Palo Alto Investors as of March 31, 2022
Portfolio Holdings for Palo Alto Investors
Palo Alto Investors holds 35 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| BioMarin Pharmaceutical (BMRN) | 12.8 | $165M | 2.1M | 77.10 | |
| Abiomed | 12.7 | $164M | 494k | 331.24 | |
| Insmed (INSM) | 10.7 | $138M | 5.9M | 23.50 | |
| United Therapeutics Corporation (UTHR) | 9.1 | $117M | 653k | 179.41 | |
| Amicus Therapeutics (FOLD) | 7.3 | $94M | 9.9M | 9.47 | |
| STAAR Surgical Company (STAA) | 7.0 | $91M | 1.1M | 79.91 | |
| Revance Therapeutics (RVNC) | 6.7 | $86M | 4.4M | 19.50 | |
| Biogen Idec (BIIB) | 5.9 | $76M | 361k | 210.60 | |
| Prothena (PRTA) | 4.8 | $62M | 1.7M | 36.57 | |
| ACADIA Pharmaceuticals (ACAD) | 4.2 | $55M | 2.3M | 24.22 | |
| Karyopharm Therapeutics (KPTI) | 3.2 | $41M | 5.6M | 7.37 | |
| Sage Therapeutics (SAGE) | 2.2 | $28M | 852k | 33.10 | |
| Vanda Pharmaceuticals (VNDA) | 2.2 | $28M | 2.5M | 11.31 | |
| eHealth (EHTH) | 1.6 | $21M | 1.7M | 12.41 | |
| Align Technology (ALGN) | 1.5 | $19M | 44k | 436.00 | |
| Alkermes (ALKS) | 1.4 | $18M | 674k | 26.31 | |
| Gossamer Bio (GOSS) | 1.2 | $15M | 1.8M | 8.68 | |
| Kezar Life Sciences (KZR) | 0.8 | $11M | 656k | 16.62 | |
| Anaptysbio Inc Common (ANAB) | 0.8 | $11M | 431k | 24.74 | |
| Syndax Pharmaceuticals (SNDX) | 0.8 | $11M | 613k | 17.38 | |
| Gritstone Oncology Ord (GRTS) | 0.7 | $9.6M | 2.3M | 4.12 | |
| Clovis Oncology | 0.7 | $9.0M | 4.5M | 2.02 | |
| Epizyme | 0.6 | $7.8M | 6.8M | 1.15 | |
| Travere Therapeutics (TVTX) | 0.3 | $4.3M | 166k | 25.77 | |
| Cytokinetics (CYTK) | 0.3 | $4.1M | 112k | 36.81 | |
| Rigel Pharmaceuticals (RIGL) | 0.2 | $2.0M | 652k | 2.99 | |
| Mirum Pharmaceuticals (MIRM) | 0.1 | $1.4M | 65k | 22.02 | |
| Magenta Therapeutics | 0.1 | $1.3M | 432k | 2.90 | |
| Alimera Sciences (ALIM) | 0.1 | $1.1M | 201k | 5.60 | |
| Novavax (NVAX) | 0.1 | $921k | 13k | 73.68 | |
| Aldeyra Therapeutics (ALDX) | 0.1 | $715k | 161k | 4.45 | |
| Tactile Systems Technology, In (TCMD) | 0.0 | $546k | 27k | 20.15 | |
| Kaleido Biosciences Ord (KLDO) | 0.0 | $511k | 310k | 1.65 | |
| Marinus Pharmaceuticals (MRNS) | 0.0 | $293k | 31k | 9.35 | |
| Urogen Pharma (URGN) | 0.0 | $213k | 25k | 8.69 |
