Q2 2024 · 13F-HR
Palo Alto Investors LPholdings as filed
Filed 2024-08-14 · accession 0001306923-24-000010
$863.0M
Reported value
39
Positions
2024-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 457669307 | INSM | INSMED INC | $143.3M | 16.6% | 2,138,963 | Common | SOLE |
| 09061G101 | BMRN | BIOMARIN PHARMACEUTICAL INC | $93.0M | 10.8% | 1,130,167 | Common | SOLE |
| 03152W109 | AM6 | AMICUS THERAPEUTICS INC | $89.6M | 10.4% | 9,029,843 | Common | SOLE |
| 91307C102 | UTHR | UNITED THERAPEUTICS CORP | $85.0M | 9.85% | 266,914 | Common | SOLE |
| 09062X103 | BIIB | BIOGEN INC | $67.0M | 7.76% | 289,050 | Common | SOLE |
| 852312305 | STAA | STAAR SURGICAL CO | $65.8M | 7.62% | 1,381,619 | Common | SOLE |
| 02043QAB3 | ALNY 1 09/15/27 | ALNYLAM PHARMACEUTICALS INC | $44.5M | 5.16% | 183,123 | Common | SOLE |
| 004225108 | ACAD | ACADIA PHARMACEUTICALS INC | $39.3M | 4.55% | 2,418,841 | Common | SOLE |
| G72800108 | PRTA | PROTHENA CORP PLC | $34.4M | 3.99% | 1,666,378 | Common | SOLE |
| 803607100 | SRPT | SAREPTA THERAPEUTICS INC | $31.9M | 3.69% | 201,683 | Common | SOLE |
| 032724106 | ANAB | ANAPTYSBIO INC | $20.1M | 2.33% | 803,641 | Common | SOLE |
| 462260100 | IOVA | IOVANCE BIOTHERAPEUTICS INC | $17.0M | 1.97% | 2,116,403 | Common | SOLE |
| 761330109 | RVNCEUR | REVANCE THERAPEUTICS INC | $13.5M | 1.57% | 5,257,086 | Common | SOLE |
| G01767105 | ALKS | ALKERMES PLC | $11.9M | 1.38% | 495,592 | Common | SOLE |
| 78667J108 | SG7 | SAGE THERAPEUTICS INC | $11.0M | 1.27% | 1,010,833 | Common | SOLE |
| 28238P109 | EHTH | EHEALTH INC | $10.6M | 1.23% | 2,350,190 | Common | SOLE |
| G6674U108 | NVCR | NOVOCURE LTD | $9.6M | 1.12% | 561,908 | Common | SOLE |
| 016255101 | ALGN | ALIGN TECHNOLOGY INC | $9.1M | 1.06% | 37,772 | Common | SOLE |
| 87164F105 | SNDX | SYNDAX PHARMACEUTICALS INC | $8.3M | 0.96% | 405,193 | Common | SOLE |
| 00445A100 | — | ACELYRIN INC | $7.6M | 0.88% | 1,715,180 | Common | SOLE |
| 64157F103 | NVROEUR | NEVRO CORP | $6.3M | 0.73% | 750,371 | Common | SOLE |
| 23282W605 | CYTK | CYTOKINETICS INC | $6.1M | 0.70% | 111,717 | Common | SOLE |
| 38341P102 | GOSS | GOSSAMER BIO INC | $5.7M | 0.66% | 6,277,093 | Common | SOLE |
| 28623U101 | — | ELEVATION ONCOLOGY INC | $4.9M | 0.56% | 1,800,106 | Common | SOLE |
| 09609G100 | — | BLUEBIRD BIO INC | $4.6M | 0.53% | 4,633,351 | Common | SOLE |
| 48576U106 | KPTIEUR | KARYOPHARM THERAPEUTICS INC | $4.4M | 0.51% | 5,102,193 | Common | SOLE |
| 92539P101 | — | VERVE THERAPEUTICS INC | $2.8M | 0.33% | 575,817 | Common | SOLE |
| 67080N101 | NUVB | NUVATION BIO INC | $2.3M | 0.26% | 772,652 | Common | SOLE |
| 604749101 | MIRM | MIRUM PHARMACEUTICALS INC | $2.2M | 0.26% | 64,700 | Common | SOLE |
| 75955J402 | RLMD | RELMADA THERAPEUTICS INC | $2.2M | 0.25% | 732,400 | Common | SOLE |
| 877619106 | TSHA | TAYSHA GENE THERAPIES INC | $1.8M | 0.21% | 811,268 | Common | SOLE |
| 86150R107 | STOK | STOKE THERAPEUTICS INC | $1.7M | 0.20% | 125,861 | Common | SOLE |
| 444859102 | HUM | HUMANA INC | $1.5M | 0.17% | 3,985 | Common | SOLE |
| 89422G107 | TVTX | TRAVERE THERAPEUTICS INC | $910,110 | 0.11% | 110,719 | Common | SOLE |
| 92941V308 | VYNE | VYNE THERAPEUTICS INC PIPE | $877,505 | 0.10% | 445,434 | Common | SOLE |
| 01438T106 | ALDX | ALDEYRA THERAPEUTICS INC | $746,289 | 0.09% | 225,465 | Common | SOLE |
| 00461U105 | ACRS | ACLARIS THERAPEUTICS INC | $626,815 | 0.07% | 569,832 | Common | SOLE |
| 37148K100 | GBIOGBX | GENERATION BIO CO | $424,340 | 0.05% | 150,475 | Common | SOLE |
| M96088105 | URGN | UROGEN PHARMA LTD | $411,110 | 0.05% | 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.