$1.81 Billion is the total value of Palo Alto Investors LP's 42 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
STAA | Sell | STAAR SURGICAL CO | $193,341,000 | +1.1% | 1,267,811 | -30.1% | 10.66% | -2.2% |
BMRN | Buy | BIOMARIN PHARMACEUTICAL INC | $184,649,000 | +10.9% | 2,212,950 | +0.3% | 10.18% | +7.2% |
ABMD | Buy | ABIOMED INC | $182,251,000 | -0.6% | 583,933 | +1.5% | 10.04% | -3.8% |
INSM | Buy | INSMED INC | $171,304,000 | -13.6% | 6,019,106 | +3.3% | 9.44% | -16.5% |
BIIB | Buy | BIOGEN INC | $125,211,000 | +30.4% | 361,600 | +5.4% | 6.90% | +26.1% |
UTHR | UNITED THERAPEUTICS CORP | $123,292,000 | +7.3% | 687,206 | 0.0% | 6.79% | +3.7% | |
FOLD | Buy | AMICUS THERAPEUTICS INC | $96,424,000 | -0.0% | 10,002,443 | +2.5% | 5.31% | -3.3% |
RVNC | REVANCE THERAPEUTICS INC | $94,903,000 | +6.0% | 3,201,866 | 0.0% | 5.23% | +2.6% | |
PRTA | Sell | PROTHENA CORP PLC | $89,015,000 | +103.4% | 1,731,482 | -0.6% | 4.90% | +96.7% |
VNDA | VANDA PHARMACEUTICALS INC | $81,562,000 | +43.2% | 3,791,805 | 0.0% | 4.50% | +38.5% | |
EHTH | Buy | EHEALTH INC | $66,919,000 | -13.1% | 1,145,870 | +8.3% | 3.69% | -15.9% |
ACAD | ACADIA PHARMACEUTICALS INC | $57,021,000 | -5.5% | 2,337,877 | 0.0% | 3.14% | -8.6% | |
EPZM | EPIZYME INC | $56,978,000 | -4.6% | 6,856,513 | 0.0% | 3.14% | -7.7% | |
KPTI | Buy | KARYOPHARM THERAPEUTICS INC | $55,553,000 | -1.5% | 5,383,052 | +0.4% | 3.06% | -4.8% |
SAGE | SAGE THERAPEUTICS INC | $34,114,000 | -24.1% | 600,500 | 0.0% | 1.88% | -26.6% | |
ALGN | ALIGN TECHNOLOGY INC | $33,852,000 | +12.8% | 55,405 | 0.0% | 1.87% | +9.2% | |
CLVS | CLOVIS ONCOLOGY INC | $26,010,000 | -17.4% | 4,484,411 | 0.0% | 1.43% | -20.1% | |
GRTS | Buy | GRITSTONE ONCOLOGY INC | $21,513,000 | -0.7% | 2,356,282 | +2.5% | 1.19% | -4.0% |
ALXN | Sell | ALEXION PHARMACEUTICALS INC | $17,425,000 | -51.6% | 94,850 | -59.7% | 0.96% | -53.2% |
GOSS | GOSSAMER BIO INC | $14,396,000 | -12.2% | 1,772,950 | 0.0% | 0.79% | -15.1% | |
PBYI | PUMA BIOTECHNOLOGY INC | $12,788,000 | -5.6% | 1,392,997 | 0.0% | 0.70% | -8.6% | |
DRNA | DICERNA PHARMACEUTICALS INC | $12,417,000 | +46.0% | 332,713 | 0.0% | 0.68% | +41.0% | |
ALKS | ALKERMES PLC | $11,944,000 | +31.3% | 487,100 | 0.0% | 0.66% | +27.0% | |
ANAB | ANAPTYSBIO INC | $11,321,000 | +20.3% | 436,592 | 0.0% | 0.62% | +16.4% | |
SNDX | Buy | SYNDAX PHARMACEUTICALS INC | $6,887,000 | +16.6% | 401,100 | +51.8% | 0.38% | +12.8% |
KLDO | KALEIDO BIOSCIENCES INC | $5,851,000 | -8.1% | 786,400 | 0.0% | 0.32% | -11.3% | |
MGTA | MAGENTA THERAPEUTICS INC | $4,228,000 | -17.4% | 432,300 | 0.0% | 0.23% | -20.2% | |
ZGNX | ZOGENIX INC | $3,710,000 | -11.5% | 214,700 | 0.0% | 0.20% | -14.6% | |
KZR | KEZAR LIFE SCIENCES INC | $3,563,000 | -8.9% | 656,200 | 0.0% | 0.20% | -12.1% | |
RIGL | RIGEL PHARMACEUTICALS INC | $2,831,000 | +26.9% | 652,395 | 0.0% | 0.16% | +22.8% | |
CYTK | CYTOKINETICS INC | $2,448,000 | -14.9% | 123,686 | 0.0% | 0.14% | -17.7% | |
TVTX | TRAVERE THERAPEUTICS INC | $2,423,000 | -41.6% | 166,069 | 0.0% | 0.13% | -43.2% | |
ALIMERA SCIENCES INC | $1,828,000 | -5.4% | 200,919 | 0.0% | 0.10% | -8.2% | ||
ALDX | ALDEYRA THERAPEUTICS INC | $1,822,000 | -4.6% | 160,800 | 0.0% | 0.10% | -8.3% | |
ATNX | ATHENEX INC | $1,470,000 | +7.5% | 318,200 | 0.0% | 0.08% | +3.8% | |
TCMD | TACTILE SYSTEMS TECHNOLOGY I | $1,409,000 | -4.6% | 27,100 | 0.0% | 0.08% | -7.1% | |
MARINUS PHARMACEUTICALS INC | $562,000 | +15.9% | 31,330 | 0.0% | 0.03% | +10.7% | ||
SYRS | SYROS PHARMACEUTICALS INC | $439,000 | -27.2% | 80,600 | 0.0% | 0.02% | -29.4% | |
URGN | UROGEN PHARMA LTD | $374,000 | -21.6% | 24,500 | 0.0% | 0.02% | -22.2% | |
VIRX | VIRACTA THERAPEUTICS INC | $377,000 | +22.8% | 33,212 | 0.0% | 0.02% | +23.5% | |
IDRA | IDERA PHARMACEUTICALS INC | $92,000 | -8.0% | 77,044 | 0.0% | 0.01% | -16.7% | |
NERV | MINERVA NEUROSCIENCES INC | $84,000 | -20.8% | 36,319 | 0.0% | 0.01% | -16.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-16
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.