Palo Alto Investors as of March 31, 2015
Portfolio Holdings for Palo Alto Investors
Palo Alto Investors holds 46 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| United Therapeutics Corporation (UTHR) | 12.2 | $247M | 1.4M | 172.44 | |
| BioMarin Pharmaceutical (BMRN) | 10.2 | $206M | 1.6M | 124.62 | |
| Anacor Pharmaceuticals In | 9.3 | $189M | 3.3M | 57.85 | |
| Abiomed | 8.8 | $177M | 2.5M | 71.58 | |
| Clovis Oncology | 7.8 | $158M | 2.1M | 74.23 | |
| AMAG Pharmaceuticals | 5.9 | $120M | 2.2M | 54.66 | |
| Thoratec Corporation | 5.3 | $106M | 2.5M | 41.89 | |
| Insmed (INSM) | 4.8 | $97M | 4.6M | 20.80 | |
| Endo International (ENDPQ) | 3.8 | $77M | 860k | 89.70 | |
| Kythera Biopharmaceuticals I | 3.4 | $69M | 1.4M | 50.15 | |
| Wright Medical | 2.6 | $53M | 2.0M | 25.80 | |
| Sequenom | 1.9 | $39M | 10M | 3.95 | |
| Vanda Pharmaceuticals (VNDA) | 1.8 | $35M | 3.8M | 9.30 | |
| Karyopharm Therapeutics (KPTI) | 1.4 | $29M | 951k | 30.61 | |
| Celgene Corporation | 1.4 | $29M | 249k | 115.28 | |
| Gilead Sciences (GILD) | 1.4 | $29M | 291k | 98.13 | |
| Celladon | 1.4 | $27M | 1.4M | 18.94 | |
| Cyberonics | 1.3 | $27M | 412k | 64.92 | |
| Prothena (PRTA) | 1.3 | $27M | 696k | 38.14 | |
| Shire | 1.1 | $23M | 95k | 239.29 | |
| Medivation | 1.1 | $22M | 172k | 129.07 | |
| Momenta Pharmaceuticals | 1.1 | $22M | 1.5M | 15.20 | |
| HeartWare International | 1.1 | $21M | 244k | 87.77 | |
| Amicus Therapeutics (FOLD) | 1.1 | $21M | 2.0M | 10.88 | |
| STAAR Surgical Company (STAA) | 1.0 | $20M | 2.6M | 7.43 | |
| Rigel Pharmaceuticals (RIGL) | 0.9 | $19M | 5.2M | 3.57 | |
| Ariad Pharmaceuticals | 0.9 | $18M | 2.2M | 8.24 | |
| Zeltiq Aesthetics | 0.9 | $18M | 568k | 30.83 | |
| Intuitive Surgical (ISRG) | 0.8 | $16M | 32k | 505.04 | |
| Orexigen Therapeutics | 0.8 | $15M | 1.9M | 7.83 | |
| Align Technology (ALGN) | 0.8 | $15M | 282k | 53.78 | |
| Alimera Sciences | 0.8 | $15M | 3.0M | 5.01 | |
| EXACT Sciences Corporation (EXAS) | 0.4 | $8.6M | 393k | 22.02 | |
| Acelrx Pharmaceuticals | 0.4 | $8.2M | 2.1M | 3.86 | |
| Histogenics Corp Cmn | 0.2 | $4.5M | 455k | 9.99 | |
| Idera Pharmaceuticals | 0.2 | $4.3M | 1.2M | 3.71 | |
| XOMA CORP Common equity shares | 0.1 | $2.9M | 795k | 3.64 | |
| Intrexon | 0.1 | $2.1M | 47k | 45.37 | |
| BioSpecifics Technologies | 0.1 | $2.0M | 50k | 39.16 | |
| Sunesis Pharmaceuticals | 0.1 | $1.5M | 603k | 2.45 | |
| Qlt | 0.1 | $1.2M | 316k | 3.91 | |
| Salix Pharmaceuticals | 0.1 | $916k | 5.3k | 172.83 | |
| Cytokinetics (CYTK) | 0.0 | $839k | 124k | 6.78 | |
| Mallinckrodt Pub | 0.0 | $454k | 3.6k | 126.53 | |
| Alcobra | 0.0 | $412k | 73k | 5.63 | |
| Sophiris Bio | 0.0 | $111k | 192k | 0.58 |
