$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 6.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| 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% |
| 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% |
| WMGI | Buy | WRIGHT MED GROUP N V | $60,746,000 | -12.3% | 2,736,293 | +2.2% | 2.62% | -10.3% |
| AMAG | Buy | AMAG PHARMACEUTICALS INC | $46,285,000 | -27.1% | 3,493,220 | +1.5% | 1.99% | -25.5% |
| 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% |
| 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% |
| MLNT | New | MELINTA THERAPEUTICS INC | $801,000 | – | 50,689 | +100.0% | 0.03% | – |
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 | 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.