$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 150.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AIMT | Buy | AIMMUNE THERAPEUTICS INC | $55,447,000 | +16.7% | 3,318,212 | +0.7% | 3.33% | -16.3% |
| RVNC | Buy | REVANCE THERAPEUTICS INC | $41,621,000 | +356.8% | 1,704,372 | +176.8% | 2.50% | +227.5% |
| 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% | – |
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.