$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 | ||||||
|---|---|---|---|---|---|---|---|---|
| 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% |
| FOLD | Buy | AMICUS THERAPEUTICS INC | $96,424,000 | -0.0% | 10,002,443 | +2.5% | 5.31% | -3.3% |
| EHTH | Buy | EHEALTH INC | $66,919,000 | -13.1% | 1,145,870 | +8.3% | 3.69% | -15.9% |
| KPTI | Buy | KARYOPHARM THERAPEUTICS INC | $55,553,000 | -1.5% | 5,383,052 | +0.4% | 3.06% | -4.8% |
| GRTS | Buy | GRITSTONE ONCOLOGY INC | $21,513,000 | -0.7% | 2,356,282 | +2.5% | 1.19% | -4.0% |
| SNDX | Buy | SYNDAX PHARMACEUTICALS INC | $6,887,000 | +16.6% | 401,100 | +51.8% | 0.38% | +12.8% |
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 | 2024-05-15 |
| 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 |
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.