$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 44.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| 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% |
| FOLD | Sell | Amicus Therapeutics, Inc. | $9,420,000 | -12.2% | 4,008,576 | -13.3% | 0.88% | -21.8% |
| 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% |
| 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 | 2024-05-15 |
| 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 |
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.