Palo Alto Investors as of March 31, 2025
Portfolio Holdings for Palo Alto Investors
Palo Alto Investors holds 44 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Insmed Com Par $.01 (INSM) | 14.3 | $75M | 987k | 76.29 | |
| BioMarin Pharmaceutical (BMRN) | 13.3 | $70M | 991k | 70.69 | |
| Amicus Therapeutics (FOLD) | 11.4 | $60M | 7.3M | 8.16 | |
| ACADIA Pharmaceuticals (ACAD) | 8.4 | $44M | 2.7M | 16.61 | |
| United Therapeutics Corporation (UTHR) | 6.2 | $32M | 105k | 308.27 | |
| Biogen Idec (BIIB) | 5.3 | $28M | 205k | 136.84 | |
| Alnylam Pharmaceuticals (ALNY) | 4.3 | $23M | 84k | 270.02 | |
| Ptc Therapeutics I (PTCT) | 3.9 | $21M | 404k | 50.96 | |
| Prothena Corp SHS (PRTA) | 3.9 | $21M | 1.7M | 12.38 | |
| Anaptysbio Inc Common (ANAB) | 3.6 | $19M | 1.0M | 18.59 | |
| Novocure Ord Shs (NVCR) | 3.4 | $18M | 1.0M | 17.82 | |
| Sarepta Therapeutics (SRPT) | 2.6 | $13M | 210k | 63.82 | |
| eHealth (EHTH) | 2.1 | $11M | 1.7M | 6.68 | |
| Iovance Biotherapeutics (IOVA) | 2.0 | $11M | 3.2M | 3.33 | |
| Staar Surgical Com Par $0.01 (STAA) | 1.8 | $9.3M | 525k | 17.63 | |
| Agios Pharmaceuticals (AGIO) | 1.5 | $8.1M | 277k | 29.30 | |
| Alkermes SHS (ALKS) | 1.4 | $7.3M | 222k | 33.02 | |
| Gossamer Bio (GOSS) | 1.3 | $6.9M | 6.3M | 1.10 | |
| Align Technology (ALGN) | 1.1 | $6.0M | 38k | 158.86 | |
| Syndax Pharmaceuticals (SNDX) | 1.0 | $5.5M | 444k | 12.29 | |
| Acelyrin | 0.8 | $4.4M | 1.8M | 2.47 | |
| Dyne Therapeutics (DYN) | 0.7 | $3.5M | 333k | 10.46 | |
| Mirum Pharmaceuticals (MIRM) | 0.6 | $2.9M | 65k | 45.05 | |
| Edwards Lifesciences (EW) | 0.5 | $2.9M | 40k | 72.48 | |
| Verve Therapeutics (VERV) | 0.5 | $2.6M | 576k | 4.57 | |
| Biontech Se- Sponsored Ads (BNTX) | 0.4 | $2.3M | 25k | 91.06 | |
| Bicycle Therapeutics Plc- Sponsored Ads (BCYC) | 0.4 | $2.1M | 249k | 8.49 | |
| Travere Therapeutics (TVTX) | 0.4 | $2.0M | 111k | 17.92 | |
| Taysha Gene Therapies Com Shs (TSHA) | 0.4 | $2.0M | 1.4M | 1.39 | |
| Neurocrine Biosciences (NBIX) | 0.3 | $1.5M | 13k | 110.60 | |
| Nuvation Bio Com Cl A (NUVB) | 0.3 | $1.4M | 773k | 1.76 | |
| Aldeyra Therapeutics (ALDX) | 0.2 | $1.3M | 226k | 5.75 | |
| Karyopharm Therapeutics | 0.2 | $1.2M | 324k | 3.74 | |
| Aclaris Therapeutics (ACRS) | 0.2 | $1.2M | 776k | 1.53 | |
| Humana (HUM) | 0.2 | $1.1M | 4.0k | 264.60 | |
| Pyxis Oncology Common Stock (PYXS) | 0.2 | $1.0M | 1.0M | 0.98 | |
| Stoke Therapeutics (STOK) | 0.2 | $837k | 126k | 6.65 | |
| Vyne Therapeutics (VYNE) | 0.1 | $704k | 445k | 1.58 | |
| Abeona Therapeutics Com New (ABEO) | 0.1 | $518k | 109k | 4.76 | |
| Urogen Pharma (URGN) | 0.1 | $271k | 25k | 11.06 | |
| Instil Bio Com New (TIL) | 0.0 | $194k | 11k | 17.36 | |
| Akari Therapeutics Plc- Sponsored Adr (AKTX) | 0.0 | $181k | 146k | 1.24 | |
| Relmada Therapeutics (RLMD) | 0.0 | $134k | 495k | 0.27 | |
| Generation Bio | 0.0 | $61k | 151k | 0.41 |
