$2.02 Billion is the total value of Palo Alto Investors LP's 46 reported holdings in Q1 2015. The portfolio turnover from Q4 2014 to Q1 2015 was 26.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UTHR | Buy | UNITED THERAPEUTICS CORP DEL | $246,570,000 | +35.7% | 1,429,928 | +1.9% | 12.19% | +14.3% |
| BMRN | Buy | BIOMARIN PHARMACEUTICAL INC | $205,597,000 | +74.7% | 1,649,792 | +26.7% | 10.16% | +47.1% |
| ANAC | Buy | ANACOR PHARMACEUTICALS INC | $188,536,000 | +131.8% | 3,259,045 | +29.2% | 9.32% | +95.2% |
| ABMD | Buy | ABIOMED INC | $177,062,000 | +89.1% | 2,473,624 | +0.5% | 8.75% | +59.3% |
| CLVS | Buy | CLOVIS ONCOLOGY INC | $157,505,000 | +33.8% | 2,121,857 | +0.9% | 7.79% | +12.6% |
| AMAG | Buy | AMAG PHARMACEUTICALS INC | $119,544,000 | +40.7% | 2,187,041 | +9.7% | 5.91% | +18.5% |
| THOR | Buy | THORATEC CORP | $106,325,000 | +1118.3% | 2,538,203 | +844.1% | 5.26% | +926.6% |
| INSM | Buy | INSMED INC | $96,709,000 | +35.1% | 4,649,448 | +0.5% | 4.78% | +13.8% |
| ENDP | New | ENDO INTL PLC | $77,160,000 | – | 860,204 | +100.0% | 3.82% | – |
| KYTH | Buy | KYTHERA BIOPHARMACEUTICALS I | $69,344,000 | +78.2% | 1,382,722 | +23.2% | 3.43% | +50.1% |
| T107PS | Buy | WRIGHT MED GROUP INC | $52,871,000 | -3.5% | 2,049,251 | +0.5% | 2.61% | -18.7% |
| SQNM | Buy | SEQUENOM INC | $39,412,000 | +7.3% | 9,977,642 | +0.5% | 1.95% | -9.6% |
| VNDA | Buy | VANDA PHARMACEUTICALS INC | $35,372,000 | -34.8% | 3,803,408 | +0.4% | 1.75% | -45.1% |
| KPTI | New | KARYOPHARM THERAPEUTICS INC | $29,111,000 | – | 951,032 | +100.0% | 1.44% | – |
| CELG | Buy | CELGENE CORP | $28,751,000 | +19.3% | 249,400 | +15.7% | 1.42% | +0.4% |
| GILD | Buy | GILEAD SCIENCES INC | $28,556,000 | +29.1% | 291,000 | +24.0% | 1.41% | +8.8% |
| CLDN | Buy | CELLADON CORP | $27,370,000 | -0.2% | 1,445,100 | +2.9% | 1.35% | -15.9% |
| CYBX | Sell | CYBERONICS INC | $26,747,000 | -70.1% | 412,000 | -74.4% | 1.32% | -74.8% |
| PRTA | Buy | PROTHENA CORP PLC | $26,542,000 | +85.0% | 695,918 | +0.7% | 1.31% | +55.8% |
| SHPG | Buy | SHIRE PLCsponsored adr | $22,733,000 | +25.0% | 95,000 | +11.0% | 1.12% | +5.2% |
| MDVN | Buy | MEDIVATION INC | $22,161,000 | +37.9% | 171,700 | +6.4% | 1.10% | +16.2% |
| MNTA | MOMENTA PHARMACEUTICALS INC | $22,119,000 | +26.2% | 1,455,176 | 0.0% | 1.09% | +6.4% | |
| HTWR | New | HEARTWARE INTL INC | $21,404,000 | – | 243,868 | +100.0% | 1.06% | – |
| FOLD | AMICUS THERAPEUTICS INC | $21,285,000 | +30.8% | 1,956,376 | 0.0% | 1.05% | +10.2% | |
| STAA | Buy | STAAR SURGICAL CO | $19,637,000 | -18.0% | 2,642,922 | +0.5% | 0.97% | -30.9% |
