$1.82 Billion is the total value of Palo Alto Investors LP's 43 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 14.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IMMU | Sell | IMMUNOMEDICS INC | $412,598,000 | +124.6% | 4,852,383 | -6.4% | 22.65% | +105.3% |
| INSM | Buy | INSMED INC | $193,899,000 | +17.3% | 6,032,956 | +0.5% | 10.64% | +7.2% |
| STAA | Sell | STAAR SURGICAL CO | $157,898,000 | -9.1% | 2,791,693 | -1.0% | 8.67% | -16.9% |
| ABMD | Buy | ABIOMED INC | $139,647,000 | +17.4% | 504,033 | +2.4% | 7.66% | +7.3% |
| BMRN | Buy | BIOMARIN PHARMACEUTICAL INC | $131,812,000 | -24.0% | 1,732,550 | +23.2% | 7.24% | -30.5% |
| FOLD | Buy | AMICUS THERAPEUTICS INC | $111,084,000 | +0.4% | 7,867,114 | +7.3% | 6.10% | -8.2% |
| UTHR | Buy | UNITED THERAPEUTICS CORP | $79,326,000 | -14.5% | 785,406 | +2.5% | 4.35% | -21.8% |
| EPZM | Buy | EPIZYME INC | $76,395,000 | -13.7% | 6,403,600 | +16.1% | 4.19% | -21.1% |
| ACAD | Buy | ACADIA PHARMACEUTICALS INC | $75,582,000 | -0.4% | 1,832,300 | +17.1% | 4.15% | -8.9% |
| KPTI | Buy | KARYOPHARM THERAPEUTICS INC | $74,258,000 | -7.1% | 5,086,152 | +20.5% | 4.08% | -15.0% |
| ALXN | Buy | ALEXION PHARMACEUTICALS INC | $52,355,000 | +4.9% | 457,529 | +2.9% | 2.87% | -4.1% |
| RVNC | Buy | REVANCE THERAPEUTICS INC | $50,152,000 | +20.5% | 1,994,905 | +17.0% | 2.75% | +10.2% |
| VNDA | Buy | VANDA PHARMACEUTICALS INC | $40,285,000 | -14.5% | 4,170,281 | +1.3% | 2.21% | -21.8% |
| SAGE | Buy | SAGE THERAPEUTICS INC | $36,073,000 | +50.8% | 590,200 | +2.6% | 1.98% | +37.9% |
| AMAG | Buy | AMAG PHARMACEUTICALS INC | $28,236,000 | +24.7% | 3,003,875 | +1.5% | 1.55% | +14.1% |
| CLVS | Buy | CLOVIS ONCOLOGY INC | $26,057,000 | -11.5% | 4,469,411 | +2.5% | 1.43% | -19.1% |
| EHTH | New | EHEALTH INC | $22,155,000 | – | 280,438 | +100.0% | 1.22% | – |
| ALGN | ALIGN TECHNOLOGY INC | $22,098,000 | +19.3% | 67,505 | 0.0% | 1.21% | +9.1% | |
| PBYI | Buy | PUMA BIOTECHNOLOGY INC | $13,806,000 | -1.5% | 1,368,317 | +1.8% | 0.76% | -10.0% |
| GOSS | Buy | GOSSAMER BIO INC | $13,368,000 | +403.5% | 1,077,200 | +427.5% | 0.73% | +361.6% |
| PRTA | Buy | PROTHENA CORP PLC | $13,274,000 | +64.6% | 1,328,734 | +72.3% | 0.73% | +50.6% |
| KLDO | KALEIDO BIOSCIENCES INC | $8,705,000 | +49.0% | 786,400 | 0.0% | 0.48% | +36.2% | |
| DRNA | DICERNA PHARMACEUTICALS INC | $5,969,000 | -29.2% | 331,813 | 0.0% | 0.33% | -35.2% | |
| ANAB | New | ANAPTYSBIO INC | $5,439,000 | – | 368,722 | +100.0% | 0.30% | – |
| ATNX | Buy | ATHENEX INC | $3,107,000 | +21.9% | 256,800 | +38.7% | 0.17% | +11.8% |
| ZGNX | Buy | ZOGENIX INC | $2,933,000 | +4.3% | 163,600 | +57.2% | 0.16% | -4.7% |
| SNDX | Buy | SYNDAX PHARMACEUTICALS INC | $2,928,000 | +54.7% | 198,400 | +55.4% | 0.16% | +41.2% |
| RTRX | Buy | RETROPHIN INC | $2,915,000 | +204.0% | 157,900 | +236.0% | 0.16% | +175.9% |
| APRE | Buy | APREA THERAPEUTICS INC | $2,882,000 | +57.3% | 119,800 | +153.6% | 0.16% | +43.6% |
| RIGL | Sell | RIGEL PHARMACEUTICALS INC | $2,842,000 | -56.2% | 1,184,092 | -66.6% | 0.16% | -59.9% |
| CYTK | CYTOKINETICS INC | $2,678,000 | -8.1% | 123,686 | 0.0% | 0.15% | -16.0% | |
| KZR | Buy | KEZAR LIFE SCIENCES INC | $2,368,000 | +123.0% | 489,319 | +138.6% | 0.13% | +103.1% |
| MGTA | Buy | MAGENTA THERAPEUTICS INC | $2,337,000 | +60.0% | 343,700 | +76.6% | 0.13% | +45.5% |
| TCDA | New | TRICIDA INC | $1,547,000 | – | 170,800 | +100.0% | 0.08% | – |
| EOLS | New | EVOLUS INC | $1,039,000 | – | 265,700 | +100.0% | 0.06% | – |
| ALIMERA SCIENCES INC | $976,000 | -22.9% | 200,919 | 0.0% | 0.05% | -28.9% | ||
| ALDX | Buy | ALDEYRA THERAPEUTICS INC | $874,000 | +185.6% | 118,000 | +60.5% | 0.05% | +166.7% |
| AIMT | Sell | AIMMUNE THERAPEUTICS INC | $682,000 | -98.8% | 19,800 | -99.4% | 0.04% | -98.9% |
| URGN | UROGEN PHARMA LTD | $473,000 | -26.1% | 24,500 | 0.0% | 0.03% | -31.6% | |
| MRNS | Sell | MARINUS PHARMACEUTICALS INC | $403,000 | +26.7% | 31,330 | -75.0% | 0.02% | +15.8% |
| IDRA | IDERA PHARMACEUTICALS INC | $165,000 | +19.6% | 77,044 | 0.0% | 0.01% | +12.5% | |
| SNSS | Sell | SUNESIS PHARMACEUTICALS INC | $145,000 | -52.6% | 116,246 | -90.0% | 0.01% | -55.6% |
| NERV | MINERVA NEUROSCIENCES INC | $115,000 | -12.2% | 36,319 | 0.0% | 0.01% | -25.0% | |
| ITCI | Exit | INTRA-CELLULAR THERAPIES INC | $0 | – | -37,400 | -100.0% | -0.06% | – |
| MNTA | Exit | MOMENTA PHARMACEUTICALS INC | $0 | – | -1,479,524 | -100.0% | -2.96% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-16
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.