Palo Alto Investors LP - Q2 2015 holdings

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$2.25 Billion is the total value of Palo Alto Investors LP's 45 reported holdings in Q2 2015. The portfolio turnover from Q1 2015 to Q2 2015 was 9.5% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
UTHR BuyUNITED THERAPEUTICS CORP DEL$250,475,000
+1.6%
1,439,928
+0.7%
11.14%
-8.6%
BMRN BuyBIOMARIN PHARMACEUTICAL INC$227,067,000
+10.4%
1,660,092
+0.6%
10.10%
-0.7%
CLVS BuyCLOVIS ONCOLOGY INC$211,010,000
+34.0%
2,401,117
+13.2%
9.38%
+20.5%
ABMD BuyABIOMED INC$180,252,000
+1.8%
2,742,305
+10.9%
8.02%
-8.4%
AMAG BuyAMAG PHARMACEUTICALS INC$151,389,000
+26.6%
2,192,141
+0.2%
6.73%
+13.9%
INSM BuyINSMED INC$115,595,000
+19.5%
4,733,601
+1.8%
5.14%
+7.5%
THOR BuyTHORATEC CORP$114,113,000
+7.3%
2,560,303
+0.9%
5.07%
-3.5%
ENDP BuyENDO INTL PLC$68,866,000
-10.7%
864,604
+0.5%
3.06%
-19.7%
T107PS BuyWRIGHT MED GROUP INC$53,997,000
+2.1%
2,056,251
+0.3%
2.40%
-8.1%
VNDA BuyVANDA PHARMACEUTICALS INC$49,458,000
+39.8%
3,897,408
+2.5%
2.20%
+25.7%
KPTI BuyKARYOPHARM THERAPEUTICS INC$47,115,000
+61.8%
1,731,530
+82.1%
2.10%
+45.6%
GILD BuyGILEAD SCIENCES INC$35,065,000
+22.8%
299,500
+2.9%
1.56%
+10.4%
SQNM BuySEQUENOM INC$30,472,000
-22.7%
10,023,842
+0.5%
1.36%
-30.4%
CELG BuyCELGENE CORP$30,346,000
+5.5%
262,200
+5.1%
1.35%
-5.1%
FOLD BuyAMICUS THERAPEUTICS INC$27,937,000
+31.3%
1,974,376
+0.9%
1.24%
+18.1%
SHPG BuySHIRE PLCsponsored adr$23,738,000
+4.4%
98,300
+3.5%
1.06%
-6.1%
MDVN BuyMEDIVATION INC$20,590,000
-7.1%
180,300
+5.0%
0.92%
-16.5%
IDRA BuyIDERA PHARMACEUTICALS INC$4,551,000
+4.8%
1,226,748
+4.8%
0.20%
-6.0%
XOMA BuyXOMA CORP DEL$3,100,000
+7.2%
799,000
+0.6%
0.14%
-3.5%
SNSS BuySUNESIS PHARMACEUTICALS INC$2,728,000
+84.6%
906,263
+50.2%
0.12%
+65.8%
EPZM NewEPIZYME INC$1,470,000–61,265
+100.0%
0.06%–
ADHD BuyALCOBRA LTD$1,024,000
+148.5%
156,588
+114.0%
0.05%
+130.0%
DRNA NewDICERNA PHARMACEUTICALS INC$986,000–70,706
+100.0%
0.04%–
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2015-08-14
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
Biomarin Pharmaceuticals, Inc42Q3 202316.6%
UNITED THERAPEUTICS CORP DEL42Q3 202315.3%
INSMED INC42Q3 202314.1%
STAAR Surgical Company42Q3 202311.8%
AMICUS THERAPEUTICS INC42Q3 202312.1%
VANDA PHARMACEUTICALS INC42Q3 20235.8%
PROTHENA CORP PLC42Q3 20239.1%
CYTOKINETICS INC40Q3 20230.4%
ALIGN TECHNOLOGY INC39Q3 20232.5%
ABIOMED INC38Q3 202217.1%

View Palo Alto Investors LP's complete holdings history.

Latest significant ownerships (13-D/G)
Palo Alto Investors LP Q2 2015 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
FiledShares Percentage
ALIMERA SCIENCES INCSold outApril 03, 202300.0%
Epizyme, Inc.Sold outFebruary 14, 202300.0%
INSMED IncFebruary 14, 20235,871,2914.3%
Vanda Pharmaceuticals Inc.February 14, 20231,087,0641.4%
ALIMERA SCIENCES INCFebruary 14, 2022802,42311.6%
Clovis Oncology, Inc.February 14, 20223,997,8263.1%
STAAR SURGICAL COFebruary 14, 20221,140,5112.4%
Aimmune Therapeutics, Inc.Sold outFebruary 16, 202100.0%
AMAG PHARMACEUTICALS, INC.Sold outFebruary 16, 202100.0%
ALIMERA SCIENCES INCFebruary 14, 2020802,42416.2%

View Palo Alto Investors LP's complete significant-ownership history.

Latest filings
TypeFiled
13F-HR2024-05-15
13F-HR/A2024-02-15
13F-HR2024-02-14
SC 13G/A2024-02-14
SC 13G/A2024-02-14
SC 13G/A2024-02-14
13F-HR2023-11-14
13F-HR2023-08-14
13F-HR2023-05-15
SC 13G/A2023-04-03

View Palo Alto Investors LP's complete filings history.

All filings

View complete filings history.

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