Avoro Capital Advisors LLC
Institutional investor · Portfolio as of Q3 2023
Top Holdings46 positions
HORIZON THERAPEUTICS PUB L | 7M | $809.8M | 12.6% | — | — | 18 qtrssince 2019-Q2 | Unchanged 0 |
UNITED THERAPEUTICS CORP DEL | 2.9M | $644.3M | 10.0% | $154.35 | +46.34% | 12 qtrssince 2020-Q4 | Decreased 0 |
ARGENX SE | 1M | $491.6M | 7.7% | $187.90 | +161.65% | 19 qtrssince 2019-Q1 | Decreased 0 |
SAREPTA THERAPEUTICS INC | 4M | $487.9M | 7.6% | $107.90 | +12.34% | 19 qtrssince 2019-Q1 | Decreased 0 |
APELLIS PHARMACEUTICALS INC | 11.1M | $422.7M | 6.6% | $43.88 | -13.31% | 11 qtrssince 2021-Q1 | Unchanged 0 |
SEAGEN INC | 1.8M | $373.3M | 5.8% | — | — | 7 qtrssince 2022-Q1 | Unchanged 0 |
ASCENDIS PHARMA A/S - ADR | 3.7M | $343.7M | 5.4% | $121.35 | -22.84% | 10 qtrssince 2021-Q2 | Increased 63 |
BIOMARIN PHARMACEUTICAL INC | 3.9M | $340.6M | 5.3% | $85.98 | +2.90% | 19 qtrssince 2019-Q1 | Decreased 0 |
AMICUS THERAPEUTICS INC | 27.4M | $333.2M | 5.2% | $11.07 | +9.86% | 19 qtrssince 2019-Q1 | Unchanged 0 |
KRYSTAL BIOTECH INC | 2.6M | $297.6M | 4.6% | $85.59 | +35.53% | 8 qtrssince 2021-Q4 | Increased 58 |
MIRATI THERAPEUTICS INC | 6.7M | $290.4M | 4.5% | — | — | 19 qtrssince 2019-Q1 | Increased 68 |
MADRIGAL PHARMACEUTICALS INC | 1.6M | $227.1M | 3.5% | $128.48 | +13.67% | 19 qtrssince 2019-Q1 | Increased 59 |
ALNYLAM PHARMACEUTICALS INC | 1M | $179.1M | 2.8% | $165.72 | +6.87% | 10 qtrssince 2021-Q2 | Decreased 0 |
XENON PHARMACEUTICALS INC | 4.9M | $167.4M | 2.6% | $17.33 | +97.16% | 19 qtrssince 2019-Q1 | Unchanged 0 |
CYMABAY THERAPEUTICS INC | 10.3M | $153.6M | 2.4% | — | — | 19 qtrssince 2019-Q1 | Unchanged 0 |
MOONLAKE IMMUNOTHERAPEUTICS | 2M | $114M | 1.8% | $51.89 | +9.84% | 2 qtrssince 2023-Q2 | Increased 56 |
BIOCRYST PHARMACEUTICALS INC | 11.6M | $81.8M | 1.3% | $11.22 | -36.88% | 7 qtrssince 2022-Q1 | Decreased 0 |
ROIVANT SCIENCES LTD | 4.7M | $54.3M | 0.8% | $9.90 | +17.98% | 2 qtrssince 2023-Q2 | Decreased 0 |
KYMERA THERAPEUTICS INC | 3.9M | $53.6M | 0.8% | $29.74 | -53.27% | 9 qtrssince 2021-Q3 | Unchanged 0 |
ULTRAGENYX PHARMACEUTICAL IN | 1.5M | $53.5M | 0.8% | $49.65 | -28.20% | 7 qtrssince 2022-Q1 | Increased 68 |
Avoro Capital Advisors LLC manages $6.4B across 46 positions as of Q3 2023. Top holdings: HZNP (12.6%), UTHR (10.0%), ARGX (7.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 7 new positions, 5 exits, 8 increased. Top move: MRTX (INCREASED, conviction 68). Portfolio: $6.4B across 46 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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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