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Fund Holdings of PALO ALTO INVESTORS LLC Filed on 2012-02-13

Link to Original SEC 13F filings sorted on filing date: 2012-02-13 | 2011-11-14 | 2011-08-12 | 2011-05-16 | 2011-02-11 | 2010-11-15 | 2010-08-13 | 2010-05-14 | 2010-02-12 | 2009-11-16 | 2009-08-14 | 2009-05-15 | 2009-02-13 | 2008-11-14 | 2008-08-14 | 2008-05-14 |

1. Fund Information

Fund NamePALO ALTO INVESTORS LLC
Fund Manager
Address470 UNIVERSITY AVE,
PALO ALTO, CA, 94301
::Google Map
Phone(650) 325-0772
13F Asset Last Qtr$774,290,000
13F Asset This Qtr$891,570,000
Asset Change15.15%

2. Comparison of Holdings by Sectors with Last Quarter

3. Top 20 Holdings (Value) of This Quarter

No.SecurityPut/CallStockSharesValue(x$1000)Activity(Shr)% Port.
1.)VIROPHARMA INCORPORATEDVPHM4,023,776$110,211Cut -11.11%12.36%
2.)CYBERONICS, INC.CYBX2,775,281$92,972Cut -3.56%10.43%
3.)AUXILIUM PHARMACEUTICALS, INC.AUXL3,090,146$61,587Added 13.03%6.91%
4.)QUESTCOR PHARMACEUTICALS, INC.QCOR1,348,449$56,069Cut -18.87%6.29%
5.)MEDICIS PHARMACEUTICAL CORP.MRX1,534,700$51,029Added 20.70%5.72%
6.)UNITED THERAPEUTICS CORPORATIONUTHR1,016,211$48,016Added 97.83%5.39%
7.)BIOMARIN PHARMACEUTICAL INC.BMRN1,267,185$43,566Added 1.95%4.89%
8.)CUBIST PHARMACEUTICALS, INC.CBST1,092,771$43,296Added 1.95%4.86%
9.)MOMENTA PHARMACEUTICALS, INC.MNTA2,401,388$41,760Cut -8.27%4.68%
10.)ONYX PHARMACEUTICALS, INC.ONXX879,045$38,634Cut -36.44%4.33%
11.)STAAR SURGICAL COMPANYSTAA3,463,415$36,331Added 1.00%4.07%
12.)ARTHROCARE CORPORATIONARTC1,097,580$34,771Added 1.96%3.90%
13.)ABIOMED, INC.ABMD1,581,015$29,201Added 3.56%3.28%
14.)AMAG PHARMACEUTICALS, INC.AMAG1,402,063$26,513Cut -35.40%2.97%
15.)SAVIENT PHARMACEUTICALS INCSVNT11,800,551$26,315Added 35.55%2.95%
16.)SEQUENOM, INC.SQNM5,368,410$23,889Added 123.07%2.68%
17.)AMICUS THERAPEUTICS, INC.FOLD5,821,954$20,028Cut -0.85%2.25%
18.)MEDIVATION, INC.MDVN355,241$16,380Cut -37.75%1.84%
19.)QLT INC.1,486,910$10,706Added 4.31%1.20%
20.)ENERNOC, INC.ENOC825,940$8,978Added 3.88%1.01%

4. Top 20 (Value) Holdings BOUGHT NEW in This Quarter

No.SecurityPut/CallStockShares NEWValue(x$1000)% Port.
1.)ORION ENERGY SYSTEMS, INCOESX116,716$3440.04%

5. Top 20 (Value) Holdings Totally SOLD OUT in This Quarter

No.SecurityPut/CallStockShares SOLDValue(x$1000)% Port. Last Qtr
1.)FIRST SOLAR, INC.FSLR20,000$1,2640.16%
2.)EVERGREEN SOLAR INC. 4% DUE NOTE32,294,000$6060.08%
3.)CELGENE CORPORATIONCELG1,690$1050.01%