Palo Alto Investors

Latest statistics and disclosures from Palo Alto Investors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are ITMN, AUXL, CYBX, UTHR, CBST. These five stock positions account for 49.16% of Palo Alto Investors's total stock portfolio.
  • Added to shares of these 4 stocks: ALGN, CELG, SHPGY, GILD.
  • Started 4 new stock positions in GILD, SHPGY, ALGN, CELG.
  • As of March 31, 2014, Palo Alto Investors has $1.21B in assets under management (AUM). Assets under management grew from a total value of $1.21B to $1.21B.
  • Independent of market fluctuations, Palo Alto Investors was a net buyer by $1.29M worth of stocks in the most recent quarter.

Palo Alto Investors portfolio companies for March 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
ITMN InterMune 12.22 4418662 33.47 73.89
AUXL Auxilium Pharmaceuticals 10.88 4842031 27.18 32.08
CYBX Cyberonics 9.23 1711730 65.26 52.39
UTHR United Therapeutics Corporation 8.56 1101028 94.03 132.14
CBST Cubist Pharmaceuticals 8.28 1369211 73.15 73.51
QCOR Questcor Pharmaceuticals 5.20 969495 64.93 93.60
ABMD ABIOMED 4.74 2202289 26.04 32.00
VNDA Vanda Pharmaceuticals 4.32 3215424 16.25 12.45
BMRN BioMarin Pharmaceutical 4.20 745687 68.21 83.24
STAA STAAR Surgical Company 4.03 2593653 18.80 9.50
Kythera Biopharmaceuticals I 2.97 905259 39.76 0.00
Anacor Pharmaceuticals In 2.60 1572078 20.01 0.00
AMAG AMAG Pharmaceuticals 2.58 1614536 19.35 34.52
ALIM Alimera Sciences 2.37 3634984 7.89 6.05
ARIA Ariad Pharmaceuticals 2.30 3458624 8.06 6.04
SQNM Sequenom 1.98 9788442 2.45 3.33
Prothena 1.69 532918 38.31 0.00
RIGL Rigel Pharmaceuticals 1.66 5169301 3.88 1.98
Celladon 1.47 1491500 11.92 0.00
MNTA Momenta Pharmaceuticals 1.27 1314976 11.65 10.97
NPSP NPS Pharmaceuticals 1.08 435200 29.93 27.95
Clovis Oncology 1.07 186900 69.27 0.00
Qlt 0.94 2041043 5.56 0.00
EXAS EXACT Sciences Corporation 0.91 777676 14.17 24.56
OREX Orexigen Therapeutics 0.90 1669024 6.50 4.08
FOLD Amicus Therapeutics 0.68 3971576 2.07 5.86
Insmed 0.50 316699 19.04 0.00
SPPI Spectrum Pharmaceuticals 0.26 402285 7.84 7.70
Revance Therapeutics 0.24 91669 31.50 0.00
Cytokinetics 0.19 247186 9.50 0.00
AVEO AVEO Pharmaceuticals 0.18 1429174 1.50 1.01
Hyperion Therapeutics 0.13 62700 25.81 0.00
XOMA CORP Common equity shares 0.11 256100 5.21 0.00
GERN Geron Corporation 0.09 507300 2.09 2.39
Sophiris Bio 0.08 292900 3.33 0.00
ALGN Align Technology 0.03 NEW 7788 51.75 52.27
CELG Celgene Corporation 0.03 NEW 2590 139.77 107.90
GILD Gilead Sciences 0.02 NEW 3600 70.83 115.54
SHPGY Shire 0.02 NEW 1800 148.33 0.00

Past 13F-HR SEC Filings for Palo Alto Investors

View All Filings for Palo Alto Investors