Palo Alto Investors as of March 31, 2024
Portfolio Holdings for Palo Alto Investors
Palo Alto Investors holds 38 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Insmed Com Par $.01 (INSM) | 13.5 | $120M | 4.4M | 27.13 | |
| Amicus Therapeutics (FOLD) | 12.4 | $110M | 9.3M | 11.78 | |
| BioMarin Pharmaceutical (BMRN) | 11.2 | $99M | 1.1M | 87.34 | |
| Biogen Idec (BIIB) | 7.1 | $63M | 290k | 215.63 | |
| United Therapeutics Corporation (UTHR) | 6.9 | $62M | 268k | 229.72 | |
| Staar Surgical Com Par $0.01 (STAA) | 6.0 | $53M | 1.4M | 38.28 | |
| ACADIA Pharmaceuticals (ACAD) | 5.0 | $45M | 2.4M | 18.49 | |
| Prothena Corp SHS (PRTA) | 4.6 | $41M | 1.7M | 24.77 | |
| Iovance Biotherapeutics (IOVA) | 3.5 | $31M | 2.1M | 14.82 | |
| Alnylam Pharmaceuticals (ALNY) | 3.1 | $27M | 183k | 149.45 | |
| Sarepta Therapeutics (SRPT) | 2.9 | $26M | 201k | 129.46 | |
| Revance Therapeutics (RVNC) | 2.9 | $26M | 5.2M | 4.92 | |
| Sage Therapeutics (SAGE) | 2.1 | $19M | 1.0M | 18.74 | |
| Anaptysbio Inc Common (ANAB) | 2.0 | $18M | 800k | 22.52 | |
| eHealth (EHTH) | 1.8 | $16M | 2.7M | 6.03 | |
| Align Technology (ALGN) | 1.8 | $16M | 49k | 327.92 | |
| Alkermes SHS (ALKS) | 1.5 | $13M | 496k | 27.07 | |
| Acelyrin (SLRN) | 1.3 | $12M | 1.7M | 6.75 | |
| Nevro (NVRO) | 1.2 | $11M | 750k | 14.44 | |
| Syndax Pharmaceuticals (SNDX) | 1.1 | $9.6M | 405k | 23.80 | |
| Novocure Ord Shs (NVCR) | 1.0 | $8.8M | 562k | 15.63 | |
| Cytokinetics Com New (CYTK) | 0.9 | $7.8M | 112k | 70.11 | |
| Karyopharm Therapeutics (KPTI) | 0.9 | $7.7M | 5.1M | 1.51 | |
| Verve Therapeutics (VERV) | 0.9 | $7.6M | 576k | 13.28 | |
| Gossamer Bio (GOSS) | 0.9 | $7.5M | 6.4M | 1.18 | |
| Elevation Oncology (ELEV) | 0.8 | $6.9M | 1.3M | 5.13 | |
| Bluebird Bio (BLUE) | 0.7 | $5.8M | 4.6M | 1.28 | |
| Relmada Therapeutics (RLMD) | 0.4 | $3.4M | 732k | 4.65 | |
| Nuvation Bio (NUVB) | 0.3 | $2.8M | 773k | 3.64 | |
| Taysha Gene Therapies Com Shs (TSHA) | 0.3 | $2.3M | 811k | 2.87 | |
| Stoke Therapeutics (STOK) | 0.2 | $1.7M | 126k | 13.50 | |
| Mirum Pharmaceuticals (MIRM) | 0.2 | $1.6M | 65k | 25.12 | |
| Humana (HUM) | 0.2 | $1.4M | 4.0k | 346.72 | |
| Vyne Therapeutics (VYNE) | 0.2 | $1.4M | 445k | 3.07 | |
| Travere Therapeutics (TVTX) | 0.1 | $854k | 111k | 7.71 | |
| Aldeyra Therapeutics (ALDX) | 0.1 | $737k | 226k | 3.27 | |
| Aclaris Therapeutics (ACRS) | 0.1 | $707k | 570k | 1.24 | |
| Urogen Pharma (URGN) | 0.0 | $368k | 25k | 15.00 |
