$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 9.1% .
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% |
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% |
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% |
PRTA | Sell | PROTHENA CORP PLC | $8,065,000 | -2.8% | 771,065 | -0.5% | 0.48% | -30.4% |
KLDO | Sell | KALEIDO BIOSCIENCES INC | $5,843,000 | +20.6% | 786,400 | -0.2% | 0.35% | -13.5% |
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.