$1.76 Billion is the total value of Palo Alto Investors LP's 42 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 17.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| INSM | Sell | INSMED INC | $198,383,000 | -2.4% | 5,824,507 | -4.6% | 11.30% | +6.1% |
| STAA | Sell | STAAR SURGICAL CO | $191,204,000 | -15.3% | 1,813,911 | -36.3% | 10.89% | -7.9% |
| ABMD | Buy | ABIOMED INC | $183,344,000 | +1.6% | 575,233 | +3.3% | 10.45% | +10.4% |
| BMRN | Buy | BIOMARIN PHARMACEUTICAL INC | $166,556,000 | -11.9% | 2,205,750 | +2.4% | 9.49% | -4.2% |
| UTHR | Sell | UNITED THERAPEUTICS CORP | $114,949,000 | -3.6% | 687,206 | -12.5% | 6.55% | +4.8% |
| FOLD | Buy | AMICUS THERAPEUTICS INC | $96,439,000 | -46.9% | 9,761,043 | +24.1% | 5.50% | -42.3% |
| BIIB | Buy | BIOGEN INC | $96,010,000 | +67.3% | 343,200 | +46.5% | 5.47% | +81.9% |
| RVNC | Buy | REVANCE THERAPEUTICS INC | $89,492,000 | +18.1% | 3,201,866 | +19.8% | 5.10% | +28.4% |
| EHTH | Buy | EHEALTH INC | $76,975,000 | +85.7% | 1,058,370 | +80.3% | 4.39% | +101.8% |
| ACAD | Buy | ACADIA PHARMACEUTICALS INC | $60,317,000 | -51.0% | 2,337,877 | +1.6% | 3.44% | -46.7% |
| EPZM | Buy | EPIZYME INC | $59,720,000 | -18.4% | 6,856,513 | +1.7% | 3.40% | -11.3% |
| VNDA | Sell | VANDA PHARMACEUTICALS INC | $56,953,000 | +2.5% | 3,791,805 | -10.4% | 3.24% | +11.4% |
| KPTI | Buy | KARYOPHARM THERAPEUTICS INC | $56,426,000 | -30.8% | 5,363,652 | +1.8% | 3.22% | -24.8% |
| SAGE | Buy | SAGE THERAPEUTICS INC | $44,947,000 | -12.0% | 600,500 | +1.7% | 2.56% | -4.3% |
| PRTA | Buy | PROTHENA CORP PLC | $43,772,000 | +115.4% | 1,742,505 | +3.0% | 2.49% | +134.2% |
| ALXN | Sell | ALEXION PHARMACEUTICALS INC | $35,976,000 | -54.3% | 235,276 | -53.3% | 2.05% | -50.3% |
| CLVS | Buy | CLOVIS ONCOLOGY INC | $31,481,000 | +46.7% | 4,484,411 | +0.3% | 1.79% | +59.5% |
| ALGN | Sell | ALIGN TECHNOLOGY INC | $30,003,000 | -16.8% | 55,405 | -17.9% | 1.71% | -9.6% |
| GRTS | New | GRITSTONE ONCOLOGY INC | $21,674,000 | – | 2,298,382 | +100.0% | 1.24% | – |
| GOSS | Buy | GOSSAMER BIO INC | $16,400,000 | -2.5% | 1,772,950 | +1.9% | 0.93% | +5.9% |
| PBYI | Buy | PUMA BIOTECHNOLOGY INC | $13,540,000 | -3.9% | 1,392,997 | +1.4% | 0.77% | +4.3% |
| ANAB | Buy | ANAPTYSBIO INC | $9,409,000 | +5.1% | 436,592 | +4.9% | 0.54% | +14.3% |
| ALKS | Buy | ALKERMES PLC | $9,099,000 | +202.9% | 487,100 | +223.4% | 0.52% | +229.9% |
| DRNA | Buy | DICERNA PHARMACEUTICALS INC | $8,507,000 | +16.4% | 332,713 | +0.3% | 0.48% | +26.6% |
| KLDO | KALEIDO BIOSCIENCES INC | $6,370,000 | -11.0% | 786,400 | 0.0% | 0.36% | -3.2% | |
| SNDX | SYNDAX PHARMACEUTICALS INC | $5,908,000 | +0.5% | 264,200 | 0.0% | 0.34% | +9.4% | |
| MGTA | Buy | MAGENTA THERAPEUTICS INC | $5,118,000 | +52.8% | 432,300 | +1.2% | 0.29% | +65.9% |
| ZGNX | ZOGENIX INC | $4,191,000 | -2.4% | 214,700 | 0.0% | 0.24% | +6.2% | |
| TVTX | Buy | TRAVERE THERAPEUTICS INC | $4,147,000 | -3.6% | 166,069 | +5.2% | 0.24% | +4.4% |
| KZR | Buy | KEZAR LIFE SCIENCES INC | $3,911,000 | +36.7% | 656,200 | +19.7% | 0.22% | +48.7% |
| CYTK | CYTOKINETICS INC | $2,877,000 | +11.9% | 123,686 | 0.0% | 0.16% | +21.5% | |
| RIGL | Sell | RIGEL PHARMACEUTICALS INC | $2,231,000 | -36.1% | 652,395 | -34.6% | 0.13% | -30.6% |
| ALIMERA SCIENCES INC | $1,933,000 | +127.9% | 200,919 | 0.0% | 0.11% | +150.0% | ||
| ALDX | ALDEYRA THERAPEUTICS INC | $1,910,000 | +73.2% | 160,800 | 0.0% | 0.11% | +87.9% | |
| TCMD | TACTILE SYSTEMS TECHNOLOGY I | $1,477,000 | +21.3% | 27,100 | 0.0% | 0.08% | +31.2% | |
| ATNX | ATHENEX INC | $1,368,000 | -61.1% | 318,200 | 0.0% | 0.08% | -57.6% | |
| SYRS | New | SYROS PHARMACEUTICALS INC | $603,000 | – | 80,600 | +100.0% | 0.03% | – |
| New | MARINUS PHARMACEUTICALS INC | $485,000 | – | 31,330 | +100.0% | 0.03% | – | |
| URGN | UROGEN PHARMA LTD | $477,000 | +8.2% | 24,500 | 0.0% | 0.03% | +17.4% | |
| VIRX | New | VIRACTA THERAPEUTICS INC | $307,000 | – | 33,212 | +100.0% | 0.02% | – |
| IDRA | IDERA PHARMACEUTICALS INC | $100,000 | -64.7% | 77,044 | 0.0% | 0.01% | -60.0% | |
| NERV | MINERVA NEUROSCIENCES INC | $106,000 | +24.7% | 36,319 | 0.0% | 0.01% | +50.0% | |
| SNSS | Exit | SUNESIS PHARMACEUTICALS INC | $0 | – | -116,246 | -100.0% | -0.01% | – |
| MRNS | Exit | MARINUS PHARMACEUTICALS INC | $0 | – | -31,330 | -100.0% | -0.02% | – |
| APRE | Exit | APREA THERAPEUTICS INC | $0 | – | -128,770 | -100.0% | -0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-17
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.