Palo Alto Investors LP Long-Term Concentrated

CIK: 0001306923 · Show all filings

Period: Q2 2013 (Next →)

Filing Date: Aug 14, 2013

Total Value ($000): $847,287 (100.0% shares, 0.0% debt)

Holdings (32)

— Onyx Pharmaceuticals, Inc. 13.6%

Value ($000) $115,046 Shares 1,325,115 Est. Cost $86.82 Unrealized —

— ViroPharma Incorporated 13.4%

Value ($000) $113,707 Shares 3,968,818 Est. Cost $28.65 Unrealized —

— Cyberonics, Inc. 11.4%

Value ($000) $96,808 Shares 1,863,118 Est. Cost $51.96 Unrealized —

UTHR United Therapeutics Corp 7.0%

Value ($000) $59,289 Shares 900,778 Est. Cost $64.42 Unrealized 0.0%

— Abiomed Inc. 5.9%

Value ($000) $50,006 Shares 2,319,398 Est. Cost $21.56 Unrealized —

— Auxilium Pharmaceuticals, Inc. 5.6%

Value ($000) $47,362 Shares 2,847,842 Est. Cost $16.63 Unrealized —

BMRN Biomarin Pharmaceuticals, Inc 5.2%

Value ($000) $43,874 Shares 787,119 Est. Cost $62.32 Unrealized 0.0%

— AMAG Pharmaceuticals, Inc. 4.4%

Value ($000) $37,399 Shares 1,680,871 Est. Cost $22.25 Unrealized —

— Cubist Pharmaceuticals, Inc. 4.3%

Value ($000) $36,547 Shares 756,821 Est. Cost $48.29 Unrealized —

— Sequenom Inc. 4.1%

Value ($000) $34,533 Shares 8,202,692 Est. Cost $4.21 Unrealized —

STAA STAAR Surgical Company 3.8%

Value ($000) $32,595 Shares 3,211,318 Est. Cost $8.10 Unrealized 0.0%

— Questcor Pharmaceuticals, Inc. 3.7%

Value ($000) $31,640 Shares 696,297 Est. Cost $45.44 Unrealized —

VNDA Vanda Pharmaceutical Inc. 2.3%

Value ($000) $19,246 Shares 2,381,876 Est. Cost $6.73 Unrealized 0.0%

— Alimera Sciences, Inc. 2.1%

Value ($000) $17,739 Shares 3,634,984 Est. Cost $4.88 Unrealized —

— Momenta Pharmaceuticals, Inc. 2.1%

Value ($000) $17,697 Shares 1,175,076 Est. Cost $15.06 Unrealized —

— Intermune Inc. 2.0%

Value ($000) $17,080 Shares 1,775,485 Est. Cost $9.62 Unrealized —

— Rigel Pharmaceuticals Inc. 1.6%

Value ($000) $13,145 Shares 3,935,576 Est. Cost $3.34 Unrealized —

FOLD Amicus Therapeutics, Inc. 1.3%

Value ($000) $10,770 Shares 4,622,230 Est. Cost $3.07 Unrealized 0.0%

— Anacor Pharmaceuticals, Inc. 1.1%

Value ($000) $9,043 Shares 1,617,651 Est. Cost $5.59 Unrealized —

— AVEO Pharmaceuticals, Inc. 1.0%

Value ($000) $8,773 Shares 3,509,205 Est. Cost $2.50 Unrealized —

— QLT Inc. 1.0%

Value ($000) $8,563 Shares 1,950,636 Est. Cost $4.39 Unrealized —

— Savient Pharmaceuticals, Inc. 0.6%

Value ($000) $5,457 Shares 9,744,833 Est. Cost $0.56 Unrealized —

INSM Insmed, Inc. 0.4%

Value ($000) $3,185 Shares 266,299 Est. Cost $10.22 Unrealized 0.0%

— Aegerion Pharmaceuticals Inc. 0.4%

Value ($000) $3,106 Shares 49,040 Est. Cost $63.34 Unrealized —

— Cytokinetics Inc. 0.4%

Value ($000) $3,026 Shares 261,544 Est. Cost $11.57 Unrealized —

— Spectrum Pharmaceuticals Inc. 0.3%

Value ($000) $2,954 Shares 395,985 Est. Cost $7.46 Unrealized —

