Palo Alto Investors as of March 31, 2019
Portfolio Holdings for Palo Alto Investors
Palo Alto Investors holds 37 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| BioMarin Pharmaceutical (BMRN) | 9.8 | $235M | 2.6M | 88.83 | |
| Insmed (INSM) | 9.3 | $223M | 7.7M | 29.07 | |
| Abiomed | 8.3 | $200M | 699k | 285.59 | |
| United Therapeutics Corporation (UTHR) | 8.0 | $192M | 1.6M | 117.37 | |
| Alexion Pharmaceuticals | 6.9 | $166M | 1.2M | 135.18 | |
| STAAR Surgical Company (STAA) | 6.0 | $144M | 4.2M | 34.19 | |
| Sage Therapeutics (SAGE) | 5.7 | $136M | 858k | 159.05 | |
| Clovis Oncology | 5.4 | $130M | 5.2M | 24.82 | |
| Immunomedics | 5.1 | $123M | 6.4M | 19.21 | |
| Amicus Therapeutics (FOLD) | 4.3 | $104M | 7.6M | 13.60 | |
| Vanda Pharmaceuticals (VNDA) | 3.9 | $93M | 5.1M | 18.40 | |
| Wright Medical Group Nv | 3.6 | $87M | 2.8M | 31.45 | |
| Epizyme | 3.6 | $86M | 6.9M | 12.39 | |
| Aimmune Therapeutics | 3.5 | $84M | 3.7M | 22.35 | |
| Acadia Healthcare (ACHC) | 2.5 | $60M | 2.2M | 26.85 | |
| Align Technology (ALGN) | 2.0 | $47M | 165k | 284.33 | |
| Puma Biotechnology (PBYI) | 1.9 | $46M | 1.2M | 38.79 | |
| AMAG Pharmaceuticals | 1.8 | $44M | 3.4M | 12.88 | |
| Karyopharm Therapeutics (KPTI) | 1.3 | $31M | 5.3M | 5.84 | |
| EXACT Sciences Corporation (EXAS) | 1.1 | $27M | 315k | 86.62 | |
| Momenta Pharmaceuticals | 1.1 | $27M | 1.8M | 14.53 | |
| Alder Biopharmaceuticals | 1.1 | $25M | 1.9M | 13.65 | |
| Celgene Corporation | 1.1 | $25M | 266k | 94.34 | |
| Prothena (PRTA) | 0.6 | $13M | 1.1M | 12.13 | |
| Kaleido Biosciences Ord (KLDO) | 0.5 | $13M | 867k | 14.50 | |
| Gilead Sciences (GILD) | 0.5 | $11M | 176k | 65.01 | |
| Rigel Pharmaceuticals | 0.4 | $10M | 4.0M | 2.57 | |
| Dicerna Pharmaceuticals | 0.3 | $7.3M | 501k | 14.65 | |
| Alimera Sciences | 0.1 | $3.2M | 3.0M | 1.06 | |
| Zogenix | 0.1 | $1.6M | 30k | 55.02 | |
| Sunesis Pharmaceuticals Inc Ne | 0.1 | $1.4M | 1.2M | 1.21 | |
| Cytokinetics (CYTK) | 0.0 | $1.0M | 124k | 8.09 | |
| Marinus Pharmaceuticals | 0.0 | $477k | 114k | 4.18 | |
| Sophiris Bio | 0.0 | $245k | 247k | 0.99 | |
| Idera Pharmaceuticals | 0.0 | $196k | 77k | 2.54 | |
| Histogenics Corp Cmn | 0.0 | $36k | 303k | 0.12 | |
| Melinta Therapeutics | 0.0 | $36k | 10k | 3.55 |
