- New Purchases: BIIB, ALKS, TCMD,
- Added Positions: BMRN, ACAD, EHTH, RVNC, ABMD, ALXN, GOSS, STAA, PRTA, EPZM, KPTI, INSM, SNDX, ZGNX, ANAB, VNDA, MGTA, ATNX, ALDX, KZR, APRE,
- Reduced Positions: RIGL,
- Sold Out: IMMU, AMAG, TCDA, EOLS, AIMT,
For the details of Palo Alto Investors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/palo+alto+investors%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Palo Alto Investors, LLC- Staar Surgical Co (STAA) - 2,849,348 shares, 11.84% of the total portfolio. Shares added by 2.07%
- Insmed Inc (INSM) - 6,105,980 shares, 10.66% of the total portfolio. Shares added by 1.21%
- Biomarin Pharmaceutical Inc (BMRN) - 2,155,050 shares, 9.91% of the total portfolio. Shares added by 24.39%
- Amicus Therapeutics Inc (FOLD) - 7,867,114 shares, 9.52% of the total portfolio.
- Abiomed Inc (ABMD) - 556,633 shares, 9.46% of the total portfolio. Shares added by 10.44%
Palo Alto Investors, LLC initiated holding in Biogen Inc. The purchase prices were between $236.26 and $355.63, with an estimated average price of $258.66. The stock is now traded at around $279.320000. The impact to a portfolio due to this purchase was 3.01%. The holding were 234,300 shares as of 2020-12-31.
New Purchase: Alkermes PLC (ALKS)Palo Alto Investors, LLC initiated holding in Alkermes PLC. The purchase prices were between $15.39 and $22.1, with an estimated average price of $18.31. The stock is now traded at around $19.790000. The impact to a portfolio due to this purchase was 0.16%. The holding were 150,598 shares as of 2020-12-31.
New Purchase: Tactile Systems Technology Inc (TCMD)Palo Alto Investors, LLC initiated holding in Tactile Systems Technology Inc. The purchase prices were between $34.74 and $45.39, with an estimated average price of $39.78. The stock is now traded at around $61.720000. The impact to a portfolio due to this purchase was 0.06%. The holding were 27,100 shares as of 2020-12-31.
Added: Biomarin Pharmaceutical Inc (BMRN)Palo Alto Investors, LLC added to a holding in Biomarin Pharmaceutical Inc by 24.39%. The purchase prices were between $72.61 and $90.2, with an estimated average price of $79.34. The stock is now traded at around $84.940000. The impact to a portfolio due to this purchase was 1.94%. The holding were 2,155,050 shares as of 2020-12-31.
Added: ACADIA Pharmaceuticals Inc (ACAD)Palo Alto Investors, LLC added to a holding in ACADIA Pharmaceuticals Inc by 25.61%. The purchase prices were between $41.04 and $56.79, with an estimated average price of $49.76. The stock is now traded at around $49.120000. The impact to a portfolio due to this purchase was 1.31%. The holding were 2,301,477 shares as of 2020-12-31.
Added: eHealth Inc (EHTH)Palo Alto Investors, LLC added to a holding in eHealth Inc by 109.32%. The purchase prices were between $66.28 and $93.3, with an estimated average price of $75.85. The stock is now traded at around $53.740000. The impact to a portfolio due to this purchase was 1.13%. The holding were 586,999 shares as of 2020-12-31.
Added: Revance Therapeutics Inc (RVNC)Palo Alto Investors, LLC added to a holding in Revance Therapeutics Inc by 34.01%. The purchase prices were between $23.41 and $28.34, with an estimated average price of $25.91. The stock is now traded at around $29.550000. The impact to a portfolio due to this purchase was 1.01%. The holding were 2,673,313 shares as of 2020-12-31.
Added: Gossamer Bio Inc (GOSS)Palo Alto Investors, LLC added to a holding in Gossamer Bio Inc by 61.44%. The purchase prices were between $8.3 and $13.59, with an estimated average price of $9.82. The stock is now traded at around $10.790000. The impact to a portfolio due to this purchase was 0.33%. The holding were 1,739,050 shares as of 2020-12-31.
Added: Prothena Corp PLC (PRTA)Palo Alto Investors, LLC added to a holding in Prothena Corp PLC by 27.32%. The purchase prices were between $10.12 and $13.94, with an estimated average price of $11.85. The stock is now traded at around $23.000000. The impact to a portfolio due to this purchase was 0.23%. The holding were 1,691,805 shares as of 2020-12-31.
Sold Out: Immunomedics Inc (IMMU)Palo Alto Investors, LLC sold out a holding in Immunomedics Inc. The sale prices were between $85.08 and $87.86, with an estimated average price of $86.65.
Sold Out: AMAG Pharmaceuticals Inc (AMAG)Palo Alto Investors, LLC sold out a holding in AMAG Pharmaceuticals Inc. The sale prices were between $13.04 and $13.75, with an estimated average price of $13.59.
Sold Out: Tricida Inc (TCDA)Palo Alto Investors, LLC sold out a holding in Tricida Inc. The sale prices were between $4.37 and $9.46, with an estimated average price of $7.65.
Sold Out: Evolus Inc (EOLS)Palo Alto Investors, LLC sold out a holding in Evolus Inc. The sale prices were between $2.92 and $4.84, with an estimated average price of $3.75.
Sold Out: Aimmune Therapeutics Inc (AIMT)Palo Alto Investors, LLC sold out a holding in Aimmune Therapeutics Inc. The sale prices were between $34.35 and $34.59, with an estimated average price of $34.45.
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