$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DRNA | DICERNA PHARMACEUTICALS INC | $8,428,000 | +38.3% | 331,813 | 0.0% | 0.51% | -0.8% | |
| RIGL | RIGEL PHARMACEUTICALS INC | $6,483,000 | +17.3% | 3,542,551 | 0.0% | 0.39% | -16.0% | |
| CYTK | CYTOKINETICS INC | $2,915,000 | +99.9% | 123,686 | 0.0% | 0.18% | +43.4% | |
| 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% |
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.