Filed: 5/15/2024ACC: 0001306923-24-000008
📋 What this filing means
PALO ALTO INVESTORS LP filed this quarterly 13F‑HR report disclosing 38 equity positions with a total reported market value of $886.73M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
38
Positions
$886.73M
Total AUM (reported)
59.14M
Total Shares
Allocation by class
COM$640.35M72.2%
COM PAR $.01$120.01M13.5%
SHS$54.62M6.2%
COM PAR $0.01$52.81M6.0%
ORD SHS$8.78M1.0%
COM NEW$7.83M0.9%
COM SHS$2.33M0.3%
Portfolio Concentration
Top 3$329.17M37.1%
4–10$321.33M36.2%
11–25$206.20M23.3%
Rest$30.03M3.4%
Top 3 weight
37.1%
Top 10 weight
73.4%
Voting Authority Distribution
Total shares with voting rights: 59.14M
Sole
Full voting authority
59.14M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole38
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings38
Rows:
INSMED INC
SOLEShares4.42M
TypeSH
Market value$120.01M
13.53%
Sole
4.42M
Shared
0.00
None
0.00
AMICUS THERAPEUTICS INC
SOLEShares9.34M
TypeSH
Market value$110.07M
12.41%
Sole
9.34M
Shared
0.00
None
0.00
BIOMARIN PHARMACEUTICAL INC
SOLEShares1.13M
TypeSH
Market value$99.09M
11.18%
Sole
1.13M
Shared
0.00
None
0.00
BIOGEN INC
SOLEShares289.96K
TypeSH
Market value$62.52M
7.05%
Sole
289.96K
Shared
0.00
None
0.00
UNITED THERAPEUTICS CORP
SOLEShares267.76K
TypeSH
Market value$61.51M
6.94%
Sole
267.76K
Shared
0.00
None
0.00
STAAR SURGICAL CO
SOLEShares1.38M
TypeSH
Market value$52.81M
5.96%
Sole
1.38M
Shared
0.00
None
0.00
ACADIA PHARMACEUTICALS INC
SOLEShares2.41M
TypeSH
Market value$44.65M
5.04%
Sole
2.41M
Shared
0.00
None
0.00
PROTHENA CORP PLC
SOLEShares1.66M
TypeSH
Market value$41.20M
4.65%
Sole
1.66M
Shared
0.00
None
0.00
IOVANCE BIOTHERAPEUTICS INC
SOLEShares2.11M
TypeSH
Market value$31.31M
3.53%
Sole
2.11M
Shared
0.00
None
0.00
ALNYLAM PHARMACEUTICALS INC
SOLEShares182.77K
TypeSH
Market value$27.31M
3.08%
Sole
182.77K
Shared
0.00
None
0.00
SAREPTA THERAPEUTICS INC
SOLEShares201.26K
TypeSH
Market value$26.06M
2.94%
Sole
201.26K
Shared
0.00
None
0.00
REVANCE THERAPEUTICS INC
SOLEShares5.25M
TypeSH
Market value$25.82M
2.91%
Sole
5.25M
Shared
0.00
None
0.00
SAGE THERAPEUTICS INC
SOLEShares1.01M
TypeSH
Market value$18.85M
2.13%
Sole
1.01M
Shared
0.00
None
0.00
ANAPTYSBIO INC
SOLEShares799.91K
TypeSH
Market value$18.01M
2.03%
Sole
799.91K
Shared
0.00
None
0.00
EHEALTH INC
SOLEShares2.72M
TypeSH
Market value$16.38M
1.85%
Sole
2.72M
Shared
0.00
None
0.00
ALIGN TECHNOLOGY INC
SOLEShares49.10K
TypeSH
Market value$16.10M
1.82%
Sole
49.10K
Shared
0.00
None
0.00
ALKERMES PLC
