Palo Alto Investors LP Portfolio Holdings by Sector

Palo Alto Investors LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Biotechnology \| Healthcare INSM ACAD BMRN FOLD UTHR ALNY PTCT AGIO 29 stocks	$357,767 80.93% of portfolio	6	11	4	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare NVCR STAA 2 stocks	$30,417 6.88% of portfolio	1	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare BIIB 1 stocks	$25,841 5.85% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ALGN EW 2 stocks	$10,238 2.32% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare ALKS NBIX 2 stocks	$7,998 1.81% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services EHTH 1 stocks	$6,863 1.55% of portfolio	-	1	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare ACRS 1 stocks	$1,973 0.45% of portfolio	1	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare HUM 1 stocks	$974 0.22% of portfolio	-	-	-	-	0 Calls 0 Puts

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