$2.42 Billion is the total value of Palo Alto Investors LP's 74 reported holdings in Q1 2014. The portfolio turnover from Q4 2013 to Q1 2014 was 26.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ITMN | Buy | INTERMUNE INC | $295,786,000 | +425.7% | 8,837,324 | +131.4% | 12.23% | +133.0% |
| AUXL | Buy | AUXILIUM PHARMACEUTICALS INC | $263,212,000 | +160.0% | 9,684,062 | +98.3% | 10.88% | +15.2% |
| CYBX | Buy | CYBERONICS INC | $223,402,000 | +75.0% | 3,423,460 | +75.4% | 9.24% | -22.5% |
| UTHR | Buy | UNITED THERAPEUTICS CORP DEL | $207,060,000 | +67.2% | 2,202,056 | +101.0% | 8.56% | -25.9% |
| CBST | Buy | CUBIST PHARMACEUTICALS INC | $200,316,000 | +117.7% | 2,738,422 | +105.0% | 8.28% | -3.5% |
| QCOR | Buy | QUESTCOR PHARMACEUTICALS INC | $125,898,000 | +139.9% | 1,938,990 | +101.1% | 5.20% | +6.3% |
| ABMD | Buy | ABIOMED INC | $114,696,000 | +59.6% | 4,404,578 | +63.9% | 4.74% | -29.3% |
| VNDA | Buy | VANDA PHARMACEUTICALS INC | $104,502,000 | +160.0% | 6,430,848 | +98.6% | 4.32% | +15.2% |
| BMRN | Buy | BIOMARIN PHARMACEUTICAL INC | $101,726,000 | +95.1% | 1,491,374 | +101.2% | 4.20% | -13.5% |
| STAA | Buy | STAAR SURGICAL CO | $97,522,000 | +87.4% | 5,187,306 | +61.4% | 4.03% | -16.9% |
| KYTH | Buy | KYTHERA BIOPHARMACEUTICALS I | $71,986,000 | +114.0% | 1,810,518 | +101.0% | 2.98% | -5.2% |
| ANAC | Buy | ANACOR PHARMACEUTICALS INC | $62,914,000 | +133.9% | 3,144,156 | +96.1% | 2.60% | +3.6% |
| AMAG | Buy | AMAG PHARMACEUTICALS INC | $62,482,000 | +46.1% | 3,229,072 | +83.3% | 2.58% | -35.2% |
| ALIM | Buy | ALIMERA SCIENCES INC | $57,360,000 | +235.8% | 7,269,968 | +100.0% | 2.37% | +48.7% |
| ARIA | Buy | ARIAD PHARMACEUTICALS INC | $55,754,000 | +137.6% | 6,917,248 | +101.0% | 2.30% | +5.3% |
| SQNM | Buy | SEQUENOM INC | $47,964,000 | +118.2% | 19,576,884 | +108.4% | 1.98% | -3.3% |
| PRTA | Buy | PROTHENA CORP PLC | $40,832,000 | +186.5% | 1,065,836 | +98.3% | 1.69% | +27.0% |
| RIGL | Buy | RIGEL PHARMACEUTICALS INC | $40,114,000 | +169.8% | 10,338,602 | +98.2% | 1.66% | +19.5% |
| CLDN | New | CELLADON CORP | $35,558,000 | – | 2,983,000 | +100.0% | 1.47% | – |
| MNTA | Buy | MOMENTA PHARMACEUTICALS INC | $30,638,000 | +49.7% | 2,629,952 | +127.3% | 1.27% | -33.6% |
| P103PS | Buy | NPS PHARMACEUTICALS INC | $26,052,000 | +95.4% | 870,400 | +98.2% | 1.08% | -13.4% |
| CLVS | Buy | CLOVIS ONCOLOGY INC | $25,894,000 | +129.9% | 373,800 | +100.0% | 1.07% | +1.8% |
| QLTI | Buy | QLT INC | $22,696,000 | +98.4% | 4,082,086 | +98.8% | 0.94% | -12.1% |
| EXAS | Buy | EXACT SCIENCES CORP | $22,040,000 | +138.7% | 1,555,352 | +97.9% | 0.91% | +5.8% |
| OREX | New | OREXIGEN THERAPEUTICS INC | $21,698,000 | – | 3,338,048 | +100.0% | 0.90% | – |
| FOLD | Buy | AMICUS THERAPEUTICS INC | $16,442,000 | +74.5% | 7,943,152 | +98.2% | 0.68% | -22.6% |
| INSM | Buy | INSMED INC | $12,060,000 | +142.8% | 633,398 | +116.8% | 0.50% | +7.8% |
| SPPI | Buy | SPECTRUM PHARMACEUTICALS INC | $6,308,000 | +77.2% | 804,570 | +100.0% | 0.26% | -21.4% |
| RVNC | New | REVANCE THERAPEUTICS INC | $5,776,000 | – | 183,338 | +100.0% | 0.24% | – |
| CYTK | Buy | CYTOKINETICS INC | $4,696,000 | +210.4% | 494,372 | +112.4% | 0.19% | +37.6% |
| AVEO | Buy | AVEO PHARMACEUTICALS INC | $4,274,000 | +63.4% | 2,858,348 | +100.0% | 0.18% | -27.5% |
| HPTX | Buy | HYPERION THERAPEUTICS INC | $3,236,000 | +155.2% | 125,400 | +100.0% | 0.13% | +13.6% |
| XOMA | Buy | XOMA CORP DEL | $2,668,000 | +54.8% | 512,200 | +100.0% | 0.11% | -31.7% |
| GERN | New | GERON CORP | $2,120,000 | – | 1,014,600 | +100.0% | 0.09% | – |
| SPHS | Buy | SOPHIRIS BIO INC | $1,950,000 | +79.9% | 585,800 | +100.0% | 0.08% | -19.8% |
| ALGN | New | ALIGN TECHNOLOGY INC | $403,000 | – | 7,788 | +100.0% | 0.02% | – |
| CELG | CELGENE CORP | $362,000 | -17.4% | 2,590 | 0.0% | 0.02% | -63.4% | |
| GILD | New | GILEAD SCIENCES INC | $255,000 | – | 3,600 | +100.0% | 0.01% | – |
| SHPG | New | SHIRE PLCsponsored adr | $267,000 | – | 1,800 | +100.0% | 0.01% | – |
| Exit | Align Technology, Inc. | $0 | – | -7,788 | -100.0% | -0.04% | – | |
| VPHM | Exit | ViroPharma Incorporated | $0 | – | -290,916 | -100.0% | -1.35% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
Signatures
The EDGAR filing(s) were signed by:
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.