$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 16.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CBST | Sell | CUBIST PHARMACEUTICALS INC | $131,214,000 | +7.3% | 1,303,668 | -29.3% | 7.70% | -15.7% |
| CYBX | Sell | CYBERONICS INC | $89,539,000 | +8.0% | 1,608,101 | -0.8% | 5.26% | -15.2% |
| P103PS | Sell | NPS PHARMACEUTICALS INC | $42,576,000 | -3.7% | 1,190,263 | -30.0% | 2.50% | -24.3% |
| CLDN | Sell | CELLADON CORP | $27,416,000 | +79.9% | 1,403,800 | -3.7% | 1.61% | +41.3% |
| ALIM | Sell | ALIMERA SCIENCES INC | $16,696,000 | +1.3% | 3,013,793 | -0.9% | 0.98% | -20.4% |
| RIGL | Sell | RIGEL PHARMACEUTICALS INC | $11,750,000 | +16.9% | 5,176,319 | -0.1% | 0.69% | -8.1% |
| EXAS | Sell | EXACT SCIENCES CORP | $10,737,000 | -28.8% | 391,276 | -49.7% | 0.63% | -44.0% |
| QLTI | Sell | QLT INC | $6,950,000 | -16.7% | 1,733,208 | -6.1% | 0.41% | -34.5% |
| AVEO | Sell | AVEO PHARMACEUTICALS INC | $562,000 | -47.1% | 669,449 | -30.1% | 0.03% | -58.2% |
| SPHS | Sell | SOPHIRIS BIO INC | $103,000 | -88.0% | 191,600 | -34.6% | 0.01% | -90.6% |
| RVNC | Exit | REVANCE THERAPEUTICS INC | $0 | – | -80,369 | -100.0% | -0.12% | – |
| GERN | Exit | GERON CORP | $0 | – | -1,161,400 | -100.0% | -0.17% | – |
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.