Manager activity
Palo Alto Investors LP
Palo Alto Investors
New
3
Add
5
Reduce
15
Exit
2
25 shown
| ticker | action | Δ weight | detail | period |
|---|---|---|---|---|
| TRAX | New | +1.68% | opened 1.7% | Q1→Q2 |
| SGMT | New | +0.27% | opened 0.27% | Q1→Q2 |
| NAMS | New | +0.21% | opened 0.21% | Q1→Q2 |
| FOLD | Exit | −2.46% | was 2.5% | Q1→Q2 |
| DNLI | Exit | −0.69% | was 0.69% | Q1→Q2 |
| MIRM | Add | +1.05% | +7.3% sh | Q1→Q2 |
| CLDX | Add | +0.62% | +34.9% sh | Q1→Q2 |
| CMPX | Add | +0.54% | +285.1% sh | Q1→Q2 |
| IRON | Add | +0.28% | +3.7% sh | Q1→Q2 |
| VSTM | Add | −0.04% | +25.8% sh | Q1→Q2 |
| INSM | Reduce | −4.29% | −0.3% sh | Q1→Q2 |
| UTHR | Reduce | −1.01% | −0.4% sh | Q1→Q2 |
| PTC | Reduce | +0.75% | −0.3% sh | Q1→Q2 |
| BMRN | Reduce | −0.52% | −0.4% sh | Q1→Q2 |
| DYN | Reduce | +0.47% | −0.3% sh | Q1→Q2 |
| ALGN | Reduce | −0.36% | −24.4% sh | Q1→Q2 |
| IOVA | Reduce | −0.36% | −16.6% sh | Q1→Q2 |
| TVTX | Reduce | +0.27% | −27.3% sh | Q1→Q2 |
| PRTA | Reduce | −0.25% | −5.4% sh | Q1→Q2 |
| BIIB | Reduce | +0.24% | −0.3% sh | Q1→Q2 |
| ACAD | Reduce | +0.23% | −0.3% sh | Q1→Q2 |
| ANAB | Reduce | +0.22% | −5.4% sh | Q1→Q2 |
| PYXS | Reduce | +0.13% | −14.5% sh | Q1→Q2 |
| NUVB | Reduce | −0.08% | −35.8% sh | Q1→Q2 |
| ORKA | Reduce | −0.01% | −44.1% sh | Q1→Q2 |