Q3 2023 · 13F-HR
Palo Alto Investors LPholdings as filed
Filed 2023-11-14 · accession 0001306923-23-000014
$1.06B
Reported value
29
Positions
2023-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 09061G101 | BMRN | BIOMARIN PHARMACEUTICAL INC | $162.0M | 15.3% | 1,831,035 | Common | SOLE |
| 457669307 | INSM | INSMED INC | $148.7M | 14.1% | 5,889,491 | Common | SOLE |
| 91307C102 | UTHR | UNITED THERAPEUTICS CORP | $130.1M | 12.3% | 575,907 | Common | SOLE |
| 03152W109 | AM6 | AMICUS THERAPEUTICS INC | $128.0M | 12.1% | 10,524,022 | Common | SOLE |
| 09062X103 | BIIB | BIOGEN INC | $98.0M | 9.27% | 381,282 | Common | SOLE |
| G72800108 | PRTA | PROTHENA CORP PLC | $80.0M | 7.57% | 1,657,458 | Common | SOLE |
| 761330109 | RVNCEUR | REVANCE THERAPEUTICS INC | $60.0M | 5.67% | 5,228,609 | Common | SOLE |
| 852312305 | STAA | STAAR SURGICAL CO | $55.2M | 5.23% | 1,374,822 | Common | SOLE |
| 004225108 | ACAD | ACADIA PHARMACEUTICALS INC | $50.1M | 4.74% | 2,405,793 | Common | SOLE |
| 78667J108 | SG7 | SAGE THERAPEUTICS INC | $20.7M | 1.96% | 1,005,776 | Common | SOLE |
| 28238P109 | EHTH | EHEALTH INC | $20.3M | 1.92% | 2,739,379 | Common | SOLE |
| 016255101 | ALGN | ALIGN TECHNOLOGY INC | $17.0M | 1.61% | 55,705 | Common | SOLE |
| G01767105 | ALKS | ALKERMES PLC | $16.9M | 1.60% | 603,400 | Common | SOLE |
| 803607100 | SRPT | SAREPTA THERAPEUTICS INC | $11.4M | 1.08% | 94,030 | Common | SOLE |
| G6674U108 | NVCR | NOVOCURE LTD | $10.7M | 1.01% | 660,275 | Common | SOLE |
| 032724106 | ANAB | ANAPTYSBIO INC | $7.7M | 0.73% | 431,224 | Common | SOLE |
| 48576U106 | KPTIEUR | KARYOPHARM THERAPEUTICS INC | $7.6M | 0.72% | 5,675,876 | Common | SOLE |
| 64157F103 | NVROEUR | NEVRO CORP | $7.4M | 0.70% | 386,832 | Common | SOLE |
| 87164F105 | SNDX | SYNDAX PHARMACEUTICALS INC | $6.9M | 0.65% | 472,600 | Common | SOLE |
| 38341P102 | GOSS | GOSSAMER BIO INC | $5.4M | 0.51% | 6,530,288 | Common | SOLE |
| 23282W605 | CYTK | CYTOKINETICS INC | $3.3M | 0.31% | 111,717 | Common | SOLE |
| 75955J402 | RLMD | RELMADA THERAPEUTICS INC | $2.2M | 0.21% | 732,400 | Common | SOLE |
| 604749101 | MIRM | MIRUM PHARMACEUTICALS INC | $2.0M | 0.19% | 64,700 | Common | SOLE |
| 89422G107 | TVTX | TRAVERE THERAPEUTICS INC | $1.5M | 0.14% | 166,069 | Common | SOLE |
| 921659108 | VNDA | VANDA PHARMACEUTICALS INC | $1.2M | 0.11% | 278,985 | Common | SOLE |
| 01438T106 | ALDX | ALDEYRA THERAPEUTICS INC | $1.1M | 0.10% | 160,800 | Common | SOLE |
| 49372L100 | — | KEZAR LIFE SCIENCES INC | $780,878 | 0.07% | 656,200 | Common | SOLE |
| 87357P100 | TCMD | TACTILE SYSTEMS TECHNOLOGY I | $380,755 | 0.04% | 27,100 | Common | SOLE |
| M96088105 | URGN | UROGEN PHARMA LTD | $343,245 | 0.03% | 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.