$1.07 Billion is the total value of Palo Alto Investors LP's 34 reported holdings in Q4 2013. The portfolio turnover from Q3 2013 to Q4 2013 was 23.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CYBX | Buy | Cyberonics, Inc. | $127,676,000 | +31.1% | 1,951,581 | +1.7% | 11.91% | +16.7% |
| UTHR | Buy | United Therapeutics Corp | $123,871,000 | +47.7% | 1,095,428 | +3.0% | 11.56% | +31.5% |
| AUXL | Buy | Auxilium Pharmaceuticals, Inc. | $101,243,000 | +21.9% | 4,883,879 | +7.0% | 9.44% | +8.5% |
| CBST | Buy | Cubist Pharmaceuticals, Inc. | $92,020,000 | +42.7% | 1,336,136 | +31.7% | 8.58% | +27.0% |
| ABMD | Buy | Abiomed Inc. | $71,860,000 | +42.0% | 2,687,347 | +1.2% | 6.70% | +26.4% |
| ITMN | Buy | Intermune Inc. | $56,263,000 | +1.7% | 3,819,606 | +6.2% | 5.25% | -9.5% |
| QCOR | Buy | Questcor Pharmaceuticals, Inc. | $52,490,000 | +38.0% | 963,995 | +47.0% | 4.90% | +22.8% |
| BMRN | Buy | Biomarin Pharmaceuticals, Inc | $52,135,000 | +28.0% | 741,087 | +31.3% | 4.86% | +13.9% |
| STAA | Buy | STAAR Surgical Company | $52,039,000 | +19.7% | 3,214,253 | +0.1% | 4.85% | +6.5% |
| AMAG | Buy | AMAG Pharmaceuticals, Inc. | $42,765,000 | +16.1% | 1,761,332 | +2.7% | 3.99% | +3.3% |
| VNDA | Buy | Vanda Pharmaceutical Inc. | $40,191,000 | +26.2% | 3,238,624 | +11.4% | 3.75% | +12.3% |
| KYTH | Buy | Kythera BioPharm CMN | $33,636,000 | +131.2% | 900,559 | +182.2% | 3.14% | +105.8% |
| ANAC | Buy | Anacor Pharmaceuticals, Inc. | $26,903,000 | +58.3% | 1,603,278 | +0.2% | 2.51% | +40.9% |
| ARIA | New | Ariad Pharmaceuticals, Inc. | $23,470,000 | – | 3,441,324 | +100.0% | 2.19% | – |
| SQNM | Buy | Sequenom Inc. | $21,983,000 | +0.4% | 9,394,627 | +14.5% | 2.05% | -10.6% |
| MNTA | Buy | Momenta Pharmaceuticals, Inc. | $20,461,000 | +25.1% | 1,157,276 | +1.8% | 1.91% | +11.4% |
| ALIM | Alimera Sciences, Inc. | $17,084,000 | +25.0% | 3,634,984 | 0.0% | 1.59% | +11.2% | |
| RIGL | Sell | Rigel Pharmaceuticals Inc. | $14,868,000 | -34.1% | 5,217,001 | -17.2% | 1.39% | -41.3% |
| VPHM | Sell | ViroPharma Incorporated | $14,502,000 | -88.1% | 290,916 | -90.6% | 1.35% | -89.4% |
| PRTA | Buy | Prothena Corp PLC | $14,252,000 | +696.2% | 537,418 | +507.3% | 1.33% | +606.9% |
| P103PS | New | NPS Pharmaceuticals | $13,331,000 | – | 439,100 | +100.0% | 1.24% | – |
| QLTI | Buy | QLT Inc. | $11,437,000 | +20.4% | 2,053,311 | +0.0% | 1.07% | +7.1% |
| CLVS | New | Clovis Oncology Inc. | $11,264,000 | – | 186,900 | +100.0% | 1.05% | – |
| FOLD | Sell | Amicus Therapeutics, Inc. | $9,420,000 | -12.2% | 4,008,576 | -13.3% | 0.88% | -21.8% |
| EXAS | Buy | Exact Sciences Corp | $9,233,000 | +0.3% | 785,776 | +0.8% | 0.86% | -10.8% |
| INSM | Buy | Insmed, Inc. | $4,967,000 | +19.5% | 292,199 | +9.7% | 0.46% | +6.2% |
| SPPI | Buy | Spectrum Pharmaceuticals Inc. | $3,560,000 | +7.3% | 402,285 | +1.6% | 0.33% | -4.6% |
| AVEO | Sell | AVEO Pharmaceuticals, Inc. | $2,615,000 | -63.8% | 1,429,174 | -59.3% | 0.24% | -67.8% |
| XOMA | Sell | Xoma Ltd. | $1,724,000 | -8.2% | 256,100 | -38.8% | 0.16% | -18.3% |
| CYTK | New | Cytokinetics Inc. | $1,513,000 | – | 232,808 | +100.0% | 0.14% | – |
| HPTX | Hyperion Therapeutics | $1,268,000 | -22.6% | 62,700 | 0.0% | 0.12% | -31.4% | |
| SPHS | Buy | Sophiris Bio Inc | $1,084,000 | +321.8% | 292,900 | +432.5% | 0.10% | +274.1% |
| Buy | Align Technology, Inc. | $445,000 | +81.6% | 7,788 | +53.1% | 0.04% | +61.5% | |
| CELG | Buy | Celgene Corp. | $438,000 | +68.5% | 2,590 | +53.3% | 0.04% | +51.9% |
| NXTM | Exit | NxStage Medical, Inc. | $0 | – | -44,129 | -100.0% | -0.06% | – |
| CYTK | Exit | Cytokinetics Inc. | $0 | – | -261,544 | -100.0% | -0.21% | – |
| SVNTQ | Exit | Savient Pharmaceuticals, Inc. | $0 | – | -8,752,981 | -100.0% | -0.57% | – |
| ONXX | Exit | Onyx Pharmaceuticals, Inc. | $0 | – | -343,473 | -100.0% | -4.49% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-02-13
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.