Palo Alto Investors as of June 30, 2016
Portfolio Holdings for Palo Alto Investors
Palo Alto Investors holds 45 positions in its portfolio as reported in the June 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Abiomed | 17.1 | $226M | 2.1M | 109.29 | |
| United Therapeutics Corporation (UTHR) | 13.8 | $182M | 1.7M | 105.92 | |
| BioMarin Pharmaceutical (BMRN) | 10.2 | $135M | 1.7M | 77.80 | |
| AMAG Pharmaceuticals | 5.9 | $78M | 3.3M | 23.92 | |
| Clovis Oncology | 3.9 | $52M | 3.8M | 13.72 | |
| Insmed (INSM) | 3.8 | $50M | 5.1M | 9.86 | |
| Vanda Pharmaceuticals (VNDA) | 3.6 | $47M | 4.2M | 11.19 | |
| ACADIA Pharmaceuticals (ACAD) | 3.5 | $47M | 1.4M | 32.46 | |
| Cempra | 3.5 | $46M | 2.8M | 16.49 | |
| Wright Medical Group Nv | 3.2 | $42M | 2.4M | 17.37 | |
| Alexion Pharmaceuticals | 3.0 | $40M | 339k | 116.76 | |
| Zeltiq Aesthetics | 2.9 | $38M | 1.4M | 27.33 | |
| Epizyme | 2.1 | $28M | 2.7M | 10.24 | |
| Celgene Corporation | 2.1 | $28M | 280k | 98.63 | |
| Prothena (PRTA) | 2.1 | $28M | 789k | 34.96 | |
| Gilead Sciences (GILD) | 2.0 | $27M | 318k | 83.42 | |
| Shire | 1.7 | $22M | 119k | 184.08 | |
| Amicus Therapeutics (FOLD) | 1.6 | $22M | 4.0M | 5.46 | |
| Karyopharm Therapeutics (KPTI) | 1.6 | $21M | 3.1M | 6.71 | |
| Ariad Pharmaceuticals | 1.4 | $19M | 2.5M | 7.39 | |
| STAAR Surgical Company (STAA) | 1.3 | $18M | 3.2M | 5.51 | |
| Momenta Pharmaceuticals | 1.3 | $18M | 1.6M | 10.80 | |
| Medivation | 1.2 | $17M | 274k | 60.30 | |
| HeartWare International | 1.2 | $16M | 273k | 57.75 | |
| Endo International | 1.1 | $14M | 923k | 15.59 | |
| Sage Therapeutics (SAGE) | 0.9 | $13M | 418k | 30.13 | |
| Rigel Pharmaceuticals | 0.9 | $12M | 5.4M | 2.23 | |
| Sequenom | 0.7 | $9.4M | 10M | 0.91 | |
| EXACT Sciences Corporation (EXAS) | 0.4 | $4.9M | 396k | 12.25 | |
| Sunesis Pharmaceuticals | 0.3 | $3.8M | 7.0M | 0.55 | |
| Acelrx Pharmaceuticals | 0.3 | $3.8M | 1.4M | 2.69 | |
| Alimera Sciences | 0.3 | $3.7M | 3.0M | 1.23 | |
| Aimmune Therapeutics | 0.3 | $3.5M | 326k | 10.82 | |
| Align Technology (ALGN) | 0.2 | $2.9M | 36k | 80.56 | |
| Idera Pharmaceuticals | 0.1 | $1.9M | 1.3M | 1.53 | |
| Cytokinetics (CYTK) | 0.1 | $1.2M | 124k | 9.49 | |
| Alcobra | 0.1 | $1.2M | 273k | 4.49 | |
| Intrexon | 0.1 | $1.2M | 47k | 24.61 | |
| Sophiris Bio | 0.1 | $1.1M | 494k | 2.15 | |
| Dicerna Pharmaceuticals | 0.1 | $804k | 268k | 3.00 | |
| Histogenics Corp Cmn | 0.1 | $777k | 455k | 1.71 | |
| Orexigen Therapeutics | 0.1 | $719k | 1.7M | 0.43 | |
| Zogenix | 0.0 | $237k | 30k | 8.03 | |
| Uniqure Nv (QURE) | 0.0 | $151k | 21k | 7.38 | |
| Marinus Pharmaceuticals | 0.0 | $81k | 64k | 1.28 |
