Palo Alto Investors as of March 31, 2018
Portfolio Holdings for Palo Alto Investors
Palo Alto Investors holds 36 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Abiomed | 16.8 | $392M | 1.3M | 290.99 | |
| Clovis Oncology | 8.9 | $209M | 4.0M | 52.80 | |
| BioMarin Pharmaceutical (BMRN) | 8.8 | $206M | 2.5M | 81.07 | |
| United Therapeutics Corporation (UTHR) | 7.8 | $182M | 1.6M | 112.36 | |
| Insmed (INSM) | 6.9 | $161M | 7.2M | 22.52 | |
| Sage Therapeutics (SAGE) | 5.6 | $132M | 818k | 161.07 | |
| Alexion Pharmaceuticals | 5.4 | $127M | 1.1M | 111.46 | |
| Epizyme | 5.2 | $122M | 6.9M | 17.75 | |
| Amicus Therapeutics (FOLD) | 4.0 | $93M | 6.1M | 15.04 | |
| Immunomedics | 3.0 | $70M | 4.8M | 14.61 | |
| Vanda Pharmaceuticals (VNDA) | 3.0 | $70M | 4.2M | 16.85 | |
| AMAG Pharmaceuticals | 2.9 | $67M | 3.3M | 20.15 | |
| Align Technology (ALGN) | 2.4 | $55M | 219k | 251.13 | |
| Wright Medical Group Nv | 2.3 | $55M | 2.8M | 19.84 | |
| STAAR Surgical Company (STAA) | 2.2 | $52M | 3.5M | 14.80 | |
| Karyopharm Therapeutics (KPTI) | 2.1 | $49M | 3.7M | 13.42 | |
| Aimmune Therapeutics | 1.9 | $43M | 1.4M | 31.83 | |
| Prothena (PRTA) | 1.7 | $40M | 1.1M | 36.71 | |
| ACADIA Pharmaceuticals (ACAD) | 1.6 | $37M | 1.7M | 22.47 | |
| Celgene Corporation | 1.4 | $34M | 379k | 89.21 | |
| Momenta Pharmaceuticals | 1.4 | $33M | 1.8M | 18.15 | |
| Shire | 1.2 | $29M | 191k | 149.39 | |
| Alder Biopharmaceuticals | 1.0 | $24M | 1.8M | 12.70 | |
| Rigel Pharmaceuticals (RIGL) | 0.6 | $14M | 4.0M | 3.54 | |
| Gilead Sciences (GILD) | 0.6 | $13M | 176k | 75.39 | |
| EXACT Sciences Corporation (EXAS) | 0.5 | $13M | 313k | 40.33 | |
| Dicerna Pharmaceuticals | 0.2 | $4.8M | 501k | 9.56 | |
| Sunesis Pharmaceuticals Inc Ne | 0.1 | $3.2M | 1.2M | 2.72 | |
| Alimera Sciences | 0.1 | $3.1M | 3.0M | 1.03 | |
| Idera Pharmaceuticals | 0.1 | $1.1M | 616k | 1.84 | |
| Zogenix | 0.1 | $1.2M | 30k | 40.03 | |
| Cytokinetics (CYTK) | 0.0 | $891k | 124k | 7.20 | |
| Histogenics Corp Cmn | 0.0 | $833k | 303k | 2.75 | |
| Sophiris Bio | 0.0 | $497k | 247k | 2.01 | |
| Trevena | 0.0 | $560k | 341k | 1.64 | |
| Melinta Therapeutics | 0.0 | $375k | 51k | 7.40 |
