13F HOLDINGS REPORT
Palo Alto Investors LP
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001306923-24-000012
Total Value
$769.9M
Positions
45
Other Managers
0
Confidential Omitted
No
Holdings (45)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INSMED INC | INSM | 1,940,993 | $141.7M | 18.40% |
| 2 | AMICUS THERAPEUTICS INC | FOLD | 8,145,311 | $87.0M | 11.30% |
| 3 | BIOMARIN PHARMACEUTICAL INC | BMRN | 1,090,056 | $76.6M | 9.95% |
| 4 | UNITED THERAPEUTICS CORP | UTHR | 183,246 | $65.7M | 8.53% |
| 5 | BIOGEN INC | BIIB | 228,916 | $44.4M | 5.76% |
| 6 | STAAR SURGICAL CO | STAA | 1,091,608 | $40.6M | 5.27% |
| 7 | ACADIA PHARMACEUTICALS INC | ACAD | 2,523,956 | $38.8M | 5.04% |
| 8 | ALNYLAM PHARMACEUTICALS INC | ALNY | 140,681 | $38.7M | 5.03% |
| 9 | PROTHENA CORP PLC | PRTA | 1,737,964 | $29.1M | 3.78% |
| 10 | IOVANCE BIOTHERAPEUTICS INC | IOVA | 3,041,685 | $28.6M | 3.71% |
| 11 | ANAPTYSBIO INC | ANABV | 843,971 | $28.3M | 3.67% |
| 12 | SAREPTA THERAPEUTICS INC | SRPT | 210,258 | $26.3M | 3.41% |
| 13 | ALKERMES PLC | ALKS | 384,656 | $10.8M | 1.40% |
| 14 | PTC THERAPEUTICS INC | PTCT | 264,469 | $9.8M | 1.27% |
| 15 | ALIGN TECHNOLOGY INC | ALGN | 37,772 | $9.6M | 1.25% |
| 16 | EHEALTH INC | EHTH | 2,347,519 | $9.6M | 1.24% |
| 17 | NOVOCURE LTD | NVCR | 593,540 | $9.3M | 1.21% |
| 18 | ACELYRIN INC | 00445A100 | 1,792,895 | $8.8M | 1.15% |
| 19 | REVANCE THERAPEUTICS INC | 761330109 | 1,611,787 | $8.4M | 1.09% |
| 20 | SYNDAX PHARMACEUTICALS INC | SNDX | 405,193 | $7.8M | 1.01% |
| 21 | SAGE THERAPEUTICS INC | 78667J108 | 1,010,833 | $7.3M | 0.95% |
| 22 | GOSSAMER BIO INC | GOSS | 6,277,093 | $6.2M | 0.80% |
| 23 | KARYOPHARM THERAPEUTICS INC | KPTI | 5,102,193 | $4.2M | 0.55% |
| 24 | NEVRO CORP | 64157F103 | 750,371 | $4.2M | 0.54% |
| 25 | BIONTECH SE-ADR | BNTX | 25,206 | $3.0M | 0.39% |
| 26 | VERVE THERAPEUTICS INC | 92539P101 | 575,817 | $2.8M | 0.36% |
| 27 | EDWARDS LIFESCIENCES CORP | EW | 39,473 | $2.6M | 0.34% |
| 28 | MIRUM PHARMACEUTICALS INC | MIRM | 64,700 | $2.5M | 0.33% |
| 29 | RELMADA THERAPEUTICS INC | RLMD | 732,400 | $2.4M | 0.31% |
| 30 | NUVATION BIO INC | NUVB | 772,652 | $1.8M | 0.23% |
| 31 | TAYSHA GENE THERAPIES INC | TSHA | 811,268 | $1.6M | 0.21% |
| 32 | TRAVERE THERAPEUTICS INC | TVTX | 110,719 | $1.5M | 0.20% |
| 33 | STOKE THERAPEUTICS INC | STOK | 125,861 | $1.5M | 0.20% |
| 34 | BICYCLE THERAPEUTICS PLC-ADR | BCYC | 59,582 | $1.3M | 0.18% |
| 35 | HUMANA INC | HUM | 3,985 | $1.3M | 0.16% |
| 36 | ALDEYRA THERAPEUTICS INC | ALDX | 225,465 | $1.2M | 0.16% |
| 37 | VYNE THERAPEUTICS INC PIPE | VYNE | 445,434 | $837,416 | 0.11% |
| 38 | ELEVATION ONCOLOGY INC | 28623U101 | 1,298,097 | $778,728 | 0.10% |
| 39 | INSTIL BIO INC | TIL | 11,165 | $751,628 | 0.10% |
| 40 | ACLARIS THERAPEUTICS INC | ACRS | 569,832 | $655,307 | 0.09% |
| 41 | PYXIS ONCOLOGY INC | PYXS | 170,000 | $623,900 | 0.08% |
| 42 | GENERATION BIO CO | 37148K100 | 150,475 | $371,673 | 0.05% |
| 43 | BLUEBIRD BIO INC | 09609G100 | 604,260 | $313,913 | 0.04% |
| 44 | UROGEN PHARMA LTD | URGN | 24,500 | $311,150 | 0.04% |
| 45 | ABEONA THERAPEUTICS INC | ABEO | 12,865 | $81,307 | 0.01% |