NVCR position history
The shares of Novocure (NVCR) that Palo Alto Investors LP reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2023 Q1: 32,790 shares, $2M, 0.16% of portfolio, New
- 2023 Q2: 578,118 shares, $24M, 1.9% of portfolio, Add +1663.1%
- 2023 Q3: 660,275 shares, $11M, 1.0% of portfolio, Add +14.2%
- 2023 Q4: 1,123,816 shares, $17M, 1.5% of portfolio, Add +70.2%
- 2024 Q1: 561,908 shares, $8.8M, 0.99% of portfolio, Reduce −50.0%
- 2024 Q2: 561,908 shares, $9.6M, 1.1% of portfolio
- 2024 Q3: 593,540 shares, $9.3M, 1.2% of portfolio, Add +5.6%
- 2024 Q4: 814,191 shares, $24M, 3.8% of portfolio, Add +37.2%
- 2025 Q1: 1,002,061 shares, $18M, 3.4% of portfolio, Add +23.1%
- 2025 Q2: 962,396 shares, $17M, 3.6% of portfolio, Reduce −4.0%
- 2025 Q3: 1,256,159 shares, $16M, 3.0% of portfolio, Add +30.5%
- 2025 Q4: 1,298,964 shares, $17M, 2.3% of portfolio, Add +3.4%
- 2026 Q1: 1,280,439 shares, $14M, 2.1% of portfolio, Reduce −1.4%
- 2026 Q2: 1,280,439 shares, $19M, 2.7% of portfolio
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|