Palo Alto Investors
Latest statistics and disclosures from Palo Alto Investors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ONXX, VPHM, CYBX, UTHR, BMRN. These five stock positions account for 50.28% of Palo Alto Investors's total stock portfolio.
- Added to shares of ABMD (+$10.93M), RIGL (+$8.30M), AVEO (+$6.45M), SQNM, Anacor Pharmaceuticals In, VPHM, SPPI, VNDA, XOMA CORP Common equity shares, ITMN.
- Started new stock positions in XOMA CORP Common equity shares, Anacor Pharmaceuticals In, SPPI, AVEO.
- Reduced shares in these stocks: ONXX (-$41.13M), QCOR (-$32.33M), ARTC (-$20.71M), UTHR (-$18.99M), MNTA (-$9.03M), BMRN (-$9.00M), Aegerion Pharmaceuticals, AMAG, NUVA, NOG.
- Sold out of its positions in NOG, NUVA, SOQ, TH.
- As of March 31, 2013, Palo Alto Investors has $844.09M in assets under management (AUM). Assets under management dropped from a total value of $853.60M to $844.09M.
- Independent of market fluctuations, Palo Alto Investors was a net seller by $106.62M worth of stocks in the most recent quarter.
Palo Alto Investors portfolio companies for quarter ending March 2013
| Ticker | Name | Portfolio Weight | Change | Share Count | Price | Last Trade |
|---|---|---|---|---|---|---|
| ONXX | Onyx Pharmaceuticals | 15.54 | -23.00% | 1475915 | 88.86 | 95.65 |
| VPHM | ViroPharma Incorporated | 11.78 | +3.00% | 3950518 | 25.16 | 25.88 |
| CYBX | Cyberonics | 10.71 | 1931418 | 46.80 | 49.27 | |
| UTHR | United Therapeutics Corporation | 6.47 | -25.00% | 896678 | 60.87 | 69.17 |
| BMRN | BioMarin Pharmaceutical | 5.79 | -15.00% | 784719 | 62.26 | 64.01 |
| ABMD | ABIOMED | 5.20 | +33.00% | 2352598 | 18.67 | 23.28 |
| AUXL | Auxilium Pharmaceuticals | 4.92 | 2402394 | 17.29 | 14.99 | |
| AMAG | AMAG Pharmaceuticals | 4.75 | -7.00% | 1681710 | 23.85 | 25.12 |
| QCOR | Questcor Pharmaceuticals | 4.75 | -44.00% | 1233145 | 32.54 | 37.34 |
| CBST | Cubist Pharmaceuticals | 4.63 | 834421 | 46.82 | 49.51 | |
| SQNM | Sequenom | 4.20 | +15.00% | 8550730 | 4.15 | 4.10 |
| RIGL | Rigel Pharmaceuticals | 2.34 | +72.00% | 2907371 | 6.80 | 4.74 |
| STAA | STAAR Surgical Company | 2.30 | -2.00% | 3443330 | 5.63 | 8.64 |
| Qlt | 2.07 | -6.00% | 1975820 | 8.84 | 0.00 | |
| MNTA | Momenta Pharmaceuticals | 1.92 | -35.00% | 1215576 | 13.34 | 13.03 |
| ITMN | InterMune | 1.90 | 1775485 | 9.05 | 9.99 | |
| FOLD | Amicus Therapeutics | 1.80 | 4780670 | 3.17 | 3.43 | |
| ALIM | Alimera Sciences | 1.32 | 3634984 | 3.07 | 4.02 | |
| CPTS | Conceptus | 1.29 | 449300 | 24.15 | 30.92 | |
| ARTC | ArthroCare Corporation | 1.13 | -68.00% | 274994 | 34.76 | 34.78 |
| SVNT | Savient Pharmaceuticals | 1.06 | 11224495 | 0.80 | 0.56 | |
| VNDA | Vanda Pharmaceuticals | 0.81 | +22.00% | 1747867 | 3.92 | 6.58 |
| AVEO | AVEO Pharmaceuticals | 0.76 | NEW | 877153 | 7.35 | 3.01 |
| Aegerion Pharmaceuticals | 0.50 | -49.00% | 105240 | 40.34 | 0.00 | |
| Anacor Pharmaceuticals In | 0.43 | NEW | 567926 | 6.46 | 0.00 | |
| SPPI | Spectrum Pharmaceuticals | 0.35 | NEW | 395985 | 7.46 | 8.14 |
| Hyperion Therapeutics | 0.26 | -44.00% | 83600 | 25.83 | 0.00 | |
| Insmed | 0.24 | 266299 | 7.49 | 0.00 | ||
| DNDN | Dendreon Corporation | 0.23 | 413400 | 4.73 | 4.01 | |
| CYTK | Cytokinetics | 0.21 | 1569271 | 1.14 | 1.20 | |
| PSDV | pSivida | 0.20 | -10.00% | 729548 | 2.29 | 2.83 |
| XOMA CORP Common equity shares | 0.07 | NEW | 180235 | 3.49 | 0.00 | |
| NXTM | NxStage Medical | 0.06 | 44129 | 11.29 | 13.07 |
Past 13F-HR SEC Filings for Palo Alto Investors
- Palo Alto Investors 2012 Q4 - filed Feb. 13, 2013
- Palo Alto Investors 2012 Q3 - filed Nov. 14, 2012
- Palo Alto Investors 2012 Q2 - filed Aug. 15, 2012
- Palo Alto Investors 2012 Q1 - filed May 15, 2012
- Palo Alto Investors 2011 Q4 - filed Feb. 13, 2012
- Palo Alto Investors 2011 Q3 - filed Nov. 14, 2011
- Palo Alto Investors 2011 Q2 - filed Aug. 12, 2011
- Palo Alto Investors 2011 Q1 - filed May 16, 2011
- Palo Alto Investors 2010 Q4 - filed Feb. 11, 2011