$1.32 Billion is the total value of Palo Alto Investors LP's 45 reported holdings in Q2 2016. The portfolio turnover from Q1 2016 to Q2 2016 was 7.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UTHR | Buy | UNITED THERAPEUTICS CORP DEL | $182,040,000 | +7.1% | 1,718,658 | +12.7% | 13.75% | +4.2% |
| BMRN | Buy | BIOMARIN PHARMACEUTICAL INC | $135,170,000 | +22.3% | 1,737,399 | +29.6% | 10.21% | +19.0% |
| AMAG | Buy | AMAG PHARMACEUTICALS INC | $78,295,000 | +15.1% | 3,273,220 | +12.6% | 5.91% | +12.0% |
| CLVS | Buy | CLOVIS ONCOLOGY INC | $52,192,000 | -21.5% | 3,804,088 | +9.9% | 3.94% | -23.6% |
| INSM | Buy | INSMED INC | $49,839,000 | -17.9% | 5,054,713 | +5.5% | 3.76% | -20.1% |
| VNDA | Buy | VANDA PHARMACEUTICALS INC | $47,285,000 | +40.3% | 4,225,608 | +4.8% | 3.57% | +36.5% |
| ACAD | Buy | ACADIA PHARMACEUTICALS INC | $46,669,000 | +244.1% | 1,437,730 | +196.4% | 3.52% | +234.8% |
| CEMP | Buy | CEMPRA INC | $45,967,000 | +115.8% | 2,787,542 | +129.3% | 3.47% | +110.0% |
| WMGI | Buy | WRIGHT MED GROUP N V | $41,834,000 | +15.0% | 2,408,393 | +9.9% | 3.16% | +11.9% |
| ALXN | New | ALEXION PHARMACEUTICALS INC | $39,628,000 | – | 339,400 | +100.0% | 2.99% | – |
| ZLTQ | Buy | ZELTIQ AESTHETICS INC | $38,018,000 | +144.0% | 1,391,079 | +142.5% | 2.87% | +137.6% |
| EPZM | Buy | EPIZYME INC | $27,765,000 | -13.7% | 2,711,381 | +2.1% | 2.10% | -16.1% |
| CELG | Buy | CELGENE CORP | $27,577,000 | +1.7% | 279,600 | +3.2% | 2.08% | -1.0% |
| PRTA | Buy | PROTHENA CORP PLC | $27,570,000 | -3.7% | 788,618 | +13.4% | 2.08% | -6.3% |
| GILD | Buy | GILEAD SCIENCES INC | $26,561,000 | -4.5% | 318,400 | +5.1% | 2.01% | -7.1% |
| SHPG | Buy | SHIRE PLCsponsored adr | $21,961,000 | +20.4% | 119,300 | +12.4% | 1.66% | +17.2% |
| FOLD | Buy | AMICUS THERAPEUTICS INC | $21,891,000 | -27.0% | 4,009,375 | +12.9% | 1.65% | -29.0% |
| KPTI | Buy | KARYOPHARM THERAPEUTICS INC | $21,066,000 | -23.8% | 3,139,433 | +1.3% | 1.59% | -25.8% |
| ARIA | Buy | ARIAD PHARMACEUTICALS INC | $18,735,000 | +30.4% | 2,535,117 | +12.8% | 1.42% | +26.9% |
| STAA | Buy | STAAR SURGICAL CO | $17,672,000 | -9.5% | 3,207,210 | +21.4% | 1.34% | -11.9% |
| MNTA | Buy | MOMENTA PHARMACEUTICALS INC | $17,594,000 | +29.6% | 1,629,076 | +10.9% | 1.33% | +26.2% |
| HTWR | Buy | HEARTWARE INTL INC | $15,765,000 | +99.2% | 272,986 | +8.4% | 1.19% | +94.0% |
| ENDP | Buy | ENDO INTL PLC | $14,393,000 | -38.3% | 923,230 | +11.4% | 1.09% | -40.0% |
| SAGE | New | SAGE THERAPEUTICS INC | $12,591,000 | – | 417,878 | +100.0% | 0.95% | – |
| RIGL | Buy | RIGEL PHARMACEUTICALS INC | $12,012,000 | +10.4% | 5,386,534 | +3.0% | 0.91% | +7.3% |
| SQNM | Buy | SEQUENOM INC | $9,432,000 | -33.3% | 10,322,377 | +3.0% | 0.71% | -35.1% |
| ALGN | Buy | ALIGN TECHNOLOGY INC | $2,929,000 | +45.1% | 36,357 | +31.0% | 0.22% | +40.8% |
| ADHD | Buy | ALCOBRA LTD | $1,225,000 | +27.2% | 272,788 | +7.3% | 0.09% | +24.0% |
| ZGNX | Buy | ZOGENIX INC | $237,000 | -10.2% | 29,500 | +3.1% | 0.02% | -10.0% |
| MRNS | Buy | MARINUS PHARMACEUTICALS INC | $81,000 | -74.5% | 63,517 | +7.6% | 0.01% | -76.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2016-08-16
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.