Palo Alto Investors as of June 30, 2018
Portfolio Holdings for Palo Alto Investors
Palo Alto Investors holds 36 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Abiomed | 14.6 | $364M | 890k | 409.05 | |
| BioMarin Pharmaceutical (BMRN) | 9.6 | $240M | 2.5M | 94.20 | |
| Clovis Oncology | 9.0 | $226M | 5.0M | 45.47 | |
| United Therapeutics Corporation (UTHR) | 7.3 | $184M | 1.6M | 113.15 | |
| Insmed (INSM) | 6.8 | $171M | 7.2M | 23.65 | |
| Alexion Pharmaceuticals | 5.9 | $147M | 1.2M | 124.15 | |
| Sage Therapeutics (SAGE) | 5.2 | $130M | 833k | 156.53 | |
| Immunomedics | 4.5 | $114M | 4.8M | 23.67 | |
| STAAR Surgical Company (STAA) | 4.4 | $109M | 3.5M | 31.00 | |
| Amicus Therapeutics (FOLD) | 3.9 | $96M | 6.2M | 15.62 | |
| Epizyme | 3.7 | $94M | 6.9M | 13.55 | |
| Karyopharm Therapeutics (KPTI) | 3.2 | $79M | 4.7M | 16.99 | |
| Vanda Pharmaceuticals (VNDA) | 3.2 | $79M | 4.2M | 19.05 | |
| Wright Medical Group Nv | 2.9 | $72M | 2.8M | 25.96 | |
| AMAG Pharmaceuticals | 2.6 | $65M | 3.3M | 19.50 | |
| Align Technology (ALGN) | 2.5 | $63M | 185k | 342.14 | |
| Momenta Pharmaceuticals | 1.5 | $38M | 1.8M | 20.45 | |
| Aimmune Therapeutics | 1.5 | $37M | 1.4M | 26.89 | |
| Shire | 1.3 | $32M | 191k | 168.80 | |
| Celgene Corporation | 1.2 | $31M | 395k | 79.42 | |
| Alder Biopharmaceuticals | 1.2 | $29M | 1.9M | 15.80 | |
| ACADIA Pharmaceuticals (ACAD) | 1.0 | $25M | 1.7M | 15.27 | |
| EXACT Sciences Corporation (EXAS) | 0.8 | $19M | 313k | 59.79 | |
| Prothena (PRTA) | 0.6 | $16M | 1.1M | 14.58 | |
| Gilead Sciences (GILD) | 0.5 | $13M | 176k | 70.84 | |
| Rigel Pharmaceuticals | 0.5 | $11M | 4.0M | 2.83 | |
| Dicerna Pharmaceuticals | 0.2 | $6.1M | 501k | 12.25 | |
| Alimera Sciences | 0.1 | $3.0M | 3.0M | 0.98 | |
| Sunesis Pharmaceuticals Inc Ne | 0.1 | $2.5M | 1.2M | 2.12 | |
| Zogenix | 0.1 | $1.3M | 30k | 44.20 | |
| Cytokinetics (CYTK) | 0.0 | $1.0M | 124k | 8.30 | |
| Idera Pharmaceuticals | 0.0 | $814k | 616k | 1.32 | |
| Sophiris Bio | 0.0 | $694k | 247k | 2.81 | |
| Histogenics Corp Cmn | 0.0 | $757k | 303k | 2.50 | |
| Trevena | 0.0 | $492k | 341k | 1.44 | |
| Melinta Therapeutics | 0.0 | $322k | 51k | 6.35 |
