Palo Alto Investors as of June 30, 2023
Portfolio Holdings for Palo Alto Investors
Palo Alto Investors holds 30 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| BioMarin Pharmaceutical (BMRN) | 12.8 | $159M | 1.8M | 86.68 | |
| United Therapeutics Corporation (UTHR) | 11.2 | $139M | 628k | 220.75 | |
| Revance Therapeutics (RVNC) | 10.7 | $132M | 5.2M | 25.31 | |
| Amicus Therapeutics (FOLD) | 10.7 | $132M | 11M | 12.56 | |
| Insmed (INSM) | 10.0 | $124M | 5.9M | 21.10 | |
| Prothena (PRTA) | 9.1 | $113M | 1.7M | 68.28 | |
| Biogen Idec (BIIB) | 8.8 | $109M | 381k | 284.85 | |
| STAAR Surgical Company (STAA) | 5.8 | $72M | 1.4M | 52.57 | |
| ACADIA Pharmaceuticals (ACAD) | 4.7 | $58M | 2.4M | 23.95 | |
| Sage Therapeutics (SAGE) | 3.3 | $40M | 860k | 47.02 | |
| Align Technology (ALGN) | 2.1 | $26M | 75k | 353.64 | |
| Novocure Ltd ord (NVCR) | 1.9 | $24M | 578k | 41.50 | |
| eHealth (EHTH) | 1.8 | $22M | 2.7M | 8.04 | |
| Alkermes (ALKS) | 1.5 | $19M | 603k | 31.30 | |
| Syndax Pharmaceuticals (SNDX) | 1.0 | $13M | 613k | 20.93 | |
| Sarepta Therapeutics (SRPT) | 0.9 | $11M | 94k | 114.52 | |
| Karyopharm Therapeutics (KPTI) | 0.8 | $10M | 5.7M | 1.79 | |
| Anaptysbio Inc Common (ANAB) | 0.7 | $8.8M | 431k | 20.34 | |
| Nevro (NVRO) | 0.4 | $4.7M | 186k | 25.42 | |
| Gossamer Bio (GOSS) | 0.3 | $4.2M | 3.5M | 1.20 | |
| Cytokinetics (CYTK) | 0.3 | $3.6M | 112k | 32.62 | |
| Travere Therapeutics (TVTX) | 0.2 | $2.6M | 166k | 15.36 | |
| Vanda Pharmaceuticals (VNDA) | 0.2 | $2.1M | 324k | 6.59 | |
| Relmada Therapeutics (RLMD) | 0.1 | $1.8M | 732k | 2.46 | |
| Mirum Pharmaceuticals (MIRM) | 0.1 | $1.7M | 65k | 25.87 | |
| Kezar Life Sciences (KZR) | 0.1 | $1.6M | 656k | 2.45 | |
| Aldeyra Therapeutics (ALDX) | 0.1 | $1.3M | 161k | 8.39 | |
| Gritstone Oncology Ord (GRTS) | 0.1 | $1.3M | 666k | 1.95 | |
| Tactile Systems Technology, In (TCMD) | 0.1 | $676k | 27k | 24.93 | |
| Urogen Pharma (URGN) | 0.0 | $254k | 25k | 10.35 |
