 2020-Q2 | Decreased 0 |
MADRIGAL PHARMACEUTICALS INC | 1.5M | $99.8M | 1.8% | $114.43 | -45.04% | 15 qtrssince 2019-Q1 | Unchanged 0 |
Krystal Biotech, Inc. | 1.3M | $88.9M | 1.6% | $68.69 | +2.72% | 4 qtrssince 2021-Q4 | Increased 56 |
IOVANCE BIOTHERAPEUTICS INC | 9M | $86.4M | 1.6% | $15.19 | -37.25% | 15 qtrssince 2019-Q1 | Decreased 0 |
SYNDAX PHARMACEUTICALS INC | 2.2M | $53.4M | 1.0% | $20.90 | +18.23% | 8 qtrssince 2020-Q4 | Unchanged 0 |
MERSANA THERAPEUTICS INC | 7.6M | $51M | 0.9% | $509.24 | -68.48% | 10 qtrssince 2020-Q2 | Unchanged 0 |
KURA ONCOLOGY INC | 3.5M | $48.2M | 0.9% | $26.02 | -48.84% | 10 qtrssince 2020-Q2 | Decreased 0 |
Avoro Capital Advisors LLC manages $5.4B across 39 positions as of Q3 2022. Top holdings: APLS (12.8%), UTHR (11.3%), ARGX (8.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1.5/5.0.
Added 2 new positions, exited 3, increased 11, trimmed 7. Top move: ASND (INCREASED, conviction 75). Portfolio: $5.4B across 39 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer