$1.67 Billion is the total value of Palo Alto Investors LP's 41 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 21.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IMMU | Sell | IMMUNOMEDICS INC | $183,685,000 | +157.6% | 5,182,983 | -2.0% | 11.03% | +84.7% |
| STAA | Sell | STAAR SURGICAL CO | $173,614,000 | +64.2% | 2,821,154 | -14.0% | 10.42% | +17.7% |
| BMRN | Sell | BIOMARIN PHARMACEUTICAL INC | $173,410,000 | +32.9% | 1,405,950 | -9.0% | 10.41% | -4.7% |
| INSM | Sell | INSMED INC | $165,303,000 | +70.3% | 6,002,289 | -0.9% | 9.92% | +22.1% |
| ABMD | Sell | ABIOMED INC | $118,928,000 | +63.0% | 492,333 | -2.1% | 7.14% | +16.9% |
| FOLD | Sell | AMICUS THERAPEUTICS INC | $110,607,000 | +60.7% | 7,334,714 | -1.5% | 6.64% | +15.3% |
| UTHR | Sell | UNITED THERAPEUTICS CORP | $92,735,000 | +11.6% | 766,406 | -12.6% | 5.57% | -20.0% |
| EPZM | Sell | EPIZYME INC | $88,550,000 | +2.8% | 5,513,676 | -0.7% | 5.32% | -26.3% |
| KPTI | Sell | KARYOPHARM THERAPEUTICS INC | $79,916,000 | -3.3% | 4,219,452 | -1.9% | 4.80% | -30.6% |
| ACAD | Sell | ACADIA PHARMACEUTICALS INC | $75,851,000 | +10.0% | 1,564,900 | -4.1% | 4.55% | -21.1% |
| AIMT | Buy | AIMMUNE THERAPEUTICS INC | $55,447,000 | +16.7% | 3,318,212 | +0.7% | 3.33% | -16.3% |
| ALXN | Sell | ALEXION PHARMACEUTICALS INC | $49,905,000 | -13.5% | 444,629 | -30.8% | 3.00% | -38.0% |
| MNTA | Sell | MOMENTA PHARMACEUTICALS INC | $49,224,000 | +18.4% | 1,479,524 | -3.2% | 2.96% | -15.1% |
| VNDA | Sell | VANDA PHARMACEUTICALS INC | $47,093,000 | +9.9% | 4,116,548 | -0.4% | 2.83% | -21.2% |
| RVNC | Buy | REVANCE THERAPEUTICS INC | $41,621,000 | +356.8% | 1,704,372 | +176.8% | 2.50% | +227.5% |
| CLVS | Sell | CLOVIS ONCOLOGY INC | $29,440,000 | -0.1% | 4,361,411 | -5.9% | 1.77% | -28.4% |
| SAGE | Sell | SAGE THERAPEUTICS INC | $23,917,000 | +41.9% | 575,200 | -2.0% | 1.44% | +1.8% |
| AMAG | Sell | AMAG PHARMACEUTICALS INC | $22,641,000 | +22.0% | 2,959,587 | -1.4% | 1.36% | -12.5% |
| ALGN | Sell | ALIGN TECHNOLOGY INC | $18,526,000 | +39.8% | 67,505 | -11.4% | 1.11% | +0.2% |
| PBYI | Sell | PUMA BIOTECHNOLOGY INC | $14,017,000 | +18.9% | 1,343,897 | -3.7% | 0.84% | -14.7% |
| DRNA | DICERNA PHARMACEUTICALS INC | $8,428,000 | +38.3% | 331,813 | 0.0% | 0.51% | -0.8% | |
| PRTA | Sell | PROTHENA CORP PLC | $8,065,000 | -2.8% | 771,065 | -0.5% | 0.48% | -30.4% |
| RIGL | RIGEL PHARMACEUTICALS INC | $6,483,000 | +17.3% | 3,542,551 | 0.0% | 0.39% | -16.0% | |
| KLDO | Sell | KALEIDO BIOSCIENCES INC | $5,843,000 | +20.6% | 786,400 | -0.2% | 0.35% | -13.5% |
| CYTK | CYTOKINETICS INC | $2,915,000 | +99.9% | 123,686 | 0.0% | 0.18% | +43.4% | |
| ZGNX | Buy | ZOGENIX INC | $2,812,000 | +285.2% | 104,100 | +252.9% | 0.17% | +177.0% |
| GOSS | New | GOSSAMER BIO INC | $2,655,000 | – | 204,214 | +100.0% | 0.16% | – |
| ATNX | New | ATHENEX INC | $2,548,000 | – | 185,200 | +100.0% | 0.15% | – |
| SNDX | Buy | SYNDAX PHARMACEUTICALS INC | $1,893,000 | +161.1% | 127,700 | +93.2% | 0.11% | +86.9% |
| APRE | New | APREA THERAPEUTICS INC | $1,832,000 | – | 47,234 | +100.0% | 0.11% | – |
| MGTA | New | MAGENTA THERAPEUTICS INC | $1,461,000 | – | 194,600 | +100.0% | 0.09% | – |
| New | ALIMERA SCIENCES INC | $1,266,000 | – | 200,919 | +100.0% | 0.08% | – | |
| KZR | New | KEZAR LIFE SCIENCES INC | $1,062,000 | – | 205,086 | +100.0% | 0.06% | – |
| RTRX | RETROPHIN INC | $959,000 | +39.8% | 47,000 | 0.0% | 0.06% | +1.8% | |
| ITCI | INTRA-CELLULAR THERAPIES INC | $960,000 | +67.0% | 37,400 | 0.0% | 0.06% | +20.8% | |
| URGN | UROGEN PHARMA LTD | $640,000 | +46.5% | 24,500 | 0.0% | 0.04% | +2.7% | |
| MRNS | MARINUS PHARMACEUTICALS INC | $318,000 | +25.2% | 125,321 | 0.0% | 0.02% | -9.5% | |
| ALDX | ALDEYRA THERAPEUTICS INC | $306,000 | +68.1% | 73,500 | 0.0% | 0.02% | +20.0% | |
| SNSS | SUNESIS PHARMACEUTICALS INC | $306,000 | -36.5% | 1,162,473 | 0.0% | 0.02% | -55.0% | |
| IDRA | IDERA PHARMACEUTICALS INC | $138,000 | +35.3% | 77,044 | 0.0% | 0.01% | -11.1% | |
| NERV | MINERVA NEUROSCIENCES INC | $131,000 | -40.2% | 36,319 | 0.0% | 0.01% | -55.6% | |
| ALIM | Exit | ALIMERA SCIENCES INC | $0 | – | -200,919 | -100.0% | -0.07% | – |
| WMGI | Exit | WRIGHT MEDICAL GROUP NV | $0 | – | -242,940 | -100.0% | -0.58% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-14
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.