$2.5 Billion is the total value of Palo Alto Investors LP's 36 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ABMD | Sell | ABIOMED INC | $364,181,000 | -7.1% | 890,309 | -33.9% | 14.55% | -13.2% |
| BMRN | Buy | BIOMARIN PHARMACEUTICAL INC | $240,156,000 | +16.4% | 2,549,431 | +0.2% | 9.60% | +8.7% |
| CLVS | Buy | CLOVIS ONCOLOGY INC | $226,168,000 | +8.3% | 4,974,007 | +25.7% | 9.04% | +1.2% |
| UTHR | Buy | UNITED THERAPEUTICS CORP DEL | $183,895,000 | +0.9% | 1,625,234 | +0.2% | 7.35% | -5.7% |
| INSM | Buy | INSMED INC | $171,145,000 | +6.1% | 7,236,583 | +1.1% | 6.84% | -0.8% |
| ALXN | Buy | ALEXION PHARMACEUTICALS INC | $147,295,000 | +16.3% | 1,186,427 | +4.5% | 5.89% | +8.7% |
| SAGE | Buy | SAGE THERAPEUTICS INC | $130,317,000 | -1.1% | 832,536 | +1.7% | 5.21% | -7.6% |
| IMMU | Buy | IMMUNOMEDICS INC | $113,696,000 | +62.3% | 4,803,364 | +0.2% | 4.54% | +51.6% |
| STAA | Buy | STAAR SURGICAL CO | $109,169,000 | +109.8% | 3,521,565 | +0.2% | 4.36% | +96.0% |
| FOLD | Buy | AMICUS THERAPEUTICS INC | $96,350,000 | +4.2% | 6,168,347 | +0.3% | 3.85% | -2.6% |
| EPZM | Buy | EPIZYME INC | $93,578,000 | -23.5% | 6,906,158 | +0.2% | 3.74% | -28.6% |
| KPTI | Buy | KARYOPHARM THERAPEUTICS INC | $79,230,000 | +60.4% | 4,663,324 | +26.7% | 3.17% | +49.9% |
| VNDA | VANDA PHARMACEUTICALS INC | $79,166,000 | +13.1% | 4,155,670 | 0.0% | 3.16% | +5.7% | |
| WMGI | Buy | WRIGHT MED GROUP N V | $71,587,000 | +31.1% | 2,757,587 | +0.2% | 2.86% | +22.5% |
| AMAG | AMAG PHARMACEUTICALS INC | $65,146,000 | -3.2% | 3,340,806 | 0.0% | 2.60% | -9.6% | |
| ALGN | Sell | ALIGN TECHNOLOGY INC | $63,161,000 | +15.0% | 184,607 | -15.6% | 2.52% | +7.4% |
| MNTA | Buy | MOMENTA PHARMACEUTICALS INC | $37,496,000 | +12.9% | 1,833,532 | +0.2% | 1.50% | +5.4% |
| AIMT | Buy | AIMMUNE THERAPEUTICS INC | $37,155,000 | -13.9% | 1,381,759 | +1.9% | 1.48% | -19.6% |
| SHPG | SHIRE PLCsponsored adr | $32,275,000 | +13.0% | 191,200 | 0.0% | 1.29% | +5.7% | |
| CELG | Buy | CELGENE CORP | $31,358,000 | -7.3% | 394,840 | +4.1% | 1.25% | -13.3% |
| ALDR | Buy | ALDER BIOPHARMACEUTICALS INC | $29,279,000 | +24.6% | 1,853,101 | +0.2% | 1.17% | +16.4% |
| ACAD | ACADIA PHARMACEUTICALS INC | $25,207,000 | -32.0% | 1,650,780 | 0.0% | 1.01% | -36.5% | |
| EXAS | Buy | EXACT SCIENCES CORP | $18,733,000 | +48.5% | 313,320 | +0.2% | 0.75% | +39.0% |
| PRTA | Buy | PROTHENA CORP PLC | $16,086,000 | -60.2% | 1,103,325 | +0.2% | 0.64% | -62.8% |
| GILD | GILEAD SCIENCES INC | $12,461,000 | -6.0% | 175,900 | 0.0% | 0.50% | -12.2% | |
| RIGL | RIGEL PHARMACEUTICALS INC | $11,224,000 | -20.1% | 3,966,087 | 0.0% | 0.45% | -25.2% | |
| DRNA | DICERNA PHARMACEUTICALS INC | $6,136,000 | +28.1% | 500,913 | 0.0% | 0.24% | +19.5% | |
| ALIM | ALIMERA SCIENCES INC | $2,948,000 | -5.0% | 3,013,793 | 0.0% | 0.12% | -11.3% | |
| SNSS | SUNESIS PHARMACEUTICALS INC | $2,464,000 | -22.1% | 1,162,473 | 0.0% | 0.10% | -27.4% | |
| ZGNX | ZOGENIX INC | $1,304,000 | +10.4% | 29,500 | 0.0% | 0.05% | +2.0% | |
| CYTK | CYTOKINETICS INC | $1,027,000 | +15.3% | 123,686 | 0.0% | 0.04% | +7.9% | |
| IDRA | IDERA PHARMACEUTICALS INC | $814,000 | -28.2% | 616,355 | 0.0% | 0.03% | -31.2% | |
| HSGX | HISTOGENICS CORP | $757,000 | -9.1% | 302,922 | 0.0% | 0.03% | -16.7% | |
| SPHS | SOPHIRIS BIO INC | $694,000 | +39.9% | 247,000 | 0.0% | 0.03% | +33.3% | |
| TRVN | TREVENA INC | $491,000 | -12.3% | 341,300 | 0.0% | 0.02% | -16.7% | |
| MLNT | MELINTA THERAPEUTICS INC | $322,000 | -14.1% | 50,689 | 0.0% | 0.01% | -18.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-08-14
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.