Palo Alto Investors LP

CIK Number: 0001306923

470B
Market Value
42
# of Holdings
16 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 15, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 INSM Insmed Incorpor...
127.79
+4.00% 987.15K -38.44% 75.31M 17.74 14.34% Share
2 BMRN BioMarin Pharma...
58.02
-0.48% 991.21K -7.13% 70.07M 77.6 13.34% Share
3 FOLD Amicus Therapeu...
7.11
-1.11% 7.35M -4.14% 59.94M 9.22 11.41% Share
4 ACAD ACADIA Pharmace...
24.52
-2.43% 2.66M -3.08% 44.25M 27.63 8.43% Share
5 UTHR United Therapeu...
312.06
+0.76% 105.23K -32.42% 32.44M 82.82 6.18% Share
6 BIIB Biogen Inc.
134.95
-0.18% 204.92K +7.77% 28.04M 251.32 5.34% Share
7 ALNY Alnylam Pharmac...
442.85
+2.39% 83.49K -40.65% 22.54M 275.03 4.29% Share
8 PTCT PTC Therapeutic...
48.70
+1.10% 404.2K +4.60% 20.6M 40.14 3.92% Share
9 PRTA Prothena Corpor...
8.06
+0.12% 1.66M -4.5% 20.54M 21.57 3.91% Share
10 ANAB AnaptysBio, Inc...
19.96
-3.64% 1.02M +20.94% 18.98M 19.04 3.61% Share
11 NVCR NovoCure Limite...
11.59
-0.26% 1M +23.07% 17.86M 32.42 3.40% Share
12 SRPT Sarepta Therape...
20.30
-0.49% 210.26K 0.00% 13.42M 105.86 2.56% Share
13 EHTH eHealth, Inc.
3.44
-4.18% 1.68M -10.32% 11.25M 37.12 2.14% Share
14 IOVA Iovance Biother...
2.45
-0.32% 3.21M +5.58% 10.69M 8.25 2.04% Share
15 STAA STAAR Surgical ...
28.57
+1.28% 525.02K +4.84% 9.26M 20.37 1.76% Share
16 AGIO Agios Pharmaceu...
36.67
+0.18% 276.58K +100.00% 8.1M 29.3 1.54% Share
17 ALKS Alkermes plc
28.26
-1.29% 221.51K -23.43% 7.31M 21.59 1.39% Share
18 GOSS Gossamer Bio, I...
1.96
-0.51% 6.28M -0.00% 6.9M 1.13 1.31% Share
19 ALGN Align Technolog...
142.81
-2.01% 37.77K 0.00% 6M 159.53 1.14% Share
20 SNDX Syndax Pharmace...
14.73
+9.52% 444.37K +9.67% 5.46M 17.37 1.04% Share
21 SLRN Acelyrin, Inc.
2.27
0.00% 1.79M 0.00% 4.43M 6.59 0.84% Share
22 DYN Dyne Therapeuti...
12.51
+2.21% 333.39K +100.00% 3.49M 10.46 0.66% Share
23 MIRM Mirum Pharmaceu...
64.83
-0.48% 64.7K 0.00% 2.91M 15.95 0.56% Share
24 EW Edwards Lifesci...
78.18
+0.64% 39.47K 0.00% 2.86M 65.99 0.54% Share
25 VERV Verve Therapeut...
11.13
+0.27% 575.82K 0.00% 2.63M 13.94 0.50% Share
26 BNTX BioNTech SE
112.62
-0.14% 25.21K 0.00% 2.3M 118.77 0.44% Share
27 BCYC Bicycle Therape...
7.39
+0.54% 248.93K 0.00% 2.11M 16.07 0.40% Share
28 TVTX Travere Therape...
18.23
+1.00% 110.72K 0.00% 1.98M 27.14 0.38% Share
29 TSHA Taysha Gene The...
2.92
-3.47% 1.42M +74.97% 1.97M 1.82 0.38% Share
30 NBIX Neurocrine Bios...
131.31
-0.24% 13.33K +100.00% 1.47M 110.6 0.28% Share
31 NUVB Nuvation Bio In...
2.76
+5.95% 772.65K 0.00% 1.36M 3.69 0.26% Share
32 ALDX Aldeyra Therape...
5.30
-1.21% 225.47K 0.00% 1.3M 5.77 0.25% Share
33 KPTI Karyopharm Ther...
4.72
+6.07% 324.03K -93.4% 1.21M 69 0.23% Share
34 ACRS Aclaris Therape...
1.69
-0.59% 776.03K +36.19% 1.19M 1.33 0.23% Share
35 HUM Humana Inc.
281.43
-0.2% 3.98K 0.00% 1.05M 351.45 0.20% Share
36 PYXS Pyxis Oncology,...
1.13
+5.61% 1.04M 0.00% 1.02M 1.91 0.19% Share
37 STOK Stoke Therapeut...
17.17
+1.54% 125.86K 0.00% 836.98K 13.49 0.16% Share
38 URGN UroGen Pharma L...
20.08
-0.15% 24.5K 0.00% 270.97K 17.84 0.05% Share
39 TIL Instil Bio, Inc...
28.25
+4.73% 11.16K 0.00% 193.82K 67.32 0.04% Share
40 AKTX Akari Therapeut...
0.99
+0.81% 146.02K 0.00% 181.07K 1.22 0.03% Share
41 RLMD Relmada Therape...
0.61
+6.86% 495.15K 0.00% 133.69K 0.57799 0.03% Share
42 GBIO Generation Bio ...
6.57
-0.68% 150.47K 0.00% 60.94K 2.57 0.01% Share