$1.19 Billion is the total value of Palo Alto Investors LP's 37 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 16.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BMRN | Sell | BIOMARIN PHARMACEUTICAL INC | $130,482,000 | -23.6% | 1,544,163 | -23.6% | 10.93% | +16.1% |
| STAA | Sell | STAAR SURGICAL CO | $105,765,000 | -20.4% | 3,278,523 | -13.2% | 8.86% | +21.0% |
| INSM | Sell | INSMED INC | $97,072,000 | -40.6% | 6,055,623 | -11.6% | 8.13% | -9.7% |
| EPZM | Sell | EPIZYME INC | $86,108,000 | -43.0% | 5,551,803 | -9.7% | 7.21% | -13.4% |
| UTHR | Sell | UNITED THERAPEUTICS CORP | $83,121,000 | -26.8% | 876,575 | -32.0% | 6.96% | +11.3% |
| KPTI | Sell | KARYOPHARM THERAPEUTICS INC | $82,601,000 | -6.2% | 4,299,901 | -6.4% | 6.92% | +42.6% |
| ABMD | Sell | ABIOMED INC | $72,978,000 | -24.2% | 502,745 | -10.9% | 6.11% | +15.3% |
| IMMU | Sell | IMMUNOMEDICS INC | $71,319,000 | -43.1% | 5,290,746 | -10.7% | 5.97% | -13.5% |
| ACAD | Sell | ACADIA PHARMACEUTICALS INC | $68,932,000 | -15.4% | 1,631,524 | -14.4% | 5.77% | +28.6% |
| FOLD | Buy | AMICUS THERAPEUTICS INC | $68,816,000 | -4.7% | 7,447,618 | +0.5% | 5.76% | +44.9% |
| ALXN | Sell | ALEXION PHARMACEUTICALS INC | $57,689,000 | -39.3% | 642,491 | -26.8% | 4.83% | -7.6% |
| AIMT | Sell | AIMMUNE THERAPEUTICS INC | $47,524,000 | -58.0% | 3,295,712 | -2.5% | 3.98% | -36.1% |
| VNDA | Sell | VANDA PHARMACEUTICALS INC | $42,837,000 | -42.3% | 4,134,846 | -8.6% | 3.59% | -12.3% |
| MNTA | Sell | MOMENTA PHARMACEUTICALS INC | $41,560,000 | +25.0% | 1,527,956 | -9.3% | 3.48% | +90.1% |
| CLVS | Sell | CLOVIS ONCOLOGY INC | $29,484,000 | -44.1% | 4,635,789 | -8.3% | 2.47% | -14.9% |
| AMAG | Sell | AMAG PHARMACEUTICALS INC | $18,557,000 | -49.9% | 3,002,748 | -1.4% | 1.55% | -23.8% |
| SAGE | Sell | SAGE THERAPEUTICS INC | $16,849,000 | -64.3% | 586,674 | -10.2% | 1.41% | -45.7% |
| ALGN | Sell | ALIGN TECHNOLOGY INC | $13,256,000 | -62.7% | 76,205 | -40.2% | 1.11% | -43.3% |
| PBYI | Buy | PUMA BIOTECHNOLOGY INC | $11,784,000 | -0.2% | 1,396,163 | +3.5% | 0.99% | +51.8% |
| RVNC | Buy | REVANCE THERAPEUTICS INC | $9,112,000 | +533.7% | 615,705 | +595.0% | 0.76% | +865.8% |
| PRTA | Sell | PROTHENA CORP PLC | $8,296,000 | -47.2% | 775,296 | -21.9% | 0.70% | -19.7% |
| WMGI | Sell | WRIGHT MEDICAL GROUP NV | $6,960,000 | -90.7% | 242,940 | -90.1% | 0.58% | -85.9% |
| DRNA | DICERNA PHARMACEUTICALS INC | $6,095,000 | -16.6% | 331,813 | 0.0% | 0.51% | +26.9% | |
| RIGL | RIGEL PHARMACEUTICALS INC | $5,526,000 | -27.1% | 3,542,551 | 0.0% | 0.46% | +11.0% | |
| KLDO | KALEIDO BIOSCIENCES INC | $4,846,000 | +22.5% | 787,999 | 0.0% | 0.41% | +86.2% | |
| CYTK | CYTOKINETICS INC | $1,458,000 | +11.1% | 123,686 | 0.0% | 0.12% | +69.4% | |
| ALIM | ALIMERA SCIENCES INC | $804,000 | -47.2% | 200,919 | 0.0% | 0.07% | -20.2% | |
| SNDX | New | SYNDAX PHARMACEUTICALS INC | $725,000 | – | 66,100 | +100.0% | 0.06% | – |
| ZGNX | ZOGENIX INC | $730,000 | -52.5% | 29,500 | 0.0% | 0.06% | -28.2% | |
| RTRX | New | RETROPHIN INC | $686,000 | – | 47,000 | +100.0% | 0.06% | – |
| ITCI | INTRA-CELLULAR THERAPIES INC | $575,000 | -55.2% | 37,400 | 0.0% | 0.05% | -32.4% | |
| SNSS | SUNESIS PHARMACEUTICALS INC | $482,000 | +22.6% | 1,162,473 | 0.0% | 0.04% | +81.8% | |
| URGN | New | UROGEN PHARMA LTD | $437,000 | – | 24,500 | +100.0% | 0.04% | – |
| MRNS | MARINUS PHARMACEUTICALS INC | $254,000 | -6.3% | 125,321 | 0.0% | 0.02% | +40.0% | |
| NERV | MINERVA NEUROSCIENCES INC | $219,000 | -15.1% | 36,319 | 0.0% | 0.02% | +28.6% | |
| ALDX | ALDEYRA THERAPEUTICS INC | $182,000 | -57.4% | 73,500 | 0.0% | 0.02% | -37.5% | |
| IDRA | IDERA PHARMACEUTICALS INC | $102,000 | -27.1% | 77,044 | 0.0% | 0.01% | +12.5% | |
| MLNTQ | Exit | MELINTA THERAPEUTICS INC | $0 | – | -10,137 | -100.0% | 0.00% | – |
| SPHS | Exit | SOPHIRIS BIO INC | $0 | – | -247,000 | -100.0% | -0.01% | – |
| GILD | Exit | GILEAD SCIENCES INC | $0 | – | -39,300 | -100.0% | -0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-15
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.