Q1 2024 · 13F-HR
Palo Alto Investors LPholdings as filed
Filed 2024-05-15 · accession 0001306923-24-000008
$886.7M
Reported value
38
Positions
2024-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 457669307 | INSM | INSMED INC | $120.0M | 13.5% | 4,423,369 | Common | SOLE |
| 03152W109 | AM6 | AMICUS THERAPEUTICS INC | $110.1M | 12.4% | 9,344,102 | Common | SOLE |
| 09061G101 | BMRN | BIOMARIN PHARMACEUTICAL INC | $99.1M | 11.2% | 1,134,569 | Common | SOLE |
| 09062X103 | BIIB | BIOGEN INC | $62.5M | 7.05% | 289,958 | Common | SOLE |
| 91307C102 | UTHR | UNITED THERAPEUTICS CORP | $61.5M | 6.94% | 267,759 | Common | SOLE |
| 852312305 | STAA | STAAR SURGICAL CO | $52.8M | 5.96% | 1,379,590 | Common | SOLE |
| 004225108 | ACAD | ACADIA PHARMACEUTICALS INC | $44.7M | 5.04% | 2,414,943 | Common | SOLE |
| G72800108 | PRTA | PROTHENA CORP PLC | $41.2M | 4.65% | 1,663,448 | Common | SOLE |
| 462260100 | IOVA | IOVANCE BIOTHERAPEUTICS INC | $31.3M | 3.53% | 2,112,811 | Common | SOLE |
| 02043Q107 | ALNY | ALNYLAM PHARMACEUTICALS INC | $27.3M | 3.08% | 182,766 | Common | SOLE |
| 803607100 | SRPT | SAREPTA THERAPEUTICS INC | $26.1M | 2.94% | 201,265 | Common | SOLE |
| 761330109 | RVNCEUR | REVANCE THERAPEUTICS INC | $25.8M | 2.91% | 5,248,004 | Common | SOLE |
| 78667J108 | SG7 | SAGE THERAPEUTICS INC | $18.8M | 2.13% | 1,005,776 | Common | SOLE |
| 032724106 | ANAB | ANAPTYSBIO INC | $18.0M | 2.03% | 799,906 | Common | SOLE |
| 28238P109 | EHTH | EHEALTH INC | $16.4M | 1.85% | 2,715,681 | Common | SOLE |
| 016255101 | ALGN | ALIGN TECHNOLOGY INC | $16.1M | 1.82% | 49,105 | Common | SOLE |
| G01767105 | ALKS | ALKERMES PLC | $13.4M | 1.51% | 495,592 | Common | SOLE |
| 00445A100 | — | ACELYRIN INC | $11.6M | 1.31% | 1,715,180 | Common | SOLE |
| 64157F103 | NVROEUR | NEVRO CORP | $10.8M | 1.22% | 750,371 | Common | SOLE |
| 87164F105 | SNDX | SYNDAX PHARMACEUTICALS INC | $9.6M | 1.09% | 405,193 | Common | SOLE |
| G6674U108 | NVCR | NOVOCURE LTD | $8.8M | 0.99% | 561,908 | Common | SOLE |
| 23282W605 | CYTK | CYTOKINETICS INC | $7.8M | 0.88% | 111,717 | Common | SOLE |
| 48576U106 | KPTIEUR | KARYOPHARM THERAPEUTICS INC | $7.7M | 0.87% | 5,102,193 | Common | SOLE |
| 92539P101 | — | VERVE THERAPEUTICS INC | $7.6M | 0.86% | 575,817 | Common | SOLE |
| 38341P102 | GOSS | GOSSAMER BIO INC | $7.5M | 0.85% | 6,391,775 | Common | SOLE |
| 28623U101 | — | ELEVATION ONCOLOGY INC | $6.9M | 0.78% | 1,346,666 | Common | SOLE |
| 09609G100 | — | BLUEBIRD BIO INC | $5.8M | 0.66% | 4,560,171 | Common | SOLE |
| 75955J402 | RLMD | RELMADA THERAPEUTICS INC | $3.4M | 0.38% | 732,400 | Common | SOLE |
| 67080N101 | NUVB | NUVATION BIO INC | $2.8M | 0.32% | 772,652 | Common | SOLE |
| 877619106 | TSHA | TAYSHA GENE THERAPIES INC | $2.3M | 0.26% | 811,268 | Common | SOLE |
| 86150R107 | STOK | STOKE THERAPEUTICS INC | $1.7M | 0.19% | 125,861 | Common | SOLE |
| 604749101 | MIRM | MIRUM PHARMACEUTICALS INC | $1.6M | 0.18% | 64,700 | Common | SOLE |
| 444859102 | HUM | HUMANA INC | $1.4M | 0.16% | 3,985 | Common | SOLE |
| 92941V308 | VYNE | VYNE THERAPEUTICS INC | $1.4M | 0.15% | 445,434 | Common | SOLE |
| 89422G107 | TVTX | TRAVERE THERAPEUTICS INC | $853,643 | 0.10% | 110,719 | Common | SOLE |
| 01438T106 | ALDX | ALDEYRA THERAPEUTICS INC | $737,271 | 0.08% | 225,465 | Common | SOLE |
| 00461U105 | ACRS | ACLARIS THERAPEUTICS INC | $706,592 | 0.08% | 569,832 | Common | SOLE |
| M96088105 | URGN | UROGEN PHARMA LTD | $367,500 | 0.04% | 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.