$847 Million is the total value of Palo Alto Investors LP's 32 reported holdings in Q2 2013. The portfolio turnover from Q1 2013 to Q2 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ONXX | New | Onyx Pharmaceuticals, Inc. | $115,046,000 | – | 1,325,115 | +100.0% | 13.58% | – |
| VPHM | New | ViroPharma Incorporated | $113,707,000 | – | 3,968,818 | +100.0% | 13.42% | – |
| CYBX | New | Cyberonics, Inc. | $96,808,000 | – | 1,863,118 | +100.0% | 11.43% | – |
| UTHR | New | United Therapeutics Corp | $59,289,000 | – | 900,778 | +100.0% | 7.00% | – |
| ABMD | New | Abiomed Inc. | $50,006,000 | – | 2,319,398 | +100.0% | 5.90% | – |
| AUXL | New | Auxilium Pharmaceuticals, Inc. | $47,362,000 | – | 2,847,842 | +100.0% | 5.59% | – |
| BMRN | New | Biomarin Pharmaceuticals, Inc | $43,874,000 | – | 787,119 | +100.0% | 5.18% | – |
| AMAG | New | AMAG Pharmaceuticals, Inc. | $37,399,000 | – | 1,680,871 | +100.0% | 4.41% | – |
| CBST | New | Cubist Pharmaceuticals, Inc. | $36,547,000 | – | 756,821 | +100.0% | 4.31% | – |
| SQNM | New | Sequenom Inc. | $34,533,000 | – | 8,202,692 | +100.0% | 4.08% | – |
| STAA | New | STAAR Surgical Company | $32,595,000 | – | 3,211,318 | +100.0% | 3.85% | – |
| QCOR | New | Questcor Pharmaceuticals, Inc. | $31,640,000 | – | 696,297 | +100.0% | 3.73% | – |
| VNDA | New | Vanda Pharmaceutical Inc. | $19,246,000 | – | 2,381,876 | +100.0% | 2.27% | – |
| ALIM | New | Alimera Sciences, Inc. | $17,739,000 | – | 3,634,984 | +100.0% | 2.09% | – |
| MNTA | New | Momenta Pharmaceuticals, Inc. | $17,697,000 | – | 1,175,076 | +100.0% | 2.09% | – |
| ITMN | New | Intermune Inc. | $17,080,000 | – | 1,775,485 | +100.0% | 2.02% | – |
| RIGL | New | Rigel Pharmaceuticals Inc. | $13,145,000 | – | 3,935,576 | +100.0% | 1.55% | – |
| FOLD | New | Amicus Therapeutics, Inc. | $10,770,000 | – | 4,622,230 | +100.0% | 1.27% | – |
| ANAC | New | Anacor Pharmaceuticals, Inc. | $9,043,000 | – | 1,617,651 | +100.0% | 1.07% | – |
| AVEO | New | AVEO Pharmaceuticals, Inc. | $8,773,000 | – | 3,509,205 | +100.0% | 1.04% | – |
| QLTI | New | QLT Inc. | $8,563,000 | – | 1,950,636 | +100.0% | 1.01% | – |
| SVNTQ | New | Savient Pharmaceuticals, Inc. | $5,457,000 | – | 9,744,833 | +100.0% | 0.64% | – |
| INSM | New | Insmed, Inc. | $3,185,000 | – | 266,299 | +100.0% | 0.38% | – |
| AEGR | New | Aegerion Pharmaceuticals Inc. | $3,106,000 | – | 49,040 | +100.0% | 0.37% | – |
| CYTK | New | Cytokinetics Inc. | $3,026,000 | – | 261,544 | +100.0% | 0.36% | – |
| SPPI | New | Spectrum Pharmaceuticals Inc. | $2,954,000 | – | 395,985 | +100.0% | 0.35% | – |
| KYTH | New | Kythera BioPharm CMN | $2,332,000 | – | 86,201 | +100.0% | 0.28% | – |
| XOMA | New | Xoma Ltd. | $1,897,000 | – | 522,683 | +100.0% | 0.22% | – |
| HPTX | New | Hyperion Therapeutics | $1,839,000 | – | 83,600 | +100.0% | 0.22% | – |
| PRTA | New | Prothena Corp PLC | $1,143,000 | – | 88,500 | +100.0% | 0.14% | – |
| DNDNQ | New | Dendreon Corp | $856,000 | – | 207,800 | +100.0% | 0.10% | – |
| NXTM | New | NxStage Medical, Inc. | $630,000 | – | 44,129 | +100.0% | 0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Biomarin Pharmaceuticals, Inc | 42 | Q3 2023 | 16.6% |
| UNITED THERAPEUTICS CORP DEL | 42 | Q3 2023 | 15.3% |
| INSMED INC | 42 | Q3 2023 | 14.1% |
| STAAR Surgical Company | 42 | Q3 2023 | 11.8% |
| AMICUS THERAPEUTICS INC | 42 | Q3 2023 | 12.1% |
| VANDA PHARMACEUTICALS INC | 42 | Q3 2023 | 5.8% |
| PROTHENA CORP PLC | 42 | Q3 2023 | 9.1% |
| CYTOKINETICS INC | 40 | Q3 2023 | 0.4% |
| ALIGN TECHNOLOGY INC | 39 | Q3 2023 | 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 | |
|---|---|---|---|
| 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% |
| Aimmune Therapeutics, Inc.Sold out | February 16, 2021 | 0 | 0.0% |
| AMAG PHARMACEUTICALS, INC.Sold out | February 16, 2021 | 0 | 0.0% |
| ALIMERA SCIENCES INC | February 14, 2020 | 802,424 | 16.2% |
View Palo Alto Investors LP's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2023-05-15 |
| SC 13G/A | 2023-04-03 |
| 4 | 2023-03-28 |
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.