Palo Alto Investors LP 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Palo Alto Investors LP disclosed 43 US equity positions worth $645.4m in its Q4 2024 13F filing. The largest position was INSM at 17.2% of the reported book, followed by AM6 and BMRN. Against the Q3 2024 filing, it opened 2 new positions, added to 6 and reduced 10 among the top 43 holdings.
What did Palo Alto Investors LP own in Q4 2024? Top 43 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | INSM INSMED INC | Healthcare | 17.2% | $110.7m | 1,603,465 | -17% | reduced |
| 2 | AM6 AMICUS THERAPEUTICS INC | 11.2% | $72.2m | 7,662,479 | -6% | reduced | |
| 3 | BMRN BIOMARIN PHARMACEUTICAL INC | Healthcare | 10.9% | $70.2m | 1,067,266 | -2% | reduced |
| 4 | UTHR UNITED THERAPEUTICS CORP | Healthcare | 8.5% | $54.9m | 155,714 | -15% | reduced |
| 5 | ACAD ACADIA PHARMACEUTICALS INC | Healthcare | 7.8% | $50.4m | 2,748,599 | 9% | added |
| 6 | ALNY ALNYLAM PHARMACEUTICALS INC | Healthcare | 5.1% | $33.1m | 140,681 | 0% | held |
| 7 | BIIB BIOGEN INC | Healthcare | 4.5% | $29.1m | 190,148 | -17% | reduced |
| 8 | SRPT SAREPTA THERAPEUTICS INC | Healthcare | 4.0% | $25.6m | 210,258 | 0% | held |
| 9 | NVCR NOVOCURE LTD | Healthcare | 3.8% | $24.3m | 814,191 | 37% | added |
| 10 | PROTHENA CORP PLC | 3.7% | $24.1m | 1,737,964 | 0% | held | |
| 11 | IOVA IOVANCE BIOTHERAPEUTICS INC | Healthcare | 3.5% | $22.5m | 3,041,685 | 0% | held |
| 12 | EHTH EHEALTH INC | Financial Services | 2.7% | $17.7m | 1,878,127 | -20% | reduced |
| 13 | PTCT PTC THERAPEUTICS INC | Healthcare | 2.7% | $17.4m | 386,413 | 46% | added |
| 14 | STAA STAAR SURGICAL CO | Healthcare | 1.9% | $12.2m | 500,775 | -54% | reduced |
| 15 | ANAB ANAPTYSBIO INC | Healthcare | 1.7% | $11.2m | 843,971 | 0% | held |
| 16 | ALKS ALKERMES PLC | Healthcare | 1.3% | $8.3m | 289,308 | -25% | reduced |
| 17 | ALGN ALIGN TECHNOLOGY INC | Healthcare | 1.2% | $7.9m | 37,772 | 0% | held |
| 18 | GOSS GOSSAMER BIO INC | Healthcare | 0.9% | $5.7m | 6,277,093 | 0% | held |
| 19 | ACELYRIN INC | 0.9% | $5.6m | 1,792,895 | 0% | held | |
| 20 | SNDX SYNDAX PHARMACEUTICALS INC | Healthcare | 0.8% | $5.4m | 405,193 | 0% | held |
| 21 | BCYC BICYCLE THERAPEUTICS PLC-ADR | Healthcare | 0.5% | $3.5m | 248,934 | 318% | added |
| 22 | KPTI KARYOPHARM THERAPEUTICS INC | Healthcare | 0.5% | $3.3m | 4,907,001 | -4% | reduced |
| 23 | VERVE THERAPEUTICS INC | 0.5% | $3.2m | 575,817 | 0% | held | |
| 24 | EW EDWARDS LIFESCIENCES CORP | Healthcare | 0.5% | $2.9m | 39,473 | 0% | held |
| 25 | BNTX BIONTECH SE-ADR | Healthcare | 0.4% | $2.9m | 25,206 | 0% | held |
| 26 | NVROEUR NEVRO CORP | 0.4% | $2.8m | 750,371 | 0% | held | |
| 27 | MIRM MIRUM PHARMACEUTICALS INC | Healthcare | 0.4% | $2.7m | 64,700 | 0% | held |
| 28 | NUVB NUVATION BIO INC | Healthcare | 0.3% | $2.1m | 772,652 | 0% | held |
| 29 | TVTX TRAVERE THERAPEUTICS INC | Healthcare | 0.3% | $1.9m | 110,719 | 0% | held |
| 30 | PYXS PYXIS ONCOLOGY INC | 0.3% | $1.6m | 1,037,421 | 510% | added | |
| 31 | MNLOUSD VYNE THERAPEUTICS INC PIPE | 0.2% | $1.5m | 445,434 | 0% | held | |
| 32 | ACRS ACLARIS THERAPEUTICS INC | Healthcare | 0.2% | $1.4m | 569,832 | 0% | held |
| 33 | TSHA TAYSHA GENE THERAPIES INC | Healthcare | 0.2% | $1.4m | 811,268 | 0% | held |
| 34 | STOK STOKE THERAPEUTICS INC | Healthcare | 0.2% | $1.4m | 125,861 | 0% | held |
| 35 | ALDX ALDEYRA THERAPEUTICS INC | Healthcare | 0.2% | $1.1m | 225,465 | 0% | held |
| 36 | HUM HUMANA INC | Healthcare | 0.2% | $1.0m | 3,985 | 0% | held |
| 37 | JSPR JASPER THERAPEUTICS INC | 0.1% | $655.3k | 30,651 | – | new | |
| 38 | ABEO ABEONA THERAPEUTICS INC | Healthcare | 0.1% | $606.4k | 108,865 | 746% | added |
| 39 | URGN UROGEN PHARMA LTD | Healthcare | 0.0% | $260.9k | 24,500 | 0% | held |
| 40 | RLMD RELMADA THERAPEUTICS INC | Healthcare | 0.0% | $257.5k | 495,146 | -32% | reduced |
| 41 | TIL INSTIL BIO INC | 0.0% | $213.1k | 11,165 | 0% | held | |
| 42 | AKTX AKARI THERAPEUTICS PLC-ADR | 0.0% | $178.1k | 146,024 | – | new | |
| 43 | GBIOGBX GENERATION BIO CO | 0.0% | $159.5k | 150,475 | 0% | held |
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.