$1.75 Billion is the total value of Palo Alto Investors LP's 38 reported holdings in Q4 2016. The portfolio turnover from Q3 2016 to Q4 2016 was 9.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UTHR | Buy | UNITED THERAPEUTICS CORP DEL | $268,044,000 | +28.7% | 1,868,815 | +6.0% | 15.29% | +26.4% |
| ABMD | Buy | ABIOMED INC | $214,496,000 | -11.5% | 1,903,584 | +1.0% | 12.24% | -13.1% |
| CLVS | CLOVIS ONCOLOGY INC | $168,978,000 | +23.2% | 3,804,088 | 0.0% | 9.64% | +21.0% | |
| BMRN | Buy | BIOMARIN PHARMACEUTICAL INC | $162,385,000 | -2.0% | 1,960,219 | +9.5% | 9.26% | -3.8% |
| AMAG | Buy | AMAG PHARMACEUTICALS INC | $116,393,000 | +42.7% | 3,344,620 | +0.5% | 6.64% | +40.2% |
| ALXN | Buy | ALEXION PHARMACEUTICALS INC | $87,326,000 | +26.9% | 713,742 | +27.1% | 4.98% | +24.6% |
| ZLTQ | Buy | ZELTIQ AESTHETICS INC | $74,888,000 | +35.0% | 1,720,763 | +21.6% | 4.27% | +32.5% |
| INSM | Buy | INSMED INC | $72,057,000 | -2.5% | 5,446,516 | +7.0% | 4.11% | -4.3% |
| VNDA | Buy | VANDA PHARMACEUTICALS INC | $67,042,000 | -2.0% | 4,203,270 | +2.3% | 3.82% | -3.7% |
| WMGI | Buy | WRIGHT MED GROUP N V | $59,854,000 | -0.0% | 2,604,593 | +6.7% | 3.42% | -1.8% |
| SAGE | Buy | SAGE THERAPEUTICS INC | $51,567,000 | +24.1% | 1,009,930 | +12.0% | 2.94% | +21.9% |
| PRTA | Buy | PROTHENA CORP PLC | $48,888,000 | -12.8% | 993,855 | +6.4% | 2.79% | -14.3% |
| ACAD | Buy | ACADIA PHARMACEUTICALS INC | $44,184,000 | -6.3% | 1,532,030 | +3.4% | 2.52% | -7.9% |
| STAA | Buy | STAAR SURGICAL CO | $36,741,000 | +20.5% | 3,386,245 | +4.4% | 2.10% | +18.3% |
| EPZM | Buy | EPIZYME INC | $36,733,000 | +32.6% | 3,035,796 | +7.9% | 2.10% | +30.3% |
| CELG | Buy | CELGENE CORP | $34,174,000 | +11.7% | 295,240 | +0.9% | 1.95% | +9.7% |
| ARIA | Buy | ARIAD PHARMACEUTICALS INC | $33,364,000 | -5.8% | 2,682,017 | +3.6% | 1.90% | -7.5% |
| FOLD | Buy | AMICUS THERAPEUTICS INC | $31,858,000 | -24.3% | 6,410,030 | +12.7% | 1.82% | -25.7% |
| KPTI | Buy | KARYOPHARM THERAPEUTICS INC | $30,084,000 | +0.2% | 3,200,396 | +3.7% | 1.72% | -1.6% |
| MNTA | Buy | MOMENTA PHARMACEUTICALS INC | $25,997,000 | +34.7% | 1,727,380 | +4.6% | 1.48% | +32.3% |
| GILD | GILEAD SCIENCES INC | $22,801,000 | -9.5% | 318,400 | 0.0% | 1.30% | -11.1% | |
| SHPG | Buy | SHIRE PLCsponsored adr | $21,144,000 | -11.5% | 124,100 | +0.7% | 1.21% | -13.0% |
| RIGL | Sell | RIGEL PHARMACEUTICALS INC | $9,940,000 | -47.8% | 4,176,623 | -19.5% | 0.57% | -48.7% |
| AIMT | AIMMUNE THERAPEUTICS INC | $7,765,000 | +36.3% | 379,727 | 0.0% | 0.44% | +33.8% | |
| EXAS | EXACT SCIENCES CORP | $5,304,000 | -28.1% | 396,976 | 0.0% | 0.30% | -29.2% | |
| SNSS | SUNESIS PHARMACEUTICALS INC | $4,208,000 | -17.2% | 1,162,473 | 0.0% | 0.24% | -18.6% | |
| ALGN | Buy | ALIGN TECHNOLOGY INC | $3,721,000 | +6.0% | 38,707 | +3.3% | 0.21% | +3.9% |
| ALIM | ALIMERA SCIENCES INC | $3,255,000 | -27.5% | 3,013,793 | 0.0% | 0.19% | -28.7% | |
| ACRX | Sell | ACELRX PHARMACEUTICALS INC | $2,685,000 | -57.8% | 1,032,715 | -36.8% | 0.15% | -58.5% |
| CYTK | CYTOKINETICS INC | $1,503,000 | +32.4% | 123,686 | 0.0% | 0.09% | +30.3% | |
| XON | Sell | INTREXON CORP | $1,018,000 | -22.9% | 41,900 | -11.0% | 0.06% | -24.7% |
| CEMP | Sell | CEMPRA INC | $953,000 | -98.6% | 340,320 | -88.0% | 0.05% | -98.6% |
| IDRA | Sell | IDERA PHARMACEUTICALS INC | $925,000 | -71.3% | 616,355 | -51.0% | 0.05% | -71.7% |
| SPHS | SOPHIRIS BIO INC | $692,000 | -9.9% | 247,000 | 0.0% | 0.04% | -13.3% | |
| ADHD | ALCOBRA LTD | $573,000 | -15.0% | 272,788 | 0.0% | 0.03% | -15.4% | |
| HSGX | Sell | HISTOGENICS CORP | $506,000 | -65.3% | 302,922 | -33.4% | 0.03% | -65.9% |
| DRNA | Sell | DICERNA PHARMACEUTICALS INC | $456,000 | -71.0% | 158,279 | -40.9% | 0.03% | -71.4% |
| ZGNX | ZOGENIX INC | $358,000 | +6.2% | 29,500 | 0.0% | 0.02% | 0.0% | |
| MRNS | Exit | MARINUS PHARMACEUTICALS INC | $0 | – | -63,517 | -100.0% | -0.01% | – |
| QURE | Exit | UNIQURE NV | $0 | – | -20,453 | -100.0% | -0.01% | – |
| OREXQ | Exit | OREXIGEN THERAPEUTICS INC | $0 | – | -167,302 | -100.0% | -0.03% | – |
| ENDP | Exit | ENDO INTL PLC | $0 | – | -945,330 | -100.0% | -1.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-02-15
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.