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, UTHR, BIIB, and represent 53.95% of Palo Alto Investors's stock portfolio.
- Added to shares of these 10 stocks: ALNY (+$39M), PTCT (+$9.8M), IOVA (+$8.7M), BNTX, EW, ACAD, ANAB, BCYC, PRTA, SRPT.
- Started 8 new stock positions in ABEO, BNTX, EW, TIL, PTCT, PYXS, ALNY, BCYC.
- Reduced shares in these 10 stocks: Alnylam Pharmaceuticals Inc Note 1.000 9/1 (-$45M), UTHR (-$30M), RVNC (-$19M), INSM (-$15M), BIIB (-$12M), STAA (-$11M), FOLD (-$9.4M), CYTK (-$6.1M), ALKS, BMRN.
- Sold out of its positions in Alnylam Pharmaceuticals Inc Note 1.000 9/1, CYTK.
- Palo Alto Investors was a net seller of stock by $-82M.
- Palo Alto Investors has $770M in assets under management (AUM), dropping by -10.79%.
- Central Index Key (CIK): 0001306923
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Portfolio Holdings for Palo Alto Investors
Palo Alto Investors holds 45 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Insmed Com Par $.01 (INSM) | 18.4 | $142M | -9% | 1.9M | 73.00 |
|
| Amicus Therapeutics (FOLD) | 11.3 | $87M | -9% | 8.1M | 10.68 |
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| BioMarin Pharmaceutical (BMRN) | 10.0 | $77M | -3% | 1.1M | 70.29 |
|
| United Therapeutics Corporation (UTHR) | 8.5 | $66M | -31% | 183k | 358.35 |
|
| Biogen Idec (BIIB) | 5.8 | $44M | -20% | 229k | 193.84 |
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| Staar Surgical Com Par $0.01 (STAA) | 5.3 | $41M | -20% | 1.1M | 37.15 |
|
| ACADIA Pharmaceuticals (ACAD) | 5.0 | $39M | +4% | 2.5M | 15.38 |
|
| Alnylam Pharmaceuticals (ALNY) | 5.0 | $39M | NEW | 141k | 275.03 |
|
| Prothena Corp SHS (PRTA) | 3.8 | $29M | +4% | 1.7M | 16.73 |
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| Iovance Biotherapeutics (IOVA) | 3.7 | $29M | +43% | 3.0M | 9.39 |
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| Anaptysbio Inc Common (ANAB) | 3.7 | $28M | +5% | 844k | 33.50 |
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| Sarepta Therapeutics (SRPT) | 3.4 | $26M | +4% | 210k | 124.89 |
|
| Alkermes SHS (ALKS) | 1.4 | $11M | -22% | 385k | 27.99 |
|
| Ptc Therapeutics I (PTCT) | 1.3 | $9.8M | NEW | 265k | 37.10 |
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| Align Technology (ALGN) | 1.2 | $9.6M | 38k | 254.32 |
|
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| eHealth (EHTH) | 1.2 | $9.6M | 2.3M | 4.08 |
|
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| Novocure Ord Shs (NVCR) | 1.2 | $9.3M | +5% | 594k | 15.63 |
|
| Acelyrin (SLRN) | 1.1 | $8.8M | +4% | 1.8M | 4.93 |
|
| Revance Therapeutics (RVNC) | 1.1 | $8.4M | -69% | 1.6M | 5.19 |
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| Syndax Pharmaceuticals (SNDX) | 1.0 | $7.8M | 405k | 19.25 |
|
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| Sage Therapeutics (SAGE) | 0.9 | $7.3M | 1.0M | 7.22 |
|
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| Gossamer Bio (GOSS) | 0.8 | $6.2M | 6.3M | 0.99 |
|
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| Karyopharm Therapeutics (KPTI) | 0.6 | $4.2M | 5.1M | 0.83 |
|
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| Nevro (NVRO) | 0.5 | $4.2M | 750k | 5.59 |
|
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| Biontech Se- Sponsored Ads (BNTX) | 0.4 | $3.0M | NEW | 25k | 118.77 |
|
| Verve Therapeutics (VERV) | 0.4 | $2.8M | 576k | 4.84 |
|
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| Edwards Lifesciences (EW) | 0.3 | $2.6M | NEW | 40k | 65.99 |
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| Mirum Pharmaceuticals (MIRM) | 0.3 | $2.5M | 65k | 39.00 |
|
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| Relmada Therapeutics (RLMD) | 0.3 | $2.4M | 732k | 3.24 |
|
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| Nuvation Bio Com Cl A (NUVB) | 0.2 | $1.8M | 773k | 2.29 |
|
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| Taysha Gene Therapies Com Shs (TSHA) | 0.2 | $1.6M | 811k | 2.01 |
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| Travere Therapeutics (TVTX) | 0.2 | $1.5M | 111k | 13.99 |
|
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| Stoke Therapeutics (STOK) | 0.2 | $1.5M | 126k | 12.29 |
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| Bicycle Therapeutics Plc- Sponsored Ads (BCYC) | 0.2 | $1.3M | NEW | 60k | 22.63 |
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| Humana (HUM) | 0.2 | $1.3M | 4.0k | 316.74 |
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| Aldeyra Therapeutics (ALDX) | 0.2 | $1.2M | 226k | 5.39 |
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| Vyne Therapeutics (VYNE) | 0.1 | $837k | 445k | 1.88 |
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| Elevation Oncology (ELEV) | 0.1 | $779k | -27% | 1.3M | 0.60 |
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| Instil Bio Com New (TIL) | 0.1 | $752k | NEW | 11k | 67.32 |
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| Aclaris Therapeutics (ACRS) | 0.1 | $655k | 570k | 1.15 |
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| Pyxis Oncology Common Stock (PYXS) | 0.1 | $624k | NEW | 170k | 3.67 |
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| Generation Bio (GBIO) | 0.0 | $372k | 151k | 2.47 |
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| Bluebird Bio (BLUE) | 0.0 | $314k | -86% | 604k | 0.52 |
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| Urogen Pharma (URGN) | 0.0 | $311k | 25k | 12.70 |
|
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| Abeona Therapeutics Com New (ABEO) | 0.0 | $81k | NEW | 13k | 6.32 |
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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 Q3 filed Nov. 14, 2024
- Palo Alto Investors 2024 Q2 filed Aug. 14, 2024
- 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