$2.32 Billion is the total value of Palo Alto Investors LP's 37 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 12.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ABMD | Sell | ABIOMED INC | $297,122,000 | -8.9% | 1,585,413 | -18.1% | 12.80% | -6.9% |
| UTHR | Sell | UNITED THERAPEUTICS CORP DEL | $237,645,000 | +15.0% | 1,606,250 | -8.9% | 10.24% | +17.6% |
| CLVS | Buy | CLOVIS ONCOLOGY INC | $231,389,000 | -15.7% | 3,402,781 | +2.2% | 9.96% | -13.8% |
| BMRN | Buy | BIOMARIN PHARMACEUTICAL INC | $222,729,000 | -1.9% | 2,497,806 | +2.4% | 9.59% | +0.3% |
| INSM | Buy | INSMED INC | $199,695,000 | +3.7% | 6,404,586 | +3.8% | 8.60% | +6.0% |
| ALXN | Buy | ALEXION PHARMACEUTICALS INC | $133,659,000 | -11.8% | 1,117,642 | +3.5% | 5.76% | -9.8% |
| SAGE | Buy | SAGE THERAPEUTICS INC | $133,548,000 | +172.3% | 810,806 | +3.0% | 5.75% | +178.4% |
| FOLD | Sell | AMICUS THERAPEUTICS INC | $86,427,000 | -22.8% | 6,006,022 | -19.1% | 3.72% | -21.0% |
| EPZM | Buy | EPIZYME INC | $86,104,000 | -29.4% | 6,860,843 | +7.2% | 3.71% | -27.8% |
| IMMU | Buy | IMMUNOMEDICS INC | $77,152,000 | +83.3% | 4,774,261 | +58.6% | 3.32% | +87.4% |
| VNDA | VANDA PHARMACEUTICALS INC | $63,166,000 | -15.1% | 4,155,670 | 0.0% | 2.72% | -13.2% | |
| WMGI | Buy | WRIGHT MED GROUP N V | $60,746,000 | -12.3% | 2,736,293 | +2.2% | 2.62% | -10.3% |
| STAA | Sell | STAAR SURGICAL CO | $54,200,000 | +24.1% | 3,496,752 | -0.3% | 2.33% | +26.9% |
| ACAD | ACADIA PHARMACEUTICALS INC | $49,411,000 | -20.1% | 1,641,030 | 0.0% | 2.13% | -18.3% | |
| ALGN | Sell | ALIGN TECHNOLOGY INC | $47,217,000 | +13.6% | 212,507 | -4.8% | 2.03% | +16.2% |
| AMAG | Buy | AMAG PHARMACEUTICALS INC | $46,285,000 | -27.1% | 3,493,220 | +1.5% | 1.99% | -25.5% |
| AIMT | Sell | AIMMUNE THERAPEUTICS INC | $43,358,000 | +35.2% | 1,146,419 | -11.4% | 1.87% | +38.2% |
| PRTA | PROTHENA CORP PLC | $41,076,000 | -42.1% | 1,095,655 | 0.0% | 1.77% | -40.8% | |
| KPTI | Buy | KARYOPHARM THERAPEUTICS INC | $34,027,000 | -11.4% | 3,544,439 | +1.3% | 1.46% | -9.5% |
| CELG | Buy | CELGENE CORP | $32,137,000 | -25.4% | 307,940 | +4.3% | 1.38% | -23.7% |
| MNTA | Buy | MOMENTA PHARMACEUTICALS INC | $25,411,000 | -23.5% | 1,821,576 | +1.5% | 1.09% | -21.8% |
| SHPG | Buy | SHIRE PLCsponsored adr | $21,065,000 | +5.6% | 135,800 | +4.3% | 0.91% | +8.0% |
| ALDR | Buy | ALDER BIOPHARMACEUTICALS INC | $21,071,000 | +2570.6% | 1,840,246 | +2757.5% | 0.91% | +2648.5% |
| EXAS | Sell | EXACT SCIENCES CORP | $16,333,000 | -20.0% | 310,876 | -28.2% | 0.70% | -18.3% |
| RIGL | Buy | RIGEL PHARMACEUTICALS INC | $15,270,000 | +55.9% | 3,935,584 | +2.1% | 0.66% | +59.7% |
| BIVV | Buy | BIOVERATIV INC | $14,256,000 | +18.2% | 264,400 | +25.1% | 0.61% | +20.9% |
| GILD | GILEAD SCIENCES INC | $12,601,000 | -11.6% | 175,900 | 0.0% | 0.54% | -9.5% | |
| DRNA | DICERNA PHARMACEUTICALS INC | $4,523,000 | +57.0% | 500,913 | 0.0% | 0.20% | +61.2% | |
| SNSS | SUNESIS PHARMACEUTICALS INC | $4,290,000 | +90.2% | 1,162,473 | 0.0% | 0.18% | +94.7% | |
| ALIM | ALIMERA SCIENCES INC | $4,008,000 | -1.5% | 3,013,793 | 0.0% | 0.17% | +1.2% | |
| IDRA | IDERA PHARMACEUTICALS INC | $1,301,000 | -5.3% | 616,355 | 0.0% | 0.06% | -3.4% | |
| ZGNX | ZOGENIX INC | $1,181,000 | +14.2% | 29,500 | 0.0% | 0.05% | +15.9% | |
| CYTK | CYTOKINETICS INC | $1,008,000 | -43.8% | 123,686 | 0.0% | 0.04% | -43.4% | |
| MLNT | New | MELINTA THERAPEUTICS INC | $801,000 | – | 50,689 | +100.0% | 0.03% | – |
| HSGX | HISTOGENICS CORP | $621,000 | +3.5% | 302,922 | 0.0% | 0.03% | +8.0% | |
| SPHS | SOPHIRIS BIO INC | $561,000 | +5.8% | 247,000 | 0.0% | 0.02% | +9.1% | |
| TRVN | TREVENA INC | $546,000 | -37.2% | 341,300 | 0.0% | 0.02% | -35.1% | |
| SLNO | Exit | SOLENO THERAPEUTICS INC | $0 | – | -84,748 | -100.0% | -0.01% | – |
| ADHD | Exit | ALCOBRA LTD | $0 | – | -272,788 | -100.0% | -0.01% | – |
| CEMP | Exit | CEMPRA INC | $0 | – | -340,320 | -100.0% | -0.05% | – |
| ACRX | Exit | ACELRX PHARMACEUTICALS INC | $0 | – | -1,032,715 | -100.0% | -0.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-02-14
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.