Palo Alto Investors LP - Q2 2021 holdings

$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 SellSTAAR SURGICAL CO$193,341,000
+1.1%
1,267,811
-30.1%
10.66%
-2.2%
BMRN BuyBIOMARIN PHARMACEUTICAL INC$184,649,000
+10.9%
2,212,950
+0.3%
10.18%
+7.2%
ABMD BuyABIOMED INC$182,251,000
-0.6%
583,933
+1.5%
10.04%
-3.8%
INSM BuyINSMED INC$171,304,000
-13.6%
6,019,106
+3.3%
9.44%
-16.5%
BIIB BuyBIOGEN INC$125,211,000
+30.4%
361,600
+5.4%
6.90%
+26.1%
UTHR  UNITED THERAPEUTICS CORP$123,292,000
+7.3%
687,2060.0%6.79%
+3.7%
FOLD BuyAMICUS 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%
3,201,8660.0%5.23%
+2.6%
PRTA SellPROTHENA 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%
3,791,8050.0%4.50%
+38.5%
EHTH BuyEHEALTH INC$66,919,000
-13.1%
1,145,870
+8.3%
3.69%
-15.9%
ACAD  ACADIA PHARMACEUTICALS INC$57,021,000
-5.5%
2,337,8770.0%3.14%
-8.6%
EPZM  EPIZYME INC$56,978,000
-4.6%
6,856,5130.0%3.14%
-7.7%
KPTI BuyKARYOPHARM 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%
600,5000.0%1.88%
-26.6%
ALGN  ALIGN TECHNOLOGY INC$33,852,000
+12.8%
55,4050.0%1.87%
+9.2%
CLVS  CLOVIS ONCOLOGY INC$26,010,000
-17.4%
4,484,4110.0%1.43%
-20.1%
GRTS BuyGRITSTONE ONCOLOGY INC$21,513,000
-0.7%
2,356,282
+2.5%
1.19%
-4.0%
ALXN SellALEXION PHARMACEUTICALS INC$17,425,000
-51.6%
94,850
-59.7%
0.96%
-53.2%
GOSS  GOSSAMER BIO INC$14,396,000
-12.2%
1,772,9500.0%0.79%
-15.1%
PBYI  PUMA BIOTECHNOLOGY INC$12,788,000
-5.6%
1,392,9970.0%0.70%
-8.6%
DRNA  DICERNA PHARMACEUTICALS INC$12,417,000
+46.0%
332,7130.0%0.68%
+41.0%
ALKS  ALKERMES PLC$11,944,000
+31.3%
487,1000.0%0.66%
+27.0%
ANAB  ANAPTYSBIO INC$11,321,000
+20.3%
436,5920.0%0.62%
+16.4%
SNDX BuySYNDAX PHARMACEUTICALS INC$6,887,000
+16.6%
401,100
+51.8%
0.38%
+12.8%
KLDO  KALEIDO BIOSCIENCES INC$5,851,000
-8.1%
786,4000.0%0.32%
-11.3%
MGTA  MAGENTA THERAPEUTICS INC$4,228,000
-17.4%
432,3000.0%0.23%
-20.2%
ZGNX  ZOGENIX INC$3,710,000
-11.5%
214,7000.0%0.20%
-14.6%
KZR  KEZAR LIFE SCIENCES INC$3,563,000
-8.9%
656,2000.0%0.20%
-12.1%
RIGL  RIGEL PHARMACEUTICALS INC$2,831,000
+26.9%
652,3950.0%0.16%
+22.8%
CYTK  CYTOKINETICS INC$2,448,000
-14.9%
123,6860.0%0.14%
-17.7%
TVTX  TRAVERE THERAPEUTICS INC$2,423,000
-41.6%
166,0690.0%0.13%
-43.2%
 ALIMERA SCIENCES INC$1,828,000
-5.4%
200,9190.0%0.10%
-8.2%
ALDX  ALDEYRA THERAPEUTICS INC$1,822,000
-4.6%
160,8000.0%0.10%
-8.3%
ATNX  ATHENEX INC$1,470,000
+7.5%
318,2000.0%0.08%
+3.8%
TCMD  TACTILE SYSTEMS TECHNOLOGY I$1,409,000
-4.6%
27,1000.0%0.08%
-7.1%
 MARINUS PHARMACEUTICALS INC$562,000
+15.9%
31,3300.0%0.03%
+10.7%
SYRS  SYROS PHARMACEUTICALS INC$439,000
-27.2%
80,6000.0%0.02%
-29.4%
URGN  UROGEN PHARMA LTD$374,000
-21.6%
24,5000.0%0.02%
-22.2%
VIRX  VIRACTA THERAPEUTICS INC$377,000
+22.8%
33,2120.0%0.02%
+23.5%
IDRA  IDERA PHARMACEUTICALS INC$92,000
-8.0%
77,0440.0%0.01%
-16.7%
NERV  MINERVA NEUROSCIENCES INC$84,000
-20.8%
36,3190.0%0.01%
-16.7%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2021-08-16
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
Biomarin Pharmaceuticals, Inc42Q3 202316.6%
UNITED THERAPEUTICS CORP DEL42Q3 202315.3%
INSMED INC42Q3 202314.1%
STAAR Surgical Company42Q3 202311.8%
AMICUS THERAPEUTICS INC42Q3 202312.1%
VANDA PHARMACEUTICALS INC42Q3 20235.8%
PROTHENA CORP PLC42Q3 20239.1%
CYTOKINETICS INC40Q3 20230.4%
ALIGN TECHNOLOGY INC39Q3 20232.5%
ABIOMED INC38Q3 202217.1%

View Palo Alto Investors LP's complete holdings history.

Latest significant ownerships (13-D/G)
Palo Alto Investors LP Q2 2021 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
FiledShares Percentage
ALIMERA SCIENCES INCSold outApril 03, 202300.0%
Epizyme, Inc.Sold outFebruary 14, 202300.0%
INSMED IncFebruary 14, 20235,871,2914.3%
Vanda Pharmaceuticals Inc.February 14, 20231,087,0641.4%
ALIMERA SCIENCES INCFebruary 14, 2022802,42311.6%
Clovis Oncology, Inc.February 14, 20223,997,8263.1%
STAAR SURGICAL COFebruary 14, 20221,140,5112.4%
Aimmune Therapeutics, Inc.Sold outFebruary 16, 202100.0%
AMAG PHARMACEUTICALS, INC.Sold outFebruary 16, 202100.0%
ALIMERA SCIENCES INCFebruary 14, 2020802,42416.2%

View Palo Alto Investors LP's complete significant-ownership history.

Latest filings
TypeFiled
13F-HR/A2024-02-15
13F-HR2024-02-14
SC 13G/A2024-02-14
SC 13G/A2024-02-14
SC 13G/A2024-02-14
13F-HR2023-11-14
13F-HR2023-08-14
13F-HR2023-05-15
SC 13G/A2023-04-03
42023-03-28

View Palo Alto Investors LP's complete filings history.

Compare quarters

Export Palo Alto Investors LP's holdings