Palo Alto Investors as of Dec. 31, 2015
Portfolio Holdings for Palo Alto Investors
Palo Alto Investors holds 43 positions in its portfolio as reported in the December 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Abiomed | 14.5 | $261M | 2.9M | 90.28 | |
| Anacor Pharmaceuticals In | 13.8 | $247M | 2.2M | 112.97 | |
| United Therapeutics Corporation (UTHR) | 13.2 | $238M | 1.5M | 156.61 | |
| BioMarin Pharmaceutical (BMRN) | 7.8 | $140M | 1.3M | 104.76 | |
| Clovis Oncology | 6.9 | $124M | 3.5M | 35.00 | |
| Insmed (INSM) | 4.8 | $87M | 4.8M | 18.15 | |
| AMAG Pharmaceuticals | 4.8 | $86M | 2.8M | 30.19 | |
| Wright Medical Group Nv | 2.9 | $52M | 2.1M | 24.18 | |
| Endo International (ENDPQ) | 2.7 | $49M | 801k | 61.22 | |
| Prothena (PRTA) | 2.6 | $47M | 696k | 68.11 | |
| Epizyme | 2.4 | $43M | 2.7M | 16.02 | |
| Karyopharm Therapeutics (KPTI) | 2.3 | $41M | 3.1M | 13.25 | |
| Vanda Pharmaceuticals (VNDA) | 2.1 | $38M | 4.0M | 9.31 | |
| Cempra | 2.0 | $37M | 1.2M | 31.13 | |
| Amicus Therapeutics (FOLD) | 1.9 | $34M | 3.6M | 9.70 | |
| Celgene Corporation | 1.8 | $32M | 271k | 119.76 | |
| Gilead Sciences (GILD) | 1.7 | $31M | 303k | 101.19 | |
| Medivation | 1.4 | $25M | 510k | 48.34 | |
| Momenta Pharmaceuticals | 1.2 | $22M | 1.5M | 14.84 | |
| Shire | 1.2 | $22M | 105k | 205.00 | |
| STAAR Surgical Company (STAA) | 1.1 | $19M | 2.7M | 7.14 | |
| Sequenom | 0.9 | $16M | 10M | 1.64 | |
| Zeltiq Aesthetics | 0.9 | $16M | 574k | 28.53 | |
| Rigel Pharmaceuticals (RIGL) | 0.9 | $16M | 5.2M | 3.03 | |
| Ariad Pharmaceuticals | 0.8 | $14M | 2.3M | 6.25 | |
| HeartWare International | 0.7 | $12M | 246k | 50.40 | |
| Alimera Sciences | 0.4 | $7.3M | 3.0M | 2.42 | |
| Sunesis Pharmaceuticals | 0.3 | $6.3M | 7.0M | 0.90 | |
| Aimmune Therapeutics | 0.3 | $6.0M | 326k | 18.45 | |
| Acelrx Pharmaceuticals | 0.3 | $5.5M | 1.4M | 3.85 | |
| Idera Pharmaceuticals | 0.2 | $3.9M | 1.3M | 3.09 | |
| EXACT Sciences Corporation (EXAS) | 0.2 | $3.7M | 396k | 9.23 | |
| Dicerna Pharmaceuticals | 0.2 | $3.2M | 268k | 11.87 | |
| Orexigen Therapeutics | 0.2 | $2.9M | 1.7M | 1.72 | |
| Align Technology (ALGN) | 0.1 | $1.8M | 28k | 65.86 | |
| Alcobra | 0.1 | $1.6M | 254k | 6.28 | |
| Histogenics Corp Cmn | 0.1 | $1.6M | 455k | 3.50 | |
| Intrexon | 0.1 | $1.4M | 47k | 30.15 | |
| Cytokinetics (CYTK) | 0.1 | $1.3M | 124k | 10.46 | |
| Sophiris Bio | 0.1 | $879k | 494k | 1.78 | |
| Marinus Pharmaceuticals | 0.0 | $451k | 59k | 7.64 | |
| Uniqure Nv (QURE) | 0.0 | $338k | 21k | 16.53 | |
| Zogenix | 0.0 | $422k | 29k | 14.76 |
