Palo Alto Investors LP - Q3 2016 holdings

$1.72 Billion is the total value of Palo Alto Investors LP's 42 reported holdings in Q3 2016. The portfolio turnover from Q2 2016 to Q3 2016 was 8.7% .

 Value Shares↓ Weighting
UTHR BuyUNITED THERAPEUTICS CORP DEL$208,229,000
+14.4%
1,763,458
+2.6%
12.10%
-12.0%
BMRN BuyBIOMARIN PHARMACEUTICAL INC$165,694,000
+22.6%
1,790,899
+3.1%
9.62%
-5.7%
AMAG BuyAMAG PHARMACEUTICALS INC$81,538,000
+4.1%
3,326,720
+1.6%
4.74%
-19.9%
INSM BuyINSMED INC$73,926,000
+48.3%
5,091,298
+0.7%
4.29%
+14.1%
CEMP BuyCEMPRA INC$68,836,000
+49.8%
2,844,483
+2.0%
4.00%
+15.2%
ALXN BuyALEXION PHARMACEUTICALS INC$68,831,000
+73.7%
561,700
+65.5%
4.00%
+33.6%
WMGI BuyWRIGHT MED GROUP N V$59,865,000
+43.1%
2,440,493
+1.3%
3.48%
+10.0%
PRTA BuyPROTHENA CORP PLC$56,039,000
+103.3%
934,455
+18.5%
3.26%
+56.3%
ZLTQ BuyZELTIQ AESTHETICS INC$55,479,000
+45.9%
1,414,563
+1.7%
3.22%
+12.2%
ACAD BuyACADIA PHARMACEUTICALS INC$47,140,000
+1.0%
1,481,930
+3.1%
2.74%
-22.3%
FOLD BuyAMICUS THERAPEUTICS INC$42,072,000
+92.2%
5,685,388
+41.8%
2.44%
+47.8%
SAGE BuySAGE THERAPEUTICS INC$41,539,000
+229.9%
902,051
+115.9%
2.41%
+153.7%
ARIA BuyARIAD PHARMACEUTICALS INC$35,424,000
+89.1%
2,587,617
+2.1%
2.06%
+45.4%
CELG BuyCELGENE CORP$30,596,000
+10.9%
292,700
+4.7%
1.78%
-14.7%
STAA BuySTAAR SURGICAL CO$30,499,000
+72.6%
3,244,610
+1.2%
1.77%
+32.7%
EPZM BuyEPIZYME INC$27,695,000
-0.3%
2,814,540
+3.8%
1.61%
-23.3%
SHPG BuySHIRE PLCsponsored adr$23,884,000
+8.8%
123,200
+3.3%
1.39%
-16.4%
MNTA BuyMOMENTA PHARMACEUTICALS INC$19,299,000
+9.7%
1,650,876
+1.3%
1.12%
-15.7%
ENDP BuyENDO INTL PLC$19,048,000
+32.3%
945,330
+2.4%
1.11%
+1.7%
EXAS BuyEXACT SCIENCES CORP$7,372,000
+51.9%
396,976
+0.2%
0.43%
+16.6%
ACRX BuyACELRX PHARMACEUTICALS INC$6,359,000
+65.9%
1,634,608
+14.7%
0.37%
+27.2%
AIMT BuyAIMMUNE THERAPEUTICS INC$5,696,000
+61.7%
379,727
+16.6%
0.33%
+24.4%
SNSS NewSUNESIS PHARMACEUTICALS INC$5,080,0001,162,473
+100.0%
0.30%
ALGN BuyALIGN TECHNOLOGY INC$3,512,000
+19.9%
37,457
+3.0%
0.20%
-7.7%
OREXQ NewOREXIGEN THERAPEUTICS INC$555,000167,302
+100.0%
0.03%
Original filings

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

  • View 13F-HR filed 2016-11-14
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 2016 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.

Compare quarters

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