13F HOLDINGS REPORT
Palo Alto Investors LP
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001306923-23-000009
Total Value
$1.17B
Positions
29
Other Managers
0
Confidential Omitted
No
Holdings (29)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BIOMARIN PHARMACEUTICAL INC | BMRN | 1,885,811 | $195.2M | 16.64% |
| 2 | UNITED THERAPEUTICS CORP | UTHR | 625,414 | $173.9M | 14.83% |
| 3 | AMICUS THERAPEUTICS INC | FOLD | 10,493,722 | $128.1M | 10.92% |
| 4 | INSMED INC | INSM | 5,871,291 | $117.3M | 10.00% |
| 5 | BIOGEN INC | BIIB | 380,082 | $105.3M | 8.97% |
| 6 | PROTHENA CORP PLC | PRTA | 1,658,577 | $99.9M | 8.52% |
| 7 | REVANCE THERAPEUTICS INC | 761330109 | 5,283,609 | $97.5M | 8.32% |
| 8 | STAAR SURGICAL CO | STAA | 1,240,077 | $60.2M | 5.13% |
| 9 | ACADIA PHARMACEUTICALS INC | ACAD | 2,376,369 | $37.8M | 3.23% |
| 10 | SAGE THERAPEUTICS INC | 78667J108 | 856,517 | $32.7M | 2.79% |
| 11 | KARYOPHARM THERAPEUTICS INC | KPTI | 5,655,676 | $19.2M | 1.64% |
| 12 | ALKERMES PLC | ALKS | 603,400 | $15.8M | 1.34% |
| 13 | ALIGN TECHNOLOGY INC | ALGN | 74,605 | $15.7M | 1.34% |
| 14 | SYNDAX PHARMACEUTICALS INC | SNDX | 612,600 | $15.6M | 1.33% |
| 15 | ANAPTYSBIO INC | ANABV | 431,024 | $13.4M | 1.14% |
| 16 | EHEALTH INC | EHTH | 2,484,479 | $12.0M | 1.03% |
| 17 | VANDA PHARMACEUTICALS INC | VNDA | 1,087,607 | $8.0M | 0.69% |
| 18 | CYTOKINETICS INC | CYTK | 111,717 | $5.1M | 0.44% |
| 19 | KEZAR LIFE SCIENCES INC | KZR | 656,200 | $4.6M | 0.39% |
| 20 | PROVENTION BIO INC | 74374N102 | 390,800 | $4.1M | 0.35% |
| 21 | TRAVERE THERAPEUTICS INC | TVTX | 166,069 | $3.5M | 0.30% |
| 22 | GRITSTONE ONCOLOGY INC | 39868T105 | 666,127 | $2.3M | 0.20% |
| 23 | PEAK BIO INC | 70470P108 | 497,528 | $2.0M | 0.17% |
| 24 | MIRUM PHARMACEUTICALS INC | MIRM | 64,700 | $1.3M | 0.11% |
| 25 | ALDEYRA THERAPEUTICS INC | ALDX | 160,800 | $1.1M | 0.10% |
| 26 | ALIMERA SCIENCES INC | 016259202 | 200,919 | $544,490 | 0.05% |
| 27 | TACTILE SYSTEMS TECHNOLOGY I | 87357P100 | 27,100 | $311,108 | 0.03% |
| 28 | UROGEN PHARMA LTD | URGN | 24,500 | $217,315 | 0.02% |
| 29 | GOSSAMER BIO INC | GOSS | 37,750 | $81,918 | 0.01% |