Palo Alto Investors as of Dec. 31, 2022
Portfolio Holdings for Palo Alto Investors
Palo Alto Investors holds 29 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| BioMarin Pharmaceutical (BMRN) | 16.6 | $195M | 1.9M | 103.49 | |
| United Therapeutics Corporation (UTHR) | 14.8 | $174M | 625k | 278.09 | |
| Amicus Therapeutics (FOLD) | 10.9 | $128M | 11M | 12.21 | |
| Insmed (INSM) | 10.0 | $117M | 5.9M | 19.98 | |
| Biogen Idec (BIIB) | 9.0 | $105M | 380k | 276.92 | |
| Prothena (PRTA) | 8.5 | $100M | 1.7M | 60.25 | |
| Revance Therapeutics (RVNC) | 8.3 | $98M | 5.3M | 18.46 | |
| STAAR Surgical Company (STAA) | 5.1 | $60M | 1.2M | 48.54 | |
| ACADIA Pharmaceuticals (ACAD) | 3.2 | $38M | 2.4M | 15.92 | |
| Sage Therapeutics (SAGE) | 2.8 | $33M | 857k | 38.14 | |
| Karyopharm Therapeutics (KPTI) | 1.6 | $19M | 5.7M | 3.40 | |
| Alkermes (ALKS) | 1.3 | $16M | 603k | 26.13 | |
| Align Technology (ALGN) | 1.3 | $16M | 75k | 210.90 | |
| Syndax Pharmaceuticals (SNDX) | 1.3 | $16M | 613k | 25.45 | |
| Anaptysbio Inc Common (ANAB) | 1.1 | $13M | 431k | 30.99 | |
| eHealth (EHTH) | 1.0 | $12M | 2.5M | 4.84 | |
| Vanda Pharmaceuticals (VNDA) | 0.7 | $8.0M | 1.1M | 7.39 | |
| Cytokinetics (CYTK) | 0.4 | $5.1M | 112k | 45.82 | |
| Kezar Life Sciences (KZR) | 0.4 | $4.6M | 656k | 7.04 | |
| Provention Bio | 0.4 | $4.1M | 391k | 10.57 | |
| Travere Therapeutics (TVTX) | 0.3 | $3.5M | 166k | 21.03 | |
| Gritstone Oncology Ord (GRTS) | 0.2 | $2.3M | 666k | 3.45 | |
| Peak Bio (PKBO) | 0.2 | $2.0M | 498k | 4.06 | |
| Mirum Pharmaceuticals (MIRM) | 0.1 | $1.3M | 65k | 19.50 | |
| Aldeyra Therapeutics (ALDX) | 0.1 | $1.1M | 161k | 6.96 | |
| Alimera Sciences (ALIM) | 0.0 | $545k | 201k | 2.71 | |
| Tactile Systems Technology, In (TCMD) | 0.0 | $311k | 27k | 11.48 | |
| Urogen Pharma (URGN) | 0.0 | $217k | 25k | 8.87 | |
| Gossamer Bio (GOSS) | 0.0 | $82k | 38k | 2.17 |
