13F HOLDINGS REPORT
Palo Alto Investors LP
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001306923-23-000014
Total Value
$1.06B
Positions
29
Other Managers
0
Confidential Omitted
No
Holdings (29)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BIOMARIN PHARMACEUTICAL INC | BMRN | 1,831,035 | $162.0M | 15.33% |
| 2 | INSMED INC | INSM | 5,889,491 | $148.7M | 14.07% |
| 3 | UNITED THERAPEUTICS CORP | UTHR | 575,907 | $130.1M | 12.31% |
| 4 | AMICUS THERAPEUTICS INC | FOLD | 10,524,022 | $128.0M | 12.11% |
| 5 | BIOGEN INC | BIIB | 381,282 | $98.0M | 9.27% |
| 6 | PROTHENA CORP PLC | PRTA | 1,657,458 | $80.0M | 7.57% |
| 7 | REVANCE THERAPEUTICS INC | 761330109 | 5,228,609 | $60.0M | 5.67% |
| 8 | STAAR SURGICAL CO | STAA | 1,374,822 | $55.2M | 5.23% |
| 9 | ACADIA PHARMACEUTICALS INC | ACAD | 2,405,793 | $50.1M | 4.74% |
| 10 | SAGE THERAPEUTICS INC | 78667J108 | 1,005,776 | $20.7M | 1.96% |
| 11 | EHEALTH INC | EHTH | 2,739,379 | $20.3M | 1.92% |
| 12 | ALIGN TECHNOLOGY INC | ALGN | 55,705 | $17.0M | 1.61% |
| 13 | ALKERMES PLC | ALKS | 603,400 | $16.9M | 1.60% |
| 14 | SAREPTA THERAPEUTICS INC | SRPT | 94,030 | $11.4M | 1.08% |
| 15 | NOVOCURE LTD | NVCR | 660,275 | $10.7M | 1.01% |
| 16 | ANAPTYSBIO INC | ANABV | 431,224 | $7.7M | 0.73% |
| 17 | KARYOPHARM THERAPEUTICS INC | KPTI | 5,675,876 | $7.6M | 0.72% |
| 18 | NEVRO CORP | 64157F103 | 386,832 | $7.4M | 0.70% |
| 19 | SYNDAX PHARMACEUTICALS INC | SNDX | 472,600 | $6.9M | 0.65% |
| 20 | GOSSAMER BIO INC | GOSS | 6,530,288 | $5.4M | 0.51% |
| 21 | CYTOKINETICS INC | CYTK | 111,717 | $3.3M | 0.31% |
| 22 | RELMADA THERAPEUTICS INC | RLMD | 732,400 | $2.2M | 0.21% |
| 23 | MIRUM PHARMACEUTICALS INC | MIRM | 64,700 | $2.0M | 0.19% |
| 24 | TRAVERE THERAPEUTICS INC | TVTX | 166,069 | $1.5M | 0.14% |
| 25 | VANDA PHARMACEUTICALS INC | VNDA | 278,985 | $1.2M | 0.11% |
| 26 | ALDEYRA THERAPEUTICS INC | ALDX | 160,800 | $1.1M | 0.10% |
| 27 | KEZAR LIFE SCIENCES INC | KZR | 656,200 | $780,878 | 0.07% |
| 28 | TACTILE SYSTEMS TECHNOLOGY I | 87357P100 | 27,100 | $380,755 | 0.04% |
| 29 | UROGEN PHARMA LTD | URGN | 24,500 | $343,245 | 0.03% |