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PALO ALTO INVESTORS LP Information

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

Report Date: 03/31/2019

Position Statistics

Total Positions 39
New Positions 3
Increased Positions 16
Decreased Positions 4
Positions with Activity 20
Sold Out Positions 2
Total Mkt Value (in $ millions) 2,040

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

Sector Weighting

Energy
Basic Materials
Industrials
Consumer Cyclicals
Consumer Non-Cyclicals
Financials
Healthcare 100%
Technology
Telecommunication Services
Utilities

39 Positions as of 03/31/2019

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BIOMARIN PHARMACEUTICAL INC COM 217,579 6,734 3.19 2,641,485
ABIOMED INC COM 177,283 2,310 1.32 698,654
INSMED INC COM PAR $.01 166,543 New 7,653,617
SAGE THERAPEUTICS INC COM 154,606 1,208 .79 857,681
ALEXION PHARMACEUTICALS INC COM 150,949 3,034 2.05 1,229,030
STAAR SURGICAL CO COM PAR $0.01 134,035 2,253 1.71 4,218,902
UNITED THERAPEUTICS CORP DEL COM 123,903 New 1,632,025
AMICUS THERAPEUTICS INC COM 95,857 2,749 2.95 7,619,833
IMMUNOMEDICS INC COM 92,341 17,296 23.05 6,381,555
EPIZYME INC COM 89,671 New 6,935,074
ACADIA HEALTHCARE COMPANY INC COM 73,658 73,658 New 2,248,403
WRIGHT MED GROUP N V ORD SHS 72,971 New 2,771,394
AIMMUNE THERAPEUTICS INC COM 70,405 44,346 170.18 3,748,939
VANDA PHARMACEUTICALS INC COM 67,940 12,088 21.64 5,055,050
CLOVIS ONCOLOGY INC COM 67,063 New 5,239,304
ALIGN TECHNOLOGY INC COM 46,490 2,412 5.47 165,405
KARYOPHARM THERAPEUTICS INC COM 41,625 4,563 12.31 5,262,263
EXACT SCIENCES CORP COM 36,196 New 314,889
AMAG PHARMACEUTICALS INC COM 30,792 367 1.21 3,421,306
CELGENE CORP COM 24,377 -24,378 (50) 266,333