$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 25.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| INSM | Buy | INSMED INC | $164,140,000 | -1.0% | 6,025,706 | +0.1% | 10.49% | +4.8% |
| BIIB | Buy | BIOGEN INC | $92,369,000 | -9.7% | 385,000 | +6.5% | 5.90% | -4.4% |
| RVNC | Buy | REVANCE THERAPEUTICS INC | $71,308,000 | -20.1% | 4,369,366 | +36.5% | 4.56% | -15.4% |
| EHTH | Buy | EHEALTH INC | $41,197,000 | -11.2% | 1,615,570 | +41.0% | 2.63% | -6.0% |
| 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% |
| ALKS | Buy | ALKERMES PLC | $17,543,000 | -3.6% | 754,200 | +27.9% | 1.12% | +2.1% |
| SNDX | Buy | SYNDAX PHARMACEUTICALS INC | $13,110,000 | +54.2% | 598,900 | +34.6% | 0.84% | +63.4% |
| NVAX | New | NOVAVAX INC | $1,788,000 | – | 12,500 | +100.0% | 0.11% | – |
| MIRM | New | MIRUM PHARMACEUTICALS INC | $1,032,000 | – | 64,700 | +100.0% | 0.07% | – |
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.