Palo Alto Investors as of March 31, 2017
Portfolio Holdings for Palo Alto Investors
Palo Alto Investors holds 39 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| United Therapeutics Corporation (UTHR) | 12.1 | $255M | 1.9M | 135.38 | |
| Clovis Oncology | 11.7 | $248M | 3.9M | 63.67 | |
| Abiomed | 11.4 | $241M | 1.9M | 125.20 | |
| BioMarin Pharmaceutical (BMRN) | 9.9 | $209M | 2.4M | 87.78 | |
| Alexion Pharmaceuticals | 5.9 | $125M | 1.0M | 121.24 | |
| Zeltiq Aesthetics | 5.3 | $113M | 2.0M | 55.61 | |
| Insmed (INSM) | 4.6 | $97M | 5.5M | 17.51 | |
| Epizyme | 3.9 | $82M | 4.8M | 17.15 | |
| Wright Medical Group Nv | 3.9 | $82M | 2.6M | 31.12 | |
| Sage Therapeutics (SAGE) | 3.7 | $78M | 1.1M | 71.07 | |
| AMAG Pharmaceuticals | 3.6 | $75M | 3.3M | 22.55 | |
| Vanda Pharmaceuticals (VNDA) | 2.8 | $59M | 4.2M | 14.00 | |
| Prothena (PRTA) | 2.8 | $59M | 1.1M | 55.79 | |
| Amicus Therapeutics (FOLD) | 2.7 | $56M | 7.9M | 7.13 | |
| ACADIA Pharmaceuticals (ACAD) | 2.6 | $55M | 1.6M | 34.38 | |
| Karyopharm Therapeutics (KPTI) | 2.1 | $44M | 3.4M | 12.84 | |
| Celgene Corporation | 1.7 | $37M | 295k | 124.43 | |
| STAAR Surgical Company (STAA) | 1.6 | $34M | 3.5M | 9.80 | |
| Align Technology (ALGN) | 1.2 | $26M | 223k | 114.71 | |
| Aimmune Therapeutics | 1.2 | $26M | 1.2M | 21.73 | |
| Gilead Sciences (GILD) | 1.1 | $24M | 352k | 67.92 | |
| Momenta Pharmaceuticals | 1.1 | $24M | 1.8M | 13.35 | |
| Shire | 1.1 | $23M | 130k | 174.23 | |
| Rigel Pharmaceuticals (RIGL) | 0.7 | $14M | 4.3M | 3.31 | |
| EXACT Sciences Corporation (EXAS) | 0.5 | $10M | 425k | 23.62 | |
| Sunesis Pharmaceuticals Inc Ne | 0.2 | $4.8M | 1.2M | 4.10 | |
| Alimera Sciences | 0.2 | $4.2M | 3.0M | 1.40 | |
| Acelrx Pharmaceuticals | 0.1 | $3.3M | 1.0M | 3.15 | |
| Cytokinetics (CYTK) | 0.1 | $1.6M | 124k | 12.85 | |
| Dicerna Pharmaceuticals | 0.1 | $1.6M | 482k | 3.40 | |
| Idera Pharmaceuticals | 0.1 | $1.5M | 616k | 2.47 | |
| Cempra | 0.1 | $1.3M | 340k | 3.75 | |
| Trevena | 0.1 | $1.3M | 341k | 3.67 | |
| Intrexon | 0.0 | $830k | 42k | 19.81 | |
| Sophiris Bio | 0.0 | $699k | 247k | 2.83 | |
| Histogenics Corp Cmn | 0.0 | $524k | 303k | 1.73 | |
| Zogenix | 0.0 | $320k | 30k | 10.85 | |
| Alcobra | 0.0 | $311k | 273k | 1.14 | |
| Capnia | 0.0 | $301k | 424k | 0.71 |
