Palo Alto Investors
Latest statistics and disclosures from Palo Alto Investors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are INSM, FOLD, BMRN, BIIB, UTHR, and represent 51.11% of Palo Alto Investors's stock portfolio.
- Added to shares of these 10 stocks: SLRN (+$12M), ELEV (+$6.9M), ALNY, NUVB, ANAB, STOK, BLUE, HUM, TSHA, ACRS.
- Started 6 new stock positions in STOK, HUM, NUVB, ACRS, ELEV, SLRN.
- Reduced shares in these 10 stocks: BMRN (-$32M), INSM (-$30M), UTHR (-$29M), BIIB (-$20M), FOLD (-$12M), ALKS, ALGN, SNDX, VNDA, SGHT.
- Sold out of its positions in SGHT, VNDA.
- Palo Alto Investors was a net seller of stock by $-96M.
- Palo Alto Investors has $887M in assets under management (AUM), dropping by -20.11%.
- Central Index Key (CIK): 0001306923
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Portfolio Holdings for Palo Alto Investors
Palo Alto Investors holds 38 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Insmed Com Par $.01 (INSM) | 13.5 | $120M | -19% | 4.4M | 27.13 |
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| Amicus Therapeutics (FOLD) | 12.4 | $110M | -9% | 9.3M | 11.78 |
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| BioMarin Pharmaceutical (BMRN) | 11.2 | $99M | -24% | 1.1M | 87.34 |
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| Biogen Idec (BIIB) | 7.1 | $63M | -23% | 290k | 215.63 |
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| United Therapeutics Corporation (UTHR) | 6.9 | $62M | -32% | 268k | 229.72 |
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| Staar Surgical Com Par $0.01 (STAA) | 6.0 | $53M | 1.4M | 38.28 |
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| ACADIA Pharmaceuticals (ACAD) | 5.0 | $45M | 2.4M | 18.49 |
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| Prothena Corp SHS (PRTA) | 4.6 | $41M | 1.7M | 24.77 |
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| Iovance Biotherapeutics (IOVA) | 3.5 | $31M | 2.1M | 14.82 |
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| Alnylam Pharmaceuticals (ALNY) | 3.1 | $27M | +18% | 183k | 149.45 |
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| Sarepta Therapeutics (SRPT) | 2.9 | $26M | 201k | 129.46 |
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| Revance Therapeutics (RVNC) | 2.9 | $26M | 5.2M | 4.92 |
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| Sage Therapeutics (SAGE) | 2.1 | $19M | 1.0M | 18.74 |
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| Anaptysbio Inc Common (ANAB) | 2.0 | $18M | +16% | 800k | 22.52 |
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| eHealth (EHTH) | 1.8 | $16M | 2.7M | 6.03 |
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| Align Technology (ALGN) | 1.8 | $16M | -11% | 49k | 327.92 |
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| Alkermes SHS (ALKS) | 1.5 | $13M | -17% | 496k | 27.07 |
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| Acelyrin (SLRN) | 1.3 | $12M | NEW | 1.7M | 6.75 |
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| Nevro (NVRO) | 1.2 | $11M | 750k | 14.44 |
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| Syndax Pharmaceuticals (SNDX) | 1.1 | $9.6M | -14% | 405k | 23.80 |
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| Novocure Ord Shs (NVCR) | 1.0 | $8.8M | 562k | 15.63 |
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| Cytokinetics Com New (CYTK) | 0.9 | $7.8M | 112k | 70.11 |
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| Karyopharm Therapeutics (KPTI) | 0.9 | $7.7M | 5.1M | 1.51 |
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| Verve Therapeutics (VERV) | 0.9 | $7.6M | 576k | 13.28 |
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| Gossamer Bio (GOSS) | 0.9 | $7.5M | +7% | 6.4M | 1.18 |
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| Elevation Oncology (ELEV) | 0.8 | $6.9M | NEW | 1.3M | 5.13 |
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| Bluebird Bio (BLUE) | 0.7 | $5.8M | +36% | 4.6M | 1.28 |
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| Relmada Therapeutics (RLMD) | 0.4 | $3.4M | 732k | 4.65 |
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| Nuvation Bio (NUVB) | 0.3 | $2.8M | NEW | 773k | 3.64 |
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| Taysha Gene Therapies Com Shs (TSHA) | 0.3 | $2.3M | +53% | 811k | 2.87 |
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| Stoke Therapeutics (STOK) | 0.2 | $1.7M | NEW | 126k | 13.50 |
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| Mirum Pharmaceuticals (MIRM) | 0.2 | $1.6M | 65k | 25.12 |
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| Humana (HUM) | 0.2 | $1.4M | NEW | 4.0k | 346.72 |
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| Vyne Therapeutics (VYNE) | 0.2 | $1.4M | 445k | 3.07 |
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| Travere Therapeutics (TVTX) | 0.1 | $854k | 111k | 7.71 |
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| Aldeyra Therapeutics (ALDX) | 0.1 | $737k | 226k | 3.27 |
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| Aclaris Therapeutics (ACRS) | 0.1 | $707k | NEW | 570k | 1.24 |
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| Urogen Pharma (URGN) | 0.0 | $368k | 25k | 15.00 |
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Past Filings by Palo Alto Investors
SEC 13F filings are viewable for Palo Alto Investors going back to 2010
- Palo Alto Investors 2024 Q1 filed May 15, 2024
- Palo Alto Investors 2023 Q4 restated filed Feb. 15, 2024
- Palo Alto Investors 2023 Q4 filed Feb. 14, 2024
- Palo Alto Investors 2023 Q3 filed Nov. 14, 2023
- Palo Alto Investors 2023 Q2 filed Aug. 14, 2023
- Palo Alto Investors 2023 Q1 filed May 15, 2023
- Palo Alto Investors 2022 Q4 filed Feb. 14, 2023
- Palo Alto Investors 2022 Q3 filed Nov. 14, 2022
- Palo Alto Investors 2022 Q2 filed Aug. 15, 2022
- Palo Alto Investors 2022 Q1 filed May 16, 2022
- Palo Alto Investors 2021 Q4 filed Feb. 14, 2022
- Palo Alto Investors 2021 Q3 filed Nov. 15, 2021
- Palo Alto Investors 2021 Q2 filed Aug. 16, 2021
- Palo Alto Investors 2021 Q1 filed May 17, 2021
- Palo Alto Investors 2020 Q4 filed Feb. 16, 2021
- Palo Alto Investors 2020 Q3 filed Nov. 16, 2020