$1.91 Billion is the total value of Palo Alto Investors LP's 41 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 23.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| STAA | Buy | STAAR SURGICAL CO | $225,725,000 | +43.0% | 2,849,348 | +2.1% | 11.83% | +36.5% |
| INSM | Buy | INSMED INC | $203,268,000 | +4.8% | 6,105,980 | +1.2% | 10.66% | +0.1% |
| BMRN | Buy | BIOMARIN PHARMACEUTICAL INC | $188,976,000 | +43.4% | 2,155,050 | +24.4% | 9.91% | +36.9% |
| FOLD | AMICUS THERAPEUTICS INC | $181,652,000 | +63.5% | 7,867,114 | 0.0% | 9.52% | +56.2% | |
| ABMD | Buy | ABIOMED INC | $180,460,000 | +29.2% | 556,633 | +10.4% | 9.46% | +23.4% |
| ACAD | Buy | ACADIA PHARMACEUTICALS INC | $123,037,000 | +62.8% | 2,301,477 | +25.6% | 6.45% | +55.5% |
| UTHR | UNITED THERAPEUTICS CORP | $119,217,000 | +50.3% | 785,406 | 0.0% | 6.25% | +43.5% | |
| KPTI | Buy | KARYOPHARM THERAPEUTICS INC | $81,543,000 | +9.8% | 5,267,652 | +3.6% | 4.28% | +4.9% |
| ALXN | Buy | ALEXION PHARMACEUTICALS INC | $78,656,000 | +50.2% | 503,429 | +10.0% | 4.12% | +43.5% |
| RVNC | Buy | REVANCE THERAPEUTICS INC | $75,762,000 | +51.1% | 2,673,313 | +34.0% | 3.97% | +44.3% |
| EPZM | Buy | EPIZYME INC | $73,185,000 | -4.2% | 6,738,913 | +5.2% | 3.84% | -8.5% |
| BIIB | New | BIOGEN INC | $57,371,000 | – | 234,300 | +100.0% | 3.01% | – |
| VNDA | Buy | VANDA PHARMACEUTICALS INC | $55,589,000 | +38.0% | 4,230,548 | +1.4% | 2.91% | +31.8% |
| SAGE | SAGE THERAPEUTICS INC | $51,058,000 | +41.5% | 590,200 | 0.0% | 2.68% | +35.2% | |
| EHTH | Buy | EHEALTH INC | $41,448,000 | +87.1% | 586,999 | +109.3% | 2.17% | +78.7% |
| ALGN | ALIGN TECHNOLOGY INC | $36,073,000 | +63.2% | 67,505 | 0.0% | 1.89% | +55.9% | |
| CLVS | CLOVIS ONCOLOGY INC | $21,453,000 | -17.7% | 4,469,411 | 0.0% | 1.12% | -21.3% | |
| PRTA | Buy | PROTHENA CORP PLC | $20,319,000 | +53.1% | 1,691,805 | +27.3% | 1.06% | +46.1% |
| GOSS | Buy | GOSSAMER BIO INC | $16,817,000 | +25.8% | 1,739,050 | +61.4% | 0.88% | +20.2% |
| PBYI | Buy | PUMA BIOTECHNOLOGY INC | $14,096,000 | +2.1% | 1,373,897 | +0.4% | 0.74% | -2.5% |
| ANAB | Buy | ANAPTYSBIO INC | $8,950,000 | +64.6% | 416,292 | +12.9% | 0.47% | +56.9% |
| DRNA | DICERNA PHARMACEUTICALS INC | $7,310,000 | +22.5% | 331,813 | 0.0% | 0.38% | +16.8% | |
| KLDO | KALEIDO BIOSCIENCES INC | $7,156,000 | -17.8% | 786,400 | 0.0% | 0.38% | -21.5% | |
| SNDX | Buy | SYNDAX PHARMACEUTICALS INC | $5,876,000 | +100.7% | 264,200 | +33.2% | 0.31% | +91.3% |
| TVTX | New | TRAVERE THERAPEUTICS INC | $4,304,000 | – | 157,900 | +100.0% | 0.23% | – |
| ZGNX | Buy | ZOGENIX INC | $4,292,000 | +46.3% | 214,700 | +31.2% | 0.22% | +39.8% |
| ATNX | Buy | ATHENEX INC | $3,519,000 | +13.3% | 318,200 | +23.9% | 0.18% | +7.6% |
| RIGL | Sell | RIGEL PHARMACEUTICALS INC | $3,494,000 | +22.9% | 998,156 | -15.7% | 0.18% | +17.3% |
| MGTA | Buy | MAGENTA THERAPEUTICS INC | $3,349,000 | +43.3% | 427,108 | +24.3% | 0.18% | +37.5% |
| ALKS | New | ALKERMES PLC | $3,004,000 | – | 150,598 | +100.0% | 0.16% | – |
| KZR | Buy | KEZAR LIFE SCIENCES INC | $2,862,000 | +20.9% | 548,206 | +12.0% | 0.15% | +15.4% |
| CYTK | CYTOKINETICS INC | $2,570,000 | -4.0% | 123,686 | 0.0% | 0.14% | -8.2% | |
| TCMD | New | TACTILE SYSTEMS TECHNOLOGY I | $1,218,000 | – | 27,100 | +100.0% | 0.06% | – |
| ALDX | Buy | ALDEYRA THERAPEUTICS INC | $1,103,000 | +26.2% | 160,800 | +36.3% | 0.06% | +20.8% |
| ALIMERA SCIENCES INC | $848,000 | -13.1% | 200,919 | 0.0% | 0.04% | -18.5% | ||
| APRE | Buy | APREA THERAPEUTICS INC | $634,000 | -78.0% | 128,770 | +7.5% | 0.03% | -79.1% |
| URGN | UROGEN PHARMA LTD | $441,000 | -6.8% | 24,500 | 0.0% | 0.02% | -11.5% | |
| MRNS | MARINUS PHARMACEUTICALS INC | $382,000 | -5.2% | 31,330 | 0.0% | 0.02% | -9.1% | |
| IDRA | IDERA PHARMACEUTICALS INC | $283,000 | +71.5% | 77,044 | 0.0% | 0.02% | +66.7% | |
| SNSS | SUNESIS PHARMACEUTICALS INC | $231,000 | +59.3% | 116,246 | 0.0% | 0.01% | +50.0% | |
| NERV | MINERVA NEUROSCIENCES INC | $85,000 | -26.1% | 36,319 | 0.0% | 0.00% | -33.3% | |
| AIMT | Exit | AIMMUNE THERAPEUTICS INC | $0 | – | -19,800 | -100.0% | -0.04% | – |
| EOLS | Exit | EVOLUS INC | $0 | – | -265,700 | -100.0% | -0.06% | – |
| TCDA | Exit | TRICIDA INC | $0 | – | -170,800 | -100.0% | -0.08% | – |
| RTRX | Exit | RETROPHIN INC | $0 | – | -157,900 | -100.0% | -0.16% | – |
| AMAG | Exit | AMAG PHARMACEUTICALS INC | $0 | – | -3,003,875 | -100.0% | -1.55% | – |
| IMMU | Exit | IMMUNOMEDICS INC | $0 | – | -4,852,383 | -100.0% | -22.65% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-16
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.