Q3 2024 · 13F-HR
Palo Alto Investors LPholdings as filed
Filed 2024-11-14 · accession 0001306923-24-000012
$769.9M
Reported value
45
Positions
2024-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 457669307 | INSM | INSMED INC | $141.7M | 18.4% | 1,940,993 | Common | SOLE |
| 03152W109 | AM6 | AMICUS THERAPEUTICS INC | $87.0M | 11.3% | 8,145,311 | Common | SOLE |
| 09061G101 | BMRN | BIOMARIN PHARMACEUTICAL INC | $76.6M | 9.95% | 1,090,056 | Common | SOLE |
| 91307C102 | UTHR | UNITED THERAPEUTICS CORP | $65.7M | 8.53% | 183,246 | Common | SOLE |
| 09062X103 | BIIB | BIOGEN INC | $44.4M | 5.76% | 228,916 | Common | SOLE |
| 852312305 | STAA | STAAR SURGICAL CO | $40.6M | 5.27% | 1,091,608 | Common | SOLE |
| 004225108 | ACAD | ACADIA PHARMACEUTICALS INC | $38.8M | 5.04% | 2,523,956 | Common | SOLE |
| 02043Q107 | ALNY | ALNYLAM PHARMACEUTICALS INC | $38.7M | 5.03% | 140,681 | Common | SOLE |
| G72800108 | PRTA | PROTHENA CORP PLC | $29.1M | 3.78% | 1,737,964 | Common | SOLE |
| 462260100 | IOVA | IOVANCE BIOTHERAPEUTICS INC | $28.6M | 3.71% | 3,041,685 | Common | SOLE |
| 032724106 | ANAB | ANAPTYSBIO INC | $28.3M | 3.67% | 843,971 | Common | SOLE |
| 803607100 | SRPT | SAREPTA THERAPEUTICS INC | $26.3M | 3.41% | 210,258 | Common | SOLE |
| G01767105 | ALKS | ALKERMES PLC | $10.8M | 1.40% | 384,656 | Common | SOLE |
| 69366J200 | PTCT | PTC THERAPEUTICS INC | $9.8M | 1.27% | 264,469 | Common | SOLE |
| 016255101 | ALGN | ALIGN TECHNOLOGY INC | $9.6M | 1.25% | 37,772 | Common | SOLE |
| 28238P109 | EHTH | EHEALTH INC | $9.6M | 1.24% | 2,347,519 | Common | SOLE |
| G6674U108 | NVCR | NOVOCURE LTD | $9.3M | 1.21% | 593,540 | Common | SOLE |
| 00445A100 | — | ACELYRIN INC | $8.8M | 1.15% | 1,792,895 | Common | SOLE |
| 761330109 | RVNCEUR | REVANCE THERAPEUTICS INC | $8.4M | 1.09% | 1,611,787 | Common | SOLE |
| 87164F105 | SNDX | SYNDAX PHARMACEUTICALS INC | $7.8M | 1.01% | 405,193 | Common | SOLE |
| 78667J108 | SG7 | SAGE THERAPEUTICS INC | $7.3M | 0.95% | 1,010,833 | Common | SOLE |
| 38341P102 | GOSS | GOSSAMER BIO INC | $6.2M | 0.80% | 6,277,093 | Common | SOLE |
| 48576U106 | KPTIEUR | KARYOPHARM THERAPEUTICS INC | $4.2M | 0.55% | 5,102,193 | Common | SOLE |
| 64157F103 | NVROEUR | NEVRO CORP | $4.2M | 0.54% | 750,371 | Common | SOLE |
| 09075V102 | BNTX | BIONTECH SE-ADR | $3.0M | 0.39% | 25,206 | Common | SOLE |
| 92539P101 | — | VERVE THERAPEUTICS INC | $2.8M | 0.36% | 575,817 | Common | SOLE |
| 28176E108 | EW | EDWARDS LIFESCIENCES CORP | $2.6M | 0.34% | 39,473 | Common | SOLE |
| 604749101 | MIRM | MIRUM PHARMACEUTICALS INC | $2.5M | 0.33% | 64,700 | Common | SOLE |
| 75955J402 | RLMD | RELMADA THERAPEUTICS INC | $2.4M | 0.31% | 732,400 | Common | SOLE |
| 67080N101 | NUVB | NUVATION BIO INC | $1.8M | 0.23% | 772,652 | Common | SOLE |
| 877619106 | TSHA | TAYSHA GENE THERAPIES INC | $1.6M | 0.21% | 811,268 | Common | SOLE |
| 89422G107 | TVTX | TRAVERE THERAPEUTICS INC | $1.5M | 0.20% | 110,719 | Common | SOLE |
| 86150R107 | STOK | STOKE THERAPEUTICS INC | $1.5M | 0.20% | 125,861 | Common | SOLE |
| 088786108 | BCYC | BICYCLE THERAPEUTICS PLC-ADR | $1.3M | 0.18% | 59,582 | Common | SOLE |
| 444859102 | HUM | HUMANA INC | $1.3M | 0.16% | 3,985 | Common | SOLE |
| 01438T106 | ALDX | ALDEYRA THERAPEUTICS INC | $1.2M | 0.16% | 225,465 | Common | SOLE |
| 92941V308 | VYNE | VYNE THERAPEUTICS INC PIPE | $837,416 | 0.11% | 445,434 | Common | SOLE |
| 28623U101 | — | ELEVATION ONCOLOGY INC | $778,728 | 0.10% | 1,298,097 | Common | SOLE |
| 45783C200 | TIL | INSTIL BIO INC | $751,628 | 0.10% | 11,165 | Common | SOLE |
| 00461U105 | ACRS | ACLARIS THERAPEUTICS INC | $655,307 | 0.09% | 569,832 | Common | SOLE |
| 747324101 | PYXS | PYXIS ONCOLOGY INC | $623,900 | 0.08% | 170,000 | Common | SOLE |
| 37148K100 | GBIOGBX | GENERATION BIO CO | $371,673 | 0.05% | 150,475 | Common | SOLE |
| 09609G100 | — | BLUEBIRD BIO INC | $313,913 | 0.04% | 604,260 | Common | SOLE |
| M96088105 | URGN | UROGEN PHARMA LTD | $311,150 | 0.04% | 24,500 | Common | SOLE |
| 00289Y206 | ABEO | ABEONA THERAPEUTICS INC | $81,307 | 0.01% | 12,865 | 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.