Palo Alto Investors as of June 30, 2020
Portfolio Holdings for Palo Alto Investors
Palo Alto Investors holds 41 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Immunomedics | 11.0 | $184M | 5.2M | 35.44 | |
| STAAR Surgical Company (STAA) | 10.4 | $174M | 2.8M | 61.54 | |
| BioMarin Pharmaceutical (BMRN) | 10.4 | $173M | 1.4M | 123.34 | |
| Insmed (INSM) | 9.9 | $165M | 6.0M | 27.54 | |
| Abiomed | 7.1 | $119M | 492k | 241.56 | |
| Amicus Therapeutics (FOLD) | 6.6 | $111M | 7.3M | 15.08 | |
| United Therapeutics Corporation (UTHR) | 5.6 | $93M | 766k | 121.00 | |
| Epizyme | 5.3 | $89M | 5.5M | 16.06 | |
| Karyopharm Therapeutics (KPTI) | 4.8 | $80M | 4.2M | 18.94 | |
| ACADIA Pharmaceuticals (ACAD) | 4.6 | $76M | 1.6M | 48.47 | |
| Aimmune Therapeutics | 3.3 | $55M | 3.3M | 16.71 | |
| Alexion Pharmaceuticals | 3.0 | $50M | 445k | 112.24 | |
| Momenta Pharmaceuticals | 3.0 | $49M | 1.5M | 33.27 | |
| Vanda Pharmaceuticals (VNDA) | 2.8 | $47M | 4.1M | 11.44 | |
| Revance Therapeutics (RVNC) | 2.5 | $42M | 1.7M | 24.42 | |
| Clovis Oncology | 1.8 | $29M | 4.4M | 6.75 | |
| Sage Therapeutics (SAGE) | 1.4 | $24M | 575k | 41.58 | |
| AMAG Pharmaceuticals | 1.4 | $23M | 3.0M | 7.65 | |
| Align Technology (ALGN) | 1.1 | $19M | 68k | 274.44 | |
| Puma Biotechnology (PBYI) | 0.8 | $14M | 1.3M | 10.43 | |
| Dicerna Pharmaceuticals | 0.5 | $8.4M | 332k | 25.40 | |
| Prothena (PRTA) | 0.5 | $8.1M | 771k | 10.46 | |
| Rigel Pharmaceuticals | 0.4 | $6.5M | 3.5M | 1.83 | |
| Kaleido Biosciences Ord (KLDO) | 0.4 | $5.8M | 786k | 7.43 | |
| Cytokinetics (CYTK) | 0.2 | $2.9M | 124k | 23.57 | |
| Zogenix | 0.2 | $2.8M | 104k | 27.01 | |
| Gossamer Bio (GOSS) | 0.2 | $2.7M | 204k | 13.00 | |
| Athenex | 0.2 | $2.5M | 185k | 13.76 | |
| Syndax Pharmaceuticals (SNDX) | 0.1 | $1.9M | 128k | 14.82 | |
| Aprea Therapeutics | 0.1 | $1.8M | 47k | 38.79 | |
| Magenta Therapeutics | 0.1 | $1.5M | 195k | 7.51 | |
| Alimera Sciences | 0.1 | $1.3M | 201k | 6.30 | |
| Kezar Life Sciences (KZR) | 0.1 | $1.1M | 205k | 5.18 | |
| Intra Cellular Therapies (ITCI) | 0.1 | $960k | 37k | 25.67 | |
| Retrophin | 0.1 | $959k | 47k | 20.40 | |
| Urogen Pharma (URGN) | 0.0 | $640k | 25k | 26.12 | |
| Marinus Pharmaceuticals | 0.0 | $318k | 125k | 2.54 | |
| Aldeyra Therapeutics (ALDX) | 0.0 | $306k | 74k | 4.16 | |
| Sunesis Pharmaceuticals Inc Ne | 0.0 | $306k | 1.2M | 0.26 | |
| Idera Pharmaceuticals | 0.0 | $138k | 77k | 1.79 | |
| Minerva Neurosciences | 0.0 | $131k | 36k | 3.61 |
