Dark
Light
System
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 (2016Q3)
Portfolio Summary: 42 holdings with a total value of $1,721,541,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 ABIOMED INC 1,884,384 242,294,000 14.07%
2 UNITED THERAPEUTICS 1,763,458 208,229,000 12.10%
3 BIOMARIN 1,790,899 165,694,000 9.62%
4 CLOVIS ONCOLOGY INC 3,804,088 137,137,000 7.97%
5 AMAG PHARMACEUTICALS INC COM 3,326,720 81,538,000 4.74%
6 INSMED INC COM PAR .01 5,091,298 73,926,000 4.29%
7 CEMPRA INC 2,844,483 68,836,000 4.00%
8 ALEXION PHARMACEUTIC 561,700 68,831,000 4.00%
9 VANDA PHARMACEUTICALS INC COM 4,110,708 68,402,000 3.97%
10 Wright Medical Group NV 2,440,493 59,865,000 3.48%
11 PROTHENA CORP PLC 934,455 56,039,000 3.26%
12 ZELTIQ AESTHETICS INCORPORATED 1,414,563 55,479,000 3.22%
13 ACADIA PHARMACEUTICALS INC COM 1,481,930 47,140,000 2.74%
14 AMICUS THERAPEUTICS INC 5,685,388 42,072,000 2.44%
15 SAGE THERAPEUTICS 902,051 41,539,000 2.41%
16 ARIAD PHARMACEUTICALS INC 2,587,617 35,424,000 2.06%
17 CELGENE CORP 292,700 30,596,000 1.78%
18 STAAR SURGICAL CO 3,244,610 30,499,000 1.77%
19 KARYOPHARM THERAPEUTICS INC COM 3,085,849 30,025,000 1.74%
20 EPIZYME INC COM 2,814,540 27,695,000 1.61%
21 GILEAD SCIENCES INC 318,400 25,192,000 1.46%
22 SHIRE PLC 123,200 23,884,000 1.39%
23 Momenta Pharmaceuticals Inc 1,650,876 19,299,000 1.12%
24 ENDO INTL 945,330 19,048,000 1.11%
25 RIGEL PHARMACEUTICAL INC 5,186,088 19,033,000 1.11%
26 EXACT SCIENCES CORP 396,976 7,372,000 0.43%
27 ACELRX PHARMACEUTICALS INC 1,634,608 6,359,000 0.37%
28 AIMMUNE THERAPEUTICS INC COM 379,727 5,696,000 0.33%
29 Sunesis Pharmaceuticals, Inc. 1,162,473 5,080,000 0.30%
30 ALIMERA SCIENCES INC 3,013,793 4,491,000 0.26%
31 ALIGN TECHNOLOGY INC 37,457 3,512,000 0.20%
32 IDERA PHARMACEUTICALS INC 1,257,748 3,220,000 0.19%
33 Dicerna Pharmaceuticals 267,890 1,575,000 0.09%
34 HISTOGENICS CORP 454,545 1,459,000 0.08%
35 INTREXON CORP 47,100 1,320,000 0.08%
36 CYTOKINETICS INC 123,686 1,135,000 0.07%
37 SOPHIRIS BIO INC 247,000 768,000 0.04%
38 ALCOBRA LTD 272,788 674,000 0.04%
39 OREXIGEN THERAPEUTICS INC 167,302 555,000 0.03%
40 ZOGENIX INC 29,500 337,000 0.02%
41 UNIQURE NV 20,453 156,000 0.01%
42 MARINUS PHARMACEUTICALS INC 63,517 116,000 0.01%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001306923-16-000052, filed 2016.11.14).

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.