Palo Alto Investors LP - Q4 2023 holdings

 Value Shares↓ Weighting
URGN ExitUROGEN PHARMA LTD$0-24,500
-100.0%
-0.03%
TCMD ExitTACTILE SYSTEMS TECHNOLOGY I$0-27,100
-100.0%
-0.04%
KZR ExitKEZAR LIFE SCIENCES INC$0-656,200
-100.0%
-0.07%
ALDX ExitALDEYRA THERAPEUTICS INC$0-160,800
-100.0%
-0.10%
VNDA ExitVANDA PHARMACEUTICALS INC$0-278,985
-100.0%
-0.11%
TVTX ExitTRAVERE THERAPEUTICS INC$0-166,069
-100.0%
-0.14%
MIRM ExitMIRUM PHARMACEUTICALS INC$0-64,700
-100.0%
-0.19%
RLMD ExitRELMADA THERAPEUTICS INC$0-732,400
-100.0%
-0.21%
CYTK ExitCYTOKINETICS INC$0-111,717
-100.0%
-0.31%
GOSS ExitGOSSAMER BIO INC$0-6,530,288
-100.0%
-0.52%
SNDX ExitSYNDAX PHARMACEUTICALS INC$0-472,600
-100.0%
-0.65%
NVRO ExitNEVRO CORP$0-386,832
-100.0%
-0.70%
KPTI ExitKARYOPHARM THERAPEUTICS INC$0-5,675,876
-100.0%
-0.72%
ANAB ExitANAPTYSBIO INC$0-431,224
-100.0%
-0.73%
NVCR ExitNOVOCURE LTD$0-660,275
-100.0%
-1.01%
SRPT ExitSAREPTA THERAPEUTICS INC$0-94,030
-100.0%
-1.08%
ALKS ExitALKERMES PLC$0-603,400
-100.0%
-1.60%
ALGN ExitALIGN TECHNOLOGY INC$0-55,705
-100.0%
-1.61%
EHTH ExitEHEALTH INC$0-2,739,379
-100.0%
-1.92%
SAGE ExitSAGE THERAPEUTICS INC$0-1,005,776
-100.0%
-1.96%
ACAD ExitACADIA PHARMACEUTICALS INC$0-2,405,793
-100.0%
-4.74%
STAA ExitSTAAR SURGICAL CO$0-1,374,822
-100.0%
-5.23%
RVNC ExitREVANCE THERAPEUTICS INC$0-5,228,609
-100.0%
-5.67%
PRTA ExitPROTHENA CORP PLC$0-1,657,458
-100.0%
-7.57%
BIIB ExitBIOGEN INC$0-381,282
-100.0%
-9.27%
FOLD ExitAMICUS THERAPEUTICS INC$0-10,524,022
-100.0%
-12.11%
UTHR ExitUNITED THERAPEUTICS CORP$0-575,907
-100.0%
-12.31%
INSM ExitINSMED INC$0-5,889,491
-100.0%
-14.07%
BMRN ExitBIOMARIN PHARMACEUTICAL INC$0-1,831,035
-100.0%
-15.33%
Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
Biomarin Pharmaceuticals, Inc42Q3 202316.6%
UNITED THERAPEUTICS CORP DEL42Q3 202315.3%
INSMED INC42Q3 202314.1%
STAAR Surgical Company42Q3 202311.8%
AMICUS THERAPEUTICS INC42Q3 202312.1%
VANDA PHARMACEUTICALS INC42Q3 20235.8%
PROTHENA CORP PLC42Q3 20239.1%
CYTOKINETICS INC40Q3 20230.4%
ALIGN TECHNOLOGY INC39Q3 20232.5%
ABIOMED INC38Q3 202217.1%

View Palo Alto Investors LP's complete holdings history.

Latest significant ownerships (13-D/G)
Palo Alto Investors LP Q4 2023 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
FiledShares Percentage
ALIMERA SCIENCES INCSold outApril 03, 202300.0%
Epizyme, Inc.Sold outFebruary 14, 202300.0%
INSMED IncFebruary 14, 20235,871,2914.3%
Vanda Pharmaceuticals Inc.February 14, 20231,087,0641.4%
ALIMERA SCIENCES INCFebruary 14, 2022802,42311.6%
Clovis Oncology, Inc.February 14, 20223,997,8263.1%
STAAR SURGICAL COFebruary 14, 20221,140,5112.4%
Aimmune Therapeutics, Inc.Sold outFebruary 16, 202100.0%
AMAG PHARMACEUTICALS, INC.Sold outFebruary 16, 202100.0%
ALIMERA SCIENCES INCFebruary 14, 2020802,42416.2%

View Palo Alto Investors LP's complete significant-ownership history.

Latest filings
TypeFiled
13F-HR/A2024-02-15
13F-HR2024-02-14
SC 13G/A2024-02-14
SC 13G/A2024-02-14
SC 13G/A2024-02-14
13F-HR2023-11-14
13F-HR2023-08-14
13F-HR2023-05-15
SC 13G/A2023-04-03
42023-03-28

View Palo Alto Investors LP's complete filings history.

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