$1.21 Billion is the total value of Palo Alto Investors LP's 30 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 10.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BMRN | Sell | BIOMARIN PHARMACEUTICAL INC | $178,049,843 | -8.8% | 1,831,035 | -2.9% | 14.75% | -11.4% |
| RVNC | Sell | REVANCE THERAPEUTICS INC | $169,753,432 | +74.0% | 5,270,209 | -0.3% | 14.06% | +69.1% |
| UTHR | Buy | UNITED THERAPEUTICS CORP | $140,538,035 | -19.2% | 627,514 | +0.3% | 11.64% | -21.5% |
| FOLD | Buy | AMICUS THERAPEUTICS INC | $116,711,404 | -8.9% | 10,524,022 | +0.3% | 9.67% | -11.5% |
| BIIB | Buy | BIOGEN INC | $106,007,834 | +0.7% | 381,282 | +0.3% | 8.78% | -2.1% |
| INSM | Buy | INSMED INC | $100,415,822 | -14.4% | 5,889,491 | +0.3% | 8.32% | -16.8% |
| STAA | Buy | STAAR SURGICAL CO | $86,161,242 | +43.1% | 1,347,322 | +8.6% | 7.14% | +39.1% |
| PRTA | Buy | PROTHENA CORP PLC | $80,643,271 | -19.3% | 1,663,777 | +0.3% | 6.68% | -21.6% |
| ACAD | Buy | ACADIA PHARMACEUTICALS INC | $45,277,024 | +19.7% | 2,405,793 | +1.2% | 3.75% | +16.3% |
| SAGE | Buy | SAGE THERAPEUTICS INC | $36,065,333 | +10.4% | 859,517 | +0.4% | 2.99% | +7.3% |
| EHTH | Buy | EHEALTH INC | $25,172,587 | +109.3% | 2,689,379 | +8.2% | 2.08% | +103.4% |
| ALGN | ALIGN TECHNOLOGY INC | $24,928,515 | +58.4% | 74,605 | 0.0% | 2.06% | +54.0% | |
| KPTI | Buy | KARYOPHARM THERAPEUTICS INC | $22,079,158 | +14.8% | 5,675,876 | +0.4% | 1.83% | +11.6% |
| ALKS | ALKERMES PLC | $17,009,846 | +7.9% | 603,400 | 0.0% | 1.41% | +4.8% | |
| SNDX | SYNDAX PHARMACEUTICALS INC | $12,938,112 | -17.0% | 612,600 | 0.0% | 1.07% | -19.3% | |
| PRVB | PROVENTION BIO INC | $9,418,280 | +128.0% | 390,800 | 0.0% | 0.78% | +121.6% | |
| ANAB | Buy | ANAPTYSBIO INC | $9,383,434 | -29.8% | 431,224 | +0.0% | 0.78% | -31.8% |
| GOSS | Buy | GOSSAMER BIO INC | $4,366,092 | +5229.8% | 3,465,152 | +9079.2% | 0.36% | +5071.4% |
| CYTK | CYTOKINETICS INC | $3,931,321 | -23.2% | 111,717 | 0.0% | 0.33% | -25.2% | |
| TVTX | TRAVERE THERAPEUTICS INC | $3,734,892 | +6.9% | 166,069 | 0.0% | 0.31% | +3.7% | |
| VNDA | Sell | VANDA PHARMACEUTICALS INC | $3,277,513 | -59.2% | 482,697 | -55.6% | 0.27% | -60.3% |
| KZR | KEZAR LIFE SCIENCES INC | $2,053,906 | -55.5% | 656,200 | 0.0% | 0.17% | -56.9% | |
| NVCR | New | NOVOCURE LTD | $1,971,991 | – | 32,790 | +100.0% | 0.16% | – |
| GRTS | GRITSTONE ONCOLOGY INC | $1,851,833 | -19.4% | 666,127 | 0.0% | 0.15% | -21.9% | |
| ALDX | ALDEYRA THERAPEUTICS INC | $1,596,744 | +42.7% | 160,800 | 0.0% | 0.13% | +38.9% | |
| MIRM | MIRUM PHARMACEUTICALS INC | $1,554,094 | +23.2% | 64,700 | 0.0% | 0.13% | +19.4% | |
| RLMD | New | RELMADA THERAPEUTICS INC | $1,225,146 | – | 542,100 | +100.0% | 0.10% | – |
| TCMD | TACTILE SYSTEMS TECHNOLOGY I | $444,982 | +43.0% | 27,100 | 0.0% | 0.04% | +37.0% | |
| PEAK BIO INC | $314,141 | -84.5% | 497,528 | 0.0% | 0.03% | -84.9% | ||
| URGN | UROGEN PHARMA LTD | $226,380 | +4.2% | 24,500 | 0.0% | 0.02% | 0.0% | |
| Exit | ALIMERA SCIENCES INC | $0 | – | -200,919 | -100.0% | -0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-15
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.