Palo Alto Investors as of Sept. 30, 2023
Portfolio Holdings for Palo Alto Investors
Palo Alto Investors holds 29 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| BioMarin Pharmaceutical (BMRN) | 15.3 | $162M | 1.8M | 88.48 | |
| Insmed (INSM) | 14.1 | $149M | 5.9M | 25.25 | |
| United Therapeutics Corporation (UTHR) | 12.3 | $130M | 576k | 225.87 | |
| Amicus Therapeutics (FOLD) | 12.1 | $128M | 11M | 12.16 | |
| Biogen Idec (BIIB) | 9.3 | $98M | 381k | 257.01 | |
| Prothena (PRTA) | 7.6 | $80M | 1.7M | 48.25 | |
| Revance Therapeutics (RVNC) | 5.7 | $60M | 5.2M | 11.47 | |
| STAAR Surgical Company (STAA) | 5.2 | $55M | 1.4M | 40.18 | |
| ACADIA Pharmaceuticals (ACAD) | 4.7 | $50M | 2.4M | 20.84 | |
| Sage Therapeutics (SAGE) | 2.0 | $21M | 1.0M | 20.58 | |
| eHealth (EHTH) | 1.9 | $20M | 2.7M | 7.40 | |
| Align Technology (ALGN) | 1.6 | $17M | 56k | 305.32 | |
| Alkermes (ALKS) | 1.6 | $17M | 603k | 28.01 | |
| Sarepta Therapeutics (SRPT) | 1.1 | $11M | 94k | 121.22 | |
| Novocure Ltd ord (NVCR) | 1.0 | $11M | 660k | 16.15 | |
| Anaptysbio Inc Common (ANAB) | 0.7 | $7.7M | 431k | 17.96 | |
| Karyopharm Therapeutics (KPTI) | 0.7 | $7.6M | 5.7M | 1.34 | |
| Nevro (NVRO) | 0.7 | $7.4M | 387k | 19.22 | |
| Syndax Pharmaceuticals (SNDX) | 0.6 | $6.9M | 473k | 14.52 | |
| Gossamer Bio (GOSS) | 0.5 | $5.4M | 6.5M | 0.83 | |
| Cytokinetics (CYTK) | 0.3 | $3.3M | 112k | 29.46 | |
| Relmada Therapeutics (RLMD) | 0.2 | $2.2M | 732k | 3.00 | |
| Mirum Pharmaceuticals (MIRM) | 0.2 | $2.0M | 65k | 31.60 | |
| Travere Therapeutics (TVTX) | 0.1 | $1.5M | 166k | 8.94 | |
| Vanda Pharmaceuticals (VNDA) | 0.1 | $1.2M | 279k | 4.32 | |
| Aldeyra Therapeutics (ALDX) | 0.1 | $1.1M | 161k | 6.68 | |
| Kezar Life Sciences (KZR) | 0.1 | $781k | 656k | 1.19 | |
| Tactile Systems Technology, In (TCMD) | 0.0 | $381k | 27k | 14.05 | |
| Urogen Pharma (URGN) | 0.0 | $343k | 25k | 14.01 |
