Avoro Capital Advisors LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings39 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
UNITED THERAPEUTICS CORP | 2.8M | $973.9M | 13.8% | $151.50 | +136.06% | 17 qtrssince 2020-Q4 | Decreased 0 |
ARGENX SE - ADR | 1.2M | $761.7M | 10.8% | $224.78 | +175.81% | 24 qtrssince 2019-Q1 | Unchanged 0 |
ASCENDIS PHARMA A/S | 5.1M | $702.5M | 9.9% | $127.29 | +7.22% | 15 qtrssince 2021-Q2 | Increased 64 |
MADRIGAL PHARMACEUTICALS INC | 2M | $626.1M | 8.9% | $157.20 | +98.24% | 24 qtrssince 2019-Q1 | Unchanged 0 |
Krystal Biotech, Inc. | 2.6M | $411.8M | 5.8% | $92.37 | +73.00% | 13 qtrssince 2021-Q4 | Increased 61 |
APELLIS PHARMACEUTICALS INC | 12.2M | $390M | 5.5% | $42.79 | -25.46% | 16 qtrssince 2021-Q1 | Increased 68 |
AVI BIOPHARMA INC | 2.6M | $310.7M | 4.4% | $107.06 | +13.20% | 24 qtrssince 2019-Q1 | Unchanged 0 |
INTRA-CELLULAR THERAPIES INC | 3.1M | $254.7M | 3.6% | — | — | 5 qtrssince 2023-Q4 | Unchanged 0 |
VERA THERAPEUTICS INC | 5.6M | $237.2M | 3.4% | $42.87 | -1.90% | 4 qtrssince 2024-Q1 | Increased 72 |
XENON PHARMACEUTICALS INC | 5.7M | $222.1M | 3.1% | $21.21 | +81.63% | 24 qtrssince 2019-Q1 | Unchanged 0 |
AMICUS THERAPEUTICS INC | 23.2M | $218.3M | 3.1% | $11.07 | -14.99% | 24 qtrssince 2019-Q1 | Unchanged 0 |
| 7.5M | $218.1M | 3.1% | $26.90 | +8.48% | 19 qtrssince 2020-Q2 | Increased 62 | |
ARROWHEAD PHARMACEUTICALS IN | 11.1M | $208.9M | 3.0% | $26.83 | -30.63% | 7 qtrssince 2023-Q2 | Increased 65 |
KYMERA THERAPEUTICS INC | 5.2M | $207.2M | 2.9% | $33.46 | +17.52% | 14 qtrssince 2021-Q3 | Increased 61 |
MoonLake Immunotherapeutics Class A | 2.8M | $150M | 2.1% | $53.13 | -0.21% | 7 qtrssince 2023-Q2 | Unchanged 0 |
SOLENO THERAPEUTICS INC | 2.5M | $113.5M | 1.6% | $42.20 | +7.34% | 5 qtrssince 2023-Q4 | Increased 56 |
BLUEPRINT MEDICINES CORP | 1.2M | $103.4M | 1.5% | — | — | 1 qtr | New 69 |
VAXCYTE INC | 1.2M | $96.2M | 1.4% | $91.20 | -10.10% | 4 qtrssince 2024-Q1 | Unchanged 0 |
BIOMARIN PHARMACEUTICAL INC | 1.5M | $96.1M | 1.4% | $86.88 | -22.47% | 24 qtrssince 2019-Q1 | Decreased 0 |
MERUS N V | 2.1M | $89.4M | 1.3% | $38.84 | +7.85% | 6 qtrssince 2023-Q3 | Increased 68 |
Avoro Capital Advisors LLC manages $7.1B across 39 positions as of Q4 2024. Top holdings: UTHR (13.8%), ARGX (10.8%), ASND (9.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 7 new positions, 3 exits, 10 increased. Top move: VERA (INCREASED, conviction 72). Portfolio: $7.1B 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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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