13F HOLDINGS REPORT
Palo Alto Investors LP
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001306923-24-000008
Total Value
$886.7M
Positions
38
Other Managers
0
Confidential Omitted
No
Holdings (38)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INSMED INC | INSM | 4,423,369 | $120.0M | 13.53% |
| 2 | AMICUS THERAPEUTICS INC | FOLD | 9,344,102 | $110.1M | 12.41% |
| 3 | BIOMARIN PHARMACEUTICAL INC | BMRN | 1,134,569 | $99.1M | 11.18% |
| 4 | BIOGEN INC | BIIB | 289,958 | $62.5M | 7.05% |
| 5 | UNITED THERAPEUTICS CORP | UTHR | 267,759 | $61.5M | 6.94% |
| 6 | STAAR SURGICAL CO | STAA | 1,379,590 | $52.8M | 5.96% |
| 7 | ACADIA PHARMACEUTICALS INC | ACAD | 2,414,943 | $44.7M | 5.04% |
| 8 | PROTHENA CORP PLC | PRTA | 1,663,448 | $41.2M | 4.65% |
| 9 | IOVANCE BIOTHERAPEUTICS INC | IOVA | 2,112,811 | $31.3M | 3.53% |
| 10 | ALNYLAM PHARMACEUTICALS INC | ALNY | 182,766 | $27.3M | 3.08% |
| 11 | SAREPTA THERAPEUTICS INC | SRPT | 201,265 | $26.1M | 2.94% |
| 12 | REVANCE THERAPEUTICS INC | 761330109 | 5,248,004 | $25.8M | 2.91% |
| 13 | SAGE THERAPEUTICS INC | 78667J108 | 1,005,776 | $18.8M | 2.13% |
| 14 | ANAPTYSBIO INC | ANABV | 799,906 | $18.0M | 2.03% |
| 15 | EHEALTH INC | EHTH | 2,715,681 | $16.4M | 1.85% |
| 16 | ALIGN TECHNOLOGY INC | ALGN | 49,105 | $16.1M | 1.82% |
| 17 | ALKERMES PLC | ALKS | 495,592 | $13.4M | 1.51% |
| 18 | ACELYRIN INC | 00445A100 | 1,715,180 | $11.6M | 1.31% |
| 19 | NEVRO CORP | 64157F103 | 750,371 | $10.8M | 1.22% |
| 20 | SYNDAX PHARMACEUTICALS INC | SNDX | 405,193 | $9.6M | 1.09% |
| 21 | NOVOCURE LTD | NVCR | 561,908 | $8.8M | 0.99% |
| 22 | CYTOKINETICS INC | CYTK | 111,717 | $7.8M | 0.88% |
| 23 | KARYOPHARM THERAPEUTICS INC | KPTI | 5,102,193 | $7.7M | 0.87% |
| 24 | VERVE THERAPEUTICS INC | 92539P101 | 575,817 | $7.6M | 0.86% |
| 25 | GOSSAMER BIO INC | GOSS | 6,391,775 | $7.5M | 0.85% |
| 26 | ELEVATION ONCOLOGY INC | 28623U101 | 1,346,666 | $6.9M | 0.78% |
| 27 | BLUEBIRD BIO INC | 09609G100 | 4,560,171 | $5.8M | 0.66% |
| 28 | RELMADA THERAPEUTICS INC | RLMD | 732,400 | $3.4M | 0.38% |
| 29 | NUVATION BIO INC | NUVB | 772,652 | $2.8M | 0.32% |
| 30 | TAYSHA GENE THERAPIES INC | TSHA | 811,268 | $2.3M | 0.26% |
| 31 | STOKE THERAPEUTICS INC | STOK | 125,861 | $1.7M | 0.19% |
| 32 | MIRUM PHARMACEUTICALS INC | MIRM | 64,700 | $1.6M | 0.18% |
| 33 | HUMANA INC | HUM | 3,985 | $1.4M | 0.16% |
| 34 | VYNE THERAPEUTICS INC | VYNE | 445,434 | $1.4M | 0.15% |
| 35 | TRAVERE THERAPEUTICS INC | TVTX | 110,719 | $853,643 | 0.10% |
| 36 | ALDEYRA THERAPEUTICS INC | ALDX | 225,465 | $737,271 | 0.08% |
| 37 | ACLARIS THERAPEUTICS INC | ACRS | 569,832 | $706,592 | 0.08% |
| 38 | UROGEN PHARMA LTD | URGN | 24,500 | $367,500 | 0.04% |