$1.06 Billion is the total value of Palo Alto Investors LP's 29 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 3.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BMRN | BIOMARIN PHARMACEUTICAL INC | $162,009,977 | +2.1% | 1,831,035 | 0.0% | 15.33% | +19.6% | |
| INSM | INSMED INC | $148,709,648 | +19.7% | 5,889,491 | 0.0% | 14.07% | +40.2% | |
| UTHR | Sell | UNITED THERAPEUTICS CORP | $130,080,114 | -6.1% | 575,907 | -8.2% | 12.31% | +10.0% |
| FOLD | AMICUS THERAPEUTICS INC | $127,972,108 | -3.2% | 10,524,022 | 0.0% | 12.11% | +13.4% | |
| BIIB | BIOGEN INC | $97,993,287 | -9.8% | 381,282 | 0.0% | 9.27% | +5.7% | |
| PRTA | PROTHENA CORP PLC | $79,972,349 | -29.3% | 1,657,458 | 0.0% | 7.57% | -17.2% | |
| RVNC | REVANCE THERAPEUTICS INC | $59,972,145 | -54.7% | 5,228,609 | 0.0% | 5.67% | -46.9% | |
| STAA | STAAR SURGICAL CO | $55,240,348 | -23.6% | 1,374,822 | 0.0% | 5.23% | -10.5% | |
| ACAD | ACADIA PHARMACEUTICALS INC | $50,136,726 | -13.0% | 2,405,793 | 0.0% | 4.74% | +1.9% | |
| SAGE | Buy | SAGE THERAPEUTICS INC | $20,698,870 | -48.8% | 1,005,776 | +17.0% | 1.96% | -40.0% |
| EHTH | EHEALTH INC | $20,271,405 | -8.0% | 2,739,379 | 0.0% | 1.92% | +7.8% | |
| ALGN | Sell | ALIGN TECHNOLOGY INC | $17,007,851 | -35.5% | 55,705 | -25.3% | 1.61% | -24.5% |
| ALKS | ALKERMES PLC | $16,901,234 | -10.5% | 603,400 | 0.0% | 1.60% | +4.8% | |
| SRPT | SAREPTA THERAPEUTICS INC | $11,398,317 | +5.9% | 94,030 | 0.0% | 1.08% | +23.9% | |
| NVCR | Buy | NOVOCURE LTD | $10,663,441 | -55.6% | 660,275 | +14.2% | 1.01% | -47.9% |
| ANAB | ANAPTYSBIO INC | $7,744,783 | -11.7% | 431,224 | 0.0% | 0.73% | +3.4% | |
| KPTI | KARYOPHARM THERAPEUTICS INC | $7,605,674 | -25.1% | 5,675,876 | 0.0% | 0.72% | -12.3% | |
| NVRO | Buy | NEVRO CORP | $7,434,911 | +57.0% | 386,832 | +107.7% | 0.70% | +83.6% |
| SNDX | Sell | SYNDAX PHARMACEUTICALS INC | $6,862,152 | -46.5% | 472,600 | -22.9% | 0.65% | -37.4% |
| GOSS | Buy | GOSSAMER BIO INC | $5,438,424 | +30.8% | 6,530,288 | +88.5% | 0.52% | +53.3% |
| CYTK | CYTOKINETICS INC | $3,291,183 | -9.7% | 111,717 | 0.0% | 0.31% | +5.8% | |
| RLMD | RELMADA THERAPEUTICS INC | $2,197,200 | +22.0% | 732,400 | 0.0% | 0.21% | +42.5% | |
| MIRM | MIRUM PHARMACEUTICALS INC | $2,044,520 | +22.1% | 64,700 | 0.0% | 0.19% | +43.0% | |
| TVTX | TRAVERE THERAPEUTICS INC | $1,484,657 | -41.8% | 166,069 | 0.0% | 0.14% | -32.0% | |
| VNDA | Sell | VANDA PHARMACEUTICALS INC | $1,205,215 | -43.6% | 278,985 | -13.9% | 0.11% | -34.1% |
| ALDX | ALDEYRA THERAPEUTICS INC | $1,074,144 | -20.4% | 160,800 | 0.0% | 0.10% | -6.4% | |
| KZR | KEZAR LIFE SCIENCES INC | $780,878 | -51.4% | 656,200 | 0.0% | 0.07% | -43.1% | |
| TCMD | TACTILE SYSTEMS TECHNOLOGY I | $380,755 | -43.6% | 27,100 | 0.0% | 0.04% | -34.5% | |
| URGN | UROGEN PHARMA LTD | $343,245 | +35.4% | 24,500 | 0.0% | 0.03% | +60.0% | |
| GRTS | Exit | GRITSTONE ONCOLOGY INC | $0 | – | -666,127 | -100.0% | -0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Biomarin Pharmaceuticals, Inc | 42 | Q3 2023 | 16.6% |
| UNITED THERAPEUTICS CORP DEL | 42 | Q3 2023 | 15.3% |
| INSMED INC | 42 | Q3 2023 | 14.1% |
| STAAR Surgical Company | 42 | Q3 2023 | 11.8% |
| AMICUS THERAPEUTICS INC | 42 | Q3 2023 | 12.1% |
| VANDA PHARMACEUTICALS INC | 42 | Q3 2023 | 5.8% |
| PROTHENA CORP PLC | 42 | Q3 2023 | 9.1% |
| CYTOKINETICS INC | 40 | Q3 2023 | 0.4% |
| ALIGN TECHNOLOGY INC | 39 | Q3 2023 | 2.5% |
| ABIOMED INC | 38 | Q3 2022 | 17.1% |
View Palo Alto Investors LP's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| ALIMERA SCIENCES INCSold out | April 03, 2023 | 0 | 0.0% |
| Epizyme, Inc.Sold out | February 14, 2023 | 0 | 0.0% |
| INSMED Inc | February 14, 2023 | 5,871,291 | 4.3% |
| Vanda Pharmaceuticals Inc. | February 14, 2023 | 1,087,064 | 1.4% |
| ALIMERA SCIENCES INC | February 14, 2022 | 802,423 | 11.6% |
| Clovis Oncology, Inc. | February 14, 2022 | 3,997,826 | 3.1% |
| STAAR SURGICAL CO | February 14, 2022 | 1,140,511 | 2.4% |
| Aimmune Therapeutics, Inc.Sold out | February 16, 2021 | 0 | 0.0% |
| AMAG PHARMACEUTICALS, INC.Sold out | February 16, 2021 | 0 | 0.0% |
| ALIMERA SCIENCES INC | February 14, 2020 | 802,424 | 16.2% |
View Palo Alto Investors LP's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR/A | 2024-02-15 |
| 13F-HR | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| SC 13G/A | 2023-04-03 |
| 4 | 2023-03-28 |
View Palo Alto Investors LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.