Palo Alto Investors as of Sept. 30, 2022
Portfolio Holdings for Palo Alto Investors
Palo Alto Investors holds 32 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| BioMarin Pharmaceutical (BMRN) | 13.2 | $168M | 2.0M | 84.77 | |
| United Therapeutics Corporation (UTHR) | 10.5 | $133M | 634k | 209.38 | |
| Insmed (INSM) | 9.9 | $126M | 5.8M | 21.54 | |
| Abiomed | 9.5 | $121M | 491k | 245.66 | |
| Revance Therapeutics (RVNC) | 9.4 | $119M | 4.4M | 27.00 | |
| Amicus Therapeutics (FOLD) | 8.1 | $103M | 9.8M | 10.44 | |
| Prothena (PRTA) | 7.9 | $100M | 1.6M | 60.63 | |
| Biogen Idec (BIIB) | 7.6 | $96M | 361k | 267.00 | |
| STAAR Surgical Company (STAA) | 6.1 | $77M | 1.1M | 70.55 | |
| Sage Therapeutics (SAGE) | 2.6 | $33M | 851k | 39.16 | |
| Karyopharm Therapeutics (KPTI) | 2.4 | $31M | 5.6M | 5.46 | |
| ACADIA Pharmaceuticals (ACAD) | 2.2 | $28M | 1.7M | 16.36 | |
| Vanda Pharmaceuticals (VNDA) | 1.7 | $21M | 2.2M | 9.88 | |
| Gossamer Bio (GOSS) | 1.7 | $21M | 1.8M | 11.98 | |
| Syndax Pharmaceuticals (SNDX) | 1.2 | $15M | 613k | 24.03 | |
| Alkermes (ALKS) | 1.1 | $14M | 603k | 22.33 | |
| Anaptysbio Inc Common (ANAB) | 0.9 | $11M | 431k | 25.51 | |
| Align Technology (ALGN) | 0.7 | $9.2M | 44k | 207.11 | |
| eHealth (EHTH) | 0.6 | $7.7M | 2.0M | 3.91 | |
| Gritstone Oncology Ord (GRTS) | 0.5 | $6.0M | 2.3M | 2.57 | |
| Kezar Life Sciences (KZR) | 0.4 | $5.7M | 656k | 8.61 | |
| Cytokinetics (CYTK) | 0.4 | $5.4M | 112k | 48.45 | |
| Clovis Oncology | 0.4 | $5.3M | 4.5M | 1.19 | |
| Travere Therapeutics (TVTX) | 0.3 | $4.1M | 166k | 24.64 | |
| Provention Bio | 0.1 | $1.8M | 391k | 4.50 | |
| Mirum Pharmaceuticals (MIRM) | 0.1 | $1.4M | 65k | 21.00 | |
| Alimera Sciences | 0.1 | $1.0M | 201k | 5.08 | |
| Aldeyra Therapeutics (ALDX) | 0.1 | $859k | 161k | 5.34 | |
| Magenta Therapeutics | 0.0 | $610k | 432k | 1.41 | |
| Tactile Systems Technology, In (TCMD) | 0.0 | $211k | 27k | 7.79 | |
| Marinus Pharmaceuticals (MRNS) | 0.0 | $208k | 31k | 6.64 | |
| Urogen Pharma (URGN) | 0.0 | $204k | 25k | 8.33 |
