Palo Alto Investors as of Sept. 30, 2015
Portfolio Holdings for Palo Alto Investors
Palo Alto Investors holds 47 positions in its portfolio as reported in the September 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Anacor Pharmaceuticals In | 14.6 | $304M | 2.6M | 117.71 | |
| Clovis Oncology | 13.8 | $286M | 3.1M | 91.96 | |
| Abiomed | 12.6 | $262M | 2.8M | 92.76 | |
| United Therapeutics Corporation (UTHR) | 9.6 | $200M | 1.5M | 131.24 | |
| BioMarin Pharmaceutical (BMRN) | 8.4 | $176M | 1.7M | 105.32 | |
| AMAG Pharmaceuticals | 5.3 | $110M | 2.8M | 39.73 | |
| Insmed (INSM) | 4.3 | $89M | 4.8M | 18.57 | |
| Kythera Biopharmaceuticals I | 4.1 | $84M | 1.1M | 74.98 | |
| Endo International (ENDPQ) | 2.7 | $56M | 801k | 69.28 | |
| Vanda Pharmaceuticals (VNDA) | 2.2 | $45M | 4.0M | 11.28 | |
| Wright Medical | 2.1 | $43M | 2.1M | 21.02 | |
| Karyopharm Therapeutics (KPTI) | 1.6 | $33M | 3.1M | 10.53 | |
| Prothena (PRTA) | 1.5 | $32M | 696k | 45.34 | |
| Gilead Sciences (GILD) | 1.5 | $31M | 317k | 98.19 | |
| Celgene Corporation | 1.4 | $29M | 271k | 108.17 | |
| Amicus Therapeutics (FOLD) | 1.3 | $28M | 2.0M | 13.99 | |
| Epizyme | 1.3 | $27M | 2.1M | 12.86 | |
| Momenta Pharmaceuticals | 1.1 | $24M | 1.5M | 16.41 | |
| Medivation | 1.0 | $22M | 510k | 42.50 | |
| Shire | 1.0 | $22M | 105k | 205.23 | |
| STAAR Surgical Company (STAA) | 1.0 | $21M | 2.6M | 7.76 | |
| Zeltiq Aesthetics | 0.9 | $18M | 568k | 32.03 | |
| Sequenom | 0.8 | $18M | 10M | 1.75 | |
| Thoratec Corporation | 0.8 | $17M | 269k | 63.26 | |
| Intuitive Surgical (ISRG) | 0.6 | $13M | 29k | 459.59 | |
| Ariad Pharmaceuticals | 0.6 | $13M | 2.2M | 5.84 | |
| Rigel Pharmaceuticals (RIGL) | 0.6 | $13M | 5.2M | 2.47 | |
| HeartWare International | 0.6 | $13M | 244k | 52.31 | |
| Aimmune Therapeutics | 0.4 | $8.2M | 326k | 25.32 | |
| EXACT Sciences Corporation (EXAS) | 0.3 | $7.1M | 393k | 17.99 | |
| Alimera Sciences | 0.3 | $6.7M | 3.0M | 2.21 | |
| Sunesis Pharmaceuticals | 0.3 | $5.6M | 7.0M | 0.81 | |
| Acelrx Pharmaceuticals | 0.2 | $5.1M | 1.7M | 3.05 | |
| Orexigen Therapeutics | 0.2 | $4.1M | 1.9M | 2.11 | |
| Idera Pharmaceuticals | 0.2 | $4.2M | 1.3M | 3.35 | |
| Dicerna Pharmaceuticals | 0.1 | $2.2M | 268k | 8.21 | |
| Histogenics Corp Cmn | 0.1 | $1.8M | 455k | 3.98 | |
| Align Technology (ALGN) | 0.1 | $1.6M | 28k | 56.74 | |
| Alcobra | 0.1 | $1.5M | 254k | 6.04 | |
| Intrexon | 0.1 | $1.5M | 47k | 31.80 | |
| BioSpecifics Technologies | 0.1 | $1.3M | 29k | 43.55 | |
| Cytokinetics (CYTK) | 0.0 | $828k | 124k | 6.69 | |
| XOMA CORP Common equity shares | 0.0 | $599k | 799k | 0.75 | |
| Uniqure Nv (QURE) | 0.0 | $418k | 21k | 20.44 | |
| Marinus Pharmaceuticals | 0.0 | $492k | 59k | 8.34 | |
| Zogenix | 0.0 | $375k | 28k | 13.49 | |
| Sophiris Bio | 0.0 | $163k | 192k | 0.85 |
