13F HOLDINGS REPORT
Palo Alto Investors LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001306923-25-000014
Total Value
$525.1M
Positions
44
Other Managers
0
Confidential Omitted
No
Holdings (44)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INSMED INC | INSM | 987,153 | $75.3M | 14.34% |
| 2 | BIOMARIN PHARMACEUTICAL INC | BMRN | 991,207 | $70.1M | 13.34% |
| 3 | AMICUS THERAPEUTICS INC | FOLD | 7,345,002 | $59.9M | 11.41% |
| 4 | ACADIA PHARMACEUTICALS INC | ACAD | 2,663,925 | $44.2M | 8.43% |
| 5 | UNITED THERAPEUTICS CORP | UTHR | 105,228 | $32.4M | 6.18% |
| 6 | BIOGEN INC | BIIB | 204,923 | $28.0M | 5.34% |
| 7 | ALNYLAM PHARMACEUTICALS INC | ALNY | 83,488 | $22.5M | 4.29% |
| 8 | PTC THERAPEUTICS INC | PTCT | 404,196 | $20.6M | 3.92% |
| 9 | PROTHENA CORP PLC | PRTA | 1,659,734 | $20.5M | 3.91% |
| 10 | ANAPTYSBIO INC | ANABV | 1,020,713 | $19.0M | 3.61% |
| 11 | NOVOCURE LTD | NVCR | 1,002,061 | $17.9M | 3.40% |
| 12 | SAREPTA THERAPEUTICS INC | SRPT | 210,258 | $13.4M | 2.56% |
| 13 | EHEALTH INC | EHTH | 1,684,336 | $11.3M | 2.14% |
| 14 | IOVANCE BIOTHERAPEUTICS INC | IOVA | 3,211,314 | $10.7M | 2.04% |
| 15 | STAAR SURGICAL CO | STAA | 525,017 | $9.3M | 1.76% |
| 16 | AGIOS PHARMACEUTICALS INC | AGIO | 276,578 | $8.1M | 1.54% |
| 17 | ALKERMES PLC | ALKS | 221,513 | $7.3M | 1.39% |
| 18 | GOSSAMER BIO INC | GOSS | 6,276,893 | $6.9M | 1.31% |
| 19 | ALIGN TECHNOLOGY INC | ALGN | 37,772 | $6.0M | 1.14% |
| 20 | SYNDAX PHARMACEUTICALS INC | SNDX | 444,367 | $5.5M | 1.04% |
| 21 | ACELYRIN INC | 00445A100 | 1,792,895 | $4.4M | 0.84% |
| 22 | DYNE THERAPEUTICS INC | DYN | 333,391 | $3.5M | 0.66% |
| 23 | MIRUM PHARMACEUTICALS INC | MIRM | 64,700 | $2.9M | 0.56% |
| 24 | EDWARDS LIFESCIENCES CORP | EW | 39,473 | $2.9M | 0.54% |
| 25 | VERVE THERAPEUTICS INC | 92539P101 | 575,817 | $2.6M | 0.50% |
| 26 | BIONTECH SE-ADR | BNTX | 25,206 | $2.3M | 0.44% |
| 27 | BICYCLE THERAPEUTICS PLC-ADR | BCYC | 248,934 | $2.1M | 0.40% |
| 28 | TRAVERE THERAPEUTICS INC | TVTX | 110,719 | $2.0M | 0.38% |
| 29 | TAYSHA GENE THERAPIES INC | TSHA | 1,419,468 | $2.0M | 0.38% |
| 30 | NEUROCRINE BIOSCIENCES INC | NBIX | 13,334 | $1.5M | 0.28% |
| 31 | NUVATION BIO INC | NUVB | 772,652 | $1.4M | 0.26% |
| 32 | ALDEYRA THERAPEUTICS INC | ALDX | 225,465 | $1.3M | 0.25% |
| 33 | KARYOPHARM THERAPEUTICS INC | KPTI | 324,032 | $1.2M | 0.23% |
| 34 | ACLARIS THERAPEUTICS INC | ACRS | 776,028 | $1.2M | 0.23% |
| 35 | HUMANA INC | HUM | 3,985 | $1.1M | 0.20% |
| 36 | PYXIS ONCOLOGY INC | PYXS | 1,037,421 | $1.0M | 0.19% |
| 37 | STOKE THERAPEUTICS INC | STOK | 125,861 | $836,976 | 0.16% |
| 38 | VYNE THERAPEUTICS INC PIPE | VYNE | 445,434 | $703,786 | 0.13% |
| 39 | ABEONA THERAPEUTICS INC | ABEO | 108,865 | $518,197 | 0.10% |
| 40 | UROGEN PHARMA LTD | URGN | 24,500 | $270,970 | 0.05% |
| 41 | INSTIL BIO INC | TIL | 11,165 | $193,824 | 0.04% |
| 42 | AKARI THERAPEUTICS PLC-ADR | AKTX | 146,024 | $181,070 | 0.03% |
| 43 | RELMADA THERAPEUTICS INC | RLMD | 495,146 | $133,689 | 0.03% |
| 44 | GENERATION BIO CO | 37148K100 | 150,475 | $60,942 | 0.01% |