$1.34 Billion is the total value of Palo Alto Investors LP's 43 reported holdings in Q3 2014. The portfolio turnover from Q2 2014 to Q3 2014 was 16.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UTHR | Buy | UNITED THERAPEUTICS CORP DEL | $167,094,000 | +55.6% | 1,298,828 | +7.0% | 12.48% | +56.1% |
| AUXL | AUXILIUM PHARMACEUTICALS INC | $144,911,000 | +48.8% | 4,854,631 | 0.0% | 10.83% | +49.3% | |
| CBST | Buy | CUBIST PHARMACEUTICALS INC | $122,310,000 | +14.7% | 1,843,688 | +20.7% | 9.14% | +15.1% |
| BMRN | Buy | BIOMARIN PHARMACEUTICAL INC | $91,239,000 | +60.2% | 1,264,397 | +38.1% | 6.82% | +60.7% |
| CYBX | Sell | CYBERONICS INC | $82,936,000 | -22.6% | 1,621,101 | -5.5% | 6.20% | -22.3% |
| CLVS | Buy | CLOVIS ONCOLOGY INC | $78,099,000 | +106.0% | 1,721,757 | +88.1% | 5.84% | +106.8% |
| ABMD | Buy | ABIOMED INC | $60,325,000 | +8.7% | 2,429,524 | +10.1% | 4.51% | +9.0% |
| ANAC | Buy | ANACOR PHARMACEUTICALS INC | $51,795,000 | +75.8% | 2,116,665 | +27.4% | 3.87% | +76.4% |
| AMAG | AMAG PHARMACEUTICALS INC | $51,520,000 | +54.0% | 1,614,536 | 0.0% | 3.85% | +54.5% | |
| INSM | Buy | INSMED INC | $50,793,000 | +164.2% | 3,892,199 | +304.6% | 3.80% | +165.2% |
| P103PS | Buy | NPS PHARMACEUTICALS INC | $44,189,000 | +119.4% | 1,699,562 | +178.9% | 3.30% | +120.1% |
| KYTH | Buy | KYTHERA BIOPHARMACEUTICALS I | $36,107,000 | -0.9% | 1,102,181 | +16.0% | 2.70% | -0.6% |
| VNDA | Buy | VANDA PHARMACEUTICALS INC | $34,079,000 | -35.0% | 3,283,124 | +1.3% | 2.55% | -34.8% |
| SQNM | SEQUENOM INC | $29,137,000 | -23.3% | 9,810,442 | 0.0% | 2.18% | -23.0% | |
| STAA | STAAR SURGICAL CO | $27,633,000 | -36.7% | 2,599,553 | 0.0% | 2.06% | -36.5% | |
| T107PS | New | WRIGHT MED GROUP INC | $25,232,000 | – | 832,729 | +100.0% | 1.88% | – |
| GILD | Buy | GILEAD SCIENCES INC | $17,830,000 | +39.3% | 167,500 | +8.5% | 1.33% | +39.8% |
| SHPG | SHIRE PLCsponsored adr | $16,501,000 | +10.0% | 63,700 | 0.0% | 1.23% | +10.4% | |
| MNTA | MOMENTA PHARMACEUTICALS INC | $16,502,000 | -6.1% | 1,455,176 | 0.0% | 1.23% | -5.8% | |
| ALIM | Sell | ALIMERA SCIENCES INC | $16,478,000 | -24.2% | 3,040,260 | -16.4% | 1.23% | -24.0% |
| CELG | Buy | CELGENE CORP | $16,264,000 | +22.0% | 171,600 | +10.6% | 1.22% | +22.5% |
| CLDN | Sell | CELLADON CORP | $15,242,000 | -35.2% | 1,457,200 | -0.8% | 1.14% | -35.0% |
| EXAS | EXACT SCIENCES CORP | $15,071,000 | +13.8% | 777,676 | 0.0% | 1.13% | +14.2% | |
| PRTA | Buy | PROTHENA CORP PLC | $14,932,000 | +24.0% | 673,818 | +26.2% | 1.12% | +24.4% |
| MDVN | Buy | MEDIVATION INC | $12,863,000 | +35.8% | 130,100 | +5.9% | 0.96% | +36.3% |
| ARIA | Sell | ARIAD PHARMACEUTICALS INC | $12,051,000 | -16.9% | 2,231,717 | -1.9% | 0.90% | -16.6% |
| FOLD | Sell | AMICUS THERAPEUTICS INC | $11,640,000 | -12.3% | 1,956,376 | -50.7% | 0.87% | -11.9% |
| ALGN | Buy | ALIGN TECHNOLOGY INC | $11,013,000 | +11.2% | 213,100 | +20.5% | 0.82% | +11.5% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $10,737,000 | +41.7% | 23,250 | +26.4% | 0.80% | +42.2% |
| RIGL | RIGEL PHARMACEUTICALS INC | $10,049,000 | -46.6% | 5,180,101 | 0.0% | 0.75% | -46.4% | |
| ACRX | New | ACELRX PHARMACEUTICALS INC | $8,908,000 | – | 1,622,654 | +100.0% | 0.67% | – |
| QLTI | Sell | QLT INC | $8,344,000 | -28.5% | 1,846,075 | -2.2% | 0.62% | -28.2% |
| OREX | OREXIGEN THERAPEUTICS INC | $8,227,000 | -31.1% | 1,931,324 | 0.0% | 0.62% | -30.8% | |
| ZLTQ | New | ZELTIQ AESTHETICS INC | $6,433,000 | – | 284,249 | +100.0% | 0.48% | – |
| XOMA | XOMA CORP DEL | $2,631,000 | -8.3% | 624,900 | 0.0% | 0.20% | -7.9% | |
| GERN | Sell | GERON CORP | $2,323,000 | -42.5% | 1,161,400 | -7.8% | 0.17% | -42.2% |
| HPTX | HYPERION THERAPEUTICS INC | $1,581,000 | -3.4% | 62,700 | 0.0% | 0.12% | -3.3% | |
| RVNC | Sell | REVANCE THERAPEUTICS INC | $1,554,000 | -50.1% | 80,369 | -12.3% | 0.12% | -50.0% |
| BSTC | Buy | BIOSPECIFICS TECHNOLOGIES CO | $1,247,000 | +312.9% | 35,336 | +216.0% | 0.09% | +322.7% |
| AVEO | Sell | AVEO PHARMACEUTICALS INC | $1,063,000 | -51.6% | 958,026 | -20.2% | 0.08% | -51.8% |
| SPHS | SOPHIRIS BIO INC | $858,000 | +30.8% | 292,900 | 0.0% | 0.06% | +30.6% | |
| CYTK | CYTOKINETICS INC | $435,000 | -26.4% | 123,686 | 0.0% | 0.03% | -27.3% | |
| MNKKQ | New | MALLINCKRODT PUB LTD CO | $323,000 | – | 3,588 | +100.0% | 0.02% | – |
| AGN | Exit | ALLERGAN INC | $0 | – | -73,900 | -100.0% | -0.93% | – |
| QCOR | Exit | QUESTCOR PHARMACEUTICALS INC | $0 | – | -218,995 | -100.0% | -1.51% | – |
| ITMN | Exit | INTERMUNE INC | $0 | – | -5,134,058 | -100.0% | -16.88% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-11-13
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.