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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 (2016Q4)
Portfolio Summary: 38 holdings with a total value of $1,752,860,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 UNITED THERAPEUTICS 1,868,815 268,044,000 15.29%
2 ABIOMED INC 1,903,584 214,496,000 12.24%
3 CLOVIS ONCOLOGY INC 3,804,088 168,978,000 9.64%
4 BIOMARIN 1,960,219 162,385,000 9.26%
5 AMAG PHARMACEUTICALS INC COM 3,344,620 116,393,000 6.64%
6 ALEXION PHARMACEUTIC 713,742 87,326,000 4.98%
7 ZELTIQ AESTHETICS INCORPORATED 1,720,763 74,888,000 4.27%
8 INSMED INC COM PAR .01 5,446,516 72,057,000 4.11%
9 VANDA PHARMACEUTICALS INC COM 4,203,270 67,042,000 3.82%
10 Wright Medical Group NV 2,604,593 59,854,000 3.41%
11 SAGE THERAPEUTICS 1,009,930 51,567,000 2.94%
12 PROTHENA CORP PLC 993,855 48,888,000 2.79%
13 ACADIA PHARMACEUTICALS INC COM 1,532,030 44,184,000 2.52%
14 STAAR SURGICAL CO 3,386,245 36,741,000 2.10%
15 EPIZYME INC COM 3,035,796 36,733,000 2.10%
16 CELGENE CORP 295,240 34,174,000 1.95%
17 ARIAD PHARMACEUTICALS INC 2,682,017 33,364,000 1.90%
18 AMICUS THERAPEUTICS INC 6,410,030 31,858,000 1.82%
19 KARYOPHARM THERAPEUTICS INC COM 3,200,396 30,084,000 1.72%
20 Momenta Pharmaceuticals Inc 1,727,380 25,997,000 1.48%
21 GILEAD SCIENCES INC 318,400 22,801,000 1.30%
22 SHIRE PLC 124,100 21,144,000 1.21%
23 RIGEL PHARMACEUTICAL INC 4,176,623 9,940,000 0.57%
24 AIMMUNE THERAPEUTICS INC COM 379,727 7,765,000 0.44%
25 EXACT SCIENCES CORP 396,976 5,304,000 0.30%
26 Sunesis Pharmaceuticals, Inc. 1,162,473 4,208,000 0.24%
27 ALIGN TECHNOLOGY INC 38,707 3,721,000 0.21%
28 ALIMERA SCIENCES INC 3,013,793 3,255,000 0.19%
29 ACELRX PHARMACEUTICALS INC 1,032,715 2,685,000 0.15%
30 CYTOKINETICS INC 123,686 1,503,000 0.09%
31 INTREXON CORP 41,900 1,018,000 0.06%
32 CEMPRA INC 340,320 953,000 0.05%
33 IDERA PHARMACEUTICALS INC 616,355 925,000 0.05%
34 SOPHIRIS BIO INC 247,000 692,000 0.04%
35 ALCOBRA LTD 272,788 573,000 0.03%
36 HISTOGENICS CORP 302,922 506,000 0.03%
37 Dicerna Pharmaceuticals 158,279 456,000 0.03%
38 ZOGENIX INC 29,500 358,000 0.02%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001306923-17-000015, filed 2017.02.15).

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.