Q2 2023 · 13F-HR
Palo Alto Investors LPholdings as filed
Filed 2023-08-14 · accession 0001306923-23-000012
$1.24B
Reported value
30
Positions
2023-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 09061G101 | BMRN | BIOMARIN PHARMACEUTICAL INC | $158.7M | 12.8% | 1,831,035 | Common | SOLE |
| 91307C102 | UTHR | UNITED THERAPEUTICS CORP | $138.5M | 11.2% | 627,514 | Common | SOLE |
| 761330109 | RVNCEUR | REVANCE THERAPEUTICS INC | $132.3M | 10.7% | 5,228,609 | Common | SOLE |
| 03152W109 | AM6 | AMICUS THERAPEUTICS INC | $132.2M | 10.7% | 10,524,022 | Common | SOLE |
| 457669307 | INSM | INSMED INC | $124.3M | 10.0% | 5,889,491 | Common | SOLE |
| G72800108 | PRTA | PROTHENA CORP PLC | $113.2M | 9.14% | 1,657,458 | Common | SOLE |
| 09062X103 | BIIB | BIOGEN INC | $108.6M | 8.77% | 381,282 | Common | SOLE |
| 852312305 | STAA | STAAR SURGICAL CO | $72.3M | 5.84% | 1,374,822 | Common | SOLE |
| 004225108 | ACAD | ACADIA PHARMACEUTICALS INC | $57.6M | 4.65% | 2,405,793 | Common | SOLE |
| 78667J108 | SG7 | SAGE THERAPEUTICS INC | $40.4M | 3.27% | 859,517 | Common | SOLE |
| 016255101 | ALGN | ALIGN TECHNOLOGY INC | $26.4M | 2.13% | 74,605 | Common | SOLE |
| G6674U108 | NVCR | NOVOCURE LTD | $24.0M | 1.94% | 578,118 | Common | SOLE |
| 28238P109 | EHTH | EHEALTH INC | $22.0M | 1.78% | 2,739,379 | Common | SOLE |
| G01767105 | ALKS | ALKERMES PLC | $18.9M | 1.53% | 603,400 | Common | SOLE |
| 87164F105 | SNDX | SYNDAX PHARMACEUTICALS INC | $12.8M | 1.04% | 612,600 | Common | SOLE |
| 803607100 | SRPT | SAREPTA THERAPEUTICS INC | $10.8M | 0.87% | 94,030 | Common | SOLE |
| 48576U106 | KPTIEUR | KARYOPHARM THERAPEUTICS INC | $10.2M | 0.82% | 5,675,876 | Common | SOLE |
| 032724106 | ANAB | ANAPTYSBIO INC | $8.8M | 0.71% | 431,224 | Common | SOLE |
| 64157F103 | NVROEUR | NEVRO CORP | $4.7M | 0.38% | 186,259 | Common | SOLE |
| 38341P102 | GOSS | GOSSAMER BIO INC | $4.2M | 0.34% | 3,465,152 | Common | SOLE |
| 23282W605 | CYTK | CYTOKINETICS INC | $3.6M | 0.29% | 111,717 | Common | SOLE |
| 89422G107 | TVTX | TRAVERE THERAPEUTICS INC | $2.6M | 0.21% | 166,069 | Common | SOLE |
| 921659108 | VNDA | VANDA PHARMACEUTICALS INC | $2.1M | 0.17% | 324,073 | Common | SOLE |
| 75955J402 | RLMD | RELMADA THERAPEUTICS INC | $1.8M | 0.15% | 732,400 | Common | SOLE |
| 604749101 | MIRM | MIRUM PHARMACEUTICALS INC | $1.7M | 0.14% | 64,700 | Common | SOLE |
| 49372L100 | — | KEZAR LIFE SCIENCES INC | $1.6M | 0.13% | 656,200 | Common | SOLE |
| 01438T106 | ALDX | ALDEYRA THERAPEUTICS INC | $1.3M | 0.11% | 160,800 | Common | SOLE |
| 39868T105 | 2JQ | GRITSTONE ONCOLOGY INC | $1.3M | 0.10% | 666,127 | Common | SOLE |
| 87357P100 | TCMD | TACTILE SYSTEMS TECHNOLOGY I | $675,603 | 0.05% | 27,100 | Common | SOLE |
| M96088105 | URGN | UROGEN PHARMA LTD | $253,575 | 0.02% | 24,500 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.