— Kythera BioPharm CMN 0.3%

Value ($000) $2,332 Shares 86,201 Est. Cost $27.05 Unrealized —

— Xoma Ltd. 0.2%

Value ($000) $1,897 Shares 522,683 Est. Cost $3.63 Unrealized —

— Hyperion Therapeutics 0.2%

Value ($000) $1,839 Shares 83,600 Est. Cost $22.00 Unrealized —

PRTA Prothena Corp PLC 0.1%

Value ($000) $1,143 Shares 88,500 Est. Cost $9.30 Unrealized 0.0%

— Dendreon Corp 0.1%

Value ($000) $856 Shares 207,800 Est. Cost $4.12 Unrealized —

— NxStage Medical, Inc. 0.1%

Value ($000) $630 Shares 44,129 Est. Cost $14.28 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
—	Onyx Pharmaceuticals, Inc.	1,325,115	$115,046	13.6%	$86.82	—	COM	683399109
—	ViroPharma Incorporated	3,968,818	$113,707	13.4%	$28.65	—	COM	928241108
—	Cyberonics, Inc.	1,863,118	$96,808	11.4%	$51.96	—	COM	23251P102
UTHR	United Therapeutics Corp	900,778	$59,289	7.0%	$64.42	0.0%	COM	91307C102
—	Abiomed Inc.	2,319,398	$50,006	5.9%	$21.56	—	COM	003654100
—	Auxilium Pharmaceuticals, Inc.	2,847,842	$47,362	5.6%	$16.63	—	COM	05334D107
BMRN	Biomarin Pharmaceuticals, Inc	787,119	$43,874	5.2%	$62.32	0.0%	COM	09061G101
—	AMAG Pharmaceuticals, Inc.	1,680,871	$37,399	4.4%	$22.25	—	COM	00163U106
—	Cubist Pharmaceuticals, Inc.	756,821	$36,547	4.3%	$48.29	—	COM	229678107
—	Sequenom Inc.	8,202,692	$34,533	4.1%	$4.21	—	COM	817337405
STAA	STAAR Surgical Company	3,211,318	$32,595	3.8%	$8.10	0.0%	COM	852312305
—	Questcor Pharmaceuticals, Inc.	696,297	$31,640	3.7%	$45.44	—	COM	74835Y101
VNDA	Vanda Pharmaceutical Inc.	2,381,876	$19,246	2.3%	$6.73	0.0%	COM	921659108
—	Alimera Sciences, Inc.	3,634,984	$17,739	2.1%	$4.88	—	COM	016259103
—	Momenta Pharmaceuticals, Inc.	1,175,076	$17,697	2.1%	$15.06	—	COM	60877T100
—	Intermune Inc.	1,775,485	$17,080	2.0%	$9.62	—	COM	45884X103
—	Rigel Pharmaceuticals Inc.	3,935,576	$13,145	1.6%	$3.34	—	COM	766559603
FOLD	Amicus Therapeutics, Inc.	4,622,230	$10,770	1.3%	$3.07	0.0%	COM	03152W109
—	Anacor Pharmaceuticals, Inc.	1,617,651	$9,043	1.1%	$5.59	—	COM	032420101
—	AVEO Pharmaceuticals, Inc.	3,509,205	$8,773	1.0%	$2.50	—	COM	053588109
—	QLT Inc.	1,950,636	$8,563	1.0%	$4.39	—	COM	746927102
—	Savient Pharmaceuticals, Inc.	9,744,833	$5,457	0.6%	$0.56	—	COM	80517Q100
INSM	Insmed, Inc.	266,299	$3,185	0.4%	$10.22	0.0%	COM	457669307
—	Aegerion Pharmaceuticals Inc.	49,040	$3,106	0.4%	$63.34	—	COM	00767E102
—	Cytokinetics Inc.	261,544	$3,026	0.4%	$11.57	—	COM	23282W100
—	Spectrum Pharmaceuticals Inc.	395,985	$2,954	0.3%	$7.46	—	COM	84763A108
—	Kythera BioPharm CMN	86,201	$2,332	0.3%	$27.05	—	COM	501570105
—	Xoma Ltd.	522,683	$1,897	0.2%	$3.63	—	COM	98419J107
—	Hyperion Therapeutics	83,600	$1,839	0.2%	$22.00	—	COM	44915N101
PRTA	Prothena Corp PLC	88,500	$1,143	0.1%	$9.30	0.0%	COM	G72800108
—	Dendreon Corp	207,800	$856	0.1%	$4.12	—	COM	24823Q107
—	NxStage Medical, Inc.	44,129	$630	0.1%	$14.28	—	COM	67072V103