Palo Alto Investors as of Sept. 30, 2021
Portfolio Holdings for Palo Alto Investors
Palo Alto Investors holds 42 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Abiomed | 10.8 | $179M | 550k | 325.52 | |
| BioMarin Pharmaceutical (BMRN) | 10.3 | $171M | 2.2M | 77.29 | |
| Insmed Com Par $.01 (INSM) | 10.0 | $166M | 6.0M | 27.54 | |
| Staar Surgical Com Par $.01 (STAA) | 8.8 | $147M | 1.1M | 128.53 | |
| United Therapeutics Corporation (UTHR) | 7.7 | $127M | 687k | 184.58 | |
| Prothena Corp SHS (PRTA) | 7.2 | $120M | 1.7M | 71.23 | |
| Biogen Idec (BIIB) | 6.2 | $102M | 362k | 282.99 | |
| Amicus Therapeutics (FOLD) | 5.8 | $97M | 10M | 9.55 | |
| Revance Therapeutics (RVNC) | 5.4 | $89M | 3.2M | 27.86 | |
| Vanda Pharmaceuticals (VNDA) | 3.9 | $65M | 3.8M | 17.14 | |
| eHealth (EHTH) | 2.8 | $46M | 1.1M | 40.50 | |
| ACADIA Pharmaceuticals (ACAD) | 2.3 | $39M | 2.3M | 16.61 | |
| Align Technology (ALGN) | 2.2 | $37M | 55k | 665.43 | |
| Epizyme | 2.1 | $35M | 6.9M | 5.12 | |
| Karyopharm Therapeutics (KPTI) | 1.9 | $31M | 5.4M | 5.82 | |
| Sage Therapeutics (SAGE) | 1.7 | $27M | 618k | 44.31 | |
| Gritstone Oncology Ord (GRTSQ) | 1.5 | $25M | 2.4M | 10.80 | |
| Gossamer Bio (GOSS) | 1.3 | $22M | 1.8M | 12.57 | |
| Clovis Oncology | 1.2 | $20M | 4.5M | 4.46 | |
| Alkermes SHS (ALKS) | 1.1 | $18M | 590k | 30.84 | |
| Dicerna Pharmaceuticals | 1.0 | $17M | 856k | 20.16 | |
| Astrazeneca Plc-spons Sponsored Adr (AZN) | 0.7 | $12M | 202k | 60.06 | |
| Anaptysbio Inc Common (ANAB) | 0.7 | $12M | 437k | 27.12 | |
| Puma Biotechnology (PBYI) | 0.6 | $9.8M | 1.4M | 7.01 | |
| Syndax Pharmaceuticals (SNDX) | 0.5 | $8.5M | 445k | 19.11 | |
| Kezar Life Sciences | 0.3 | $5.7M | 656k | 8.64 | |
| Cytokinetics Com New (CYTK) | 0.3 | $4.4M | 124k | 35.74 | |
| Kaleido Biosciences Ord (KLDO) | 0.3 | $4.3M | 786k | 5.46 | |
| Travere Therapeutics (TVTX) | 0.2 | $4.0M | 166k | 24.25 | |
| Zogenix Com New | 0.2 | $3.3M | 215k | 15.19 | |
| Magenta Therapeutics | 0.2 | $3.1M | 432k | 7.28 | |
| Rigel Pharmaceuticals Com New | 0.1 | $2.4M | 652k | 3.63 | |
| Aldeyra Therapeutics (ALDX) | 0.1 | $1.4M | 161k | 8.78 | |
| Tactile Systems Technology, In (TCMD) | 0.1 | $1.2M | 27k | 44.46 | |
| Athenex | 0.1 | $958k | 318k | 3.01 | |
| Alimera Sciences Com New | 0.1 | $848k | 201k | 4.22 | |
| Urogen Pharma (URGN) | 0.0 | $412k | 25k | 16.82 | |
| Syros Pharmaceuticals | 0.0 | $360k | 81k | 4.47 | |
| Marinus Pharmaceuticals Com New (MRNS) | 0.0 | $357k | 31k | 11.39 | |
| Viracta Therapeutics (VIRX) | 0.0 | $266k | 33k | 8.01 | |
| Idera Pharmaceuticals Com Par | 0.0 | $79k | 77k | 1.03 | |
| Minerva Neurosciences | 0.0 | $63k | 36k | 1.73 |
