$2.4 Billion is the total value of Palo Alto Investors LP's 37 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 13.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BMRN | Buy | BIOMARIN PHARMACEUTICAL INC | $234,643,000 | +7.7% | 2,641,485 | +3.2% | 9.79% | -15.6% |
| INSM | INSMED INC | $222,491,000 | +121.6% | 7,653,617 | 0.0% | 9.28% | +73.6% | |
| ABMD | Buy | ABIOMED INC | $199,529,000 | -11.0% | 698,654 | +1.3% | 8.32% | -30.2% |
| UTHR | UNITED THERAPEUTICS CORP DEL | $191,551,000 | +7.8% | 1,632,025 | 0.0% | 7.99% | -15.5% | |
| ALXN | Buy | ALEXION PHARMACEUTICALS INC | $166,140,000 | +41.7% | 1,229,030 | +2.1% | 6.93% | +11.0% |
| STAA | Buy | STAAR SURGICAL CO | $144,244,000 | +9.0% | 4,218,902 | +1.7% | 6.02% | -14.6% |
| SAGE | Buy | SAGE THERAPEUTICS INC | $136,414,000 | +67.3% | 857,681 | +0.8% | 5.69% | +31.2% |
| CLVS | CLOVIS ONCOLOGY INC | $130,040,000 | +38.2% | 5,239,304 | 0.0% | 5.42% | +8.3% | |
| IMMU | Buy | IMMUNOMEDICS INC | $122,590,000 | +65.6% | 6,381,555 | +23.0% | 5.11% | +29.8% |
| FOLD | Buy | AMICUS THERAPEUTICS INC | $103,630,000 | +46.2% | 7,619,833 | +3.0% | 4.32% | +14.5% |
| VNDA | Buy | VANDA PHARMACEUTICALS INC | $93,013,000 | -14.3% | 5,055,050 | +21.6% | 3.88% | -32.9% |
| WMGI | WRIGHT MED GROUP N V | $87,160,000 | +15.5% | 2,771,394 | 0.0% | 3.64% | -9.5% | |
| EPZM | EPIZYME INC | $85,926,000 | +101.1% | 6,935,074 | 0.0% | 3.58% | +57.7% | |
| AIMT | Buy | AIMMUNE THERAPEUTICS INC | $83,789,000 | +152.4% | 3,748,939 | +170.2% | 3.50% | +97.8% |
| ACAD | Buy | ACADIA PHARMACEUTICALS INC | $60,370,000 | +84.3% | 2,248,403 | +11.0% | 2.52% | +44.4% |
| ALGN | Buy | ALIGN TECHNOLOGY INC | $47,030,000 | +43.2% | 165,405 | +5.5% | 1.96% | +12.2% |
| PBYI | Buy | PUMA BIOTECHNOLOGY INC | $45,802,000 | +94.0% | 1,180,780 | +1.8% | 1.91% | +52.0% |
| AMAG | Buy | AMAG PHARMACEUTICALS INC | $44,066,000 | -14.2% | 3,421,306 | +1.2% | 1.84% | -32.8% |
| KPTI | Buy | KARYOPHARM THERAPEUTICS INC | $30,732,000 | -30.0% | 5,262,263 | +12.3% | 1.28% | -45.1% |
| EXAS | EXACT SCIENCES CORP | $27,276,000 | +37.3% | 314,889 | 0.0% | 1.14% | +7.6% | |
| MNTA | MOMENTA PHARMACEUTICALS INC | $26,759,000 | +31.6% | 1,841,613 | 0.0% | 1.12% | +3.1% | |
| ALDR | ALDER BIOPHARMACEUTICALS INC | $25,411,000 | +33.2% | 1,861,630 | 0.0% | 1.06% | +4.3% | |
| CELG | Sell | CELGENE CORP | $25,126,000 | -26.4% | 266,333 | -50.0% | 1.05% | -42.3% |
| PRTA | PROTHENA CORP PLC | $13,446,000 | +17.8% | 1,108,510 | 0.0% | 0.56% | -7.7% | |
| KLDO | New | KALEIDO BIOSCIENCES INC | $12,567,000 | – | 866,666 | +100.0% | 0.52% | – |
| GILD | GILEAD SCIENCES INC | $11,435,000 | +3.9% | 175,900 | 0.0% | 0.48% | -18.6% | |
| RIGL | RIGEL PHARMACEUTICALS INC | $10,244,000 | +11.7% | 3,985,945 | 0.0% | 0.43% | -12.5% | |
| DRNA | DICERNA PHARMACEUTICALS INC | $7,338,000 | +37.0% | 500,913 | 0.0% | 0.31% | +7.4% | |
| ALIM | ALIMERA SCIENCES INC | $3,195,000 | +47.6% | 3,013,793 | 0.0% | 0.13% | +15.7% | |
| ZGNX | ZOGENIX INC | $1,623,000 | +50.8% | 29,500 | 0.0% | 0.07% | +19.3% | |
| SNSS | SUNESIS PHARMACEUTICALS INC | $1,412,000 | +192.3% | 1,162,473 | 0.0% | 0.06% | +126.9% | |
| CYTK | CYTOKINETICS INC | $1,001,000 | +28.0% | 123,686 | 0.0% | 0.04% | 0.0% | |
| MRNS | New | MARINUS PHARMACEUTICALS INC | $477,000 | – | 114,221 | +100.0% | 0.02% | – |
| SPHS | SOPHIRIS BIO INC | $245,000 | +19.5% | 247,000 | 0.0% | 0.01% | -9.1% | |
| IDRA | IDERA PHARMACEUTICALS INC | $196,000 | -8.0% | 77,044 | 0.0% | 0.01% | -27.3% | |
| MLNTQ | New | MELINTA THERAPEUTICS INC | $36,000 | – | 10,137 | +100.0% | 0.00% | – |
| HSGX | HISTOGENICS CORP | $35,000 | +29.6% | 302,922 | 0.0% | 0.00% | 0.0% | |
| MLNT | Exit | MELINTA THERAPEUTICS INC | $0 | – | -50,689 | -100.0% | -0.00% | – |
| SHPG | Exit | SHIRE PLCsponsored adr | $0 | – | -47,938 | -100.0% | -0.44% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2019-07-30
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.