HoldingsChannel.com
| 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 | $791 |
See Full List: All Stocks Held By Palo Alto Investors LP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Palo Alto Investors LP
|
Size ($ 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 |
