$1.8 Billion is the total value of Palo Alto Investors LP's 43 reported holdings in Q4 2015. The portfolio turnover from Q3 2015 to Q4 2015 was 11.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ABMD | Buy | ABIOMED INC | $260,865,000 | -0.5% | 2,889,505 | +2.2% | 14.52% | +15.1% |
| CLVS | Buy | CLOVIS ONCOLOGY INC | $124,170,000 | -56.6% | 3,547,719 | +14.1% | 6.91% | -49.7% |
| INSM | Buy | INSMED INC | $86,953,000 | -1.8% | 4,790,800 | +0.5% | 4.84% | +13.7% |
| AMAG | Buy | AMAG PHARMACEUTICALS INC | $85,613,000 | -22.4% | 2,835,792 | +2.1% | 4.76% | -10.2% |
| WMGI | New | WRIGHT MED GROUP N V | $51,556,000 | – | 2,132,157 | +100.0% | 2.87% | – |
| EPZM | Buy | EPIZYME INC | $42,629,000 | +56.7% | 2,660,979 | +25.8% | 2.37% | +81.4% |
| KPTI | Buy | KARYOPHARM THERAPEUTICS INC | $41,243,000 | +26.9% | 3,112,645 | +0.9% | 2.30% | +46.9% |
| VNDA | Buy | VANDA PHARMACEUTICALS INC | $37,528,000 | -16.8% | 4,030,908 | +0.8% | 2.09% | -3.6% |
| CEMP | New | CEMPRA INC | $36,601,000 | – | 1,175,733 | +100.0% | 2.04% | – |
| FOLD | Buy | AMICUS THERAPEUTICS INC | $34,446,000 | +24.7% | 3,551,173 | +79.9% | 1.92% | +44.4% |
| MNTA | Buy | MOMENTA PHARMACEUTICALS INC | $21,797,000 | -8.7% | 1,468,776 | +0.9% | 1.21% | +5.7% |
| STAA | Buy | STAAR SURGICAL CO | $19,040,000 | -7.2% | 2,666,722 | +0.9% | 1.06% | +7.5% |
| ZLTQ | Buy | ZELTIQ AESTHETICS INC | $16,366,000 | -10.1% | 573,636 | +0.9% | 0.91% | +4.1% |
| RIGL | Buy | RIGEL PHARMACEUTICALS INC | $15,875,000 | +24.2% | 5,239,119 | +1.2% | 0.88% | +43.7% |
| ARIA | Buy | ARIAD PHARMACEUTICALS INC | $14,108,000 | +8.2% | 2,257,217 | +1.1% | 0.78% | +25.2% |
| HTWR | Buy | HEARTWARE INTL INC | $12,402,000 | -2.8% | 246,068 | +0.9% | 0.69% | +12.6% |
| EXAS | Buy | EXACT SCIENCES CORP | $3,658,000 | -48.2% | 396,276 | +0.9% | 0.20% | -40.0% |
| SPHS | Buy | SOPHIRIS BIO INC | $879,000 | +439.3% | 494,000 | +157.8% | 0.05% | +512.5% |
| ZGNX | Buy | ZOGENIX INC | $422,000 | +12.5% | 28,600 | +2.9% | 0.02% | +27.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-02-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Biomarin Pharmaceuticals, Inc | 45 | Q2 2024 | 16.6% |
| UNITED THERAPEUTICS CORP DEL | 45 | Q2 2024 | 15.3% |
| INSMED INC | 45 | Q2 2024 | 16.6% |
| STAAR Surgical Company | 45 | Q2 2024 | 11.8% |
| AMICUS THERAPEUTICS INC | 45 | Q2 2024 | 13.3% |
| PROTHENA CORP PLC | 45 | Q2 2024 | 9.1% |
| VANDA PHARMACEUTICALS INC | 43 | Q4 2023 | 5.8% |
| CYTOKINETICS INC | 43 | Q2 2024 | 0.9% |
| ALIGN TECHNOLOGY INC | 42 | Q2 2024 | 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 | |
|---|---|---|---|
| eHealth, Inc. | February 14, 2024 | 2,739,379 | 9.7% |
| Karyopharm Therapeutics Inc. | February 14, 2024 | 5,102,193 | 4.4% |
| Revance Therapeutics, Inc. | February 14, 2024 | 5,237,284 | 6.0% |
| 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% |
View Palo Alto Investors LP's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-29 |
| 13F-HR | 2024-08-14 |
| 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 |
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.