$1.5 Billion is the total value of Palo Alto Investors LP's 37 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 5.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BMRN | Sell | BIOMARIN PHARMACEUTICAL INC | $148,921,000 | -33.3% | 2,209,504 | -15.2% | 9.92% | -8.6% |
| INSM | Sell | INSMED INC | $127,707,000 | -36.8% | 7,239,649 | -8.3% | 8.51% | -13.4% |
| ABMD | Sell | ABIOMED INC | $116,416,000 | -36.7% | 654,428 | -7.4% | 7.75% | -13.3% |
| UTHR | Sell | UNITED THERAPEUTICS CORP | $113,596,000 | -6.3% | 1,424,401 | -8.3% | 7.57% | +28.4% |
| STAA | Sell | STAAR SURGICAL CO | $100,302,000 | -19.4% | 3,890,693 | -8.2% | 6.68% | +10.4% |
| SAGE | Sell | SAGE THERAPEUTICS INC | $95,523,000 | -34.4% | 680,894 | -14.4% | 6.36% | -10.1% |
| ALXN | Sell | ALEXION PHARMACEUTICALS INC | $93,822,000 | -30.0% | 957,950 | -6.4% | 6.25% | -4.1% |
| IMMU | Sell | IMMUNOMEDICS INC | $82,004,000 | -11.4% | 6,184,320 | -7.4% | 5.46% | +21.3% |
| ACAD | Sell | ACADIA PHARMACEUTICALS INC | $78,339,000 | +26.9% | 2,176,677 | -5.7% | 5.22% | +73.9% |
| AIMT | Sell | AIMMUNE THERAPEUTICS INC | $72,698,000 | -8.8% | 3,471,740 | -9.3% | 4.84% | +25.0% |
| EPZM | Sell | EPIZYME INC | $65,548,000 | -24.7% | 6,354,659 | -8.4% | 4.37% | +3.2% |
| VNDA | Sell | VANDA PHARMACEUTICALS INC | $60,838,000 | -14.6% | 4,581,176 | -9.4% | 4.05% | +17.0% |
| FOLD | Sell | AMICUS THERAPEUTICS INC | $57,447,000 | -41.0% | 7,162,920 | -8.1% | 3.83% | -19.1% |
| WMGI | Sell | WRIGHT MEDICAL GROUP NV | $51,456,000 | -37.7% | 2,494,255 | -10.0% | 3.43% | -14.7% |
| KPTI | Sell | KARYOPHARM THERAPEUTICS INC | $46,581,000 | +47.8% | 4,842,150 | -8.0% | 3.10% | +102.5% |
| AMAG | Sell | AMAG PHARMACEUTICALS INC | $35,561,000 | +5.5% | 3,078,874 | -8.8% | 2.37% | +44.5% |
| ALDR | ALDER BIOPHARMACEUTICALS INC | $35,110,000 | +60.2% | 1,861,630 | 0.0% | 2.34% | +119.6% | |
| ALGN | ALIGN TECHNOLOGY INC | $26,687,000 | -33.9% | 147,505 | 0.0% | 1.78% | -9.4% | |
| MNTA | Sell | MOMENTA PHARMACEUTICALS INC | $22,772,000 | -4.7% | 1,757,122 | -8.5% | 1.52% | +30.6% |
| CLVS | Sell | CLOVIS ONCOLOGY INC | $18,553,000 | -75.7% | 4,720,744 | -8.2% | 1.24% | -66.7% |
| PBYI | PUMA BIOTECHNOLOGY INC | $15,132,000 | -15.3% | 1,405,680 | 0.0% | 1.01% | +16.0% | |
| PRTA | Sell | PROTHENA CORP PLC | $7,875,000 | -32.8% | 1,004,449 | -9.4% | 0.52% | -7.9% |
| RIGL | Sell | RIGEL PHARMACEUTICALS INC | $6,708,000 | -35.5% | 3,587,351 | -10.0% | 0.45% | -11.7% |
| KLDO | Sell | KALEIDO BIOSCIENCES INC | $5,934,000 | -41.0% | 787,999 | -9.1% | 0.40% | -19.2% |
| DRNA | DICERNA PHARMACEUTICALS INC | $4,765,000 | -8.8% | 331,813 | 0.0% | 0.32% | +24.8% | |
| GILD | Sell | GILEAD SCIENCES INC | $2,491,000 | -79.0% | 39,300 | -77.7% | 0.17% | -71.3% |
| CELG | Sell | CELGENE CORP | $2,173,000 | -78.0% | 21,883 | -79.5% | 0.14% | -69.8% |
| ALIM | ALIMERA SCIENCES INC | $1,707,000 | -36.4% | 3,013,793 | 0.0% | 0.11% | -12.3% | |
| CYTK | CYTOKINETICS INC | $1,408,000 | +1.2% | 123,686 | 0.0% | 0.09% | +38.2% | |
| ZGNX | ZOGENIX INC | $1,181,000 | -16.2% | 29,500 | 0.0% | 0.08% | +14.5% | |
| SNSS | SUNESIS PHARMACEUTICALS INC | $837,000 | -0.9% | 1,162,473 | 0.0% | 0.06% | +36.6% | |
| ALDX | ALDEYRA THERAPEUTICS INC | $387,000 | -12.2% | 73,500 | 0.0% | 0.03% | +23.8% | |
| NERV | MINERVA NEUROSCIENCES INC | $281,000 | +37.7% | 36,319 | 0.0% | 0.02% | +90.0% | |
| IDRA | IDERA PHARMACEUTICALS INC | $223,000 | +8.3% | 77,044 | 0.0% | 0.02% | +50.0% | |
| MRNS | MARINUS PHARMACEUTICALS INC | $193,000 | -62.9% | 125,321 | 0.0% | 0.01% | -48.0% | |
| SPHS | SOPHIRIS BIO INC | $144,000 | -31.1% | 247,000 | 0.0% | 0.01% | 0.0% | |
| MLNTQ | MELINTA THERAPEUTICS INC | $39,000 | -41.8% | 10,137 | 0.0% | 0.00% | 0.0% | |
| HSGX | Exit | HISTOGENICS CORP | $0 | – | -302,922 | -100.0% | -0.00% | – |
| EXAS | Exit | EXACT SCIENCES CORP | $0 | – | -314,889 | -100.0% | -1.81% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-11-14
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.