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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 (2015Q2)
Portfolio Summary: 45 holdings with a total value of $2,249,052,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 UNITED THERAPEUTICS 1,439,928 250,475,000 11.14%
2 Anacor Pharmaceuticals Inc 3,103,027 240,267,000 10.68%
3 BIOMARIN 1,660,092 227,067,000 10.10%
4 CLOVIS ONCOLOGY INC 2,401,117 211,010,000 9.38%
5 ABIOMED INC 2,742,305 180,252,000 8.01%
6 AMAG PHARMACEUTICALS INC COM 2,192,141 151,389,000 6.73%
7 INSMED INC COM PAR .01 4,733,601 115,595,000 5.14%
8 THORATEC LABS CORP 2,560,303 114,113,000 5.07%
9 KYTHERA BIOPHARMACEUTICALS I 1,290,292 97,172,000 4.32%
10 ENDO INTL 864,604 68,866,000 3.06%
11 WRIGHT MEDICAL GROUP NV 2,056,251 53,997,000 2.40%
12 VANDA PHARMACEUTICALS INC COM 3,897,408 49,458,000 2.20%
13 KARYOPHARM THERAPEUTICS INC COM 1,731,530 47,115,000 2.09%
14 PROTHENA CORP PLC 695,918 36,654,000 1.63%
15 GILEAD SCIENCES INC 299,500 35,065,000 1.56%
16 Momenta Pharmaceuticals Inc 1,455,176 33,193,000 1.48%
17 SEQUENOM INC 10,023,842 30,472,000 1.35%
18 CELGENE CORP 262,200 30,346,000 1.35%
19 AMICUS THERAPEUTICS INC 1,974,376 27,937,000 1.24%
20 STAAR SURGICAL CO 2,642,922 25,531,000 1.14%
21 LIVANOVA PLC 412,000 24,498,000 1.09%
22 SHIRE PLC 98,300 23,738,000 1.06%
23 MEDIVATION INC 180,300 20,590,000 0.92%
24 ARIAD PHARMACEUTICALS INC 2,231,717 18,456,000 0.82%
25 Heartware International, Inc. 243,868 17,727,000 0.79%
26 ZELTIQ AESTHETICS INCORPORATED 568,436 16,752,000 0.74%
27 RIGEL PHARMACEUTICAL INC 5,176,319 16,616,000 0.74%
28 INTUITIVE SURGICAL INC 32,350 15,674,000 0.70%
29 ALIMERA SCIENCES INC 3,013,793 13,894,000 0.62%
30 EXACT SCIENCES CORP 392,676 11,678,000 0.52%
31 Orexigen Therapeutics, Inc. 1,931,324 9,560,000 0.43%
32 ACELRX PHARMACEUTICALS INC 2,135,739 9,056,000 0.40%
33 IDERA PHARMACEUTICALS INC 1,226,748 4,551,000 0.20%
34 XOMA CORP DEL 799,000 3,100,000 0.14%
35 HISTOGENICS CORP 454,545 2,936,000 0.13%
36 Sunesis Pharmaceuticals I 906,263 2,728,000 0.12%
37 BIOSPECIFICS TECHNOLOGIES CORP COM 50,436 2,602,000 0.12%
38 INTREXON CORP 47,100 2,298,000 0.10%
39 ALIGN TECHNOLOGY INC 27,757 1,741,000 0.08%
40 EPIZYME INC COM 61,265 1,470,000 0.07%
41 ALCOBRA LTD 156,588 1,024,000 0.05%
42 Dicerna Pharmaceuticals 70,706 986,000 0.04%
43 CYTOKINETICS INC 123,686 831,000 0.04%
44 MALLINCKRODT PUB LTD CO SHS 3,588 422,000 0.02%
45 SOPHIRIS BIO INC 191,600 150,000 0.01%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001306923-15-000019, filed 2015.08.14).

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.