$1.24 Billion is the total value of Palo Alto Investors LP's 30 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 13.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BMRN | BIOMARIN PHARMACEUTICAL INC | $158,714,114 | -10.9% | 1,831,035 | 0.0% | 12.82% | -13.1% | |
| UTHR | UNITED THERAPEUTICS CORP | $138,523,716 | -1.4% | 627,514 | 0.0% | 11.19% | -3.9% | |
| RVNC | Sell | REVANCE THERAPEUTICS INC | $132,336,094 | -22.0% | 5,228,609 | -0.8% | 10.69% | -24.0% |
| FOLD | AMICUS THERAPEUTICS INC | $132,181,716 | +13.3% | 10,524,022 | 0.0% | 10.68% | +10.4% | |
| INSM | INSMED INC | $124,268,260 | +23.8% | 5,889,491 | 0.0% | 10.04% | +20.7% | |
| PRTA | Sell | PROTHENA CORP PLC | $113,171,232 | +40.3% | 1,657,458 | -0.4% | 9.14% | +36.9% |
| BIIB | BIOGEN INC | $108,608,178 | +2.5% | 381,282 | 0.0% | 8.77% | -0.1% | |
| STAA | Buy | STAAR SURGICAL CO | $72,274,393 | -16.1% | 1,374,822 | +2.0% | 5.84% | -18.2% |
| ACAD | ACADIA PHARMACEUTICALS INC | $57,618,742 | +27.3% | 2,405,793 | 0.0% | 4.66% | +24.1% | |
| SAGE | SAGE THERAPEUTICS INC | $40,414,489 | +12.1% | 859,517 | 0.0% | 3.26% | +9.3% | |
| ALGN | ALIGN TECHNOLOGY INC | $26,383,312 | +5.8% | 74,605 | 0.0% | 2.13% | +3.2% | |
| NVCR | Buy | NOVOCURE LTD | $23,991,897 | +1116.6% | 578,118 | +1663.1% | 1.94% | +1089.0% |
| EHTH | Buy | EHEALTH INC | $22,024,607 | -12.5% | 2,739,379 | +1.9% | 1.78% | -14.7% |
| ALKS | ALKERMES PLC | $18,886,420 | +11.0% | 603,400 | 0.0% | 1.53% | +8.3% | |
| SNDX | SYNDAX PHARMACEUTICALS INC | $12,821,718 | -0.9% | 612,600 | 0.0% | 1.04% | -3.4% | |
| SRPT | New | SAREPTA THERAPEUTICS INC | $10,768,316 | – | 94,030 | +100.0% | 0.87% | – |
| KPTI | KARYOPHARM THERAPEUTICS INC | $10,159,818 | -54.0% | 5,675,876 | 0.0% | 0.82% | -55.1% | |
| ANAB | ANAPTYSBIO INC | $8,771,096 | -6.5% | 431,224 | 0.0% | 0.71% | -8.8% | |
| NVRO | New | NEVRO CORP | $4,734,704 | – | 186,259 | +100.0% | 0.38% | – |
| GOSS | GOSSAMER BIO INC | $4,158,182 | -4.8% | 3,465,152 | 0.0% | 0.34% | -7.2% | |
| CYTK | CYTOKINETICS INC | $3,644,209 | -7.3% | 111,717 | 0.0% | 0.29% | -9.8% | |
| TVTX | TRAVERE THERAPEUTICS INC | $2,550,820 | -31.7% | 166,069 | 0.0% | 0.21% | -33.3% | |
| VNDA | Sell | VANDA PHARMACEUTICALS INC | $2,135,641 | -34.8% | 324,073 | -32.9% | 0.17% | -36.4% |
| RLMD | Buy | RELMADA THERAPEUTICS INC | $1,801,704 | +47.1% | 732,400 | +35.1% | 0.15% | +44.6% |
| MIRM | MIRUM PHARMACEUTICALS INC | $1,673,789 | +7.7% | 64,700 | 0.0% | 0.14% | +4.7% | |
| KZR | KEZAR LIFE SCIENCES INC | $1,607,690 | -21.7% | 656,200 | 0.0% | 0.13% | -23.5% | |
| ALDX | ALDEYRA THERAPEUTICS INC | $1,349,112 | -15.5% | 160,800 | 0.0% | 0.11% | -17.4% | |
| GRTS | GRITSTONE ONCOLOGY INC | $1,298,948 | -29.9% | 666,127 | 0.0% | 0.10% | -31.4% | |
| TCMD | TACTILE SYSTEMS TECHNOLOGY I | $675,603 | +51.8% | 27,100 | 0.0% | 0.06% | +48.6% | |
| URGN | UROGEN PHARMA LTD | $253,575 | +12.0% | 24,500 | 0.0% | 0.02% | +5.3% | |
| Exit | PEAK BIO INC | $0 | – | -497,528 | -100.0% | -0.03% | – | |
| PRVB | Exit | PROVENTION BIO INC | $0 | – | -390,800 | -100.0% | -0.78% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-14
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.