Palo Alto Investors as of Sept. 30, 2024
Portfolio Holdings for Palo Alto Investors
Palo Alto Investors holds 45 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Insmed Com Par $.01 (INSM) | 18.4 | $142M | 1.9M | 73.00 | |
| Amicus Therapeutics (FOLD) | 11.3 | $87M | 8.1M | 10.68 | |
| BioMarin Pharmaceutical (BMRN) | 10.0 | $77M | 1.1M | 70.29 | |
| United Therapeutics Corporation (UTHR) | 8.5 | $66M | 183k | 358.35 | |
| Biogen Idec (BIIB) | 5.8 | $44M | 229k | 193.84 | |
| Staar Surgical Com Par $0.01 (STAA) | 5.3 | $41M | 1.1M | 37.15 | |
| ACADIA Pharmaceuticals (ACAD) | 5.0 | $39M | 2.5M | 15.38 | |
| Alnylam Pharmaceuticals (ALNY) | 5.0 | $39M | 141k | 275.03 | |
| Prothena Corp SHS (PRTA) | 3.8 | $29M | 1.7M | 16.73 | |
| Iovance Biotherapeutics (IOVA) | 3.7 | $29M | 3.0M | 9.39 | |
| Anaptysbio Inc Common (ANAB) | 3.7 | $28M | 844k | 33.50 | |
| Sarepta Therapeutics (SRPT) | 3.4 | $26M | 210k | 124.89 | |
| Alkermes SHS (ALKS) | 1.4 | $11M | 385k | 27.99 | |
| Ptc Therapeutics I (PTCT) | 1.3 | $9.8M | 265k | 37.10 | |
| Align Technology (ALGN) | 1.2 | $9.6M | 38k | 254.32 | |
| eHealth (EHTH) | 1.2 | $9.6M | 2.3M | 4.08 | |
| Novocure Ord Shs (NVCR) | 1.2 | $9.3M | 594k | 15.63 | |
| Acelyrin (SLRN) | 1.1 | $8.8M | 1.8M | 4.93 | |
| Revance Therapeutics (RVNC) | 1.1 | $8.4M | 1.6M | 5.19 | |
| Syndax Pharmaceuticals (SNDX) | 1.0 | $7.8M | 405k | 19.25 | |
| Sage Therapeutics (SAGE) | 0.9 | $7.3M | 1.0M | 7.22 | |
| Gossamer Bio (GOSS) | 0.8 | $6.2M | 6.3M | 0.99 | |
| Karyopharm Therapeutics (KPTI) | 0.6 | $4.2M | 5.1M | 0.83 | |
| Nevro (NVRO) | 0.5 | $4.2M | 750k | 5.59 | |
| Biontech Se- Sponsored Ads (BNTX) | 0.4 | $3.0M | 25k | 118.77 | |
| Verve Therapeutics (VERV) | 0.4 | $2.8M | 576k | 4.84 | |
| Edwards Lifesciences (EW) | 0.3 | $2.6M | 40k | 65.99 | |
| Mirum Pharmaceuticals (MIRM) | 0.3 | $2.5M | 65k | 39.00 | |
| Relmada Therapeutics (RLMD) | 0.3 | $2.4M | 732k | 3.24 | |
| Nuvation Bio Com Cl A (NUVB) | 0.2 | $1.8M | 773k | 2.29 | |
| Taysha Gene Therapies Com Shs (TSHA) | 0.2 | $1.6M | 811k | 2.01 | |
| Travere Therapeutics (TVTX) | 0.2 | $1.5M | 111k | 13.99 | |
| Stoke Therapeutics (STOK) | 0.2 | $1.5M | 126k | 12.29 | |
| Bicycle Therapeutics Plc- Sponsored Ads (BCYC) | 0.2 | $1.3M | 60k | 22.63 | |
| Humana (HUM) | 0.2 | $1.3M | 4.0k | 316.74 | |
| Aldeyra Therapeutics (ALDX) | 0.2 | $1.2M | 226k | 5.39 | |
| Vyne Therapeutics (VYNE) | 0.1 | $837k | 445k | 1.88 | |
| Elevation Oncology (ELEV) | 0.1 | $779k | 1.3M | 0.60 | |
| Instil Bio Com New (TIL) | 0.1 | $752k | 11k | 67.32 | |
| Aclaris Therapeutics (ACRS) | 0.1 | $655k | 570k | 1.15 | |
| Pyxis Oncology Common Stock (PYXS) | 0.1 | $624k | 170k | 3.67 | |
| Generation Bio (GBIO) | 0.0 | $372k | 151k | 2.47 | |
| Bluebird Bio (BLUE) | 0.0 | $314k | 604k | 0.52 | |
| Urogen Pharma (URGN) | 0.0 | $311k | 25k | 12.70 | |
| Abeona Therapeutics Com New (ABEO) | 0.0 | $81k | 13k | 6.32 |
