13F HOLDINGS REPORT
Palo Alto Investors LP
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001306923-24-000010
Total Value
$863.0M
Positions
39
Other Managers
0
Confidential Omitted
No
Holdings (39)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INSMED INC | INSM | 2,138,963 | $143.3M | 16.61% |
| 2 | BIOMARIN PHARMACEUTICAL INC | BMRN | 1,130,167 | $93.0M | 10.78% |
| 3 | AMICUS THERAPEUTICS INC | FOLD | 9,029,843 | $89.6M | 10.38% |
| 4 | UNITED THERAPEUTICS CORP | UTHR | 266,914 | $85.0M | 9.85% |
| 5 | BIOGEN INC | BIIB | 289,050 | $67.0M | 7.76% |
| 6 | STAAR SURGICAL CO | STAA | 1,381,619 | $65.8M | 7.62% |
| 7 | ALNYLAM PHARMACEUTICALS INC | ALNY | 183,123 | $44.5M | 5.16% |
| 8 | ACADIA PHARMACEUTICALS INC | ACAD | 2,418,841 | $39.3M | 4.55% |
| 9 | PROTHENA CORP PLC | PRTA | 1,666,378 | $34.4M | 3.99% |
| 10 | SAREPTA THERAPEUTICS INC | SRPT | 201,683 | $31.9M | 3.69% |
| 11 | ANAPTYSBIO INC | ANABV | 803,641 | $20.1M | 2.33% |
| 12 | IOVANCE BIOTHERAPEUTICS INC | IOVA | 2,116,403 | $17.0M | 1.97% |
| 13 | REVANCE THERAPEUTICS INC | 761330109 | 5,257,086 | $13.5M | 1.57% |
| 14 | ALKERMES PLC | ALKS | 495,592 | $11.9M | 1.38% |
| 15 | SAGE THERAPEUTICS INC | 78667J108 | 1,010,833 | $11.0M | 1.27% |
| 16 | EHEALTH INC | EHTH | 2,350,190 | $10.6M | 1.23% |
| 17 | NOVOCURE LTD | NVCR | 561,908 | $9.6M | 1.12% |
| 18 | ALIGN TECHNOLOGY INC | ALGN | 37,772 | $9.1M | 1.06% |
| 19 | SYNDAX PHARMACEUTICALS INC | SNDX | 405,193 | $8.3M | 0.96% |
| 20 | ACELYRIN INC | 00445A100 | 1,715,180 | $7.6M | 0.88% |
| 21 | NEVRO CORP | 64157F103 | 750,371 | $6.3M | 0.73% |
| 22 | CYTOKINETICS INC | CYTK | 111,717 | $6.1M | 0.70% |
| 23 | GOSSAMER BIO INC | GOSS | 6,277,093 | $5.7M | 0.66% |
| 24 | ELEVATION ONCOLOGY INC | 28623U101 | 1,800,106 | $4.9M | 0.56% |
| 25 | BLUEBIRD BIO INC | 09609G100 | 4,633,351 | $4.6M | 0.53% |
| 26 | KARYOPHARM THERAPEUTICS INC | KPTI | 5,102,193 | $4.4M | 0.51% |
| 27 | VERVE THERAPEUTICS INC | 92539P101 | 575,817 | $2.8M | 0.33% |
| 28 | NUVATION BIO INC | NUVB | 772,652 | $2.3M | 0.26% |
| 29 | MIRUM PHARMACEUTICALS INC | MIRM | 64,700 | $2.2M | 0.26% |
| 30 | RELMADA THERAPEUTICS INC | RLMD | 732,400 | $2.2M | 0.25% |
| 31 | TAYSHA GENE THERAPIES INC | TSHA | 811,268 | $1.8M | 0.21% |
| 32 | STOKE THERAPEUTICS INC | STOK | 125,861 | $1.7M | 0.20% |
| 33 | HUMANA INC | HUM | 3,985 | $1.5M | 0.17% |
| 34 | TRAVERE THERAPEUTICS INC | TVTX | 110,719 | $910,110 | 0.11% |
| 35 | VYNE THERAPEUTICS INC PIPE | VYNE | 445,434 | $877,505 | 0.10% |
| 36 | ALDEYRA THERAPEUTICS INC | ALDX | 225,465 | $746,289 | 0.09% |
| 37 | ACLARIS THERAPEUTICS INC | ACRS | 569,832 | $626,815 | 0.07% |
| 38 | GENERATION BIO CO | 37148K100 | 150,475 | $424,340 | 0.05% |
| 39 | UROGEN PHARMA LTD | URGN | 24,500 | $411,110 | 0.05% |