$887 Million is the total value of Palo Alto Investors LP's 38 reported holdings in Q1 2024. The portfolio turnover from Q4 2023 to Q1 2024 was 23.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| INSM | Sell | INSMED INC | $120,006,001 | -29.7% | 4,423,369 | -19.7% | 13.53% | -12.1% |
| FOLD | Sell | AMICUS THERAPEUTICS INC | $110,073,522 | -25.2% | 9,344,102 | -9.9% | 12.41% | -6.4% |
| BMRN | Sell | BIOMARIN PHARMACEUTICAL INC | $99,093,257 | -31.5% | 1,134,569 | -24.4% | 11.18% | -14.3% |
| BIIB | Sell | BIOGEN INC | $62,523,644 | -36.5% | 289,958 | -23.8% | 7.05% | -20.5% |
| UTHR | Sell | UNITED THERAPEUTICS CORP | $61,509,597 | -29.3% | 267,759 | -32.3% | 6.94% | -11.5% |
| STAA | Buy | STAAR SURGICAL CO | $52,810,705 | +22.9% | 1,379,590 | +0.2% | 5.96% | +53.8% |
| ACAD | Buy | ACADIA PHARMACEUTICALS INC | $44,652,296 | -40.8% | 2,414,943 | +0.2% | 5.04% | -25.9% |
| PRTA | Buy | PROTHENA CORP PLC | $41,203,607 | -31.7% | 1,663,448 | +0.2% | 4.65% | -14.5% |
| IOVA | Buy | IOVANCE BIOTHERAPEUTICS INC | $31,311,859 | +82.8% | 2,112,811 | +0.3% | 3.53% | +128.8% |
| ALNY | Buy | ALNYLAM PHARMACEUTICALS INC | $27,314,379 | -7.6% | 182,766 | +18.3% | 3.08% | +15.7% |
| SRPT | Buy | SAREPTA THERAPEUTICS INC | $26,055,767 | +34.5% | 201,265 | +0.2% | 2.94% | +68.4% |
| RVNC | Buy | REVANCE THERAPEUTICS INC | $25,820,180 | -43.9% | 5,248,004 | +0.2% | 2.91% | -29.8% |
| SAGE | Buy | SAGE THERAPEUTICS INC | $18,848,242 | -12.3% | 1,005,776 | +1.4% | 2.13% | +9.8% |
| ANAB | Buy | ANAPTYSBIO INC | $18,013,883 | +22.4% | 799,906 | +16.5% | 2.03% | +53.2% |
| EHTH | Sell | EHEALTH INC | $16,375,556 | -31.4% | 2,715,681 | -0.9% | 1.85% | -14.2% |
| ALGN | Sell | ALIGN TECHNOLOGY INC | $16,102,512 | +5.5% | 49,105 | -11.8% | 1.82% | +32.1% |
| ALKS | Sell | ALKERMES PLC | $13,415,675 | -19.9% | 495,592 | -17.9% | 1.51% | +0.3% |
| New | ACELYRIN INC | $11,577,465 | – | 1,715,180 | +100.0% | 1.31% | – | |
| NVRO | NEVRO CORP | $10,835,357 | -32.9% | 750,371 | 0.0% | 1.22% | -16.0% | |
| SNDX | Sell | SYNDAX PHARMACEUTICALS INC | $9,643,593 | -5.6% | 405,193 | -14.3% | 1.09% | +18.3% |
| NVCR | NOVOCURE LTD | $8,782,622 | +4.7% | 561,908 | 0.0% | 0.99% | +31.0% | |
| CYTK | CYTOKINETICS INC | $7,832,479 | -16.0% | 111,717 | 0.0% | 0.88% | +5.1% | |
| KPTI | KARYOPHARM THERAPEUTICS INC | $7,704,311 | +74.6% | 5,102,193 | 0.0% | 0.87% | +118.3% | |
| VERV | VERVE THERAPEUTICS INC | $7,646,850 | -4.7% | 575,817 | 0.0% | 0.86% | +19.2% | |
| GOSS | Buy | GOSSAMER BIO INC | $7,542,295 | +15.5% | 6,391,775 | +7.3% | 0.85% | +44.7% |
| ELEV | New | ELEVATION ONCOLOGY INC | $6,908,397 | – | 1,346,666 | +100.0% | 0.78% | – |
| BLUE | Buy | BLUEBIRD BIO INC | $5,837,019 | +26.9% | 4,560,171 | +36.8% | 0.66% | +58.9% |
| RLMD | RELMADA THERAPEUTICS INC | $3,405,660 | +12.3% | 732,400 | 0.0% | 0.38% | +40.7% | |
| NUVB | New | NUVATION BIO INC | $2,812,453 | – | 772,652 | +100.0% | 0.32% | – |
| TSHA | Buy | TAYSHA GENE THERAPIES INC | $2,328,339 | +148.3% | 811,268 | +53.1% | 0.26% | +213.1% |
| STOK | New | STOKE THERAPEUTICS INC | $1,699,124 | – | 125,861 | +100.0% | 0.19% | – |
| MIRM | MIRUM PHARMACEUTICALS INC | $1,625,264 | -14.9% | 64,700 | 0.0% | 0.18% | +6.4% | |
| HUM | New | HUMANA INC | $1,381,679 | – | 3,985 | +100.0% | 0.16% | – |
| VYNE THERAPEUTICS INC | $1,367,482 | +31.8% | 445,434 | 0.0% | 0.15% | +63.8% | ||
| TVTX | TRAVERE THERAPEUTICS INC | $853,643 | -14.2% | 110,719 | 0.0% | 0.10% | +6.7% | |
| ALDX | ALDEYRA THERAPEUTICS INC | $737,271 | -6.8% | 225,465 | 0.0% | 0.08% | +16.9% | |
| ACRS | New | ACLARIS THERAPEUTICS INC | $706,592 | – | 569,832 | +100.0% | 0.08% | – |
| URGN | UROGEN PHARMA LTD | $367,500 | 0.0% | 24,500 | 0.0% | 0.04% | +24.2% | |
| Exit | SIGHT SCIENCES INC | $0 | – | -173,790 | -100.0% | -0.08% | – | |
| VNDA | Exit | VANDA PHARMACEUTICALS INC | $0 | – | -278,985 | -100.0% | -0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-05-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Biomarin Pharmaceuticals, Inc | 45 | Q2 2024 | 16.6% |
| UNITED THERAPEUTICS CORP DEL | 45 | Q2 2024 | 15.3% |
| INSMED INC | 45 | Q2 2024 | 16.6% |
| STAAR Surgical Company | 45 | Q2 2024 | 11.8% |
| AMICUS THERAPEUTICS INC | 45 | Q2 2024 | 13.3% |
| PROTHENA CORP PLC | 45 | Q2 2024 | 9.1% |
| VANDA PHARMACEUTICALS INC | 43 | Q4 2023 | 5.8% |
| CYTOKINETICS INC | 43 | Q2 2024 | 0.9% |
| ALIGN TECHNOLOGY INC | 42 | Q2 2024 | 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 | |
|---|---|---|---|
| eHealth, Inc. | February 14, 2024 | 2,739,379 | 9.7% |
| Karyopharm Therapeutics Inc. | February 14, 2024 | 5,102,193 | 4.4% |
| Revance Therapeutics, Inc. | February 14, 2024 | 5,237,284 | 6.0% |
| 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% |
View Palo Alto Investors LP's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-29 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-15 |
| 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 |
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.