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 58.40% of Palo Alto Investors's stock portfolio.
- Added to shares of these 10 stocks: ALNY (+$30M), IOVA (+$17M), SRPT (+$10M), VERV (+$8.0M), NVRO (+$7.8M), ANAB (+$5.5M), BLUE, VYNE, TSHA, SGHT.
- Started 7 new stock positions in IOVA, TSHA, SGHT, BLUE, ALNY, VERV, VYNE.
- Reduced shares in these 10 stocks: UTHR (-$40M), BMRN (-$32M), INSM (-$12M), FOLD, NVCR, KZR, GOSS, TVTX, KPTI, TCMD.
- Sold out of its positions in KZR, TCMD.
- Palo Alto Investors was a net seller of stock by $-3.7M.
- Palo Alto Investors has $1.1B in assets under management (AUM), dropping by 5.01%.
- Central Index Key (CIK): 0001306923
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Palo Alto Investors holds 34 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Insmed Com Par $.01 (INSM) | 15.4 | $171M | -6% | 5.5M | 30.99 |
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Amicus Therapeutics (FOLD) | 13.3 | $147M | 10M | 14.19 |
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BioMarin Pharmaceutical (BMRN) | 13.0 | $145M | -18% | 1.5M | 96.42 |
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Biogen Idec (BIIB) | 8.9 | $98M | 380k | 258.77 |
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United Therapeutics Corporation (UTHR) | 7.8 | $87M | -31% | 396k | 219.89 |
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ACADIA Pharmaceuticals (ACAD) | 6.8 | $75M | 2.4M | 31.31 |
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Prothena Corp SHS (PRTA) | 5.4 | $60M | 1.7M | 36.34 |
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Revance Therapeutics (RVNC) | 4.1 | $46M | 5.2M | 8.79 |
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Staar Surgical Com Par $0.01 (STAA) | 3.9 | $43M | 1.4M | 31.21 |
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Alnylam Pharmaceuticals (ALNY) | 2.7 | $30M | NEW | 154k | 191.41 |
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eHealth (EHTH) | 2.2 | $24M | 2.7M | 8.72 |
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Sage Therapeutics (SAGE) | 1.9 | $22M | 992k | 21.67 |
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Sarepta Therapeutics (SRPT) | 1.7 | $19M | +113% | 201k | 96.43 |
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Iovance Biotherapeutics (IOVA) | 1.5 | $17M | NEW | 2.1M | 8.13 |
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Alkermes SHS (ALKS) | 1.5 | $17M | 603k | 27.74 |
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Nevro (NVRO) | 1.5 | $16M | +93% | 750k | 21.52 |
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Align Technology (ALGN) | 1.4 | $15M | 56k | 274.00 |
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Anaptysbio Inc Common (ANAB) | 1.3 | $15M | +59% | 687k | 21.42 |
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Syndax Pharmaceuticals (SNDX) | 0.9 | $10M | 473k | 21.61 |
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Cytokinetics Com New (CYTK) | 0.8 | $9.3M | 112k | 83.49 |
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Novocure Ord Shs (NVCR) | 0.8 | $8.4M | -14% | 562k | 14.93 |
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Verve Therapeutics (VERV) | 0.7 | $8.0M | NEW | 576k | 13.94 |
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Gossamer Bio (GOSS) | 0.6 | $6.5M | -8% | 6.0M | 1.10 |
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Bluebird Bio (BLUE) | 0.4 | $4.6M | NEW | 3.3M | 1.38 |
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Karyopharm Therapeutics (KPTI) | 0.4 | $4.4M | -10% | 5.1M | 0.86 |
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Relmada Therapeutics (RLMD) | 0.3 | $3.0M | 732k | 4.14 |
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Mirum Pharmaceuticals (MIRM) | 0.2 | $1.9M | 65k | 29.52 |
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Vanda Pharmaceuticals (VNDA) | 0.1 | $1.2M | 279k | 4.22 |
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Vyne Therapeutics (VYNE) | 0.1 | $1.0M | NEW | 445k | 2.33 |
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Travere Therapeutics (TVTX) | 0.1 | $995k | -33% | 111k | 8.99 |
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Taysha Gene Therapies Com Shs (TSHA) | 0.1 | $938k | NEW | 530k | 1.77 |
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Sight Sciences (SGHT) | 0.1 | $897k | NEW | 174k | 5.16 |
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Aldeyra Therapeutics (ALDX) | 0.1 | $791k | +40% | 226k | 3.51 |
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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 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
- Palo Alto Investors 2020 Q2 filed Aug. 14, 2020