Avoro Capital Advisors LLC
Institutional investor · Portfolio as of Q3 2022
Top Holdings39 positions
APELLIS PHARMACEUTICALS INC | 10.1M | $691.5M | 12.8% | $42.43 | +54.15% | 7 qtrssince 2021-Q1 | Increased 64 |
UNITED THERAPEUTICS CORP DEL | 2.9M | $612.8M | 11.3% | $153.30 | +36.59% | 8 qtrssince 2020-Q4 | Decreased 0 |
ARGENX SE | 1.3M | $446.8M | 8.3% | $184.69 | +91.15% | 15 qtrssince 2019-Q1 | Unchanged 0 |
MIRATI THERAPEUTICS INC | 5.6M | $387.7M | 7.2% | — | — | 15 qtrssince 2019-Q1 | Unchanged 0 |
SAREPTA THERAPEUTICS INC | 3.2M | $351M | 6.5% | $102.36 | +7.10% | 15 qtrssince 2019-Q1 | Decreased 0 |
HORIZON THERAPEUTICS PUB L | 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 COM | 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 COM | 1.5M | $99.8M | 1.8% | $114.31 | -43.14% | 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 COM | 9M | $86.4M | 1.6% | $15.19 | -37.25% | 15 qtrssince 2019-Q1 | Decreased 0 |
SYNDAX PHARMACEUTICALS INC COM | 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 COM | 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: Concentrated Value. HoldingsIntel Score: 2.5/5.0.
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
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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
Verify source filings on SEC EDGAR