Palo Alto Investors LP 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Palo Alto Investors LP disclosed 45 US equity positions worth $769.9m in its Q3 2024 13F filing. The largest position was INSM at 18.4% of the reported book, followed by AM6 and BMRN.
What did Palo Alto Investors LP own in Q3 2024? Top 45 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | INSM INSMED INC | Healthcare | 18.4% | $141.7m | 1,940,993 | – | |
| 2 | AM6 AMICUS THERAPEUTICS INC | 11.3% | $87.0m | 8,145,311 | – | ||
| 3 | BMRN BIOMARIN PHARMACEUTICAL INC | Healthcare | 10.0% | $76.6m | 1,090,056 | – | |
| 4 | UTHR UNITED THERAPEUTICS CORP | Healthcare | 8.5% | $65.7m | 183,246 | – | |
| 5 | BIIB BIOGEN INC | Healthcare | 5.8% | $44.4m | 228,916 | – | |
| 6 | STAA STAAR SURGICAL CO | Healthcare | 5.3% | $40.6m | 1,091,608 | – | |
| 7 | ACAD ACADIA PHARMACEUTICALS INC | Healthcare | 5.0% | $38.8m | 2,523,956 | – | |
| 8 | ALNY ALNYLAM PHARMACEUTICALS INC | Healthcare | 5.0% | $38.7m | 140,681 | – | |
| 9 | PROTHENA CORP PLC | 3.8% | $29.1m | 1,737,964 | – | ||
| 10 | IOVA IOVANCE BIOTHERAPEUTICS INC | Healthcare | 3.7% | $28.6m | 3,041,685 | – | |
| 11 | ANAB ANAPTYSBIO INC | Healthcare | 3.7% | $28.3m | 843,971 | – | |
| 12 | SRPT SAREPTA THERAPEUTICS INC | Healthcare | 3.4% | $26.3m | 210,258 | – | |
| 13 | ALKS ALKERMES PLC | Healthcare | 1.4% | $10.8m | 384,656 | – | |
| 14 | PTCT PTC THERAPEUTICS INC | Healthcare | 1.3% | $9.8m | 264,469 | – | |
| 15 | ALGN ALIGN TECHNOLOGY INC | Healthcare | 1.2% | $9.6m | 37,772 | – | |
| 16 | EHTH EHEALTH INC | Financial Services | 1.2% | $9.6m | 2,347,519 | – | |
| 17 | NVCR NOVOCURE LTD | Healthcare | 1.2% | $9.3m | 593,540 | – | |
| 18 | ACELYRIN INC | 1.1% | $8.8m | 1,792,895 | – | ||
| 19 | RVNCEUR REVANCE THERAPEUTICS INC | 1.1% | $8.4m | 1,611,787 | – | ||
| 20 | SNDX SYNDAX PHARMACEUTICALS INC | Healthcare | 1.0% | $7.8m | 405,193 | – | |
| 21 | SG7 SAGE THERAPEUTICS INC | 0.9% | $7.3m | 1,010,833 | – | ||
| 22 | GOSS GOSSAMER BIO INC | Healthcare | 0.8% | $6.2m | 6,277,093 | – | |
| 23 | KPTI KARYOPHARM THERAPEUTICS INC | Healthcare | 0.6% | $4.2m | 5,102,193 | – | |
| 24 | NVROEUR NEVRO CORP | 0.5% | $4.2m | 750,371 | – | ||
| 25 | BNTX BIONTECH SE-ADR | Healthcare | 0.4% | $3.0m | 25,206 | – | |
| 26 | VERVE THERAPEUTICS INC | 0.4% | $2.8m | 575,817 | – | ||
| 27 | EW EDWARDS LIFESCIENCES CORP | Healthcare | 0.3% | $2.6m | 39,473 | – | |
| 28 | MIRM MIRUM PHARMACEUTICALS INC | Healthcare | 0.3% | $2.5m | 64,700 | – | |
| 29 | RLMD RELMADA THERAPEUTICS INC | Healthcare | 0.3% | $2.4m | 732,400 | – | |
| 30 | NUVB NUVATION BIO INC | Healthcare | 0.2% | $1.8m | 772,652 | – | |
| 31 | TSHA TAYSHA GENE THERAPIES INC | Healthcare | 0.2% | $1.6m | 811,268 | – | |
| 32 | TVTX TRAVERE THERAPEUTICS INC | Healthcare | 0.2% | $1.5m | 110,719 | – | |
| 33 | STOK STOKE THERAPEUTICS INC | Healthcare | 0.2% | $1.5m | 125,861 | – | |
| 34 | BCYC BICYCLE THERAPEUTICS PLC-ADR | Healthcare | 0.2% | $1.3m | 59,582 | – | |
| 35 | HUM HUMANA INC | Healthcare | 0.2% | $1.3m | 3,985 | – | |
| 36 | ALDX ALDEYRA THERAPEUTICS INC | Healthcare | 0.2% | $1.2m | 225,465 | – | |
| 37 | MNLOUSD VYNE THERAPEUTICS INC PIPE | 0.1% | $837.4k | 445,434 | – | ||
| 38 | ELEVATION ONCOLOGY INC | 0.1% | $778.7k | 1,298,097 | – | ||
| 39 | TIL INSTIL BIO INC | 0.1% | $751.6k | 11,165 | – | ||
| 40 | ACRS ACLARIS THERAPEUTICS INC | Healthcare | 0.1% | $655.3k | 569,832 | – | |
| 41 | PYXS PYXIS ONCOLOGY INC | 0.1% | $623.9k | 170,000 | – | ||
| 42 | GBIOGBX GENERATION BIO CO | 0.0% | $371.7k | 150,475 | – | ||
| 43 | BLUEBIRD BIO INC | 0.0% | $313.9k | 604,260 | – | ||
| 44 | URGN UROGEN PHARMA LTD | Healthcare | 0.0% | $311.1k | 24,500 | – | |
| 45 | ABEO ABEONA THERAPEUTICS INC | Healthcare | 0.0% | $81.3k | 12,865 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.