Palo Alto Investors as of March 31, 2016
Portfolio Holdings for Palo Alto Investors
Palo Alto Investors holds 44 positions in its portfolio as reported in the March 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Abiomed | 17.1 | $221M | 2.3M | 94.81 | |
| United Therapeutics Corporation (UTHR) | 13.2 | $170M | 1.5M | 111.43 | |
| Anacor Pharmaceuticals In | 9.2 | $119M | 2.2M | 53.45 | |
| BioMarin Pharmaceutical (BMRN) | 8.6 | $111M | 1.3M | 82.48 | |
| AMAG Pharmaceuticals | 5.3 | $68M | 2.9M | 23.40 | |
| Clovis Oncology | 5.2 | $67M | 3.5M | 19.20 | |
| Insmed (INSM) | 4.7 | $61M | 4.8M | 12.67 | |
| Wright Medical Group Nv | 2.8 | $36M | 2.2M | 16.60 | |
| Vanda Pharmaceuticals (VNDA) | 2.6 | $34M | 4.0M | 8.36 | |
| Epizyme | 2.5 | $32M | 2.7M | 12.12 | |
| Amicus Therapeutics (FOLD) | 2.3 | $30M | 3.6M | 8.45 | |
| Prothena (PRTA) | 2.2 | $29M | 696k | 41.16 | |
| Gilead Sciences (GILD) | 2.2 | $28M | 303k | 91.86 | |
| Karyopharm Therapeutics (KPTI) | 2.1 | $28M | 3.1M | 8.92 | |
| Celgene Corporation | 2.1 | $27M | 271k | 100.09 | |
| Medivation | 1.9 | $24M | 526k | 45.98 | |
| Endo International (ENDPQ) | 1.8 | $23M | 829k | 28.15 | |
| Cempra | 1.6 | $21M | 1.2M | 17.52 | |
| STAAR Surgical Company (STAA) | 1.5 | $20M | 2.6M | 7.39 | |
| Shire | 1.4 | $18M | 106k | 171.90 | |
| Zeltiq Aesthetics | 1.2 | $16M | 574k | 27.16 | |
| Ariad Pharmaceuticals | 1.1 | $14M | 2.2M | 6.39 | |
| Sequenom | 1.1 | $14M | 10M | 1.41 | |
| Momenta Pharmaceuticals | 1.1 | $14M | 1.5M | 9.24 | |
| ACADIA Pharmaceuticals (ACAD) | 1.1 | $14M | 485k | 27.96 | |
| Rigel Pharmaceuticals (RIGL) | 0.8 | $11M | 5.2M | 2.08 | |
| HeartWare International | 0.6 | $7.9M | 252k | 31.42 | |
| Alimera Sciences | 0.4 | $5.3M | 3.0M | 1.75 | |
| Acelrx Pharmaceuticals | 0.3 | $4.4M | 1.4M | 3.08 | |
| Aimmune Therapeutics | 0.3 | $4.4M | 326k | 13.56 | |
| Sunesis Pharmaceuticals | 0.3 | $3.8M | 7.0M | 0.54 | |
| EXACT Sciences Corporation (EXAS) | 0.2 | $2.7M | 396k | 6.74 | |
| Idera Pharmaceuticals | 0.2 | $2.5M | 1.3M | 1.98 | |
| Align Technology (ALGN) | 0.2 | $2.0M | 28k | 72.70 | |
| Intrexon | 0.1 | $1.6M | 47k | 33.89 | |
| Dicerna Pharmaceuticals | 0.1 | $1.4M | 268k | 5.36 | |
| Histogenics Corp Cmn | 0.1 | $1.0M | 455k | 2.29 | |
| Orexigen Therapeutics | 0.1 | $937k | 1.7M | 0.56 | |
| Cytokinetics (CYTK) | 0.1 | $872k | 124k | 7.05 | |
| Alcobra | 0.1 | $963k | 254k | 3.79 | |
| Sophiris Bio | 0.1 | $711k | 494k | 1.44 | |
| Uniqure Nv (QURE) | 0.0 | $243k | 21k | 11.88 | |
| Marinus Pharmaceuticals | 0.0 | $318k | 59k | 5.39 | |
| Zogenix | 0.0 | $264k | 29k | 9.23 |
