Behzad Aghazadeh: Stock Portfolio, Performance and Latest Trades
Avoro Capital Advisors
13F portfolio value
$11.1B
26 holdings at Q2 2026
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Behzad Aghazadeh's portfolio
As of Q2 2026, filed August 14, 2026 · prices as of October 8, 2026
| Company | Share of portfolio | Average buy price | Return | Current price | Last quarter |
|---|---|---|---|---|---|
| 13.5% | $230.66 | +131% | $532.78 | Added +5.6% | |
| 12.2% | $233.60 | −4.7% | $222.69 | New | |
| 9.64% | $98.30 | +233% | $327.30 | No change | |
| 8.84% | $164.70 | +190% | $476.91 | Added +0.8% | |
Argenx SE - ADRARGX | 8.33% | $202.39 | +304% | $818.63 | No change |
| 8.31% | $31.88 | +90.5% | $60.74 | Added +6.1% | |
| 7.70% | $40.15 | +172% | $109.30 | No change | |
| 3.86% | $68.20 | +176% | $188.12 | Reduced −2.0% | |
| 3.82% | $66.30 | −6.5% | $62.01 | Added +50% | |
Celcuity Inc.CELC | 3.19% | $84.53 | −19.7% | $67.87 | Added +0.7% |
| 3.16% | $30.52 | −15.9% | $25.67 | No change | |
| 3.13% | $21.15 | +70.9% | $36.16 | No change | |
| 3.04% | $19.33 | +76.9% | $34.18 | Added +44% | |
Uniqure NVQURE | 2.78% | $26.37 | −14.5% | $22.54 | Added +13% |
| 2.21% | $36.12 | −17.7% | $29.73 | Reduced −2.8% | |
| 1.46% | $2.62 | +69.3% | $4.43 | Added +10% | |
| 1.11% | $8.69 | −13.5% | $7.51 | Added +1.8% | |
Damora Therapeutics Inc.36322Q206 | 0.88% | $25.90 | — | — | No change |
| 0.63% | $27.59 | +12.0% | $30.89 | New | |
GH Research PLCGHRS | 0.43% | $13.62 | +50.1% | $20.45 | No change |
| 0.41% | $22.90 | −19.9% | $18.34 | Added +67% | |
Septerna Inc.SEPN | 0.40% | $20.05 | +84.0% | $36.90 | No change |
| 0.39% | $15.70 | −14.5% | $13.43 | Added +65% | |
| 0.32% | $23.13 | +10.7% | $25.61 | New | |
| 0.12% | $24.27 | −85.7% | $3.47 | No change | |
| 0.06% | $9.13 | −64.8% | $3.21 | Reduced −21% |
Behzad Aghazadeh's options
As of Q2 2026. Value = shares the options cover.
| Company | Type | Value of shares covered | Last quarter |
|---|---|---|---|
Celcuity Inc.CELC | Call · bet on a rise | — | Sold out |
| Call · bet on a rise | — | Sold out |
Behzad Aghazadeh's buys and sells
| Company | Action | Shares change | Value now |
|---|---|---|---|
Horizon Therapeutics PLCG46188101 | Sold out | −7,000,000 | — |
| New | +4,444,444 | $396.8M | |
Seagen Inc.81181C104 | Sold out | −1,759,606 | — |
Cerevel Therapeutics Holding15678U128 | Added +691% | +6,600,000 | $320.4M |
| Added +21% | +333,888 | $437.1M | |
Intra-Cellular Therapies Inc.46116X101 | New | +2,255,555 | $161.5M |
Ascendis Pharma A/S04351P101 | Added +2.3% | +85,555 | $473M |
Cymabay Therapeutics Inc.23257D103 | Added +7.9% | +811,111 | $262.4M |
| Added +16% | +766,666 | $261M | |
| Added +12% | +450,000 | $414.6M | |
| Added +7.9% | +319,444 | $418.9M | |
| Added +65% | +1,666,667 | $91.2M | |
| Added +133% | +1,333,333 | $95.1M | |
| Reduced −2.1% | −80,000 | $96.1M | |
| Added +29% | +580,001 | $155.8M | |
Karuna Therapeutics Inc.48576A100 | New | +125,000 | $39.6M |
| Added +15951% | +1,827,680 | $39.6M | |
| Reduced −77% | −1,150,000 | $16.7M | |
| Added +9.9% | +100,000 | $212.7M | |
Soleno Therapeutics Inc.834203309 | New | +785,000 | $31.6M |
Akero Therapeutics Inc.00973Y108 | Sold out | −555,555 | — |
Immunogen Inc.45253H101 | New | +875,000 | $25.9M |
| Sold out | −2,222,222 | — | |
Nuvalent Inc.670703107 | Reduced −78% | −633,579 | $13.2M |
| New | +868,407 | $22.7M | |
Argenx SE - ADRARGX | Added +23% | +234,567 | $469.7M |
| Added +100% | +565,000 | $34.6M | |
| Sold out | −3,000,000 | — | |
Verrica Pharmaceuticals Inc.92511W108 | Added +35% | +1,045,935 | $29.3M |
| Added +0.2% | +6,388 | $628.6M | |
Merus NVN5749R100 | Added +100% | +444,444 | $24.4M |
| Added +0.9% | +10,900 | $37.8M | |
Imagenebio Inc.45175G108 | Sold out | −1,640,000 | — |
Seres Therapeutics Inc.81750R102 | Sold out | −2,500,000 | — |
| Added +11% | +430,555 | $7.7M | |
| Added +13% | +1,500,000 | $78.2M | |
Mirati Therapeutics Inc.60468T105 | Reduced −27% | −1,779,826 | $287.1M |
Io Biotech Inc.IOBTQ | Sold out | −2,055,883 | — |
Talaris Therapeutics Inc.87410C104 | Sold out | −500,000 | — |
| Sold out | −500,000 | — |
Behzad Aghazadeh's portfolio by sector
Share of the stock portfolio at Q2 2026.
| Sector | Share |
|---|---|
| Health Care | 99% |
| Other | 0.9% |
Portfolio performance: Behzad Aghazadeh vs. benchmarks
Your result if you had bought each reported portfolio on the day it was made public and held it until the next report, against the S&P 500 and Nasdaq-100.
- You, copying after each 13F filing – estimated value
- S&P 500
- Nasdaq-100
| Total return | Per year | |
|---|---|---|
| You, copying after each 13F filing – estimated value | +68.1% | +10.9% |
| S&P 500 | +89.0% | +13.6% |
| Nasdaq-100 | +113.3% | +16.4% |
Prices were available for 43% of the portfolio value on average; the rest is left out of the return.
Behzad Aghazadeh's most traded stocks
Quarters with a buy or a sell, all reports since Q4 2014.
| Company | Quarters bought | Quarters sold |
|---|---|---|
| 28 | 9 | |
| 22 | 15 | |
| 18 | 16 | |
| 21 | 11 | |
| 22 | 7 | |
| 17 | 11 | |
Argenx SE - ADRARGX | 16 | 10 |
| 16 | 9 | |
| 13 | 11 | |
| 9 | 11 | |
| 9 | 9 | |
| 13 | 4 | |
| 14 | 3 | |
Uniqure NVQURE | 10 | 6 |
| 13 | 3 |