How about PA's Q2-2008 holdings per nasdaq.com:
PALO ALTO INVESTORS, LLC, 470 UNIVERSITY AVE, PALO ALTO, CA 94301
650-325-0772
Position Statistics. Report Date: 6/30/2008
Total Positions: 89; New Positions: 11; Increased Positions: 40
Decreased Positions: 32; Positions With Activity: 72; Sold Out Positions: 14
Total Market Value (in $ millions): 1,413
Sector Weighting Percent Healthcare 59.2%; Energy 16%; Technology 9.6%; Services 6.2%; Consumer/Non-Cyclical 3.1%; Basic Materials 3%; Conglomerates 1.6% Financial 1.1%.
Company; Class; Value of Shares ($1000); Change in Value ($1000); % Change
in Value Shares Held:
ONYX PHARMACEUTICALS IN... COM $107,540 $10,569 10.90% 2,631,280
SAVIENT PHARMACEUTICALS... COM $105,053 ($45,153) (30.06%) 4,621,792
AUXILIUM PHARMACEUTICAL... COM $103,898 ($12,850) (11.01%) 2,643,041
CYBERONICS INC COM $73,808 $15,957 27.58% 3,440,947
AMAG PHARMACEUTICALS IN... COM $64,670 $12,896 24.91% 1,671,487
ALLIS CHALMERS ENERGY I... COM PAR $.01NW $50,979 ($9,399) (15.57%) 3,525,517
IMCLONE SYS INC COM $50,565 ($4,906) (8.84%) 785,170
GASTAR EXPL LTD COM $46,486 $1,408 3.12% 26,263,312
PEETS COFFEE & TEA INC COM $44,117 $0 0.00% 1,681,275
MEDIVATION INC COM $43,881 ($6,190) (12.36%) 1,770,114
VERASUN ENERGY CORP COM $42,612 $32,068 304.13% 7,397,976
CANADIAN SUPERIOR ENERG... COM $41,291 $463 1.13% 10,923,500
VIROPHARMA INC COM $34,815 $20,454 142.42% 2,376,466
AMICUS THERAPEUTICS INC COM $34,319 $8,875 34.88% 2,460,142
EV3 INC COM $32,877 $1,765 5.67% 2,692,595
IDM PHARMA INC COM $26,869 $181 0.68% 7,422,409
MEDICIS PHARMACEUTICAL ... CL A NEW $23,892 $10,299 75.76% 1,153,630
THE9 LTD ADR $23,432 $0 0.00% 1,280,450
XTREME COIL DRILLING CO... COM $22,250 $2,727 13.97% 2,650,100
LIMELIGHT NETWORKS INC COM $21,314 $0 0.00% 5,683,673
UNICA CORP COM $20,910 $4,399 26.65% 2,357,364
DIGITAL RIV INC COM $19,718 ($1,313) (6.24%) 450,700
UNITED THERAPEUTICS COR... COM $18,307 $6,465 54.60% 172,495
ARENA RESOURCES INC COM $17,868 $17,868 New 400,000
PORTFOLIO RECOVERY ASSO... COM $17,320 ($7,857) (31.21%) 407,145
ALIGN TECHNOLOGY INC COM $17,151 $797 4.87% 1,315,275
MOMENTA PHARMACEUTICALS... COM $17,013 ($2,026) (10.64%) 1,186,383
CACHE INC COM NEW $16,893 $0 0.00% 1,442,600
TOREADOR RES CORP COM $16,435 $649 4.11% 1,900,000
CISCO SYS INC COM $15,293 ($962) (5.92%) 635,900
ADVANCED MEDICAL OPTICS... COM $13,801 $13,801 New 638,060
BIOMIMETIC THERAPEUTICS... COM $13,708 $1,724 14.38% 1,189,946
