Q1 2025 · 13F-HR
Palo Alto Investors LPholdings as filed
Filed 2025-05-15 · accession 0001306923-25-000014
$525.1M
Reported value
44
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 457669307 | INSM | INSMED INC | $75.3M | 14.3% | 987,153 | Common | SOLE |
| 09061G101 | BMRN | BIOMARIN PHARMACEUTICAL INC | $70.1M | 13.3% | 991,207 | Common | SOLE |
| 03152W109 | AM6 | AMICUS THERAPEUTICS INC | $59.9M | 11.4% | 7,345,002 | Common | SOLE |
| 004225108 | ACAD | ACADIA PHARMACEUTICALS INC | $44.2M | 8.43% | 2,663,925 | Common | SOLE |
| 91307C102 | UTHR | UNITED THERAPEUTICS CORP | $32.4M | 6.18% | 105,228 | Common | SOLE |
| 09062X103 | BIIB | BIOGEN INC | $28.0M | 5.34% | 204,923 | Common | SOLE |
| 02043Q107 | ALNY | ALNYLAM PHARMACEUTICALS INC | $22.5M | 4.29% | 83,488 | Common | SOLE |
| 69366J200 | PTCT | PTC THERAPEUTICS INC | $20.6M | 3.92% | 404,196 | Common | SOLE |
| G72800108 | PRTA | PROTHENA CORP PLC | $20.5M | 3.91% | 1,659,734 | Common | SOLE |
| 032724106 | ANAB | ANAPTYSBIO INC | $19.0M | 3.61% | 1,020,713 | Common | SOLE |
| G6674U108 | NVCR | NOVOCURE LTD | $17.9M | 3.40% | 1,002,061 | Common | SOLE |
| 803607100 | SRPT | SAREPTA THERAPEUTICS INC | $13.4M | 2.56% | 210,258 | Common | SOLE |
| 28238P109 | EHTH | EHEALTH INC | $11.3M | 2.14% | 1,684,336 | Common | SOLE |
| 462260100 | IOVA | IOVANCE BIOTHERAPEUTICS INC | $10.7M | 2.04% | 3,211,314 | Common | SOLE |
| 852312305 | STAA | STAAR SURGICAL CO | $9.3M | 1.76% | 525,017 | Common | SOLE |
| 00847X104 | AGIO | AGIOS PHARMACEUTICALS INC | $8.1M | 1.54% | 276,578 | Common | SOLE |
| G01767105 | ALKS | ALKERMES PLC | $7.3M | 1.39% | 221,513 | Common | SOLE |
| 38341P102 | GOSS | GOSSAMER BIO INC | $6.9M | 1.31% | 6,276,893 | Common | SOLE |
| 016255101 | ALGN | ALIGN TECHNOLOGY INC | $6.0M | 1.14% | 37,772 | Common | SOLE |
| 87164F105 | SNDX | SYNDAX PHARMACEUTICALS INC | $5.5M | 1.04% | 444,367 | Common | SOLE |
| 00445A100 | — | ACELYRIN INC | $4.4M | 0.84% | 1,792,895 | Common | SOLE |
| 26818M108 | DYN | DYNE THERAPEUTICS INC | $3.5M | 0.66% | 333,391 | Common | SOLE |
| 604749101 | MIRM | MIRUM PHARMACEUTICALS INC | $2.9M | 0.56% | 64,700 | Common | SOLE |
| 28176E108 | EW | EDWARDS LIFESCIENCES CORP | $2.9M | 0.54% | 39,473 | Common | SOLE |
| 92539P101 | — | VERVE THERAPEUTICS INC | $2.6M | 0.50% | 575,817 | Common | SOLE |
| 09075V102 | BNTX | BIONTECH SE-ADR | $2.3M | 0.44% | 25,206 | Common | SOLE |
| 088786108 | BCYC | BICYCLE THERAPEUTICS PLC-ADR | $2.1M | 0.40% | 248,934 | Common | SOLE |
| 89422G107 | TVTX | TRAVERE THERAPEUTICS INC | $2.0M | 0.38% | 110,719 | Common | SOLE |
| 877619106 | TSHA | TAYSHA GENE THERAPIES INC | $2.0M | 0.38% | 1,419,468 | Common | SOLE |
| 64125C109 | NBIX | NEUROCRINE BIOSCIENCES INC | $1.5M | 0.28% | 13,334 | Common | SOLE |
| 67080N101 | NUVB | NUVATION BIO INC | $1.4M | 0.26% | 772,652 | Common | SOLE |
| 01438T106 | ALDX | ALDEYRA THERAPEUTICS INC | $1.3M | 0.25% | 225,465 | Common | SOLE |
| 48576U106 | KPTIEUR | KARYOPHARM THERAPEUTICS INC | $1.2M | 0.23% | 324,032 | Common | SOLE |
| 00461U105 | ACRS | ACLARIS THERAPEUTICS INC | $1.2M | 0.23% | 776,028 | Common | SOLE |
| 444859102 | HUM | HUMANA INC | $1.1M | 0.20% | 3,985 | Common | SOLE |
| 747324101 | PYXS | PYXIS ONCOLOGY INC | $1.0M | 0.19% | 1,037,421 | Common | SOLE |
| 86150R107 | STOK | STOKE THERAPEUTICS INC | $836,976 | 0.16% | 125,861 | Common | SOLE |
| 92941V308 | VYNE | VYNE THERAPEUTICS INC PIPE | $703,786 | 0.13% | 445,434 | Common | SOLE |
| 00289Y206 | ABEO | ABEONA THERAPEUTICS INC | $518,197 | 0.10% | 108,865 | Common | SOLE |
| M96088105 | URGN | UROGEN PHARMA LTD | $270,970 | 0.05% | 24,500 | Common | SOLE |
| 45783C200 | TIL | INSTIL BIO INC | $193,824 | 0.04% | 11,165 | Common | SOLE |
| 00972G207 | — | AKARI THERAPEUTICS PLC-ADR | $181,070 | 0.03% | 146,024 | Common | SOLE |
| 75955J402 | RLMD | RELMADA THERAPEUTICS INC | $133,689 | 0.03% | 495,146 | Common | SOLE |
| 37148K100 | GBIOGBX | GENERATION BIO CO | $60,942 | 0.01% | 150,475 | 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.