Palo Alto Investors as of March 31, 2021
Portfolio Holdings for Palo Alto Investors
Palo Alto Investors holds 42 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Insmed Com Par $.01 (INSM) | 11.3 | $198M | 5.8M | 34.06 | |
| Staar Surgical Com Par $0.01 (STAA) | 10.9 | $191M | 1.8M | 105.41 | |
| Abiomed | 10.4 | $183M | 575k | 318.73 | |
| BioMarin Pharmaceutical (BMRN) | 9.5 | $167M | 2.2M | 75.51 | |
| United Therapeutics Corporation (UTHR) | 6.5 | $115M | 687k | 167.27 | |
| Amicus Therapeutics (FOLD) | 5.5 | $96M | 9.8M | 9.88 | |
| Biogen Idec (BIIB) | 5.5 | $96M | 343k | 279.75 | |
| Revance Therapeutics (RVNC) | 5.1 | $90M | 3.2M | 27.95 | |
| eHealth (EHTH) | 4.4 | $77M | 1.1M | 72.73 | |
| ACADIA Pharmaceuticals (ACAD) | 3.4 | $60M | 2.3M | 25.80 | |
| Epizyme | 3.4 | $60M | 6.9M | 8.71 | |
| Vanda Pharmaceuticals (VNDA) | 3.2 | $57M | 3.8M | 15.02 | |
| Karyopharm Therapeutics (KPTI) | 3.2 | $56M | 5.4M | 10.52 | |
| Sage Therapeutics (SAGE) | 2.6 | $45M | 601k | 74.85 | |
| Prothena Corp SHS (PRTA) | 2.5 | $44M | 1.7M | 25.12 | |
| Alexion Pharmaceuticals | 2.0 | $36M | 235k | 152.91 | |
| Clovis Oncology | 1.8 | $32M | 4.5M | 7.02 | |
| Align Technology (ALGN) | 1.7 | $30M | 55k | 541.52 | |
| Gritstone Oncology Ord (GRTS) | 1.2 | $22M | 2.3M | 9.43 | |
| Gossamer Bio (GOSS) | 0.9 | $16M | 1.8M | 9.25 | |
| Puma Biotechnology (PBYI) | 0.8 | $14M | 1.4M | 9.72 | |
| Anaptysbio Inc Common (ANAB) | 0.5 | $9.4M | 437k | 21.55 | |
| Alkermes SHS (ALKS) | 0.5 | $9.1M | 487k | 18.68 | |
| Dicerna Pharmaceuticals | 0.5 | $8.5M | 333k | 25.57 | |
| Kaleido Biosciences Ord (KLDO) | 0.4 | $6.4M | 786k | 8.10 | |
| Syndax Pharmaceuticals (SNDX) | 0.3 | $5.9M | 264k | 22.36 | |
| Magenta Therapeutics | 0.3 | $5.1M | 432k | 11.84 | |
| Zogenix | 0.2 | $4.2M | 215k | 19.52 | |
| Travere Therapeutics (TVTX) | 0.2 | $4.1M | 166k | 24.97 | |
| Kezar Life Sciences (KZR) | 0.2 | $3.9M | 656k | 5.96 | |
| Cytokinetics Com New (CYTK) | 0.2 | $2.9M | 124k | 23.26 | |
| Rigel Pharmaceuticals Com New (RIGL) | 0.1 | $2.2M | 652k | 3.42 | |
| Alimera Sciences Com New (ALIM) | 0.1 | $1.9M | 201k | 9.62 | |
| Aldeyra Therapeutics (ALDX) | 0.1 | $1.9M | 161k | 11.88 | |
| Tactile Systems Technology, In (TCMD) | 0.1 | $1.5M | 27k | 54.50 | |
| Athenex | 0.1 | $1.4M | 318k | 4.30 | |
| Syros Pharmaceuticals | 0.0 | $603k | 81k | 7.48 | |
| Marinus Pharmaceuticals Com New (MRNS) | 0.0 | $485k | 31k | 15.48 | |
| Urogen Pharma (URGN) | 0.0 | $477k | 25k | 19.47 | |
| Viracta Therapeutics (VIRX) | 0.0 | $307k | 33k | 9.24 | |
| Minerva Neurosciences | 0.0 | $106k | 36k | 2.92 | |
| Idera Pharmaceuticals Com Par | 0.0 | $100k | 77k | 1.30 |
