Palo Alto Investors as of Dec. 31, 2010
Portfolio Holdings for Palo Alto Investors
Palo Alto Investors holds 50 positions in its portfolio as reported in the December 2010 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cyberonics | 10.6 | $104M | 3.3M | 31.02 | |
| ViroPharma Incorporated | 8.7 | $85M | 4.9M | 17.32 | |
| Onyx Pharmaceuticals | 6.8 | $67M | 1.8M | 36.87 | |
| AMAG Pharmaceuticals | 5.8 | $57M | 3.1M | 18.10 | |
| Savient Pharmaceuticals | 5.4 | $53M | 4.8M | 11.14 | |
| Momenta Pharmaceuticals | 5.1 | $49M | 3.3M | 14.97 | |
| Auxilium Pharmaceuticals | 4.5 | $44M | 2.1M | 21.10 | |
| Questcor Pharmaceuticals | 4.3 | $42M | 2.8M | 14.73 | |
| United Therapeutics Corporation (UTHR) | 3.8 | $37M | 589k | 63.22 | |
| Medicis Pharmaceutical Corporation | 3.2 | $32M | 1.2M | 26.79 | |
| ArthroCare Corporation | 3.2 | $31M | 1.0M | 31.06 | |
| BioMarin Pharmaceutical (BMRN) | 3.2 | $31M | 1.2M | 26.93 | |
| Amicus Therapeutics (FOLD) | 3.1 | $30M | 6.4M | 4.70 | |
| Northern Oil & Gas | 2.8 | $27M | 1.0M | 27.21 | |
| Ceragon Networks (CRNT) | 2.7 | $27M | 2.0M | 13.18 | |
| InterMune | 2.3 | $23M | 622k | 36.40 | |
| Cubist Pharmaceuticals | 2.2 | $22M | 1.0M | 21.40 | |
| Sequenom | 1.8 | $18M | 2.2M | 8.03 | |
| Contango Oil & Gas Company | 1.6 | $15M | 260k | 57.93 | |
| STAAR Surgical Company (STAA) | 1.5 | $15M | 2.5M | 6.10 | |
| Evergreen Solar Inc note 4.000% 7/1 | 1.3 | $13M | 32M | 0.40 | |
| Vanda Pharmaceuticals (VNDA) | 1.1 | $11M | 1.1M | 9.46 | |
| Alimera Sciences | 1.1 | $10M | 1.0M | 10.38 | |
| Genzyme Corporation | 1.0 | $10M | 143k | 71.20 | |
| Medivation | 1.0 | $9.4M | 622k | 15.17 | |
| BroadVision | 0.9 | $9.2M | 739k | 12.50 | |
| Abiomed | 0.9 | $9.0M | 940k | 9.61 | |
| Triangle Petroleum Corporation csus | 0.9 | $8.9M | 1.4M | 6.50 | |
| Toreador Resources Corporation | 0.9 | $8.3M | 538k | 15.52 | |
| interCLICK | 0.8 | $8.3M | 1.5M | 5.37 | |
| Sonde Resources | 0.8 | $8.1M | 2.2M | 3.65 | |
| EnerNOC | 0.8 | $7.7M | 320k | 23.91 | |
| Genoptix | 0.6 | $5.9M | 312k | 19.02 | |
| Celgene Corporation | 0.6 | $5.7M | 97k | 59.14 | |
| Orexigen Therapeutics | 0.6 | $5.5M | 680k | 8.08 | |
| NxStage Medical | 0.4 | $4.1M | 166k | 24.88 | |
| Gilead Sciences (GILD) | 0.4 | $3.9M | 109k | 36.24 | |
| pSivida | 0.4 | $3.9M | 770k | 5.11 | |
| NuVasive | 0.4 | $3.8M | 148k | 25.65 | |
| Riverbed Technology | 0.4 | $3.5M | 100k | 35.17 | |
| Energy Recovery (ERII) | 0.3 | $2.9M | 791k | 3.66 | |
| Aegerion Pharmaceuticals | 0.3 | $2.5M | 178k | 14.17 | |
| Procera Networks | 0.2 | $2.2M | 3.5M | 0.62 | |
| First Solar (FSLR) | 0.2 | $2.0M | 15k | 130.13 | |
| Orthovita | 0.2 | $1.7M | 834k | 2.01 | |
| Protalix BioTherapeutics | 0.1 | $1.4M | 136k | 9.98 | |
| Cytokinetics | 0.1 | $1.3M | 632k | 2.09 | |
| Guaranty Ban | 0.1 | $1.1M | 799k | 1.42 | |
| Rigel Pharmaceuticals | 0.1 | $560k | 74k | 7.53 | |
| Spectrum Pharmaceuticals | 0.0 | $343k | 50k | 6.86 |
