$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 22.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ANAC | Sell | ANACOR PHARMACEUTICALS INC | $303,592,000 | +26.4% | 2,579,154 | -16.9% | 14.60% | +36.6% |
| KYTH | Sell | KYTHERA BIOPHARMACEUTICALS I | $84,395,000 | -13.1% | 1,125,564 | -12.8% | 4.06% | -6.1% |
| ENDP | Sell | ENDO INTL PLC | $55,509,000 | -19.4% | 801,230 | -7.3% | 2.67% | -12.8% |
| THOR | Sell | THORATEC CORP | $17,008,000 | -85.1% | 268,861 | -89.5% | 0.82% | -83.9% |
| ISRG | Sell | INTUITIVE SURGICAL INC | $13,374,000 | -14.7% | 29,100 | -10.0% | 0.64% | -7.7% |
| ACRX | Sell | ACELRX PHARMACEUTICALS INC | $5,053,000 | -44.2% | 1,656,644 | -22.4% | 0.24% | -39.7% |
| BSTC | Sell | BIOSPECIFICS TECHNOLOGIES CO | $1,274,000 | -51.0% | 29,257 | -42.0% | 0.06% | -47.4% |
| MNKKQ | Exit | MALLINCKRODT PUB LTD CO | $0 | – | -3,588 | -100.0% | -0.02% | – |
| CYBX | Exit | CYBERONICS INC | $0 | – | -412,000 | -100.0% | -1.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-11-16
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.