13F HOLDINGS REPORT
Palo Alto Investors LP
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001306923-23-000012
Total Value
$1.24B
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 | $158.7M | 12.82% |
| 2 | UNITED THERAPEUTICS CORP | UTHR | 627,514 | $138.5M | 11.19% |
| 3 | REVANCE THERAPEUTICS INC | 761330109 | 5,228,609 | $132.3M | 10.69% |
| 4 | AMICUS THERAPEUTICS INC | FOLD | 10,524,022 | $132.2M | 10.68% |
| 5 | INSMED INC | INSM | 5,889,491 | $124.3M | 10.04% |
| 6 | PROTHENA CORP PLC | PRTA | 1,657,458 | $113.2M | 9.14% |
| 7 | BIOGEN INC | BIIB | 381,282 | $108.6M | 8.77% |
| 8 | STAAR SURGICAL CO | STAA | 1,374,822 | $72.3M | 5.84% |
| 9 | ACADIA PHARMACEUTICALS INC | ACAD | 2,405,793 | $57.6M | 4.65% |
| 10 | SAGE THERAPEUTICS INC | 78667J108 | 859,517 | $40.4M | 3.27% |
| 11 | ALIGN TECHNOLOGY INC | ALGN | 74,605 | $26.4M | 2.13% |
| 12 | NOVOCURE LTD | NVCR | 578,118 | $24.0M | 1.94% |
| 13 | EHEALTH INC | EHTH | 2,739,379 | $22.0M | 1.78% |
| 14 | ALKERMES PLC | ALKS | 603,400 | $18.9M | 1.53% |
| 15 | SYNDAX PHARMACEUTICALS INC | SNDX | 612,600 | $12.8M | 1.04% |
| 16 | SAREPTA THERAPEUTICS INC | SRPT | 94,030 | $10.8M | 0.87% |
| 17 | KARYOPHARM THERAPEUTICS INC | KPTI | 5,675,876 | $10.2M | 0.82% |
| 18 | ANAPTYSBIO INC | ANABV | 431,224 | $8.8M | 0.71% |
| 19 | NEVRO CORP | 64157F103 | 186,259 | $4.7M | 0.38% |
| 20 | GOSSAMER BIO INC | GOSS | 3,465,152 | $4.2M | 0.34% |
| 21 | CYTOKINETICS INC | CYTK | 111,717 | $3.6M | 0.29% |
| 22 | TRAVERE THERAPEUTICS INC | TVTX | 166,069 | $2.6M | 0.21% |
| 23 | VANDA PHARMACEUTICALS INC | VNDA | 324,073 | $2.1M | 0.17% |
| 24 | RELMADA THERAPEUTICS INC | RLMD | 732,400 | $1.8M | 0.15% |
| 25 | MIRUM PHARMACEUTICALS INC | MIRM | 64,700 | $1.7M | 0.14% |
| 26 | KEZAR LIFE SCIENCES INC | KZR | 656,200 | $1.6M | 0.13% |
| 27 | ALDEYRA THERAPEUTICS INC | ALDX | 160,800 | $1.3M | 0.11% |
| 28 | GRITSTONE ONCOLOGY INC | 39868T105 | 666,127 | $1.3M | 0.10% |
| 29 | TACTILE SYSTEMS TECHNOLOGY I | 87357P100 | 27,100 | $675,603 | 0.05% |
| 30 | UROGEN PHARMA LTD | URGN | 24,500 | $253,575 | 0.02% |