Palo Alto Investors as of March 31, 2011
Portfolio Holdings for Palo Alto Investors
Palo Alto Investors holds 53 positions in its portfolio as reported in the March 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cyberonics | 10.0 | $95M | 3.0M | 31.81 | |
| ViroPharma Incorporated | 9.5 | $90M | 4.5M | 19.90 | |
| AMAG Pharmaceuticals | 6.0 | $57M | 3.4M | 16.70 | |
| Momenta Pharmaceuticals | 5.9 | $56M | 3.5M | 15.85 | |
| Savient Pharmaceuticals | 5.4 | $51M | 4.8M | 10.60 | |
| Onyx Pharmaceuticals | 5.1 | $48M | 1.4M | 35.18 | |
| Auxilium Pharmaceuticals | 4.8 | $46M | 2.1M | 21.47 | |
| Amicus Therapeutics (FOLD) | 4.8 | $45M | 6.4M | 7.09 | |
| United Therapeutics Corporation (UTHR) | 4.3 | $40M | 601k | 67.02 | |
| Questcor Pharmaceuticals | 4.2 | $40M | 2.8M | 14.41 | |
| Medicis Pharmaceutical Corporation | 4.0 | $38M | 1.2M | 32.04 | |
| ArthroCare Corporation | 3.6 | $34M | 1.0M | 33.34 | |
| InterMune | 3.2 | $30M | 636k | 47.19 | |
| BioMarin Pharmaceutical (BMRN) | 3.1 | $30M | 1.2M | 25.13 | |
| Cubist Pharmaceuticals | 2.7 | $26M | 1.0M | 25.24 | |
| STAAR Surgical Company (STAA) | 1.9 | $18M | 3.2M | 5.57 | |
| Ceragon Networks (CRNT) | 1.8 | $17M | 1.4M | 12.08 | |
| Northern Oil & Gas | 1.6 | $16M | 579k | 26.70 | |
| Alimera Sciences | 1.5 | $15M | 1.9M | 7.80 | |
| Sequenom | 1.5 | $14M | 2.3M | 6.34 | |
| Abiomed | 1.5 | $14M | 966k | 14.53 | |
| Medivation | 1.2 | $12M | 631k | 18.64 | |
| BroadVision | 1.1 | $11M | 739k | 14.48 | |
| Evergreen Solar Inc note 4.000% 7/1 | 1.0 | $9.4M | 32M | 0.29 | |
| EnerNOC | 1.0 | $9.3M | 486k | 19.11 | |
| Contango Oil & Gas Company | 1.0 | $9.2M | 145k | 63.24 | |
| interCLICK | 0.9 | $8.7M | 1.2M | 7.05 | |
| Vanda Pharmaceuticals (VNDA) | 0.9 | $8.5M | 1.2M | 7.29 | |
| Sonde Resources | 0.8 | $7.9M | 2.2M | 3.55 | |
| Savient Pharmaceuticals note | 0.7 | $7.0M | 6.0M | 1.17 | |
| Celgene Corporation | 0.6 | $5.7M | 100k | 57.57 | |
| Triangle Petroleum Corporation | 0.5 | $5.0M | 600k | 8.30 | |
| Toreador Resources Corporation | 0.5 | $4.3M | 399k | 10.78 | |
| NuVasive | 0.4 | $3.9M | 154k | 25.32 | |
| NxStage Medical | 0.4 | $3.8M | 173k | 21.98 | |
| Procera Networks | 0.4 | $3.5M | 350k | 10.14 | |
| Aegerion Pharmaceuticals | 0.3 | $3.0M | 181k | 16.57 | |
| pSivida | 0.3 | $3.1M | 782k | 3.92 | |
| Energy Recovery (ERII) | 0.3 | $2.8M | 876k | 3.18 | |
| First Solar (FSLR) | 0.3 | $2.4M | 15k | 160.87 | |
| Orthovita | 0.2 | $2.0M | 919k | 2.13 | |
| Insmed (INSM) | 0.2 | $1.7M | 250k | 6.75 | |
| Cytokinetics | 0.1 | $1.0M | 697k | 1.49 | |
| Guaranty Ban | 0.1 | $1.0M | 799k | 1.29 | |
| Protalix BioTherapeutics | 0.1 | $859k | 141k | 6.08 | |
| Rigel Pharmaceuticals (RIGL) | 0.1 | $539k | 76k | 7.11 | |
| Spectrum Pharmaceuticals | 0.1 | $444k | 50k | 8.88 | |
| Genzyme Corporation | 0.0 | $425k | 5.6k | 76.23 | |
| Gilead Sciences (GILD) | 0.0 | $57k | 1.3k | 42.76 | |
| Shire | 0.0 | $56k | 646.00 | 86.69 | |
| Intuitive Surgical (ISRG) | 0.0 | $20k | 59.00 | 338.98 | |
| HMS Holdings | 0.0 | $25k | 300.00 | 83.33 | |
| Align Technology | 0.0 | $20k | 954.00 | 20.96 |
