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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 (2016Q2)
Original 13F HR (0001306923-16-000049) filed in 2016.08.15
#
Name
Shares
Value ($)
%
Options
Notes
1 ABIOMED INC 2,066,919 225,894 17.06%
2 UNITED THERAPEUTICS 1,718,658 182,040 13.75%
3 BIOMARIN 1,737,399 135,170 10.21%
4 AMAG PHARMACEUTICALS INC COM 3,273,220 78,295 5.91%
5 CLOVIS ONCOLOGY INC 3,804,088 52,192 3.94%
6 INSMED INC COM PAR .01 5,054,713 49,839 3.76%
7 VANDA PHARMACEUTICALS INC COM 4,225,608 47,285 3.57%
8 ACADIA PHARMACEUTICALS INC COM 1,437,730 46,669 3.53%
9 CEMPRA INC 2,787,542 45,967 3.47%
10 Wright Medical Group NV 2,408,393 41,834 3.16%
11 ALEXION PHARMACEUTIC 339,400 39,628 2.99%
12 ZELTIQ AESTHETICS INCORPORATED 1,391,079 38,018 2.87%
13 EPIZYME INC COM 2,711,381 27,765 2.10%
14 CELGENE CORP 279,600 27,577 2.08%
15 PROTHENA CORP PLC 788,618 27,570 2.08%
16 GILEAD SCIENCES INC 318,400 26,561 2.01%
17 SHIRE PLC 119,300 21,961 1.66%
18 AMICUS THERAPEUTICS INC 4,009,375 21,891 1.65%
19 KARYOPHARM THERAPEUTICS INC COM 3,139,433 21,066 1.59%
20 ARIAD PHARMACEUTICALS INC 2,535,117 18,735 1.42%
21 STAAR SURGICAL CO 3,207,210 17,672 1.33%
22 Momenta Pharmaceuticals Inc 1,629,076 17,594 1.33%
23 MEDIVATION INC 273,983 16,521 1.25%
24 Heartware International, Inc. 272,986 15,765 1.19%
25 ENDO INTL 923,230 14,393 1.09%
26 SAGE THERAPEUTICS 417,878 12,591 0.95%
27 RIGEL PHARMACEUTICAL INC 5,386,534 12,012 0.91%
28 SEQUENOM INC 10,322,377 9,432 0.71%
29 EXACT SCIENCES CORP 396,276 4,854 0.37%
30 ACELRX PHARMACEUTICALS INC 1,425,439 3,834 0.29%
31 Sunesis Pharmaceuticals I 6,974,854 3,820 0.29%
32 ALIMERA SCIENCES INC 3,013,793 3,707 0.28%
33 AIMMUNE THERAPEUTICS INC COM 325,599 3,523 0.27%
34 ALIGN TECHNOLOGY INC 36,357 2,929 0.22%
35 IDERA PHARMACEUTICALS INC 1,257,748 1,924 0.15%
36 ALCOBRA LTD 272,788 1,225 0.09%
37 CYTOKINETICS INC 123,686 1,174 0.09%
38 INTREXON CORP 47,100 1,159 0.09%
39 SOPHIRIS BIO INC 494,000 1,062 0.08%
40 Dicerna Pharmaceuticals 267,890 804 0.06%
41 HISTOGENICS CORP 454,545 777 0.06%
42 Orexigen Therapeutics, Inc. 167,302 719 0.05%
43 ZOGENIX INC 29,500 237 0.02%
44 UNIQURE NV 20,453 151 0.01%
45 MARINUS PHARMACEUTICALS INC 63,517 81 0.01%
Restatement filing (0001306923-16-000050) filed in 2016.08.16
#
Name
Shares
Value ($)
%
Options
Notes
1 ABIOMED INC 2,066,919 225,894 17.06%
2 UNITED THERAPEUTICS 1,718,658 182,040 13.75%
3 BIOMARIN 1,737,399 135,170 10.21%
4 AMAG PHARMACEUTICALS INC COM 3,273,220 78,295 5.91%
5 CLOVIS ONCOLOGY INC 3,804,088 52,192 3.94%
6 INSMED INC COM PAR .01 5,054,713 49,839 3.76%
7 VANDA PHARMACEUTICALS INC COM 4,225,608 47,285 3.57%
8 ACADIA PHARMACEUTICALS INC COM 1,437,730 46,669 3.53%
9 CEMPRA INC 2,787,542 45,967 3.47%
10 Wright Medical Group NV 2,408,393 41,834 3.16%
11 ALEXION PHARMACEUTIC 339,400 39,628 2.99%
12 ZELTIQ AESTHETICS INCORPORATED 1,391,079 38,018 2.87%
13 EPIZYME INC COM 2,711,381 27,765 2.10%
14 CELGENE CORP 279,600 27,577 2.08%
15 PROTHENA CORP PLC 788,618 27,570 2.08%
16 GILEAD SCIENCES INC 318,400 26,561 2.01%
17 SHIRE PLC 119,300 21,961 1.66%
18 AMICUS THERAPEUTICS INC 4,009,375 21,891 1.65%
19 KARYOPHARM THERAPEUTICS INC COM 3,139,433 21,066 1.59%
20 ARIAD PHARMACEUTICALS INC 2,535,117 18,735 1.42%
21 STAAR SURGICAL CO 3,207,210 17,672 1.33%
22 Momenta Pharmaceuticals Inc 1,629,076 17,594 1.33%
23 MEDIVATION INC 273,983 16,521 1.25%
24 Heartware International, Inc. 272,986 15,765 1.19%
25 ENDO INTL 923,230 14,393 1.09%
26 SAGE THERAPEUTICS 417,878 12,591 0.95%
27 RIGEL PHARMACEUTICAL INC 5,386,534 12,012 0.91%
28 SEQUENOM INC 10,322,377 9,432 0.71%
29 EXACT SCIENCES CORP 396,276 4,854 0.37%
30 ACELRX PHARMACEUTICALS INC 1,425,439 3,834 0.29%
31 Sunesis Pharmaceuticals I 6,974,854 3,820 0.29%
32 ALIMERA SCIENCES INC 3,013,793 3,707 0.28%
33 AIMMUNE THERAPEUTICS INC COM 325,599 3,523 0.27%
34 ALIGN TECHNOLOGY INC 36,357 2,929 0.22%
35 IDERA PHARMACEUTICALS INC 1,257,748 1,924 0.15%
36 ALCOBRA LTD 272,788 1,225 0.09%
37 CYTOKINETICS INC 123,686 1,174 0.09%
38 INTREXON CORP 47,100 1,159 0.09%
39 SOPHIRIS BIO INC 494,000 1,062 0.08%
40 Dicerna Pharmaceuticals 267,890 804 0.06%
41 HISTOGENICS CORP 454,545 777 0.06%
42 Orexigen Therapeutics, Inc. 1,673,024 719 0.05%
43 ZOGENIX INC 29,500 237 0.02%
44 UNIQURE NV 20,453 151 0.01%
45 MARINUS PHARMACEUTICALS INC 63,517 81 0.01%