ACA
Avoro Capital Advisors Portfolio holdings
AUM
$10.2B
1-Year Est. Return
119.73%
This Fund
S&P 500
1 Year Est. Return
+119.73%
AUM
$10.2B
AUM Growth
+$2.44B
(+32%)
Holding
41
Top Buys
| 1 | +$272M | |
| 2 | +$256M | |
| 3 | +$241M | |
| 4 |
Revolution Medicines
RVMD
|
+$142M |
| 5 |
Terns Pharmaceuticals
TERN
|
+$101M |
Top Sells
| 1 | +$334M | |
| 2 | +$188M | |
| 3 | +$141M | |
| 4 |
TRML
Tourmaline Bio
TRML
|
+$122M |
| 5 |
Amicus Therapeutics
FOLD
|
+$118M |
Sector Composition
| 1 | Healthcare | 96.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Apogee Therapeutics
APGE
$4.78B
| $37.7M | 0.37% |
+500,000
|
|
||
|
SEPN
27
Septerna Inc
SEPN
$1.3B
| $37.3M | 0.37% |
1,337,500
|
|
||
28
Lexeo Therapeutics
LXEO
$524M
| $32.8M | 0.32% |
+3,300,000
|
|
||
29
MannKind Corp
MNKD
$1.01B
| $25.2M | 0.25% |
4,444,444
-24,433
|
|
||
30
GH Research
GHRS
$921M
| $22.9M | 0.22% |
+1,800,000
|
|
||
31
Incyte
INCY
$20.2B
| $13.3M | 0.13% |
+135,000
|
|
||
|
WHWK
32
Whitehawk Therapeutics
WHWK
$165M
| $6.9M | 0.07% |
2,849,402
|
|
||
|
AKRO
33
DELISTED
Akero Therapeutics
AKRO
| – | – |
-3,955,555
|
|
||
34
BioCryst Pharmaceuticals
BCRX
$2.17B
| – | – |
-1,250,000
|
|
||
|
ETNB
35
DELISTED
89bio
ETNB
| – | – |
-6,387,790
|
|
||
|
36
Amicus Therapeutics
FOLD
$4.51B
| – | – |
-15,025,000
|
|
||
37
MoonLake Immunotherapeutics
MLTX
$1.24B
| – | – |
-2,000,000
|
|
||
|
MRUS
38
DELISTED
Merus
MRUS
| – | – |
-3,542,500
|
|
||
39
Tango Therapeutics
TNGX
$1.5B
| – | – |
-545,000
|
|
||
|
TRML
40
DELISTED
Tourmaline Bio
TRML
| – | – |
-2,555,555
|
|