Palo Alto Investors as of Dec. 31, 2021
Portfolio Holdings for Palo Alto Investors
Palo Alto Investors holds 37 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| BioMarin Pharmaceutical (BMRN) | 12.5 | $196M | 2.2M | 88.35 | |
| Abiomed | 11.9 | $186M | 519k | 359.17 | |
| Insmed (INSM) | 10.5 | $164M | 6.0M | 27.24 | |
| United Therapeutics Corporation (UTHR) | 9.5 | $149M | 687k | 216.08 | |
| Amicus Therapeutics (FOLD) | 7.5 | $117M | 10M | 11.55 | |
| STAAR Surgical Company (STAA) | 6.7 | $104M | 1.1M | 91.30 | |
| Biogen Idec (BIIB) | 5.9 | $92M | 385k | 239.92 | |
| Prothena (PRTA) | 5.3 | $83M | 1.7M | 49.40 | |
| Revance Therapeutics (RVNC) | 4.6 | $71M | 4.4M | 16.32 | |
| ACADIA Pharmaceuticals (ACAD) | 3.5 | $55M | 2.3M | 23.34 | |
| Vanda Pharmaceuticals (VNDA) | 2.8 | $45M | 2.8M | 15.69 | |
| eHealth (EHTH) | 2.6 | $41M | 1.6M | 25.50 | |
| Align Technology (ALGN) | 2.3 | $36M | 55k | 657.18 | |
| Karyopharm Therapeutics (KPTI) | 2.2 | $35M | 5.5M | 6.43 | |
| Sage Therapeutics (SAGE) | 2.1 | $33M | 782k | 42.54 | |
| Gritstone Oncology Ord (GRTS) | 1.9 | $30M | 2.4M | 12.86 | |
| Gossamer Bio (GOSS) | 1.3 | $20M | 1.8M | 11.31 | |
| Alkermes (ALKS) | 1.1 | $18M | 754k | 23.26 | |
| Anaptysbio Inc Common (ANAB) | 1.0 | $15M | 437k | 34.75 | |
| Epizyme | 0.9 | $14M | 5.5M | 2.50 | |
| Syndax Pharmaceuticals (SNDX) | 0.8 | $13M | 599k | 21.89 | |
| Kezar Life Sciences (KZR) | 0.7 | $11M | 656k | 16.72 | |
| Clovis Oncology | 0.7 | $11M | 4.0M | 2.71 | |
| Cytokinetics (CYTK) | 0.4 | $5.6M | 124k | 45.58 | |
| Travere Therapeutics (TVTX) | 0.3 | $5.2M | 166k | 31.04 | |
| Zogenix | 0.2 | $3.0M | 184k | 16.25 | |
| Magenta Therapeutics | 0.1 | $1.9M | 432k | 4.43 | |
| Novavax (NVAX) | 0.1 | $1.8M | 13k | 143.04 | |
| Rigel Pharmaceuticals | 0.1 | $1.7M | 652k | 2.65 | |
| AstraZeneca (AZN) | 0.1 | $1.7M | 29k | 58.24 | |
| Mirum Pharmaceuticals (MIRM) | 0.1 | $1.0M | 65k | 15.95 | |
| Alimera Sciences | 0.1 | $1.0M | 201k | 5.13 | |
| Kaleido Biosciences Ord (KLDO) | 0.1 | $815k | 341k | 2.39 | |
| Aldeyra Therapeutics (ALDX) | 0.0 | $643k | 161k | 4.00 | |
| Tactile Systems Technology, In (TCMD) | 0.0 | $516k | 27k | 19.04 | |
| Marinus Pharmaceuticals (MRNS) | 0.0 | $372k | 31k | 11.87 | |
| Urogen Pharma (URGN) | 0.0 | $233k | 25k | 9.51 |
