Palo Alto Investors as of June 30, 2022
Portfolio Holdings for Palo Alto Investors
Palo Alto Investors holds 33 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| BioMarin Pharmaceutical (BMRN) | 14.9 | $171M | 2.1M | 82.87 | |
| United Therapeutics Corporation (UTHR) | 13.0 | $150M | 635k | 235.64 | |
| Abiomed | 10.7 | $122M | 494k | 247.51 | |
| Insmed (INSM) | 10.0 | $115M | 5.8M | 19.72 | |
| Amicus Therapeutics (FOLD) | 9.2 | $106M | 9.8M | 10.74 | |
| STAAR Surgical Company (STAA) | 6.8 | $79M | 1.1M | 70.93 | |
| Biogen Idec (BIIB) | 6.4 | $74M | 361k | 203.94 | |
| Revance Therapeutics (RVNC) | 5.3 | $61M | 4.4M | 13.82 | |
| Prothena (PRTA) | 4.0 | $46M | 1.7M | 27.15 | |
| Sage Therapeutics (SAGE) | 2.4 | $28M | 851k | 32.30 | |
| Vanda Pharmaceuticals (VNDA) | 2.4 | $27M | 2.5M | 10.90 | |
| Karyopharm Therapeutics (KPTI) | 2.2 | $25M | 5.6M | 4.51 | |
| ACADIA Pharmaceuticals (ACAD) | 2.1 | $24M | 1.7M | 14.09 | |
| Alkermes (ALKS) | 1.6 | $18M | 603k | 29.79 | |
| eHealth (EHTH) | 1.3 | $15M | 1.7M | 9.33 | |
| Gossamer Bio (GOSS) | 1.3 | $15M | 1.8M | 8.37 | |
| Syndax Pharmaceuticals (SNDX) | 1.0 | $12M | 613k | 19.24 | |
| Align Technology (ALGN) | 0.9 | $11M | 44k | 236.68 | |
| Epizyme | 0.9 | $10M | 6.8M | 1.47 | |
| Anaptysbio Inc Common (ANAB) | 0.8 | $8.8M | 431k | 20.30 | |
| Clovis Oncology | 0.7 | $8.1M | 4.5M | 1.80 | |
| Gritstone Oncology Ord (GRTS) | 0.5 | $5.6M | 2.3M | 2.42 | |
| Kezar Life Sciences (KZR) | 0.5 | $5.4M | 656k | 8.27 | |
| Cytokinetics (CYTK) | 0.4 | $4.4M | 112k | 39.29 | |
| Travere Therapeutics (TVTX) | 0.4 | $4.0M | 166k | 24.23 | |
| Mirum Pharmaceuticals (MIRM) | 0.1 | $1.3M | 65k | 19.46 | |
| Alimera Sciences (ALIM) | 0.1 | $1.1M | 201k | 5.47 | |
| Novavax (NVAX) | 0.1 | $643k | 13k | 51.44 | |
| Aldeyra Therapeutics (ALDX) | 0.1 | $642k | 161k | 3.99 | |
| Magenta Therapeutics | 0.0 | $519k | 432k | 1.20 | |
| Urogen Pharma (URGN) | 0.0 | $201k | 25k | 8.20 | |
| Tactile Systems Technology, In (TCMD) | 0.0 | $198k | 27k | 7.31 | |
| Marinus Pharmaceuticals (MRNS) | 0.0 | $152k | 31k | 4.85 |
