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

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.