PALO ALTO INVESTORS, LLC Information

470 UNIVERSITY AVE, PALO ALTO, California, 94301, (650) 325-0772

Report Date: 03/31/2013

Position Statistics:

Total Positions 36
New Positions 4
Increased Positions 12
Decreased Positions 17
Positions with Activity 29
Sold Out Positions 4
Total Mkt Value
(in $ millions)
909

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy 0%
Financial
Healthcare 100%
Services
Technology
Transportation
Utilities

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

12 INCREASED Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
VIROPHARMA INC COM 113,340 3,667 3.34 3,950,518
ABIOMED INC COM 51,757 12,878 33.12 2,352,598
CUBIST PHARMACEUTICALS INC COM 42,664 56 .13 834,421
AUXILIUM PHARMACEUTICALS INC COM 41,658 50 .12 2,402,394
SEQUENOM INC COM NEW 35,828 4,691 15.07 8,550,730
VANDA PHARMACEUTICALS INC COM 19,087 3,477 22.27 1,747,867
INTERMUNE INC COM 17,489 88 .50 1,775,485
RIGEL PHARMACEUTICALS INC COM NEW 10,961 4,603 72.40 2,907,371
SPECTRUM PHARMACEUTICALS INC COM 3,279 3,279 New 395,985
ANACOR PHARMACEUTICALS INC COM 2,953 2,953 New 567,926
AVEO PHARMACEUTICALS INC COM 2,298 2,298 New 877,153
XOMA CORP DEL COM 692 692 New 180,235

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