Palo Alto Investors as of Dec. 31, 2023
Portfolio Holdings for Palo Alto Investors
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 |
|---|---|---|---|---|---|
| Insmed Com Par $.01 (INSM) | 15.4 | $171M | 5.5M | 30.99 | |
| Amicus Therapeutics (FOLD) | 13.3 | $147M | 10M | 14.19 | |
| BioMarin Pharmaceutical (BMRN) | 13.1 | $145M | 1.5M | 96.42 | |
| Biogen Idec (BIIB) | 8.9 | $98M | 380k | 258.77 | |
| United Therapeutics Corporation (UTHR) | 7.9 | $87M | 396k | 219.89 | |
| ACADIA Pharmaceuticals (ACAD) | 6.8 | $75M | 2.4M | 31.31 | |
| Prothena Corp SHS (PRTA) | 5.5 | $60M | 1.7M | 36.34 | |
| Revance Therapeutics (RVNC) | 4.2 | $46M | 5.2M | 8.79 | |
| Staar Surgical Com Par $0.01 (STAA) | 3.9 | $43M | 1.4M | 31.21 | |
| Alnylam Pharmaceuticals (ALNY) | 2.7 | $30M | 154k | 191.41 | |
| eHealth (EHTH) | 2.2 | $24M | 2.7M | 8.72 | |
| Sage Therapeutics (SAGE) | 1.9 | $22M | 992k | 21.67 | |
| Sarepta Therapeutics (SRPT) | 1.8 | $19M | 201k | 96.43 | |
| Iovance Biotherapeutics (IOVA) | 1.5 | $17M | 2.1M | 8.13 | |
| Alkermes SHS (ALKS) | 1.5 | $17M | 603k | 27.74 | |
| Nevro (NVRO) | 1.5 | $16M | 750k | 21.52 | |
| Align Technology (ALGN) | 1.4 | $15M | 56k | 274.00 | |
| Anaptysbio Inc Common (ANAB) | 1.3 | $15M | 687k | 21.42 | |
| Syndax Pharmaceuticals (SNDX) | 0.9 | $10M | 473k | 21.61 | |
| Cytokinetics Com New (CYTK) | 0.8 | $9.3M | 112k | 83.49 | |
| Novocure Ord Shs (NVCR) | 0.8 | $8.4M | 562k | 14.93 | |
| Verve Therapeutics (VERV) | 0.7 | $8.0M | 576k | 13.94 | |
| Bluebird Bio (BLUE) | 0.4 | $4.6M | 3.3M | 1.38 | |
| Karyopharm Therapeutics (KPTI) | 0.4 | $4.4M | 5.1M | 0.86 | |
| Gossamer Bio (GOSS) | 0.3 | $3.2M | 3.5M | 0.91 | |
| Relmada Therapeutics (RLMD) | 0.3 | $3.0M | 732k | 4.14 | |
| Mirum Pharmaceuticals (MIRM) | 0.2 | $1.9M | 65k | 29.52 | |
| Vanda Pharmaceuticals (VNDA) | 0.1 | $1.2M | 279k | 4.22 | |
| Vyne Therapeutics (VYNE) | 0.1 | $1.0M | 445k | 2.33 | |
| Travere Therapeutics (TVTX) | 0.1 | $995k | 111k | 8.99 | |
| Taysha Gene Therapies Com Shs (TSHA) | 0.1 | $938k | 530k | 1.77 | |
| Sight Sciences (SGHT) | 0.1 | $897k | 174k | 5.16 | |
| Aldeyra Therapeutics (ALDX) | 0.1 | $791k | 226k | 3.51 | |
| Urogen Pharma (URGN) | 0.0 | $368k | 25k | 15.00 |
