$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VNDA | VANDA PHARMACEUTICALS INC | $63,166,000 | -15.1% | 4,155,670 | 0.0% | 2.72% | -13.2% | |
| ACAD | ACADIA PHARMACEUTICALS INC | $49,411,000 | -20.1% | 1,641,030 | 0.0% | 2.13% | -18.3% | |
| PRTA | PROTHENA CORP PLC | $41,076,000 | -42.1% | 1,095,655 | 0.0% | 1.77% | -40.8% | |
| 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% | |
| 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% |
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.