Palo Alto Investors as of June 30, 2011
Portfolio Holdings for Palo Alto Investors
Palo Alto Investors holds 46 positions in its portfolio as reported in the June 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| ViroPharma Incorporated | 8.9 | $86M | 4.7M | 18.50 | |
| Cyberonics | 8.9 | $86M | 3.1M | 27.95 | |
| Momenta Pharmaceuticals | 7.2 | $70M | 3.6M | 19.46 | |
| Questcor Pharmaceuticals | 6.8 | $66M | 2.7M | 24.10 | |
| AMAG Pharmaceuticals | 6.6 | $64M | 3.4M | 18.80 | |
| Onyx Pharmaceuticals | 5.0 | $48M | 1.4M | 35.30 | |
| Medicis Pharmaceutical Corporation | 5.0 | $48M | 1.3M | 38.17 | |
| Savient Pharmaceuticals | 4.7 | $45M | 6.0M | 7.49 | |
| Auxilium Pharmaceuticals | 4.1 | $40M | 2.0M | 19.60 | |
| Cubist Pharmaceuticals | 3.9 | $38M | 1.1M | 35.99 | |
| Amicus Therapeutics (FOLD) | 3.9 | $38M | 6.4M | 5.94 | |
| ArthroCare Corporation | 3.7 | $36M | 1.1M | 33.47 | |
| BioMarin Pharmaceutical (BMRN) | 3.5 | $33M | 1.2M | 27.21 | |
| United Therapeutics Corporation (UTHR) | 2.9 | $28M | 503k | 55.10 | |
| Northern Oil & Gas | 2.0 | $19M | 864k | 22.15 | |
| Alimera Sciences | 2.0 | $19M | 2.3M | 8.15 | |
| InterMune | 1.9 | $19M | 520k | 35.85 | |
| STAAR Surgical Company (STAA) | 1.9 | $18M | 3.4M | 5.30 | |
| Sequenom | 1.9 | $18M | 2.4M | 7.55 | |
| Abiomed | 1.8 | $17M | 1.0M | 16.20 | |
| Ceragon Networks (CRNT) | 1.5 | $14M | 1.2M | 11.89 | |
| Medivation | 1.4 | $14M | 652k | 21.43 | |
| BroadVision | 0.9 | $8.7M | 699k | 12.51 | |
| Vanda Pharmaceuticals (VNDA) | 0.9 | $8.6M | 1.2M | 7.14 | |
| EnerNOC | 0.9 | $8.6M | 547k | 15.74 | |
| Contango Oil & Gas Company | 0.9 | $8.5M | 145k | 58.44 | |
| Theratechnologies | 0.9 | $8.5M | 1.9M | 4.54 | |
| Rigel Pharmaceuticals (RIGL) | 0.8 | $7.6M | 833k | 9.17 | |
| Sonde Resources | 0.8 | $7.2M | 2.2M | 3.25 | |
| Savient Pharmaceuticals note | 0.6 | $5.8M | 6.0M | 0.97 | |
| NuVasive | 0.6 | $5.3M | 160k | 32.88 | |
| NxStage Medical | 0.4 | $3.8M | 181k | 20.82 | |
| Procera Networks | 0.4 | $3.8M | 350k | 10.73 | |
| Energy Recovery (ERII) | 0.4 | $3.6M | 1.1M | 3.27 | |
| pSivida | 0.4 | $3.5M | 810k | 4.28 | |
| Insmed (INSM) | 0.3 | $3.1M | 262k | 11.99 | |
| Aegerion Pharmaceuticals | 0.3 | $3.0M | 189k | 15.75 | |
| Evergreen Solar Inc note 4.000% 7/1 | 0.3 | $2.9M | 32M | 0.09 | |
| First Solar (FSLR) | 0.2 | $2.0M | 15k | 132.27 | |
| Triangle Petroleum Corporation | 0.2 | $1.7M | 266k | 6.46 | |
| Qlt | 0.1 | $1.5M | 206k | 7.21 | |
| Toreador Resources Corporation | 0.1 | $1.5M | 399k | 3.71 | |
| Guaranty Ban | 0.1 | $1.1M | 799k | 1.35 | |
| Protalix BioTherapeutics | 0.1 | $906k | 145k | 6.26 | |
| Cytokinetics | 0.1 | $908k | 727k | 1.25 | |
| Spectrum Pharmaceuticals | 0.1 | $538k | 58k | 9.26 |
