$1.29 Billion is the total value of Palo Alto Investors LP's 35 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 5.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BMRN | Sell | BIOMARIN PHARMACEUTICAL INC | $164,964,000 | -15.6% | 2,139,614 | -3.3% | 12.75% | +2.1% |
| ABMD | Sell | ABIOMED INC | $163,764,000 | -12.2% | 494,397 | -4.7% | 12.66% | +6.3% |
| INSM | Sell | INSMED INC | $138,211,000 | -15.8% | 5,881,299 | -2.4% | 10.68% | +1.9% |
| UTHR | Sell | UNITED THERAPEUTICS CORP | $117,169,000 | -21.1% | 653,079 | -5.0% | 9.06% | -4.6% |
| FOLD | Sell | AMICUS THERAPEUTICS INC | $93,789,000 | -19.7% | 9,903,761 | -2.1% | 7.25% | -2.9% |
| STAA | Sell | STAAR SURGICAL CO | $90,855,000 | -12.7% | 1,136,968 | -0.3% | 7.02% | +5.5% |
| RVNC | Buy | REVANCE THERAPEUTICS INC | $86,106,000 | +20.8% | 4,415,689 | +1.1% | 6.66% | +46.1% |
| BIIB | Sell | BIOGEN INC | $76,023,000 | -17.7% | 360,981 | -6.2% | 5.88% | -0.4% |
| PRTA | Sell | PROTHENA CORP PLC | $61,492,000 | -26.1% | 1,681,477 | -0.2% | 4.75% | -10.6% |
| ACAD | Sell | ACADIA PHARMACEUTICALS INC | $54,539,000 | -0.0% | 2,251,834 | -3.7% | 4.22% | +20.9% |
| KPTI | Buy | KARYOPHARM THERAPEUTICS INC | $41,431,000 | +17.8% | 5,621,533 | +2.8% | 3.20% | +42.5% |
| SAGE | Buy | SAGE THERAPEUTICS INC | $28,192,000 | -15.2% | 851,719 | +9.0% | 2.18% | +2.6% |
| VNDA | Sell | VANDA PHARMACEUTICALS INC | $28,175,000 | -36.6% | 2,491,200 | -12.1% | 2.18% | -23.4% |
| EHTH | Buy | EHEALTH INC | $20,505,000 | -50.2% | 1,652,260 | +2.3% | 1.58% | -39.8% |
| ALGN | Sell | ALIGN TECHNOLOGY INC | $19,317,000 | -46.9% | 44,305 | -20.0% | 1.49% | -35.8% |
| ALKS | Sell | ALKERMES PLC | $17,722,000 | +1.0% | 673,571 | -10.7% | 1.37% | +22.2% |
| GOSS | Sell | GOSSAMER BIO INC | $15,249,000 | -24.0% | 1,756,757 | -0.9% | 1.18% | -8.0% |
| KZR | KEZAR LIFE SCIENCES INC | $10,906,000 | -0.6% | 656,200 | 0.0% | 0.84% | +20.3% | |
| ANAB | Sell | ANAPTYSBIO INC | $10,664,000 | -29.7% | 431,024 | -1.3% | 0.82% | -15.1% |
| SNDX | Buy | SYNDAX PHARMACEUTICALS INC | $10,647,000 | -18.8% | 612,600 | +2.3% | 0.82% | -1.8% |
| GRTS | Sell | GRITSTONE ONCOLOGY INC | $9,602,000 | -68.3% | 2,330,504 | -1.1% | 0.74% | -61.7% |
| CLVS | Buy | CLOVIS ONCOLOGY INC | $9,037,000 | -16.6% | 4,473,967 | +11.9% | 0.70% | +1.0% |
| EPZM | Buy | EPIZYME INC | $7,791,000 | -43.2% | 6,774,541 | +23.5% | 0.60% | -31.3% |
| TVTX | TRAVERE THERAPEUTICS INC | $4,280,000 | -17.0% | 166,069 | 0.0% | 0.33% | +0.6% | |
| CYTK | Sell | CYTOKINETICS INC | $4,112,000 | -27.1% | 111,717 | -9.7% | 0.32% | -11.7% |
| RIGL | RIGEL PHARMACEUTICALS INC | $1,951,000 | +12.8% | 652,395 | 0.0% | 0.15% | +37.3% | |
| MIRM | MIRUM PHARMACEUTICALS INC | $1,425,000 | +38.1% | 64,700 | 0.0% | 0.11% | +66.7% | |
| MGTA | MAGENTA THERAPEUTICS INC | $1,254,000 | -34.5% | 432,300 | 0.0% | 0.10% | -20.5% | |
| ALIMERA SCIENCES INC | $1,125,000 | +9.1% | 200,919 | 0.0% | 0.09% | +31.8% | ||
| NVAX | NOVAVAX INC | $921,000 | -48.5% | 12,500 | 0.0% | 0.07% | -37.7% | |
| ALDX | ALDEYRA THERAPEUTICS INC | $715,000 | +11.2% | 160,800 | 0.0% | 0.06% | +34.1% | |
| TCMD | TACTILE SYSTEMS TECHNOLOGY I | $546,000 | +5.8% | 27,100 | 0.0% | 0.04% | +27.3% | |
| KLDO | Sell | KALEIDO BIOSCIENCES INC | $511,000 | -37.3% | 309,692 | -9.2% | 0.04% | -23.1% |
| MARINUS PHARMACEUTICALS INC | $293,000 | -21.2% | 31,330 | 0.0% | 0.02% | -4.2% | ||
| URGN | UROGEN PHARMA LTD | $213,000 | -8.6% | 24,500 | 0.0% | 0.02% | +6.7% | |
| AZN | Exit | ASTRAZENECA PLC-SPONS ADR | $0 | – | -29,260 | -100.0% | -0.11% | – |
| ZGNX | Exit | ZOGENIX INC | $0 | – | -183,800 | -100.0% | -0.19% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-16
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.