13F HOLDINGS REPORT
Palo Alto Investors LP
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001306923-23-000011
Total Value
$1.21B
Positions
30
Other Managers
0
Confidential Omitted
No
Holdings (30)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BIOMARIN PHARMACEUTICAL INC | BMRN | 1,831,035 | $178.0M | 14.75% |
| 2 | REVANCE THERAPEUTICS INC | 761330109 | 5,270,209 | $169.8M | 14.06% |
| 3 | UNITED THERAPEUTICS CORP | UTHR | 627,514 | $140.5M | 11.64% |
| 4 | AMICUS THERAPEUTICS INC | FOLD | 10,524,022 | $116.7M | 9.67% |
| 5 | BIOGEN INC | BIIB | 381,282 | $106.0M | 8.78% |
| 6 | INSMED INC | INSM | 5,889,491 | $100.4M | 8.32% |
| 7 | STAAR SURGICAL CO | STAA | 1,347,322 | $86.2M | 7.14% |
| 8 | PROTHENA CORP PLC | PRTA | 1,663,777 | $80.6M | 6.68% |
| 9 | ACADIA PHARMACEUTICALS INC | ACAD | 2,405,793 | $45.3M | 3.75% |
| 10 | SAGE THERAPEUTICS INC | 78667J108 | 859,517 | $36.1M | 2.99% |
| 11 | EHEALTH INC | EHTH | 2,689,379 | $25.2M | 2.09% |
| 12 | ALIGN TECHNOLOGY INC | ALGN | 74,605 | $24.9M | 2.07% |
| 13 | KARYOPHARM THERAPEUTICS INC | KPTI | 5,675,876 | $22.1M | 1.83% |
| 14 | ALKERMES PLC | ALKS | 603,400 | $17.0M | 1.41% |
| 15 | SYNDAX PHARMACEUTICALS INC | SNDX | 612,600 | $12.9M | 1.07% |
| 16 | PROVENTION BIO INC | 74374N102 | 390,800 | $9.4M | 0.78% |
| 17 | ANAPTYSBIO INC | ANABV | 431,224 | $9.4M | 0.78% |
| 18 | GOSSAMER BIO INC | GOSS | 3,465,152 | $4.4M | 0.36% |
| 19 | CYTOKINETICS INC | CYTK | 111,717 | $3.9M | 0.33% |
| 20 | TRAVERE THERAPEUTICS INC | TVTX | 166,069 | $3.7M | 0.31% |
| 21 | VANDA PHARMACEUTICALS INC | VNDA | 482,697 | $3.3M | 0.27% |
| 22 | KEZAR LIFE SCIENCES INC | KZR | 656,200 | $2.1M | 0.17% |
| 23 | NOVOCURE LTD | NVCR | 32,790 | $2.0M | 0.16% |
| 24 | GRITSTONE ONCOLOGY INC | 39868T105 | 666,127 | $1.9M | 0.15% |
| 25 | ALDEYRA THERAPEUTICS INC | ALDX | 160,800 | $1.6M | 0.13% |
| 26 | MIRUM PHARMACEUTICALS INC | MIRM | 64,700 | $1.6M | 0.13% |
| 27 | RELMADA THERAPEUTICS INC | RLMD | 542,100 | $1.2M | 0.10% |
| 28 | TACTILE SYSTEMS TECHNOLOGY I | 87357P100 | 27,100 | $444,982 | 0.04% |
| 29 | PEAK BIO INC | 70470P108 | 497,528 | $314,141 | 0.03% |
| 30 | UROGEN PHARMA LTD | URGN | 24,500 | $226,380 | 0.02% |