Palo Alto Investors as of March 31, 2023
Portfolio Holdings for Palo Alto Investors
Palo Alto Investors holds 30 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| BioMarin Pharmaceutical (BMRN) | 14.8 | $178M | 1.8M | 97.24 | |
| Revance Therapeutics (RVNC) | 14.1 | $170M | 5.3M | 32.21 | |
| United Therapeutics Corporation (UTHR) | 11.6 | $141M | 628k | 223.96 | |
| Amicus Therapeutics (FOLD) | 9.7 | $117M | 11M | 11.09 | |
| Biogen Idec (BIIB) | 8.8 | $106M | 381k | 278.03 | |
| Insmed (INSM) | 8.3 | $100M | 5.9M | 17.05 | |
| STAAR Surgical Company (STAA) | 7.1 | $86M | 1.3M | 63.95 | |
| Prothena (PRTA) | 6.7 | $81M | 1.7M | 48.47 | |
| ACADIA Pharmaceuticals (ACAD) | 3.8 | $45M | 2.4M | 18.82 | |
| Sage Therapeutics (SAGE) | 3.0 | $36M | 860k | 41.96 | |
| eHealth (EHTH) | 2.1 | $25M | 2.7M | 9.36 | |
| Align Technology (ALGN) | 2.1 | $25M | 75k | 334.14 | |
| Karyopharm Therapeutics (KPTI) | 1.8 | $22M | 5.7M | 3.89 | |
| Alkermes (ALKS) | 1.4 | $17M | 603k | 28.19 | |
| Syndax Pharmaceuticals (SNDX) | 1.1 | $13M | 613k | 21.12 | |
| Provention Bio | 0.8 | $9.4M | 391k | 24.10 | |
| Anaptysbio Inc Common (ANAB) | 0.8 | $9.4M | 431k | 21.76 | |
| Gossamer Bio (GOSS) | 0.4 | $4.4M | 3.5M | 1.26 | |
| Cytokinetics (CYTK) | 0.3 | $3.9M | 112k | 35.19 | |
| Travere Therapeutics (TVTX) | 0.3 | $3.7M | 166k | 22.49 | |
| Vanda Pharmaceuticals (VNDA) | 0.3 | $3.3M | 483k | 6.79 | |
| Kezar Life Sciences (KZR) | 0.2 | $2.1M | 656k | 3.13 | |
| Novocure Ltd ord (NVCR) | 0.2 | $2.0M | 33k | 60.14 | |
| Gritstone Oncology Ord (GRTS) | 0.2 | $1.9M | 666k | 2.78 | |
| Aldeyra Therapeutics (ALDX) | 0.1 | $1.6M | 161k | 9.93 | |
| Mirum Pharmaceuticals (MIRM) | 0.1 | $1.6M | 65k | 24.02 | |
| Relmada Therapeutics (RLMD) | 0.1 | $1.2M | 542k | 2.26 | |
| Tactile Systems Technology, In (TCMD) | 0.0 | $445k | 27k | 16.42 | |
| Peak Bio (PKBO) | 0.0 | $314k | 498k | 0.63 | |
| Urogen Pharma (URGN) | 0.0 | $226k | 25k | 9.24 |
