$1.34 Billion is the total value of Palo Alto Investors LP's 42 reported holdings in Q2 2014. The portfolio turnover from Q1 2014 to Q2 2014 was 12.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ITMN | Sell | INTERMUNE INC | $226,669,000 | -23.4% | 5,134,058 | -41.9% | 16.88% | +38.0% |
| UTHR | Sell | UNITED THERAPEUTICS CORP DEL | $107,412,000 | -48.1% | 1,213,828 | -44.9% | 8.00% | -6.6% |
| CYBX | Sell | CYBERONICS INC | $107,146,000 | -52.0% | 1,715,430 | -49.9% | 7.98% | -13.6% |
| CBST | Sell | CUBIST PHARMACEUTICALS INC | $106,609,000 | -46.8% | 1,526,916 | -44.2% | 7.94% | -4.1% |
| AUXL | Sell | AUXILIUM PHARMACEUTICALS INC | $97,384,000 | -63.0% | 4,854,631 | -49.9% | 7.25% | -33.4% |
| BMRN | Sell | BIOMARIN PHARMACEUTICAL INC | $56,959,000 | -44.0% | 915,587 | -38.6% | 4.24% | +0.9% |
| ABMD | Sell | ABIOMED INC | $55,496,000 | -51.6% | 2,207,489 | -49.9% | 4.13% | -12.8% |
| VNDA | Sell | VANDA PHARMACEUTICALS INC | $52,430,000 | -49.8% | 3,240,424 | -49.6% | 3.90% | -9.6% |
| STAA | Sell | STAAR SURGICAL CO | $43,672,000 | -55.2% | 2,599,553 | -49.9% | 3.25% | -19.3% |
| SQNM | Sell | SEQUENOM INC | $37,966,000 | -20.8% | 9,810,442 | -49.9% | 2.83% | +42.6% |
| CLVS | Buy | CLOVIS ONCOLOGY INC | $37,903,000 | +46.4% | 915,321 | +144.9% | 2.82% | +163.7% |
| KYTH | Sell | KYTHERA BIOPHARMACEUTICALS I | $36,450,000 | -49.4% | 949,959 | -47.5% | 2.71% | -8.8% |
| AMAG | Sell | AMAG PHARMACEUTICALS INC | $33,453,000 | -46.5% | 1,614,536 | -50.0% | 2.49% | -3.6% |
| ANAC | Sell | ANACOR PHARMACEUTICALS INC | $29,460,000 | -53.2% | 1,661,612 | -47.2% | 2.19% | -15.6% |
| CLDN | Sell | CELLADON CORP | $23,522,000 | -33.8% | 1,468,300 | -50.8% | 1.75% | +19.2% |
| ALIM | Sell | ALIMERA SCIENCES INC | $21,737,000 | -62.1% | 3,634,984 | -50.0% | 1.62% | -31.7% |
| QCOR | Sell | QUESTCOR PHARMACEUTICALS INC | $20,255,000 | -83.9% | 218,995 | -88.7% | 1.51% | -71.0% |
| P103PS | Sell | NPS PHARMACEUTICALS INC | $20,137,000 | -22.7% | 609,300 | -30.0% | 1.50% | +39.3% |
| INSM | Buy | INSMED INC | $19,223,000 | +59.4% | 962,101 | +51.9% | 1.43% | +186.8% |
| RIGL | Sell | RIGEL PHARMACEUTICALS INC | $18,804,000 | -53.1% | 5,180,101 | -49.9% | 1.40% | -15.6% |
| MNTA | Sell | MOMENTA PHARMACEUTICALS INC | $17,579,000 | -42.6% | 1,455,176 | -44.7% | 1.31% | +3.3% |
| SHPG | Buy | SHIRE PLCsponsored adr | $15,001,000 | +5518.4% | 63,700 | +3438.9% | 1.12% | +10054.5% |
| ARIA | Sell | ARIAD PHARMACEUTICALS INC | $14,496,000 | -74.0% | 2,275,603 | -67.1% | 1.08% | -53.2% |
| CELG | Buy | CELGENE CORP | $13,327,000 | +3581.5% | 155,180 | +5891.5% | 0.99% | +6513.3% |
| FOLD | Sell | AMICUS THERAPEUTICS INC | $13,265,000 | -19.3% | 3,971,576 | -50.0% | 0.99% | +45.3% |
| EXAS | Sell | EXACT SCIENCES CORP | $13,244,000 | -39.9% | 777,676 | -50.0% | 0.99% | +8.2% |
| GILD | Buy | GILEAD SCIENCES INC | $12,801,000 | +4920.0% | 154,400 | +4188.9% | 0.95% | +8563.6% |
| AGN | New | ALLERGAN INC | $12,505,000 | – | 73,900 | +100.0% | 0.93% | – |
| PRTA | Sell | PROTHENA CORP PLC | $12,042,000 | -70.5% | 534,018 | -49.9% | 0.90% | -46.9% |
| OREX | Sell | OREXIGEN THERAPEUTICS INC | $11,936,000 | -45.0% | 1,931,324 | -42.1% | 0.89% | -0.9% |
| QLTI | Sell | QLT INC | $11,663,000 | -48.6% | 1,887,208 | -53.8% | 0.87% | -7.5% |
| ALGN | Buy | ALIGN TECHNOLOGY INC | $9,907,000 | +2358.3% | 176,788 | +2170.0% | 0.74% | +4241.2% |
| MDVN | New | MEDIVATION INC | $9,473,000 | – | 122,900 | +100.0% | 0.70% | – |
| ISRG | New | INTUITIVE SURGICAL INC | $7,577,000 | – | 18,400 | +100.0% | 0.56% | – |
| GERN | Buy | GERON CORP | $4,043,000 | +90.7% | 1,259,500 | +24.1% | 0.30% | +242.0% |
| RVNC | Sell | REVANCE THERAPEUTICS INC | $3,117,000 | -46.0% | 91,669 | -50.0% | 0.23% | -2.9% |
| XOMA | Buy | XOMA CORP DEL | $2,868,000 | +7.5% | 624,900 | +22.0% | 0.21% | +94.5% |
| AVEO | Sell | AVEO PHARMACEUTICALS INC | $2,197,000 | -48.6% | 1,200,800 | -58.0% | 0.16% | -7.3% |
| HPTX | Sell | HYPERION THERAPEUTICS INC | $1,636,000 | -49.4% | 62,700 | -50.0% | 0.12% | -9.0% |
| SPHS | Sell | SOPHIRIS BIO INC | $656,000 | -66.4% | 292,900 | -50.0% | 0.05% | -39.5% |
| CYTK | Sell | CYTOKINETICS INC | $591,000 | -87.4% | 123,686 | -75.0% | 0.04% | -77.3% |
| BSTC | New | BIOSPECIFICS TECHNOLOGIES CO | $302,000 | – | 11,184 | +100.0% | 0.02% | – |
| SPPI | Exit | SPECTRUM PHARMACEUTICALS INC | $0 | – | -804,570 | -100.0% | -0.26% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-08-14
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.