Palo Alto Investors LP - Q3 2015 holdings

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$2.08 Billion is the total value of Palo Alto Investors LP's 47 reported holdings in Q3 2015. The portfolio turnover from Q2 2015 to Q3 2015 was 23.5% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
CLVS BuyCLOVIS ONCOLOGY INC$285,886,000
+35.5%
3,108,808
+29.5%
13.75%
+46.5%
ABMD BuyABIOMED INC$262,233,000
+45.5%
2,827,005
+3.1%
12.61%
+57.3%
UTHR BuyUNITED THERAPEUTICS CORP DEL$200,043,000
-20.1%
1,524,254
+5.9%
9.62%
-13.6%
BMRN BuyBIOMARIN PHARMACEUTICAL INC$175,515,000
-22.7%
1,666,492
+0.4%
8.44%
-16.4%
AMAG BuyAMAG PHARMACEUTICALS INC$110,346,000
-27.1%
2,777,392
+26.7%
5.31%
-21.2%
INSM BuyINSMED INC$88,557,000
-23.4%
4,768,800
+0.7%
4.26%
-17.2%
VNDA BuyVANDA PHARMACEUTICALS INC$45,087,000
-8.8%
3,997,108
+2.6%
2.17%
-1.4%
KPTI BuyKARYOPHARM THERAPEUTICS INC$32,493,000
-31.0%
3,085,745
+78.2%
1.56%
-25.4%
GILD BuyGILEAD SCIENCES INC$31,116,000
-11.3%
316,900
+5.8%
1.50%
-4.0%
CELG BuyCELGENE CORP$29,292,000
-3.5%
270,800
+3.3%
1.41%
+4.4%
EPZM BuyEPIZYME INC$27,207,000
+1750.8%
2,115,638
+3353.3%
1.31%
+1912.3%
MDVN BuyMEDIVATION INC$21,669,000
+5.2%
509,862
+182.8%
1.04%
+13.9%
SHPG BuySHIRE PLCsponsored adr$21,488,000
-9.5%
104,700
+6.5%
1.03%
-2.1%
AIMT NewAIMMUNE THERAPEUTICS INC$8,244,000–325,599
+100.0%
0.40%–
SNSS BuySUNESIS PHARMACEUTICALS INC$5,650,000
+107.1%
6,974,854
+669.6%
0.27%
+124.8%
IDRA BuyIDERA PHARMACEUTICALS INC$4,213,000
-7.4%
1,257,748
+2.5%
0.20%
+0.5%
DRNA BuyDICERNA PHARMACEUTICALS INC$2,199,000
+123.0%
267,890
+278.9%
0.11%
+140.9%
ADHD BuyALCOBRA LTD$1,535,000
+49.9%
254,188
+62.3%
0.07%
+60.9%
MRNS NewMARINUS PHARMACEUTICALS INC$492,000–59,017
+100.0%
0.02%–
QURE NewUNIQURE NV$418,000–20,453
+100.0%
0.02%–
ZGNX NewZOGENIX INC$375,000–27,800
+100.0%
0.02%–
Original filings

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

  • View 13F-HR filed 2015-11-16
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 Q3 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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