Palo Alto Investors LP Portfolio Holdings by Sector

Palo Alto Investors LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Biotechnology \| Healthcare INSM FOLD BMRN UTHR ACAD ALNY PRTA IOVA 31 stocks	$594,115 81.72% of portfolio	10	7	6	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare STAA NVCR 2 stocks	$49,830 6.85% of portfolio	1	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare BIIB 1 stocks	$44,373 6.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ALGN NVRO EW 3 stocks	$16,404 2.26% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare ALKS 1 stocks	$10,766 1.48% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services EHTH 1 stocks	$9,577 1.32% of portfolio	-	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare HUM 1 stocks	$1,262 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare ACRS 1 stocks	$643 0.09% of portfolio	-	-	-	-	0 Calls 0 Puts

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