Palo Alto Investors LP

CIK Number: 0001306923

525.15M
Market Value
39
# of Holdings
17 months
Avg. Holding Period
32.50%
Win Rate
-24.99%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 INSM Insmed Incorpor...
96.97
-1.03% 1.6M -17.39% 110.7M 17.74 17.15%
2 FOLD Amicus Therapeu...
6.18
+0.64% 7.66M -5.93% 72.18M 9.22 11.18%
3 BMRN BioMarin Pharma...
57.26
+0.17% 1.07M -2.09% 70.15M 77.6 10.87%
4 UTHR United Therapeu...
286.73
+3.71% 155.71K -15.02% 54.94M 82.82 8.51%
5 ACAD ACADIA Pharmace...
21.75
-2.44% 2.75M +8.90% 50.44M 27.63 7.82%
6 ALNY Alnylam Pharmac...
304.75
+2.07% 140.68K 0.00% 33.1M 275.03 5.13%
7 BIIB Biogen Inc.
132.24
-0.62% 190.15K -16.94% 29.08M 260.22 4.51%
8 SRPT Sarepta Therape...
37.38
-1.15% 210.26K 0.00% 25.57M 105.86 3.96%
9 NVCR NovoCure Limite...
18.20
+4.87% 814.19K +37.18% 24.26M 35.79 3.76%
10 PRTA Prothena Corpor...
5.07
-0.69% 1.74M 0.00% 24.07M 21.57 3.73%
11 IOVA Iovance Biother...
2.30
+2.68% 3.04M 0.00% 22.51M 8.53 3.49%
12 EHTH eHealth, Inc.
4.22
-3.65% 1.88M -20% 17.65M 37.12 2.74%
13 PTCT PTC Therapeutic...
51.00
+0.35% 386.41K +46.11% 17.44M 39.64 2.70%
14 STAA STAAR Surgical ...
17.41
-0.34% 500.77K -54.13% 12.16M 20.51 1.88%
15 ANAB AnaptysBio, Inc...
23.40
-0.85% 843.97K 0.00% 11.17M 19.13 1.73%
16 ALKS Alkermes plc
30.78
-1.35% 289.31K -24.79% 8.32M 21.59 1.29%
17 ALGN Align Technolog...
181.77
-2% 37.77K 0.00% 7.88M 159.53 1.22%
18 GOSS Gossamer Bio, I...
1.25
-2.71% 6.28M 0.00% 5.68M 1.13 0.88%
19 SNDX Syndax Pharmace...
10.68
-2.06% 405.19K 0.00% 5.36M 17.86 0.83%
20 BCYC Bicycle Therape...
8.70
-0.68% 248.93K +317.80% 3.49M 16.07 0.54%
21 KPTI Karyopharm Ther...
4.34
-1.14% 4.91M -3.83% 3.32M 69 0.51%
22 VERV Verve Therapeut...
6.30
-1.41% 575.82K 0.00% 3.25M 13.94 0.50%
23 EW Edwards Lifesci...
75.91
+0.58% 39.47K 0.00% 2.92M 65.99 0.45%
24 BNTX BioNTech SE
104.89
-0.55% 25.21K 0.00% 2.87M 118.77 0.45%
25 MIRM Mirum Pharmaceu...
49.01
+1.13% 64.7K 0.00% 2.68M 15.95 0.41%
26 NUVB Nuvation Bio In...
1.80
-17.77% 772.65K 0.00% 2.06M 3.69 0.32%
27 TVTX Travere Therape...
14.95
+2.93% 110.72K 0.00% 1.93M 27.14 0.30%
28 PYXS Pyxis Oncology,...
1.23
-4.3% 1.04M +510.25% 1.62M 1.91 0.25%
29 VYNE VYNE Therapeuti...
0.89
-3.45% 445.43K 0.00% 1.49M 2.33 0.23%
30 ACRS Aclaris Therape...
1.53
-2.82% 569.83K 0.00% 1.41M 1.26 0.22%
31 TSHA Taysha Gene The...
2.65
-0.94% 811.27K 0.00% 1.4M 2.14 0.22%
32 STOK Stoke Therapeut...
11.79
+2.57% 125.86K 0.00% 1.39M 13.49 0.22%
33 ALDX Aldeyra Therape...
2.92
-1.52% 225.47K 0.00% 1.13M 5.77 0.17%
34 HUM Humana Inc.
234.61
+1.24% 3.98K 0.00% 1.01M 351.45 0.16%
35 JSPR Jasper Therapeu...
5.58
-0.36% 30.65K +100.00% 655.32K 21.38 0.10%
36 URGN UroGen Pharma L...
10.96
+50.20% 24.5K 0.00% 260.93K 17.84 0.04%
37 RLMD Relmada Therape...
0.72
-6.54% 495.15K -32.39% 257.48K 0.57799 0.04%
38 TIL Instil Bio, Inc...
37.32
+2.08% 11.16K 0.00% 213.14K 67.32 0.03%
39 AKTX Akari Therapeut...
1.17
-6.34% 146.02K +100.00% 178.15K 1.22 0.03%