Palo Alto Investors LP Portfolio Holdings by Sector

Palo Alto Investors LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Biotechnology \| Healthcare INSM BMRN FOLD ACAD UTHR ALNY PTCT PRTA 29 stocks	$414,359 82.76% of portfolio	6	9	2	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare BIIB 1 stocks	$28,041 5.6% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare NVCR STAA 2 stocks	$27,112 5.42% of portfolio	2	-	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services EHTH 1 stocks	$11,251 2.25% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ALGN EW 2 stocks	$8,861 1.77% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare ALKS NBIX 2 stocks	$8,788 1.76% of portfolio	1	1	1	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare ACRS 1 stocks	$1,187 0.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare HUM 1 stocks	$1,054 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts

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