$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| 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% | |
| ZGNX | ZOGENIX INC | $4,191,000 | -2.4% | 214,700 | 0.0% | 0.24% | +6.2% | |
| CYTK | CYTOKINETICS INC | $2,877,000 | +11.9% | 123,686 | 0.0% | 0.16% | +21.5% | |
| 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% | |
| URGN | UROGEN PHARMA LTD | $477,000 | +8.2% | 24,500 | 0.0% | 0.03% | +17.4% | |
| 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% |
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.