Palo Alto Investors as of March 31, 2020
Portfolio Holdings for Palo Alto Investors
Palo Alto Investors holds 37 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| BioMarin Pharmaceutical (BMRN) | 10.9 | $131M | 1.5M | 84.50 | |
| STAAR Surgical Company (STAA) | 8.9 | $106M | 3.3M | 32.26 | |
| Insmed (INSM) | 8.1 | $97M | 6.1M | 16.03 | |
| Epizyme | 7.2 | $86M | 5.6M | 15.51 | |
| United Therapeutics Corporation (UTHR) | 7.0 | $83M | 877k | 94.82 | |
| Karyopharm Therapeutics (KPTI) | 6.9 | $83M | 4.3M | 19.21 | |
| Abiomed | 6.1 | $73M | 503k | 145.16 | |
| Immunomedics | 6.0 | $71M | 5.3M | 13.48 | |
| ACADIA Pharmaceuticals (ACAD) | 5.8 | $69M | 1.6M | 42.25 | |
| Amicus Therapeutics (FOLD) | 5.8 | $69M | 7.4M | 9.24 | |
| Alexion Pharmaceuticals | 4.8 | $58M | 643k | 89.79 | |
| Aimmune Therapeutics | 4.0 | $48M | 3.3M | 14.42 | |
| Vanda Pharmaceuticals (VNDA) | 3.6 | $43M | 4.1M | 10.36 | |
| Momenta Pharmaceuticals | 3.5 | $42M | 1.5M | 27.20 | |
| Clovis Oncology | 2.5 | $30M | 4.6M | 6.36 | |
| AMAG Pharmaceuticals | 1.6 | $19M | 3.0M | 6.18 | |
| Sage Therapeutics (SAGE) | 1.4 | $17M | 587k | 28.72 | |
| Align Technology (ALGN) | 1.1 | $13M | 76k | 173.95 | |
| Puma Biotechnology (PBYI) | 1.0 | $12M | 1.4M | 8.44 | |
| Revance Therapeutics (RVNC) | 0.8 | $9.1M | 616k | 14.80 | |
| Prothena (PRTA) | 0.7 | $8.3M | 775k | 10.70 | |
| Wright Medical Group Nv | 0.6 | $7.0M | 243k | 28.65 | |
| Dicerna Pharmaceuticals | 0.5 | $6.1M | 332k | 18.37 | |
| Rigel Pharmaceuticals | 0.5 | $5.5M | 3.5M | 1.56 | |
| Kaleido Biosciences Ord (KLDO) | 0.4 | $4.8M | 788k | 6.15 | |
| Cytokinetics (CYTK) | 0.1 | $1.5M | 124k | 11.79 | |
| Alimera Sciences | 0.1 | $804k | 201k | 4.00 | |
| Zogenix | 0.1 | $730k | 30k | 24.75 | |
| Syndax Pharmaceuticals (SNDX) | 0.1 | $725k | 66k | 10.97 | |
| Retrophin | 0.1 | $686k | 47k | 14.60 | |
| Intra Cellular Therapies (ITCI) | 0.0 | $575k | 37k | 15.37 | |
| Sunesis Pharmaceuticals Inc Ne | 0.0 | $482k | 1.2M | 0.41 | |
| Urogen Pharma (URGN) | 0.0 | $437k | 25k | 17.84 | |
| Marinus Pharmaceuticals | 0.0 | $254k | 125k | 2.03 | |
| Minerva Neurosciences | 0.0 | $219k | 36k | 6.03 | |
| Aldeyra Therapeutics (ALDX) | 0.0 | $182k | 74k | 2.48 | |
| Idera Pharmaceuticals | 0.0 | $102k | 77k | 1.32 |
