$1.29 Billion is the total value of Palo Alto Investors LP's 44 reported holdings in Q1 2016. The portfolio turnover from Q4 2015 to Q1 2016 was 2.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ABMD | Sell | ABIOMED INC | $220,524,000 | -15.5% | 2,325,959 | -19.5% | 17.12% | +17.9% |
| UTHR | Buy | UNITED THERAPEUTICS CORP DEL | $170,004,000 | -28.5% | 1,525,654 | +0.5% | 13.20% | -0.3% |
| ANAC | Buy | ANACOR PHARMACEUTICALS INC | $118,608,000 | -52.0% | 2,219,042 | +1.5% | 9.21% | -33.1% |
| BMRN | Buy | BIOMARIN PHARMACEUTICAL INC | $110,552,000 | -21.1% | 1,340,347 | +0.3% | 8.58% | +10.1% |
| AMAG | Buy | AMAG PHARMACEUTICALS INC | $68,005,000 | -20.6% | 2,906,194 | +2.5% | 5.28% | +10.8% |
| CLVS | Sell | CLOVIS ONCOLOGY INC | $66,458,000 | -46.5% | 3,461,365 | -2.4% | 5.16% | -25.4% |
| INSM | INSMED INC | $60,699,000 | -30.2% | 4,790,800 | 0.0% | 4.71% | -2.6% | |
| WMGI | Buy | WRIGHT MED GROUP N V | $36,370,000 | -29.5% | 2,190,957 | +2.8% | 2.82% | -1.6% |
| VNDA | VANDA PHARMACEUTICALS INC | $33,698,000 | -10.2% | 4,030,908 | 0.0% | 2.62% | +25.2% | |
| EPZM | Sell | EPIZYME INC | $32,184,000 | -24.5% | 2,655,479 | -0.2% | 2.50% | +5.3% |
| FOLD | AMICUS THERAPEUTICS INC | $30,007,000 | -12.9% | 3,551,173 | 0.0% | 2.33% | +21.5% | |
| PRTA | PROTHENA CORP PLC | $28,628,000 | -39.6% | 695,518 | 0.0% | 2.22% | -15.7% | |
| GILD | GILEAD SCIENCES INC | $27,824,000 | -9.2% | 302,900 | 0.0% | 2.16% | +26.6% | |
| KPTI | Sell | KARYOPHARM THERAPEUTICS INC | $27,635,000 | -33.0% | 3,098,145 | -0.5% | 2.14% | -6.5% |
| CELG | CELGENE CORP | $27,104,000 | -16.4% | 270,800 | 0.0% | 2.10% | +16.6% | |
| MDVN | Buy | MEDIVATION INC | $24,161,000 | -2.0% | 525,462 | +3.1% | 1.88% | +36.7% |
| ENDP | Buy | ENDO INTL PLC | $23,326,000 | -52.4% | 828,630 | +3.4% | 1.81% | -33.7% |
| CEMP | Buy | CEMPRA INC | $21,301,000 | -41.8% | 1,215,833 | +3.4% | 1.65% | -18.9% |
| STAA | Sell | STAAR SURGICAL CO | $19,523,000 | +2.5% | 2,641,875 | -0.9% | 1.52% | +42.9% |
| SHPG | Buy | SHIRE PLCsponsored adr | $18,239,000 | -15.0% | 106,100 | +1.3% | 1.42% | +18.5% |
| ZLTQ | ZELTIQ AESTHETICS INC | $15,580,000 | -4.8% | 573,636 | 0.0% | 1.21% | +32.7% | |
| ARIA | Sell | ARIAD PHARMACEUTICALS INC | $14,367,000 | +1.8% | 2,248,317 | -0.4% | 1.12% | +42.0% |
| SQNM | SEQUENOM INC | $14,134,000 | -14.0% | 10,023,842 | 0.0% | 1.10% | +19.9% | |
| ACAD | New | ACADIA PHARMACEUTICALS INC | $13,563,000 | – | 485,100 | +100.0% | 1.05% | – |
| MNTA | MOMENTA PHARMACEUTICALS INC | $13,571,000 | -37.7% | 1,468,776 | 0.0% | 1.05% | -13.2% | |
| RIGL | Sell | RIGEL PHARMACEUTICALS INC | $10,880,000 | -31.5% | 5,230,919 | -0.2% | 0.84% | -4.4% |
| HTWR | Buy | HEARTWARE INTL INC | $7,914,000 | -36.2% | 251,868 | +2.4% | 0.61% | -11.0% |
| ALIM | ALIMERA SCIENCES INC | $5,274,000 | -27.7% | 3,013,793 | 0.0% | 0.41% | +0.7% | |
| AIMT | AIMMUNE THERAPEUTICS INC | $4,415,000 | -26.5% | 325,599 | 0.0% | 0.34% | +2.7% | |
| ACRX | ACELRX PHARMACEUTICALS INC | $4,390,000 | -20.0% | 1,425,439 | 0.0% | 0.34% | +11.8% | |
| SNSS | SUNESIS PHARMACEUTICALS INC | $3,766,000 | -39.8% | 6,974,854 | 0.0% | 0.29% | -16.1% | |
| EXAS | EXACT SCIENCES CORP | $2,671,000 | -27.0% | 396,276 | 0.0% | 0.21% | +1.5% | |
| IDRA | IDERA PHARMACEUTICALS INC | $2,490,000 | -35.9% | 1,257,748 | 0.0% | 0.19% | -10.6% | |
| ALGN | ALIGN TECHNOLOGY INC | $2,018,000 | +10.4% | 27,757 | 0.0% | 0.16% | +53.9% | |
| XON | INTREXON CORP | $1,596,000 | +12.4% | 47,100 | 0.0% | 0.12% | +57.0% | |
| DRNA | DICERNA PHARMACEUTICALS INC | $1,436,000 | -54.8% | 267,890 | 0.0% | 0.11% | -37.3% | |
| HSGX | HISTOGENICS CORP | $1,041,000 | -34.6% | 454,545 | 0.0% | 0.08% | -9.0% | |
| ADHD | ALCOBRA LTD | $963,000 | -39.7% | 254,188 | 0.0% | 0.08% | -15.7% | |
| OREX | OREXIGEN THERAPEUTICS INC | $941,000 | -67.3% | 1,673,024 | 0.0% | 0.07% | -54.4% | |
| CYTK | CYTOKINETICS INC | $872,000 | -32.6% | 123,686 | 0.0% | 0.07% | -5.6% | |
| SPHS | SOPHIRIS BIO INC | $711,000 | -19.1% | 494,000 | 0.0% | 0.06% | +12.2% | |
| MRNS | MARINUS PHARMACEUTICALS INC | $318,000 | -29.5% | 59,017 | 0.0% | 0.02% | 0.0% | |
| ZGNX | ZOGENIX INC | $264,000 | -37.4% | 28,600 | 0.0% | 0.02% | -13.0% | |
| QURE | UNIQURE NV | $243,000 | -28.1% | 20,453 | 0.0% | 0.02% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-05-16
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/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.