$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| 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.