FOLD position history
The shares of Amicus (FOLD) that Palo Alto Investors LP reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2021 Q3: 10,114,043 shares, $97M, 5.8% of portfolio
- 2021 Q4: 10,114,043 shares, $117M, 7.5% of portfolio
- 2022 Q1: 9,903,761 shares, $94M, 7.3% of portfolio, Reduce −2.1%
- 2022 Q2: 9,847,774 shares, $106M, 9.2% of portfolio, Reduce −0.6%
- 2022 Q3: 9,847,774 shares, $103M, 8.1% of portfolio
- 2022 Q4: 10,493,722 shares, $128M, 10.9% of portfolio, Add +6.6%
- 2023 Q1: 10,524,022 shares, $117M, 9.7% of portfolio, Add +0.3%
- 2023 Q2: 10,524,022 shares, $132M, 10.7% of portfolio
- 2023 Q3: 10,524,022 shares, $128M, 12.1% of portfolio
- 2023 Q4: 20,747,430 shares, $294M, 26.6% of portfolio, Add +97.1%
- 2024 Q1: 9,344,102 shares, $110M, 12.4% of portfolio, Reduce −55.0%
- 2024 Q2: 9,029,843 shares, $90M, 10.4% of portfolio, Reduce −3.4%
- 2024 Q3: 8,145,311 shares, $87M, 11.3% of portfolio, Reduce −9.8%
- 2024 Q4: 7,662,479 shares, $72M, 11.2% of portfolio, Reduce −5.9%
- 2025 Q1: 7,345,002 shares, $60M, 11.4% of portfolio, Reduce −4.1%
- 2025 Q2: 5,610,513 shares, $32M, 6.8% of portfolio, Reduce −23.6%
- 2025 Q3: 5,367,798 shares, $42M, 7.8% of portfolio, Reduce −4.3%
- 2025 Q4: 5,205,767 shares, $74M, 10.3% of portfolio, Reduce −3.0%
- 2026 Q1: 1,113,045 shares, $16M, 2.5% of portfolio, Reduce −78.6%
- 2026 Q2: not held, Exit
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|