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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 (2015Q4)
Portfolio Summary: 43 holdings with a total value of $1,796,692,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 ABIOMED INC 2,889,505 260,865,000 14.52%
2 Anacor Pharmaceuticals Inc 2,187,242 247,093,000 13.75%
3 UNITED THERAPEUTICS 1,518,654 237,836,000 13.24%
4 BIOMARIN 1,336,847 140,048,000 7.79%
5 CLOVIS ONCOLOGY INC 3,547,719 124,170,000 6.91%
6 INSMED INC COM PAR .01 4,790,800 86,953,000 4.84%
7 AMAG PHARMACEUTICALS INC COM 2,835,792 85,613,000 4.77%
8 Wright Medical Group NV 2,132,157 51,556,000 2.87%
9 ENDO INTL 801,230 49,051,000 2.73%
10 PROTHENA CORP PLC 695,518 47,372,000 2.64%
11 EPIZYME INC COM 2,660,979 42,629,000 2.37%
12 KARYOPHARM THERAPEUTICS INC COM 3,112,645 41,243,000 2.30%
13 VANDA PHARMACEUTICALS INC COM 4,030,908 37,528,000 2.09%
14 CEMPRA INC 1,175,733 36,601,000 2.04%
15 AMICUS THERAPEUTICS INC 3,551,173 34,446,000 1.92%
16 CELGENE CORP 270,800 32,431,000 1.81%
17 GILEAD SCIENCES INC 302,900 30,650,000 1.71%
18 MEDIVATION INC 509,862 24,647,000 1.37%
19 Momenta Pharmaceuticals Inc 1,468,776 21,797,000 1.21%
20 SHIRE PLC 104,700 21,464,000 1.19%
21 STAAR SURGICAL CO 2,666,722 19,040,000 1.06%
22 SEQUENOM INC 10,023,842 16,439,000 0.91%
23 ZELTIQ AESTHETICS INCORPORATED 573,636 16,366,000 0.91%
24 RIGEL PHARMACEUTICAL INC 5,239,119 15,875,000 0.88%
25 ARIAD PHARMACEUTICALS INC 2,257,217 14,108,000 0.79%
26 Heartware International, Inc. 246,068 12,402,000 0.69%
27 ALIMERA SCIENCES INC 3,013,793 7,293,000 0.41%
28 Sunesis Pharmaceuticals I 6,974,854 6,260,000 0.35%
29 AIMMUNE THERAPEUTICS INC COM 325,599 6,007,000 0.33%
30 ACELRX PHARMACEUTICALS INC 1,425,439 5,488,000 0.31%
31 IDERA PHARMACEUTICALS INC 1,257,748 3,886,000 0.22%
32 EXACT SCIENCES CORP 396,276 3,658,000 0.20%
33 Dicerna Pharmaceuticals 267,890 3,180,000 0.18%
34 Orexigen Therapeutics, Inc. 1,673,024 2,878,000 0.16%
35 ALIGN TECHNOLOGY INC 27,757 1,828,000 0.10%
36 ALCOBRA LTD 254,188 1,596,000 0.09%
37 HISTOGENICS CORP 454,545 1,591,000 0.09%
38 INTREXON CORP 47,100 1,420,000 0.08%
39 CYTOKINETICS INC 123,686 1,294,000 0.07%
40 SOPHIRIS BIO INC 494,000 879,000 0.05%
41 MARINUS PHARMACEUTICALS INC 59,017 451,000 0.03%
42 ZOGENIX INC 28,600 422,000 0.02%
43 UNIQURE NV 20,453 338,000 0.02%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001306923-16-000045, filed 2016.02.16).

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.