F5 NETWORKS INC COM $12,733 $8,763 220.70% 373,300
BROADVISION INC COM NEW $12,553 $1,476 13.32% 17,434,659
GIGAMEDIA LTD ORD $12,009 $0 0.00% 1,029,941
CERAGON NETWORKS LTD ORD $11,717 $0 0.00% 1,322,500
EVERGREEN SOLAR INC COM $11,316 $0 0.00% 1,200,000
GENZYME CORP COM $11,106 ($14,928) (57.34%) 141,843
GUARANTY BANCORP DEL COM $8,867 $0 0.00% 1,574,900
WHOLE FOODS MKT INC COM $7,985 $0 0.00% 436,100
PETROHAWK ENERGY CORP COM $7,787 $7,787 New 225,000
PETROQUEST ENERGY INC COM $7,396 ($8,284) (52.83%) 400,000
AKAMAI TECHNOLOGIES INC COM $7,308 $0 0.00% 319,124
TESCO CORP COM $6,794 ($1,359) (16.67%) 200,000
WESTERN ALLIANCE BANCOR... COM $6,617 $304 4.82% 509,000
TRIANGLE PETROLEUM CORP COM $6,542 $527 8.75% 7,881,350
NUVASIVE INC COM $5,968 $0 0.00% 125,215
GENOMIC HEALTH INC COM $5,893 $3,488 145.01% 263,675
T-3 ENERGY SRVCS INC COM $5,583 ($12,846) (69.71%) 100,000
CUBIST PHARMACEUTICALS ... COM $5,578 $5,578 New 253,220
NXSTAGE MEDICAL INC COM $5,527 $240 4.55% 1,454,585
ST JUDE MED INC COM $5,491 ($10,777) (66.25%) 119,805
QUESTCOR PHARMACEUTICAL... COM $4,926 ($3,936) (44.42%) 902,122
PLAINS EXPL& PRODTN CO COM $4,851 ($29,106) (85.71%) 90,000
NVIDIA CORP COM $4,778 $3,546 287.69% 378,000
SUPERIOR ENERGY SVCS IN... COM $4,704 ($10,349) (68.75%) 100,000
CYPRESS BIOSCIENCES INC COM PAR $.02 $3,908 $188 5.06% 569,619
UTS ENERGY CORP COM $3,800 ($10,049) (72.56%) 1,000,000
AIRVANA INC COM $3,442 $3,442 New 676,243
EMBER RES INC COM $3,039 $0 0.00% 2,337,500
QUICKSILVER RESOURCES I... COM $3,024 $3,024 New 125,000
NORTHERN OIL & GAS INC ... COM $2,590 $2,590 New 350,000
SPREADTRUM COMMUNICATIO... ADR $2,558 $1,820 246.44% 787,108
INSPIRE PHARMACEUTICALS... COM $1,870 $1,870 New 415,600
CONCEPTUS INC COM $1,690 $1,690 New 100,000
COGO GROUP INC COM $827 $827 New 150,000
AMAZON COM INC COM $679 $0 0.00% 8,400
VANDA PHARMACEUTICALS I... COM $637 $32 5.29% 568,775
MARTEK BIOSCIENCES CORP COM $601 $0 0.00% 18,000
BIOMARIN PHARMACEUTICAL... COM $462 $19 4.36% 15,325
AETERNA ZENTARIS INC COM $450 $0 0.00% 395,000
MERCK & CO INC COM $365 $0 0.00% 10,225
GEERLINGS & WADE INC COM $250 $250 New 714,665
ALTUS PHARMACEUTICALS I... COM $141 $7 5.07% 88,560
ARBIOS SYS INC COM $30 $0 0.00% 461,539
POGO PRODS LTD COM $0 ($2) Sold Out 0
ANIKA THERAPEUTICS INC COM $0 ($237) Sold Out 0
BIOSCRIP INC COM $0 ($457) Sold Out 0
APPLE INC COM $0 ($797) Sold Out 0
CADENCE PHARMACEUTICALS... COM $0 ($925) Sold Out 0
AI
