$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| KZR | KEZAR LIFE SCIENCES INC | $10,906,000 | -0.6% | 656,200 | 0.0% | 0.84% | +20.3% | |
| TVTX | TRAVERE THERAPEUTICS INC | $4,280,000 | -17.0% | 166,069 | 0.0% | 0.33% | +0.6% | |
| 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% | |
| 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% |
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.