Avoro Capital Advisors LLC
Institutional investor · Portfolio as of Q3 2024
Top Holdings36 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
UNITED THERAPEUTICS CORP | 2.9M | $1B | 14.9% | $151.50 | +136.65% | 16 qtrssince 2020-Q4 | Unchanged 0 |
ASCENDIS PHARMA A/S | 5M | $744.9M | 10.9% | $127.08 | +13.80% | 14 qtrssince 2021-Q2 | Increased 73 |
ARGENX SE - ADR | 1.2M | $671.3M | 9.8% | $224.78 | +138.51% | 23 qtrssince 2019-Q1 | Unchanged 0 |
Krystal Biotech, Inc. | 2.6M | $477.3M | 7.0% | $92.20 | +92.13% | 12 qtrssince 2021-Q4 | Increased 67 |
MADRIGAL PHARMACEUTICALS INC | 2M | $430.6M | 6.3% | $157.20 | +35.14% | 23 qtrssince 2019-Q1 | Decreased 0 |
APELLIS PHARMACEUTICALS INC | 11.1M | $320.4M | 4.7% | $43.88 | -32.84% | 15 qtrssince 2021-Q1 | Unchanged 0 |
AVI BIOPHARMA INC | 2.6M | $319.2M | 4.7% | $107.06 | +16.32% | 23 qtrssince 2019-Q1 | Decreased 0 |
| 6.9M | $315.8M | 4.6% | $26.69 | +58.60% | 18 qtrssince 2020-Q2 | Increased 61 | |
AMICUS THERAPEUTICS INC | 23.2M | $247.5M | 3.6% | $11.07 | -3.24% | 23 qtrssince 2019-Q1 | Decreased 0 |
INTRA-CELLULAR THERAPIES INC | 3.1M | $223.2M | 3.3% | — | — | 4 qtrssince 2023-Q4 | Increased 58 |
XENON PHARMACEUTICALS INC | 5.7M | $223.1M | 3.3% | $21.21 | +82.19% | 23 qtrssince 2019-Q1 | Unchanged 0 |
KYMERA THERAPEUTICS INC | 4.5M | $213M | 3.1% | $32.61 | +49.31% | 13 qtrssince 2021-Q3 | Increased 66 |
VERA THERAPEUTICS INC | 4.3M | $190.5M | 2.8% | $43.12 | +0.74% | 3 qtrssince 2024-Q1 | Unchanged 0 |
ARROWHEAD PHARMACEUTICALS IN | 8.9M | $172.2M | 2.5% | $28.88 | -31.90% | 6 qtrssince 2023-Q2 | Unchanged 0 |
BIOMARIN PHARMACEUTICAL INC | 2M | $143.3M | 2.1% | $86.88 | -18.76% | 23 qtrssince 2019-Q1 | Decreased 0 |
MoonLake Immunotherapeutics Class A | 2.8M | $139.7M | 2.0% | $53.13 | -7.02% | 6 qtrssince 2023-Q2 | Increased 53 |
VAXCYTE INC | 1.2M | $134.3M | 2.0% | $91.20 | +24.05% | 3 qtrssince 2024-Q1 | Increased 78 |
SOLENO THERAPEUTICS INC | 2.2M | $110.1M | 1.6% | $41.71 | +17.78% | 4 qtrssince 2023-Q4 | Increased 50 |
BIOCRYST PHARMACEUTICALS INC | 11.9M | $90.2M | 1.3% | $10.62 | -28.22% | 11 qtrssince 2022-Q1 | Decreased 0 |
SYNDAX PHARMACEUTICALS INC | 3.9M | $74.9M | 1.1% | $21.63 | -12.65% | 16 qtrssince 2020-Q4 | Unchanged 0 |
Avoro Capital Advisors LLC manages $6.9B across 36 positions as of Q3 2024. Top holdings: UTHR (14.9%), ASND (10.9%), ARGX (9.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 0 new positions, 6 exits, 10 increased. Top move: PCVX (INCREASED, conviction 78). Portfolio: $6.9B across 36 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