Palo Alto Investors as of June 30, 2019
Portfolio Holdings for Palo Alto Investors
Palo Alto Investors holds 39 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| BioMarin Pharmaceutical (BMRN) | 10.8 | $223M | 2.6M | 85.65 | |
| Insmed (INSM) | 9.8 | $202M | 7.9M | 25.60 | |
| Abiomed | 8.9 | $184M | 706k | 260.49 | |
| Sage Therapeutics (SAGE) | 7.1 | $146M | 795k | 183.09 | |
| Alexion Pharmaceuticals | 6.5 | $134M | 1.0M | 130.98 | |
| STAAR Surgical Company (STAA) | 6.0 | $125M | 4.2M | 29.38 | |
| United Therapeutics Corporation (UTHR) | 5.9 | $121M | 1.6M | 78.06 | |
| Amicus Therapeutics (FOLD) | 4.7 | $97M | 7.8M | 12.48 | |
| Immunomedics | 4.5 | $93M | 6.7M | 13.87 | |
| Epizyme | 4.2 | $87M | 6.9M | 12.55 | |
| Wright Medical Group Nv | 4.0 | $83M | 2.8M | 29.82 | |
| Aimmune Therapeutics | 3.9 | $80M | 3.8M | 20.82 | |
| Clovis Oncology | 3.7 | $77M | 5.1M | 14.87 | |
| Vanda Pharmaceuticals (VNDA) | 3.5 | $71M | 5.1M | 14.09 | |
| ACADIA Pharmaceuticals (ACAD) | 3.0 | $62M | 2.3M | 26.73 | |
| Align Technology (ALGN) | 2.0 | $40M | 148k | 273.70 | |
| EXACT Sciences Corporation (EXAS) | 1.8 | $37M | 315k | 118.04 | |
| AMAG Pharmaceuticals | 1.6 | $34M | 3.4M | 9.99 | |
| Karyopharm Therapeutics (KPTI) | 1.5 | $32M | 5.3M | 5.99 | |
| Momenta Pharmaceuticals | 1.2 | $24M | 1.9M | 12.45 | |
| Alder Biopharmaceuticals | 1.1 | $22M | 1.9M | 11.77 | |
| Puma Biotechnology (PBYI) | 0.9 | $18M | 1.4M | 12.71 | |
| Gilead Sciences (GILD) | 0.6 | $12M | 176k | 67.56 | |
| Prothena (PRTA) | 0.6 | $12M | 1.1M | 10.57 | |
| Rigel Pharmaceuticals (RIGL) | 0.5 | $10M | 4.0M | 2.61 | |
| Kaleido Biosciences Ord (KLDO) | 0.5 | $10M | 867k | 11.60 | |
| Celgene Corporation | 0.5 | $9.9M | 107k | 92.44 | |
| Dicerna Pharmaceuticals | 0.2 | $5.2M | 332k | 15.75 | |
| Alimera Sciences | 0.1 | $2.7M | 3.0M | 0.89 | |
| Cytokinetics (CYTK) | 0.1 | $1.4M | 124k | 11.25 | |
| Zogenix | 0.1 | $1.4M | 30k | 47.80 | |
| Sunesis Pharmaceuticals Inc Ne | 0.0 | $849k | 1.2M | 0.73 | |
| Marinus Pharmaceuticals | 0.0 | $520k | 125k | 4.15 | |
| Aldeyra Therapeutics (ALDX) | 0.0 | $441k | 74k | 6.00 | |
| Sophiris Bio | 0.0 | $210k | 247k | 0.85 | |
| Minerva Neurosciences | 0.0 | $204k | 36k | 5.62 | |
| Idera Pharmaceuticals | 0.0 | $206k | 77k | 2.67 | |
| Histogenics Corp Cmn | 0.0 | $58k | 303k | 0.19 | |
| Melinta Therapeutics | 0.0 | $67k | 10k | 6.61 |
