Palo Alto Investors as of Sept. 30, 2019
Portfolio Holdings for Palo Alto Investors
Palo Alto Investors holds 37 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| BioMarin Pharmaceutical (BMRN) | 9.9 | $149M | 2.2M | 67.40 | |
| Insmed (INSM) | 8.5 | $128M | 7.2M | 17.64 | |
| Abiomed | 7.8 | $116M | 654k | 177.89 | |
| United Therapeutics Corporation (UTHR) | 7.6 | $114M | 1.4M | 79.75 | |
| STAAR Surgical Company (STAA) | 6.7 | $100M | 3.9M | 25.78 | |
| Sage Therapeutics (SAGE) | 6.4 | $96M | 681k | 140.29 | |
| Alexion Pharmaceuticals | 6.2 | $94M | 958k | 97.94 | |
| Immunomedics | 5.5 | $82M | 6.2M | 13.26 | |
| ACADIA Pharmaceuticals (ACAD) | 5.2 | $78M | 2.2M | 35.99 | |
| Aimmune Therapeutics | 4.8 | $73M | 3.5M | 20.94 | |
| Epizyme | 4.4 | $66M | 6.4M | 10.31 | |
| Vanda Pharmaceuticals (VNDA) | 4.0 | $61M | 4.6M | 13.28 | |
| Amicus Therapeutics (FOLD) | 3.8 | $57M | 7.2M | 8.02 | |
| Wright Medical Group Nv | 3.4 | $52M | 2.5M | 20.63 | |
| Karyopharm Therapeutics (KPTI) | 3.1 | $47M | 4.8M | 9.62 | |
| AMAG Pharmaceuticals | 2.4 | $36M | 3.1M | 11.55 | |
| Alder Biopharmaceuticals | 2.3 | $35M | 1.9M | 18.86 | |
| Align Technology (ALGN) | 1.8 | $27M | 148k | 180.92 | |
| Momenta Pharmaceuticals | 1.5 | $23M | 1.8M | 12.96 | |
| Clovis Oncology | 1.2 | $19M | 4.7M | 3.93 | |
| Puma Biotechnology (PBYI) | 1.0 | $15M | 1.4M | 10.76 | |
| Prothena (PRTA) | 0.5 | $7.9M | 1.0M | 7.84 | |
| Rigel Pharmaceuticals (RIGL) | 0.5 | $6.7M | 3.6M | 1.87 | |
| Kaleido Biosciences Ord (KLDO) | 0.4 | $5.9M | 788k | 7.53 | |
| Dicerna Pharmaceuticals | 0.3 | $4.8M | 332k | 14.36 | |
| Gilead Sciences (GILD) | 0.2 | $2.5M | 39k | 63.38 | |
| Celgene Corporation | 0.1 | $2.2M | 22k | 99.30 | |
| Alimera Sciences | 0.1 | $1.7M | 3.0M | 0.57 | |
| Cytokinetics (CYTK) | 0.1 | $1.4M | 124k | 11.38 | |
| Zogenix | 0.1 | $1.2M | 30k | 40.03 | |
| Sunesis Pharmaceuticals Inc Ne | 0.1 | $837k | 1.2M | 0.72 | |
| Aldeyra Therapeutics (ALDX) | 0.0 | $387k | 74k | 5.27 | |
| Minerva Neurosciences | 0.0 | $281k | 36k | 7.74 | |
| Sophiris Bio | 0.0 | $143k | 247k | 0.58 | |
| Marinus Pharmaceuticals | 0.0 | $193k | 125k | 1.54 | |
| Idera Pharmaceuticals | 0.0 | $223k | 77k | 2.89 | |
| Melinta Therapeutics | 0.0 | $39k | 10k | 3.85 |
