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Institutional Investment Manager
Palo Alto Investors LP
Palo Alto Investors LP (CIK: 0001306923) incorporated in California, located at 101 University Ave, Palo Alto, CA. Institutional holdings reported to the SEC.

Institutional Holdings (2015Q1)
Portfolio Summary: 46 holdings with a total value of $2,022,768,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 UNITED THERAPEUTICS 1,429,928 246,570,000 12.19%
2 BIOMARIN 1,649,792 205,597,000 10.16%
3 Anacor Pharmaceuticals Inc 3,259,045 188,536,000 9.32%
4 ABIOMED INC 2,473,624 177,062,000 8.75%
5 CLOVIS ONCOLOGY INC 2,121,857 157,505,000 7.79%
6 AMAG PHARMACEUTICALS INC COM 2,187,041 119,544,000 5.91%
7 THORATEC LABS CORP 2,538,203 106,325,000 5.26%
8 INSMED INC COM PAR .01 4,649,448 96,709,000 4.78%
9 ENDO INTL 860,204 77,160,000 3.81%
10 KYTHERA BIOPHARMACEUTICALS I 1,382,722 69,344,000 3.43%
11 WRIGHT MEDICAL GROUP NV 2,049,251 52,871,000 2.61%
12 SEQUENOM INC 9,977,642 39,412,000 1.95%
13 VANDA PHARMACEUTICALS INC COM 3,803,408 35,372,000 1.75%
14 KARYOPHARM THERAPEUTICS INC COM 951,032 29,111,000 1.44%
15 CELGENE CORP 249,400 28,751,000 1.42%
16 GILEAD SCIENCES INC 291,000 28,556,000 1.41%
17 CELLADON CORP 1,445,100 27,370,000 1.35%
18 LIVANOVA PLC 412,000 26,747,000 1.32%
19 PROTHENA CORP PLC 695,918 26,542,000 1.31%
20 SHIRE PLC 95,000 22,733,000 1.12%
21 MEDIVATION INC 171,700 22,161,000 1.10%
22 Momenta Pharmaceuticals Inc 1,455,176 22,119,000 1.09%
23 Heartware International, Inc. 243,868 21,404,000 1.06%
24 AMICUS THERAPEUTICS INC 1,956,376 21,285,000 1.05%
25 STAAR SURGICAL CO 2,642,922 19,637,000 0.97%
26 RIGEL PHARMACEUTICAL INC 5,176,319 18,479,000 0.91%
27 ARIAD PHARMACEUTICALS INC 2,231,717 18,389,000 0.91%
28 ZELTIQ AESTHETICS INCORPORATED 568,436 17,525,000 0.87%
29 Intuitive Surgical Inc 32,350 16,338,000 0.81%
30 ALIGN TECHNOLOGY INC 282,057 15,170,000 0.75%
31 Orexigen Therapeutics, Inc. 1,931,324 15,122,000 0.75%
32 ALIMERA SCIENCES INC 3,013,793 15,099,000 0.75%
33 EXACT SCIENCES CORP 392,676 8,647,000 0.43%
34 ACELRX PHARMACEUTICALS INC 2,135,739 8,244,000 0.41%
35 HISTOGENICS CORP 454,545 4,541,000 0.22%
36 IDERA PHARMACEUTICALS INC 1,170,248 4,342,000 0.21%
37 XOMA CORP DEL 794,500 2,892,000 0.14%
38 INTREXON CORP 47,100 2,137,000 0.11%
39 BIOSPECIFICS TECHNOLOGIES CORP COM 50,436 1,975,000 0.10%
40 Sunesis Pharmaceuticals I 603,400 1,478,000 0.07%
41 QLT INC 315,906 1,235,000 0.06%
42 SALIX PHARMACEUTICALS INC 5,300 916,000 0.05%
43 CYTOKINETICS INC 123,686 839,000 0.04%
44 MALLINCKRODT PUB LTD CO SHS 3,588 454,000 0.02%
45 ALCOBRA LTD 73,188 412,000 0.02%
46 SOPHIRIS BIO INC 191,600 111,000 0.01%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001306923-15-000016, filed 2015.05.15).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.