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Size ($ in 1000's)
At 12/31/2023: $1,108,815 At 09/30/2023: $1,056,914
Palo Alto Investors LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Palo Alto Investors LP 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Palo Alto Investors LP top holdings by largest position size, as per the latest 13f filing made by Palo Alto Investors LP.
In the Palo Alto Investors LP-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Palo Alto Investors LP in that top holding, then the share count change between reporting periods, and finally the Palo Alto Investors LP top holding position size
for that row.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
INSMED INC |
5,511,721 |
-377,770 |
$170,808 | INSM | 5,511,721 | -377,770 | $170,808 | AMICUS THERAPEUTICS INC |
10,373,715 |
-150,307 |
$147,203 | FOLD | 10,373,715 | -150,307 | $147,203 | BIOMARIN PHARMACEUTICAL INC |
1,500,749 |
-330,286 |
$144,702 | BMRN | 1,500,749 | -330,286 | $144,702 | BIOGEN INC |
380,417 |
-865 |
$98,441 | BIIB | 380,417 | -865 | $98,441 | UNITED THERAPEUTICS CORP |
395,784 |
-180,123 |
$87,029 | UTHR | 395,784 | -180,123 | $87,029 | ACADIA PHARMACEUTICALS INC |
2,409,556 |
+3,763 |
$75,443 | ACAD | 2,409,556 | +3,763 | $75,443 | PROTHENA CORP PLC |
1,660,057 |
+2,599 |
$60,326 | PRTA | 1,660,057 | +2,599 | $60,326 | REVANCE THERAPEUTICS INC |
5,237,284 |
+8,675 |
$46,036 | RVNC | 5,237,284 | +8,675 | $46,036 | STAAR SURGICAL CO |
1,376,950 |
+2,128 |
$42,975 | STAA | 1,376,950 | +2,128 | $42,975 | ALNYLAM PHARMACEUTICALS INC |
154,437 |
+154,437 |
$29,561 | ALNY | 154,437 | +154,437 | $29,561 | EHEALTH INC |
2,739,379 |
UNCH |
$23,887 | EHTH | 2,739,379 | UNCH | $23,887 | SAGE THERAPEUTICS INC |
991,525 |
-14,251 |
$21,486 | SAGE | 991,525 | -14,251 | $21,486 | SAREPTA THERAPEUTICS INC |
200,905 |
+106,875 |
$19,373 | SRPT | 200,905 | +106,875 | $19,373 | IOVANCE BIOTHERAPEUTICS INC |
2,106,792 |
+2,106,792 |
$17,128 | IOVA | 2,106,792 | +2,106,792 | $17,128 | ALKERMES PLC |
603,400 |
UNCH |
$16,738 | ALKS | 603,400 | UNCH | $16,738 | NEVRO CORP |
750,371 |
+363,539 |
$16,148 | NVRO | 750,371 | +363,539 | $16,148 | ALIGN TECHNOLOGY INC |
55,705 |
UNCH |
$15,263 | ALGN | 55,705 | UNCH | $15,263 | ANAPTYSBIO INC |
686,882 |
+255,658 |
$14,713 | ANAB | 686,882 | +255,658 | $14,713 | SYNDAX PHARMACEUTICALS INC |
472,600 |
UNCH |
$10,213 | SNDX | 472,600 | UNCH | $10,213 | CYTOKINETICS INC |
111,717 |
UNCH |
$9,327 | CYTK | 111,717 | UNCH | $9,327 | NOVOCURE LTD |
561,908 |
-98,367 |
$8,389 | NVCR | 561,908 | -98,367 | $8,389 | VERVE THERAPEUTICS INC |
575,817 |
+575,817 |
$8,027 | VERV | 575,817 | +575,817 | $8,027 | GOSSAMER BIO INC |
5,958,888 |
-571,400 |
$5,440 | GOSS | 5,958,888 | -571,400 | $5,440 | BLUEBIRD BIO INC |
3,333,333 |
+3,333,333 |
$4,600 | BLUE | 3,333,333 | +3,333,333 | $4,600 | KARYOPHARM THERAPEUTICS INC |
5,102,193 |
-573,683 |
$4,413 | KPTI | 5,102,193 | -573,683 | $4,413 | RELMADA THERAPEUTICS INC |
732,400 |
UNCH |
$3,032 | RLMD | 732,400 | UNCH | $3,032 | MIRUM PHARMACEUTICALS INC |
64,700 |
UNCH |
$1,910 | MIRM | 64,700 | UNCH | $1,910 | VANDA PHARMACEUTICALS INC |
278,985 |
UNCH |
$1,177 | VNDA | 278,985 | UNCH | $1,177 | VYNE THERAPEUTICS INC PIPE |
445,434 |
+445,434 |
$1,038 | VYNE | 445,434 | +445,434 | $1,038 | TRAVERE THERAPEUTICS INC |
110,719 |
-55,350 |
$995 | TVTX | 110,719 | -55,350 | $995 | TAYSHA GENE THERAPIES INC |
529,861 |
+529,861 |
$938 | TSHA | 529,861 | +529,861 | $938 | SIGHT SCIENCES INC |
173,790 |
+173,790 |
$897 | SGHT | 173,790 | +173,790 | $897 | ALDEYRA THERAPEUTICS INC |
225,465 |
+64,665 |
$791 | ALDX | 225,465 | +64,665 | $791 |
See Full List: All Stocks Held By Palo Alto Investors LP
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Palo Alto Investors LP
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