Palo Alto Investors as of June 30, 2024
Portfolio Holdings for Palo Alto Investors
Palo Alto Investors holds 39 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Insmed Com Par $.01 (INSM) | 16.6 | $143M | 2.1M | 67.00 | |
| BioMarin Pharmaceutical (BMRN) | 10.8 | $93M | 1.1M | 82.33 | |
| Amicus Therapeutics (FOLD) | 10.4 | $90M | 9.0M | 9.92 | |
| United Therapeutics Corporation (UTHR) | 9.9 | $85M | 267k | 318.55 | |
| Biogen Idec (BIIB) | 7.8 | $67M | 289k | 231.82 | |
| Staar Surgical Com Par $0.01 (STAA) | 7.6 | $66M | 1.4M | 47.61 | |
| Alnylam Pharmaceuticals Inc Note 1.000 9/1 | 5.2 | $45M | 183k | 243.00 | |
| ACADIA Pharmaceuticals (ACAD) | 4.6 | $39M | 2.4M | 16.25 | |
| Prothena Corp SHS (PRTA) | 4.0 | $34M | 1.7M | 20.64 | |
| Sarepta Therapeutics (SRPT) | 3.7 | $32M | 202k | 158.00 | |
| Anaptysbio Inc Common (ANAB) | 2.3 | $20M | 804k | 25.06 | |
| Iovance Biotherapeutics (IOVA) | 2.0 | $17M | 2.1M | 8.02 | |
| Revance Therapeutics | 1.6 | $14M | 5.3M | 2.57 | |
| Alkermes SHS (ALKS) | 1.4 | $12M | 496k | 24.10 | |
| Sage Therapeutics (SAGE) | 1.3 | $11M | 1.0M | 10.86 | |
| eHealth (EHTH) | 1.2 | $11M | 2.4M | 4.53 | |
| Novocure Ord Shs (NVCR) | 1.1 | $9.6M | 562k | 17.13 | |
| Align Technology (ALGN) | 1.1 | $9.1M | 38k | 241.43 | |
| Syndax Pharmaceuticals (SNDX) | 1.0 | $8.3M | 405k | 20.53 | |
| Acelyrin | 0.9 | $7.6M | 1.7M | 4.41 | |
| Nevro (NVRO) | 0.7 | $6.3M | 750k | 8.42 | |
| Cytokinetics Com New (CYTK) | 0.7 | $6.1M | 112k | 54.18 | |
| Gossamer Bio (GOSS) | 0.7 | $5.7M | 6.3M | 0.90 | |
| Elevation Oncology (ELEV) | 0.6 | $4.9M | 1.8M | 2.70 | |
| Bluebird Bio | 0.5 | $4.6M | 4.6M | 0.98 | |
| Karyopharm Therapeutics | 0.5 | $4.4M | 5.1M | 0.87 | |
| Verve Therapeutics (VERV) | 0.3 | $2.8M | 576k | 4.88 | |
| Nuvation Bio (NUVB) | 0.3 | $2.3M | 773k | 2.92 | |
| Mirum Pharmaceuticals (MIRM) | 0.3 | $2.2M | 65k | 34.19 | |
| Relmada Therapeutics (RLMD) | 0.3 | $2.2M | 732k | 3.00 | |
| Taysha Gene Therapies Com Shs (TSHA) | 0.2 | $1.8M | 811k | 2.24 | |
| Stoke Therapeutics (STOK) | 0.2 | $1.7M | 126k | 13.51 | |
| Humana (HUM) | 0.2 | $1.5M | 4.0k | 373.65 | |
| Travere Therapeutics (TVTX) | 0.1 | $910k | 111k | 8.22 | |
| Vyne Therapeutics (VYNE) | 0.1 | $878k | 445k | 1.97 | |
| Aldeyra Therapeutics (ALDX) | 0.1 | $746k | 226k | 3.31 | |
| Aclaris Therapeutics (ACRS) | 0.1 | $627k | 570k | 1.10 | |
| Generation Bio | 0.0 | $424k | 151k | 2.82 | |
| Urogen Pharma (URGN) | 0.0 | $411k | 25k | 16.78 |
