$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 | Buy | UNITED THERAPEUTICS CORP DEL | $208,229,000 | +14.4% | 1,763,458 | +2.6% | 12.10% | -12.0% |
BMRN | Buy | BIOMARIN PHARMACEUTICAL INC | $165,694,000 | +22.6% | 1,790,899 | +3.1% | 9.62% | -5.7% |
AMAG | Buy | AMAG PHARMACEUTICALS INC | $81,538,000 | +4.1% | 3,326,720 | +1.6% | 4.74% | -19.9% |
INSM | Buy | INSMED INC | $73,926,000 | +48.3% | 5,091,298 | +0.7% | 4.29% | +14.1% |
CEMP | Buy | CEMPRA INC | $68,836,000 | +49.8% | 2,844,483 | +2.0% | 4.00% | +15.2% |
ALXN | Buy | ALEXION PHARMACEUTICALS INC | $68,831,000 | +73.7% | 561,700 | +65.5% | 4.00% | +33.6% |
WMGI | Buy | WRIGHT MED GROUP N V | $59,865,000 | +43.1% | 2,440,493 | +1.3% | 3.48% | +10.0% |
PRTA | Buy | PROTHENA CORP PLC | $56,039,000 | +103.3% | 934,455 | +18.5% | 3.26% | +56.3% |
ZLTQ | Buy | ZELTIQ AESTHETICS INC | $55,479,000 | +45.9% | 1,414,563 | +1.7% | 3.22% | +12.2% |
ACAD | Buy | ACADIA PHARMACEUTICALS INC | $47,140,000 | +1.0% | 1,481,930 | +3.1% | 2.74% | -22.3% |
FOLD | Buy | AMICUS THERAPEUTICS INC | $42,072,000 | +92.2% | 5,685,388 | +41.8% | 2.44% | +47.8% |
SAGE | Buy | SAGE THERAPEUTICS INC | $41,539,000 | +229.9% | 902,051 | +115.9% | 2.41% | +153.7% |
ARIA | Buy | ARIAD PHARMACEUTICALS INC | $35,424,000 | +89.1% | 2,587,617 | +2.1% | 2.06% | +45.4% |
CELG | Buy | CELGENE CORP | $30,596,000 | +10.9% | 292,700 | +4.7% | 1.78% | -14.7% |
STAA | Buy | STAAR SURGICAL CO | $30,499,000 | +72.6% | 3,244,610 | +1.2% | 1.77% | +32.7% |
EPZM | Buy | EPIZYME INC | $27,695,000 | -0.3% | 2,814,540 | +3.8% | 1.61% | -23.3% |
SHPG | Buy | SHIRE PLCsponsored adr | $23,884,000 | +8.8% | 123,200 | +3.3% | 1.39% | -16.4% |
MNTA | Buy | MOMENTA PHARMACEUTICALS INC | $19,299,000 | +9.7% | 1,650,876 | +1.3% | 1.12% | -15.7% |
ENDP | Buy | ENDO INTL PLC | $19,048,000 | +32.3% | 945,330 | +2.4% | 1.11% | +1.7% |
EXAS | Buy | EXACT SCIENCES CORP | $7,372,000 | +51.9% | 396,976 | +0.2% | 0.43% | +16.6% |
ACRX | Buy | ACELRX PHARMACEUTICALS INC | $6,359,000 | +65.9% | 1,634,608 | +14.7% | 0.37% | +27.2% |
AIMT | Buy | AIMMUNE THERAPEUTICS INC | $5,696,000 | +61.7% | 379,727 | +16.6% | 0.33% | +24.4% |
SNSS | New | SUNESIS PHARMACEUTICALS INC | $5,080,000 | – | 1,162,473 | +100.0% | 0.30% | – |
ALGN | Buy | ALIGN TECHNOLOGY INC | $3,512,000 | +19.9% | 37,457 | +3.0% | 0.20% | -7.7% |
OREXQ | New | OREXIGEN THERAPEUTICS INC | $555,000 | – | 167,302 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-11-14
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.