Palo Alto Investors as of Dec. 31, 2024
Portfolio Holdings for Palo Alto Investors
Palo Alto Investors holds 43 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Insmed Com Par $.01 (INSM) | 17.2 | $111M | 1.6M | 69.04 | |
| Amicus Therapeutics (FOLD) | 11.2 | $72M | 7.7M | 9.42 | |
| BioMarin Pharmaceutical (BMRN) | 10.9 | $70M | 1.1M | 65.73 | |
| United Therapeutics Corporation (UTHR) | 8.5 | $55M | 156k | 352.84 | |
| ACADIA Pharmaceuticals (ACAD) | 7.8 | $50M | 2.7M | 18.35 | |
| Alnylam Pharmaceuticals (ALNY) | 5.1 | $33M | 141k | 235.31 | |
| Biogen Idec (BIIB) | 4.5 | $29M | 190k | 152.92 | |
| Sarepta Therapeutics (SRPT) | 4.0 | $26M | 210k | 121.59 | |
| Novocure Ord Shs (NVCR) | 3.8 | $24M | 814k | 29.80 | |
| Prothena Corp SHS (PRTA) | 3.7 | $24M | 1.7M | 13.85 | |
| Iovance Biotherapeutics (IOVA) | 3.5 | $23M | 3.0M | 7.40 | |
| eHealth (EHTH) | 2.7 | $18M | 1.9M | 9.40 | |
| Ptc Therapeutics I (PTCT) | 2.7 | $17M | 386k | 45.14 | |
| Staar Surgical Com Par $0.01 (STAA) | 1.9 | $12M | 501k | 24.29 | |
| Anaptysbio Inc Common (ANAB) | 1.7 | $11M | 844k | 13.24 | |
| Alkermes SHS (ALKS) | 1.3 | $8.3M | 289k | 28.76 | |
| Align Technology (ALGN) | 1.2 | $7.9M | 38k | 208.51 | |
| Gossamer Bio (GOSS) | 0.9 | $5.7M | 6.3M | 0.90 | |
| Acelyrin | 0.9 | $5.6M | 1.8M | 3.14 | |
| Syndax Pharmaceuticals (SNDX) | 0.8 | $5.4M | 405k | 13.22 | |
| Bicycle Therapeutics Plc- Sponsored Ads (BCYC) | 0.5 | $3.5M | 249k | 14.00 | |
| Karyopharm Therapeutics | 0.5 | $3.3M | 4.9M | 0.68 | |
| Verve Therapeutics (VERV) | 0.5 | $3.2M | 576k | 5.64 | |
| Edwards Lifesciences (EW) | 0.5 | $2.9M | 40k | 74.03 | |
| Biontech Se- Sponsored Ads (BNTX) | 0.4 | $2.9M | 25k | 113.95 | |
| Nevro (NVRO) | 0.4 | $2.8M | 750k | 3.72 | |
| Mirum Pharmaceuticals (MIRM) | 0.4 | $2.7M | 65k | 41.35 | |
| Nuvation Bio Com Cl A (NUVB) | 0.3 | $2.1M | 773k | 2.66 | |
| Travere Therapeutics (TVTX) | 0.3 | $1.9M | 111k | 17.42 | |
| Pyxis Oncology Common Stock (PYXS) | 0.3 | $1.6M | 1.0M | 1.56 | |
| Vyne Therapeutics (VYNE) | 0.2 | $1.5M | 445k | 3.35 | |
| Aclaris Therapeutics (ACRS) | 0.2 | $1.4M | 570k | 2.48 | |
| Taysha Gene Therapies Com Shs (TSHA) | 0.2 | $1.4M | 811k | 1.73 | |
| Stoke Therapeutics (STOK) | 0.2 | $1.4M | 126k | 11.03 | |
| Aldeyra Therapeutics (ALDX) | 0.2 | $1.1M | 226k | 4.99 | |
| Humana (HUM) | 0.2 | $1.0M | 4.0k | 253.71 | |
| Jasper Therapeutics Com New (JSPR) | 0.1 | $655k | 31k | 21.38 | |
| Abeona Therapeutics Com New (ABEO) | 0.1 | $606k | 109k | 5.57 | |
| Urogen Pharma (URGN) | 0.0 | $261k | 25k | 10.65 | |
| Relmada Therapeutics (RLMD) | 0.0 | $258k | 495k | 0.52 | |
| Instil Bio Com New (TIL) | 0.0 | $213k | 11k | 19.09 | |
| Akari Therapeutics Plc- Sponsored Adr (AKTX) | 0.0 | $178k | 146k | 1.22 | |
| Generation Bio | 0.0 | $160k | 151k | 1.06 |
