$2.37 Billion is the total value of Palo Alto Investors LP's 40 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was 5.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ABMD | Sell | ABIOMED INC | $326,292,000 | +16.7% | 1,935,300 | -0.8% | 13.74% | +5.3% |
| CLVS | CLOVIS ONCOLOGY INC | $274,357,000 | -12.0% | 3,329,581 | 0.0% | 11.56% | -20.6% | |
| BMRN | Buy | BIOMARIN PHARMACEUTICAL INC | $226,953,000 | +4.8% | 2,438,519 | +2.3% | 9.56% | -5.5% |
| UTHR | Sell | UNITED THERAPEUTICS CORP DEL | $206,565,000 | -14.7% | 1,762,650 | -5.6% | 8.70% | -23.1% |
| INSM | Buy | INSMED INC | $192,622,000 | +99.7% | 6,171,816 | +9.8% | 8.11% | +80.1% |
| ALXN | Buy | ALEXION PHARMACEUTICALS INC | $151,561,000 | +20.8% | 1,080,342 | +4.8% | 6.38% | +9.0% |
| EPZM | Buy | EPIZYME INC | $121,888,000 | +41.7% | 6,398,296 | +12.3% | 5.13% | +27.8% |
| FOLD | Sell | AMICUS THERAPEUTICS INC | $111,898,000 | +39.9% | 7,420,288 | -6.6% | 4.71% | +26.3% |
| VNDA | Sell | VANDA PHARMACEUTICALS INC | $74,386,000 | +8.6% | 4,155,670 | -1.1% | 3.13% | -2.0% |
| PRTA | Buy | PROTHENA CORP PLC | $70,966,000 | +22.1% | 1,095,655 | +2.0% | 2.99% | +10.2% |
| WMGI | WRIGHT MED GROUP N V | $69,238,000 | -5.9% | 2,676,393 | 0.0% | 2.92% | -15.1% | |
| AMAG | Buy | AMAG PHARMACEUTICALS INC | $63,491,000 | +3.2% | 3,441,233 | +2.9% | 2.67% | -6.9% |
| ACAD | Buy | ACADIA PHARMACEUTICALS INC | $61,818,000 | +37.4% | 1,641,030 | +1.7% | 2.60% | +23.9% |
| SAGE | Sell | SAGE THERAPEUTICS INC | $49,046,000 | -40.4% | 787,251 | -23.8% | 2.07% | -46.2% |
| STAA | Sell | STAAR SURGICAL CO | $43,663,000 | +14.6% | 3,507,052 | -0.6% | 1.84% | +3.4% |
| CELG | CELGENE CORP | $43,052,000 | +12.3% | 295,240 | 0.0% | 1.81% | +1.3% | |
| IMMU | IMMUNOMEDICS INC | $42,086,000 | +58.3% | 3,010,466 | 0.0% | 1.77% | +42.9% | |
| ALGN | ALIGN TECHNOLOGY INC | $41,558,000 | +24.1% | 223,107 | 0.0% | 1.75% | +11.9% | |
| KPTI | Buy | KARYOPHARM THERAPEUTICS INC | $38,414,000 | +22.4% | 3,498,585 | +0.9% | 1.62% | +10.4% |
| MNTA | Buy | MOMENTA PHARMACEUTICALS INC | $33,207,000 | +9.9% | 1,794,998 | +0.4% | 1.40% | -0.8% |
| AIMT | Buy | AIMMUNE THERAPEUTICS INC | $32,072,000 | +20.9% | 1,293,764 | +0.3% | 1.35% | +9.1% |
| EXAS | EXACT SCIENCES CORP | $20,407,000 | +33.2% | 433,076 | 0.0% | 0.86% | +20.3% | |
| SHPG | SHIRE PLCsponsored adr | $19,939,000 | -7.3% | 130,200 | 0.0% | 0.84% | -16.4% | |
| GILD | Sell | GILEAD SCIENCES INC | $14,251,000 | -42.7% | 175,900 | -50.0% | 0.60% | -48.4% |
| BIVV | New | BIOVERATIV INC | $12,059,000 | – | 211,300 | +100.0% | 0.51% | – |
| RIGL | RIGEL PHARMACEUTICALS INC | $9,792,000 | -7.0% | 3,855,024 | 0.0% | 0.41% | -16.1% | |
| ACRX | ACELRX PHARMACEUTICALS INC | $4,750,000 | +114.0% | 1,032,715 | 0.0% | 0.20% | +92.3% | |
| ALIM | ALIMERA SCIENCES INC | $4,069,000 | -2.9% | 3,013,793 | 0.0% | 0.17% | -12.8% | |
| DRNA | DICERNA PHARMACEUTICALS INC | $2,880,000 | +81.4% | 500,913 | 0.0% | 0.12% | +63.5% | |
| SNSS | SUNESIS PHARMACEUTICALS INC | $2,255,000 | -28.2% | 1,162,473 | 0.0% | 0.10% | -35.4% | |
| CYTK | CYTOKINETICS INC | $1,793,000 | +19.8% | 123,686 | 0.0% | 0.08% | +8.6% | |
| IDRA | IDERA PHARMACEUTICALS INC | $1,374,000 | +29.6% | 616,355 | 0.0% | 0.06% | +18.4% | |
| CEMP | CEMPRA INC | $1,106,000 | -29.3% | 340,320 | 0.0% | 0.05% | -35.6% | |
| ZGNX | ZOGENIX INC | $1,034,000 | +141.6% | 29,500 | 0.0% | 0.04% | +120.0% | |
| TRVN | TREVENA INC | $870,000 | +10.8% | 341,300 | 0.0% | 0.04% | 0.0% | |
| ALDR | New | ALDER BIOPHARMACEUTICALS INC | $789,000 | – | 64,400 | +100.0% | 0.03% | – |
| HSGX | HISTOGENICS CORP | $600,000 | +10.7% | 302,922 | 0.0% | 0.02% | 0.0% | |
| SPHS | SOPHIRIS BIO INC | $530,000 | -2.4% | 247,000 | 0.0% | 0.02% | -12.0% | |
| ADHD | ALCOBRA LTD | $276,000 | -9.8% | 272,788 | 0.0% | 0.01% | -14.3% | |
| SLNO | Sell | SOLENO THERAPEUTICS INC | $220,000 | +3.8% | 84,748 | -80.0% | 0.01% | -10.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-11-14
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/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.