$1.56 Billion is the total value of Palo Alto Investors LP's 37 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 21.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BMRN | BIOMARIN PHARMACEUTICAL INC | $195,514,000 | +14.3% | 2,212,950 | 0.0% | 12.50% | +21.0% | |
| ABMD | Sell | ABIOMED INC | $186,421,000 | +4.2% | 519,033 | -5.6% | 11.91% | +10.3% |
| INSM | Buy | INSMED INC | $164,140,000 | -1.0% | 6,025,706 | +0.1% | 10.49% | +4.8% |
| UTHR | UNITED THERAPEUTICS CORP | $148,491,000 | +17.1% | 687,206 | 0.0% | 9.49% | +24.0% | |
| FOLD | AMICUS THERAPEUTICS INC | $116,817,000 | +20.9% | 10,114,043 | 0.0% | 7.46% | +28.0% | |
| STAA | STAAR SURGICAL CO | $104,129,000 | -29.0% | 1,140,511 | 0.0% | 6.66% | -24.8% | |
| BIIB | Buy | BIOGEN INC | $92,369,000 | -9.7% | 385,000 | +6.5% | 5.90% | -4.4% |
| PRTA | PROTHENA CORP PLC | $83,253,000 | -30.6% | 1,685,282 | 0.0% | 5.32% | -26.6% | |
| RVNC | Buy | REVANCE THERAPEUTICS INC | $71,308,000 | -20.1% | 4,369,366 | +36.5% | 4.56% | -15.4% |
| ACAD | ACADIA PHARMACEUTICALS INC | $54,566,000 | +40.5% | 2,337,877 | 0.0% | 3.49% | +48.8% | |
| VNDA | Sell | VANDA PHARMACEUTICALS INC | $44,469,000 | -31.6% | 2,834,244 | -25.3% | 2.84% | -27.6% |
| EHTH | Buy | EHEALTH INC | $41,197,000 | -11.2% | 1,615,570 | +41.0% | 2.63% | -6.0% |
| ALGN | ALIGN TECHNOLOGY INC | $36,411,000 | -1.2% | 55,405 | 0.0% | 2.33% | +4.6% | |
| KPTI | Buy | KARYOPHARM THERAPEUTICS INC | $35,175,000 | +12.3% | 5,470,452 | +1.6% | 2.25% | +18.9% |
| SAGE | Buy | SAGE THERAPEUTICS INC | $33,255,000 | +21.5% | 781,730 | +26.5% | 2.12% | +28.6% |
| GRTS | GRITSTONE ONCOLOGY INC | $30,302,000 | +19.1% | 2,356,282 | 0.0% | 1.94% | +26.1% | |
| GOSS | GOSSAMER BIO INC | $20,052,000 | -10.0% | 1,772,950 | 0.0% | 1.28% | -4.8% | |
| ALKS | Buy | ALKERMES PLC | $17,543,000 | -3.6% | 754,200 | +27.9% | 1.12% | +2.1% |
| ANAB | ANAPTYSBIO INC | $15,172,000 | +28.1% | 436,592 | 0.0% | 0.97% | +35.7% | |
| EPZM | Sell | EPIZYME INC | $13,713,000 | -60.9% | 5,485,213 | -20.0% | 0.88% | -58.7% |
| SNDX | Buy | SYNDAX PHARMACEUTICALS INC | $13,110,000 | +54.2% | 598,900 | +34.6% | 0.84% | +63.4% |
| KZR | KEZAR LIFE SCIENCES INC | $10,972,000 | +93.5% | 656,200 | 0.0% | 0.70% | +105.0% | |
| CLVS | Sell | CLOVIS ONCOLOGY INC | $10,834,000 | -45.8% | 3,997,826 | -10.9% | 0.69% | -42.7% |
| CYTK | CYTOKINETICS INC | $5,638,000 | +27.5% | 123,686 | 0.0% | 0.36% | +34.8% | |
| TVTX | TRAVERE THERAPEUTICS INC | $5,155,000 | +28.0% | 166,069 | 0.0% | 0.33% | +35.4% | |
| ZGNX | Sell | ZOGENIX INC | $2,987,000 | -8.4% | 183,800 | -14.4% | 0.19% | -3.0% |
| MGTA | MAGENTA THERAPEUTICS INC | $1,915,000 | -39.1% | 432,300 | 0.0% | 0.12% | -35.8% | |
| NVAX | New | NOVAVAX INC | $1,788,000 | – | 12,500 | +100.0% | 0.11% | – |
| RIGL | RIGEL PHARMACEUTICALS INC | $1,729,000 | -27.0% | 652,395 | 0.0% | 0.11% | -23.1% | |
| AZN | Sell | ASTRAZENECA PLC-SPONS ADR | $1,704,000 | -85.9% | 29,260 | -85.5% | 0.11% | -85.1% |
| MIRM | New | MIRUM PHARMACEUTICALS INC | $1,032,000 | – | 64,700 | +100.0% | 0.07% | – |
| ALIMERA SCIENCES INC | $1,031,000 | +21.6% | 200,919 | 0.0% | 0.07% | +29.4% | ||
| KLDO | Sell | KALEIDO BIOSCIENCES INC | $815,000 | -81.0% | 341,030 | -56.6% | 0.05% | -79.9% |
| ALDX | ALDEYRA THERAPEUTICS INC | $643,000 | -54.5% | 160,800 | 0.0% | 0.04% | -51.8% | |
| TCMD | TACTILE SYSTEMS TECHNOLOGY I | $516,000 | -57.2% | 27,100 | 0.0% | 0.03% | -54.8% | |
| MARINUS PHARMACEUTICALS INC | $372,000 | +4.2% | 31,330 | 0.0% | 0.02% | +9.1% | ||
| URGN | UROGEN PHARMA LTD | $233,000 | -43.4% | 24,500 | 0.0% | 0.02% | -40.0% | |
| NERV | Exit | MINERVA NEUROSCIENCES INC | $0 | – | -36,319 | -100.0% | -0.00% | – |
| IDRA | Exit | IDERA PHARMACEUTICALS INC | $0 | – | -77,044 | -100.0% | -0.01% | – |
| VIRX | Exit | VIRACTA THERAPEUTICS INC | $0 | – | -33,212 | -100.0% | -0.02% | – |
| SYRS | Exit | SYROS PHARMACEUTICALS INC | $0 | – | -80,600 | -100.0% | -0.02% | – |
| ATNX | Exit | ATHENEX INC | $0 | – | -318,200 | -100.0% | -0.06% | – |
| PBYI | Exit | PUMA BIOTECHNOLOGY INC | $0 | – | -1,392,997 | -100.0% | -0.59% | – |
| DRNA | Exit | DICERNA PHARMACEUTICALS INC | $0 | – | -855,713 | -100.0% | -1.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-14
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.