Palo Alto Investors as of June 30, 2015
Portfolio Holdings for Palo Alto Investors
Palo Alto Investors holds 45 positions in its portfolio as reported in the June 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| United Therapeutics Corporation (UTHR) | 11.1 | $251M | 1.4M | 173.95 | |
| Anacor Pharmaceuticals In | 10.7 | $240M | 3.1M | 77.43 | |
| BioMarin Pharmaceutical (BMRN) | 10.1 | $227M | 1.7M | 136.78 | |
| Clovis Oncology | 9.4 | $211M | 2.4M | 87.88 | |
| Abiomed | 8.0 | $180M | 2.7M | 65.73 | |
| AMAG Pharmaceuticals | 6.7 | $151M | 2.2M | 69.06 | |
| Insmed (INSM) | 5.1 | $116M | 4.7M | 24.42 | |
| Thoratec Corporation | 5.1 | $114M | 2.6M | 44.57 | |
| Kythera Biopharmaceuticals I | 4.3 | $97M | 1.3M | 75.31 | |
| Endo International | 3.1 | $69M | 865k | 79.65 | |
| Wright Medical | 2.4 | $54M | 2.1M | 26.26 | |
| Vanda Pharmaceuticals (VNDA) | 2.2 | $50M | 3.9M | 12.69 | |
| Karyopharm Therapeutics (KPTI) | 2.1 | $47M | 1.7M | 27.21 | |
| Prothena (PRTA) | 1.6 | $37M | 696k | 52.67 | |
| Gilead Sciences (GILD) | 1.6 | $35M | 300k | 117.08 | |
| Momenta Pharmaceuticals | 1.5 | $33M | 1.5M | 22.81 | |
| Celgene Corporation | 1.4 | $30M | 262k | 115.74 | |
| Sequenom | 1.4 | $31M | 10M | 3.04 | |
| Amicus Therapeutics (FOLD) | 1.2 | $28M | 2.0M | 14.15 | |
| STAAR Surgical Company (STAA) | 1.1 | $26M | 2.6M | 9.66 | |
| Cyberonics | 1.1 | $25M | 412k | 59.46 | |
| Shire | 1.1 | $24M | 98k | 241.49 | |
| Medivation | 0.9 | $21M | 180k | 114.20 | |
| Ariad Pharmaceuticals | 0.8 | $19M | 2.2M | 8.27 | |
| HeartWare International | 0.8 | $18M | 244k | 72.69 | |
| Rigel Pharmaceuticals | 0.7 | $17M | 5.2M | 3.21 | |
| Zeltiq Aesthetics | 0.7 | $17M | 568k | 29.47 | |
| Intuitive Surgical (ISRG) | 0.7 | $16M | 32k | 484.51 | |
| Alimera Sciences | 0.6 | $14M | 3.0M | 4.61 | |
| EXACT Sciences Corporation (EXAS) | 0.5 | $12M | 393k | 29.74 | |
| Orexigen Therapeutics | 0.4 | $9.6M | 1.9M | 4.95 | |
| Acelrx Pharmaceuticals | 0.4 | $9.1M | 2.1M | 4.24 | |
| Idera Pharmaceuticals | 0.2 | $4.6M | 1.2M | 3.71 | |
| XOMA CORP Common equity shares | 0.1 | $3.1M | 799k | 3.88 | |
| Histogenics Corp Cmn | 0.1 | $2.9M | 455k | 6.46 | |
| BioSpecifics Technologies | 0.1 | $2.6M | 50k | 51.59 | |
| Sunesis Pharmaceuticals | 0.1 | $2.7M | 906k | 3.01 | |
| Intrexon | 0.1 | $2.3M | 47k | 48.79 | |
| Align Technology (ALGN) | 0.1 | $1.7M | 28k | 62.72 | |
| Epizyme | 0.1 | $1.5M | 61k | 23.99 | |
| Alcobra | 0.1 | $1.0M | 157k | 6.54 | |
| Cytokinetics (CYTK) | 0.0 | $831k | 124k | 6.72 | |
| Dicerna Pharmaceuticals | 0.0 | $986k | 71k | 13.95 | |
| Mallinckrodt Pub | 0.0 | $422k | 3.6k | 117.61 | |
| Sophiris Bio | 0.0 | $149k | 192k | 0.78 |
