$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 30.0% .
| 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% |
| UTHR | Sell | UNITED THERAPEUTICS CORP | $114,949,000 | -3.6% | 687,206 | -12.5% | 6.55% | +4.8% |
| VNDA | Sell | VANDA PHARMACEUTICALS INC | $56,953,000 | +2.5% | 3,791,805 | -10.4% | 3.24% | +11.4% |
| ALXN | Sell | ALEXION PHARMACEUTICALS INC | $35,976,000 | -54.3% | 235,276 | -53.3% | 2.05% | -50.3% |
| ALGN | Sell | ALIGN TECHNOLOGY INC | $30,003,000 | -16.8% | 55,405 | -17.9% | 1.71% | -9.6% |
| RIGL | Sell | RIGEL PHARMACEUTICALS INC | $2,231,000 | -36.1% | 652,395 | -34.6% | 0.13% | -30.6% |
| 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.