| RIGL | RIGEL PHARMACEUTICALS INC | $18,479,000 | +57.3% | 5,176,319 | 0.0% | 0.91% | +32.5% | |
| ARIA | ARIAD PHARMACEUTICALS INC | $18,389,000 | +19.9% | 2,231,717 | 0.0% | 0.91% | +1.0% | |
| ZLTQ | Buy | ZELTIQ AESTHETICS INC | $17,525,000 | +59.2% | 568,436 | +44.1% | 0.87% | +34.1% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $16,338,000 | +18.6% | 32,350 | +24.2% | 0.81% | -0.1% |
| ALGN | Buy | ALIGN TECHNOLOGY INC | $15,170,000 | +15.8% | 282,057 | +20.4% | 0.75% | -2.5% |
| OREX | OREXIGEN THERAPEUTICS INC | $15,122,000 | +29.2% | 1,931,324 | 0.0% | 0.75% | +8.9% | |
| ALIM | ALIMERA SCIENCES INC | $15,099,000 | -9.6% | 3,013,793 | 0.0% | 0.75% | -23.9% | |
| EXAS | Buy | EXACT SCIENCES CORP | $8,647,000 | -19.5% | 392,676 | +0.4% | 0.43% | -32.2% |
| ACRX | Buy | ACELRX PHARMACEUTICALS INC | $8,244,000 | -42.5% | 2,135,739 | +0.3% | 0.41% | -51.5% |
| HSGX | HISTOGENICS CORP | $4,541,000 | -9.2% | 454,545 | 0.0% | 0.22% | -23.8% | |
| IDRA | New | IDERA PHARMACEUTICALS INC | $4,342,000 | – | 1,170,248 | +100.0% | 0.22% | – |
| XOMA | XOMA CORP DEL | $2,892,000 | +1.4% | 794,500 | 0.0% | 0.14% | -14.4% | |
| XON | Buy | INTREXON CORP | $2,137,000 | +77.6% | 47,100 | +7.8% | 0.11% | +49.3% |
| BSTC | BIOSPECIFICS TECHNOLOGIES CO | $1,975,000 | +1.4% | 50,436 | 0.0% | 0.10% | -14.0% | |
| SNSS | New | SUNESIS PHARMACEUTICALS INC | $1,478,000 | – | 603,400 | +100.0% | 0.07% | – |
| QLTI | Sell | QLT INC | $1,235,000 | -82.2% | 315,906 | -81.8% | 0.06% | -85.0% |
| SLXP | Sell | SALIX PHARMACEUTICALS INC | $916,000 | -89.6% | 5,300 | -93.1% | 0.04% | -91.3% |
| CYTK | CYTOKINETICS INC | $839,000 | -15.3% | 123,686 | 0.0% | 0.04% | -29.3% | |
| MNKKQ | MALLINCKRODT PUB LTD CO | $454,000 | +27.9% | 3,588 | 0.0% | 0.02% | +4.8% | |
| ADHD | New | ALCOBRA LTD | $412,000 | – | 73,188 | +100.0% | 0.02% | – |
| SPHS | SOPHIRIS BIO INC | $111,000 | +7.8% | 191,600 | 0.0% | 0.01% | -16.7% | |
| NXTM | Exit | NXSTAGE MEDICAL INC | $0 | – | -20,200 | -100.0% | -0.02% | – |
| AVEO | Exit | AVEO PHARMACEUTICALS INC | $0 | – | -669,449 | -100.0% | -0.03% | – |
| HPTX | Exit | HYPERION THERAPEUTICS INC | $0 | – | -62,700 | -100.0% | -0.09% | – |
| P103PS | Exit | NPS PHARMACEUTICALS INC | $0 | – | -1,190,263 | -100.0% | -2.50% | – |
| CBST | Exit | CUBIST PHARMACEUTICALS INC | $0 | – | -1,303,668 | -100.0% | -7.70% | – |
| AUXL | Exit | AUXILIUM PHARMACEUTICALS INC | $0 | – | -4,915,931 | -100.0% | -9.92% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-05-15
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.