$1.82 Billion is the total value of Palo Alto Investors LP's 37 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 10.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BMRN | Sell | BIOMARIN PHARMACEUTICAL INC | $170,887,000 | +14.8% | 2,021,136 | -8.5% | 9.41% | -5.1% |
| INSM | Sell | INSMED INC | $163,548,000 | +28.1% | 6,848,760 | -5.4% | 9.00% | +5.9% |
| EPZM | Sell | EPIZYME INC | $151,190,000 | +130.7% | 6,145,945 | -3.3% | 8.32% | +90.7% |
| STAA | Sell | STAAR SURGICAL CO | $132,905,000 | +32.5% | 3,778,938 | -2.9% | 7.32% | +9.5% |
| IMMU | Sell | IMMUNOMEDICS INC | $125,335,000 | +52.8% | 5,923,195 | -4.2% | 6.90% | +26.3% |
| UTHR | Sell | UNITED THERAPEUTICS CORP | $113,526,000 | -0.1% | 1,288,902 | -9.5% | 6.25% | -17.4% |
| AIMT | Sell | AIMMUNE THERAPEUTICS INC | $113,143,000 | +55.6% | 3,380,441 | -2.6% | 6.23% | +28.6% |
| ABMD | Sell | ABIOMED INC | $96,241,000 | -17.3% | 564,168 | -13.8% | 5.30% | -31.7% |
| ALXN | Sell | ALEXION PHARMACEUTICALS INC | $94,967,000 | +1.2% | 878,100 | -8.3% | 5.23% | -16.3% |
| KPTI | Sell | KARYOPHARM THERAPEUTICS INC | $88,086,000 | +89.1% | 4,595,001 | -5.1% | 4.85% | +56.3% |
| ACAD | Sell | ACADIA PHARMACEUTICALS INC | $81,512,000 | +4.1% | 1,905,374 | -12.5% | 4.49% | -14.0% |
| WMGI | Sell | WRIGHT MEDICAL GROUP NV | $75,074,000 | +45.9% | 2,463,055 | -1.3% | 4.13% | +20.6% |
| VNDA | Sell | VANDA PHARMACEUTICALS INC | $74,263,000 | +22.1% | 4,525,476 | -1.2% | 4.09% | +0.9% |
| FOLD | Buy | AMICUS THERAPEUTICS INC | $72,212,000 | +25.7% | 7,413,920 | +3.5% | 3.98% | +3.9% |
| CLVS | Buy | CLOVIS ONCOLOGY INC | $52,712,000 | +184.1% | 5,056,286 | +7.1% | 2.90% | +134.8% |
| SAGE | Sell | SAGE THERAPEUTICS INC | $47,183,000 | -50.6% | 653,594 | -4.0% | 2.60% | -59.2% |
| AMAG | Sell | AMAG PHARMACEUTICALS INC | $37,050,000 | +4.2% | 3,044,374 | -1.1% | 2.04% | -13.9% |
| ALGN | Sell | ALIGN TECHNOLOGY INC | $35,579,000 | +33.3% | 127,505 | -13.6% | 1.96% | +10.2% |
| MNTA | Sell | MOMENTA PHARMACEUTICALS INC | $33,252,000 | +46.0% | 1,685,372 | -4.1% | 1.83% | +20.7% |
| PRTA | Sell | PROTHENA CORP PLC | $15,715,000 | +99.6% | 992,749 | -1.2% | 0.86% | +64.8% |
| PBYI | Sell | PUMA BIOTECHNOLOGY INC | $11,805,000 | -22.0% | 1,349,180 | -4.0% | 0.65% | -35.5% |
| RIGL | Sell | RIGEL PHARMACEUTICALS INC | $7,581,000 | +13.0% | 3,542,551 | -1.2% | 0.42% | -6.7% |
| DRNA | DICERNA PHARMACEUTICALS INC | $7,310,000 | +53.4% | 331,813 | 0.0% | 0.40% | +26.8% | |
| KLDO | KALEIDO BIOSCIENCES INC | $3,956,000 | -33.3% | 787,999 | 0.0% | 0.22% | -44.8% | |
| GILD | GILEAD SCIENCES INC | $2,554,000 | +2.5% | 39,300 | 0.0% | 0.14% | -15.1% | |
| ZGNX | ZOGENIX INC | $1,538,000 | +30.2% | 29,500 | 0.0% | 0.08% | +7.6% | |
| ALIM | Sell | ALIMERA SCIENCES INC | $1,523,000 | -10.8% | 200,919 | -93.3% | 0.08% | -26.3% |
| RVNC | New | REVANCE THERAPEUTICS INC | $1,438,000 | – | 88,590 | +100.0% | 0.08% | – |
| CYTK | CYTOKINETICS INC | $1,312,000 | -6.8% | 123,686 | 0.0% | 0.07% | -23.4% | |
| ITCI | New | INTRA-CELLULAR THERAPIES INC | $1,283,000 | – | 37,400 | +100.0% | 0.07% | – |
| ALDX | ALDEYRA THERAPEUTICS INC | $427,000 | +10.3% | 73,500 | 0.0% | 0.02% | -7.7% | |
| SNSS | SUNESIS PHARMACEUTICALS INC | $393,000 | -53.0% | 1,162,473 | 0.0% | 0.02% | -60.7% | |
| MRNS | MARINUS PHARMACEUTICALS INC | $271,000 | +40.4% | 125,321 | 0.0% | 0.02% | +15.4% | |
| NERV | MINERVA NEUROSCIENCES INC | $258,000 | -8.2% | 36,319 | 0.0% | 0.01% | -26.3% | |
| IDRA | IDERA PHARMACEUTICALS INC | $140,000 | -37.2% | 77,044 | 0.0% | 0.01% | -46.7% | |
| SPHS | SOPHIRIS BIO INC | $91,000 | -36.8% | 247,000 | 0.0% | 0.01% | -50.0% | |
| MLNTQ | MELINTA THERAPEUTICS INC | $5,000 | -87.2% | 10,137 | 0.0% | 0.00% | -100.0% | |
| CELG | Exit | CELGENE CORP | $0 | – | -21,883 | -100.0% | -0.14% | – |
| ALDR | Exit | ALDER BIOPHARMACEUTICALS INC | $0 | – | -1,861,630 | -100.0% | -2.34% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2020-04-08
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.