$1.7 Billion is the total value of Palo Alto Investors LP's 46 reported holdings in Q4 2014. The portfolio turnover from Q3 2014 to Q4 2014 was 20.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UTHR | Buy | UNITED THERAPEUTICS CORP DEL | $181,691,000 | +8.7% | 1,403,128 | +8.0% | 10.67% | -14.6% |
| AUXL | Buy | AUXILIUM PHARMACEUTICALS INC | $169,034,000 | +16.6% | 4,915,931 | +1.3% | 9.92% | -8.3% |
| CLVS | Buy | CLOVIS ONCOLOGY INC | $117,760,000 | +50.8% | 2,102,857 | +22.1% | 6.91% | +18.5% |
| BMRN | Buy | BIOMARIN PHARMACEUTICAL INC | $117,719,000 | +29.0% | 1,302,197 | +3.0% | 6.91% | +1.4% |
| ABMD | Buy | ABIOMED INC | $93,632,000 | +55.2% | 2,460,124 | +1.3% | 5.50% | +21.9% |
| AMAG | Buy | AMAG PHARMACEUTICALS INC | $84,993,000 | +65.0% | 1,994,200 | +23.5% | 4.99% | +29.6% |
| ANAC | Buy | ANACOR PHARMACEUTICALS INC | $81,329,000 | +57.0% | 2,521,822 | +19.1% | 4.77% | +23.4% |
| INSM | Buy | INSMED INC | $71,559,000 | +40.9% | 4,625,648 | +18.8% | 4.20% | +10.7% |
| T107PS | Buy | WRIGHT MED GROUP INC | $54,808,000 | +117.2% | 2,039,751 | +144.9% | 3.22% | +70.7% |
| VNDA | Buy | VANDA PHARMACEUTICALS INC | $54,229,000 | +59.1% | 3,786,908 | +15.3% | 3.18% | +25.0% |
| KYTH | Buy | KYTHERA BIOPHARMACEUTICALS I | $38,907,000 | +7.8% | 1,121,884 | +1.8% | 2.28% | -15.3% |
| SQNM | Buy | SEQUENOM INC | $36,725,000 | +26.0% | 9,925,742 | +1.2% | 2.16% | -1.0% |
| CELG | Buy | CELGENE CORP | $24,106,000 | +48.2% | 215,500 | +25.6% | 1.42% | +16.5% |
| STAA | Buy | STAAR SURGICAL CO | $23,956,000 | -13.3% | 2,629,622 | +1.2% | 1.41% | -31.9% |
| GILD | Buy | GILEAD SCIENCES INC | $22,113,000 | +24.0% | 234,600 | +40.1% | 1.30% | -2.6% |
| SHPG | Buy | SHIRE PLCsponsored adr | $18,193,000 | +10.3% | 85,600 | +34.4% | 1.07% | -13.4% |
| MDVN | Buy | MEDIVATION INC | $16,067,000 | +24.9% | 161,300 | +24.0% | 0.94% | -1.9% |
| PRTA | Buy | PROTHENA CORP PLC | $14,350,000 | -3.9% | 691,218 | +2.6% | 0.84% | -24.6% |
| ACRX | Buy | ACELRX PHARMACEUTICALS INC | $14,325,000 | +60.8% | 2,128,539 | +31.2% | 0.84% | +26.3% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $13,779,000 | +28.3% | 26,050 | +12.0% | 0.81% | +0.9% |
| ALGN | Buy | ALIGN TECHNOLOGY INC | $13,100,000 | +19.0% | 234,300 | +9.9% | 0.77% | -6.6% |
| ZLTQ | Buy | ZELTIQ AESTHETICS INC | $11,010,000 | +71.1% | 394,486 | +38.8% | 0.65% | +34.3% |
| SLXP | New | SALIX PHARMACEUTICALS INC | $8,816,000 | – | 76,700 | +100.0% | 0.52% | – |
| THOR | New | THORATEC CORP | $8,727,000 | – | 268,861 | +100.0% | 0.51% | – |
| HSGX | New | HISTOGENICS CORP | $5,000,000 | – | 454,545 | +100.0% | 0.29% | – |
| XOMA | Buy | XOMA CORP DEL | $2,852,000 | +8.4% | 794,500 | +27.1% | 0.17% | -15.2% |
| BSTC | Buy | BIOSPECIFICS TECHNOLOGIES CO | $1,948,000 | +56.2% | 50,436 | +42.7% | 0.11% | +22.6% |
| XON | New | INTREXON CORP | $1,203,000 | – | 43,700 | +100.0% | 0.07% | – |
| NXTM | New | NXSTAGE MEDICAL INC | $362,000 | – | 20,200 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-02-17
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.