SOLEShares495.59K
TypeSH
Market value$13.42M
1.51%
Sole
495.59K
Shared
0.00
None
0.00
ACELYRIN INC
SOLEShares1.72M
TypeSH
Market value$11.58M
1.31%
Sole
1.72M
Shared
0.00
None
0.00
NEVRO CORP
SOLEShares750.37K
TypeSH
Market value$10.84M
1.22%
Sole
750.37K
Shared
0.00
None
0.00
SYNDAX PHARMACEUTICALS INC
SOLEShares405.19K
TypeSH
Market value$9.64M
1.09%
Sole
405.19K
Shared
0.00
None
0.00
NOVOCURE LTD
SOLEShares561.91K
TypeSH
Market value$8.78M
0.99%
Sole
561.91K
Shared
0.00
None
0.00
CYTOKINETICS INC
SOLEShares111.72K
TypeSH
Market value$7.83M
0.88%
Sole
111.72K
Shared
0.00
None
0.00
KARYOPHARM THERAPEUTICS INC
SOLEShares5.10M
TypeSH
Market value$7.70M
0.87%
Sole
5.10M
Shared
0.00
None
0.00
VERVE THERAPEUTICS INC
SOLEShares575.82K
TypeSH
Market value$7.65M
0.86%
Sole
575.82K
Shared
0.00
None
0.00
GOSSAMER BIO INC
SOLEShares6.39M
TypeSH
Market value$7.54M
0.85%
Sole
6.39M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INSMED INCSOLE | COM PAR $.01 | 4.42M | SH | $120.01M 13.53% | 4.42M | 0.00 | 0.00 |
AMICUS THERAPEUTICS INCSOLE | COM | 9.34M | SH | $110.07M 12.41% | 9.34M | 0.00 | 0.00 |
BIOMARIN PHARMACEUTICAL INCSOLE | COM | 1.13M | SH | $99.09M 11.18% | 1.13M | 0.00 | 0.00 |
BIOGEN INCSOLE | COM | 289.96K | SH | $62.52M 7.05% | 289.96K | 0.00 | 0.00 |
UNITED THERAPEUTICS CORPSOLE | COM | 267.76K | SH | $61.51M 6.94% | 267.76K | 0.00 | 0.00 |
STAAR SURGICAL COSOLE | COM PAR $0.01 | 1.38M | SH | $52.81M 5.96% | 1.38M | 0.00 | 0.00 |
ACADIA PHARMACEUTICALS INCSOLE | COM | 2.41M | SH | $44.65M 5.04% | 2.41M | 0.00 | 0.00 |
PROTHENA CORP PLCSOLE | SHS | 1.66M | SH | $41.20M 4.65% | 1.66M | 0.00 | 0.00 |
IOVANCE BIOTHERAPEUTICS INCSOLE | COM | 2.11M | SH | $31.31M 3.53% | 2.11M | 0.00 | 0.00 |
ALNYLAM PHARMACEUTICALS INCSOLE | COM | 182.77K | SH | $27.31M 3.08% | 182.77K | 0.00 | 0.00 |
SAREPTA THERAPEUTICS INCSOLE | COM | 201.26K | SH | $26.06M 2.94% | 201.26K | 0.00 | 0.00 |
REVANCE THERAPEUTICS INCSOLE | COM | 5.25M | SH | $25.82M 2.91% | 5.25M | 0.00 | 0.00 |
SAGE THERAPEUTICS INCSOLE | COM | 1.01M | SH | $18.85M 2.13% | 1.01M | 0.00 | 0.00 |
ANAPTYSBIO INCSOLE | COM | 799.91K | SH | $18.01M 2.03% | 799.91K | 0.00 | 0.00 |
EHEALTH INCSOLE | COM | 2.72M | SH | $16.38M 1.85% | 2.72M | 0.00 | 0.00 |
ALIGN TECHNOLOGY INCSOLE | COM | 49.10K | SH | $16.10M 1.82% | 49.10K | 0.00 | 0.00 |
ALKERMES PLCSOLE | SHS | 495.59K | SH | $13.42M 1.51% | 495.59K | 0.00 | 0.00 |
ACELYRIN INCSOLE | COM | 1.72M | SH | $11.58M 1.31% | 1.72M | 0.00 | 0.00 |
NEVRO CORPSOLE | COM | 750.37K | SH | $10.84M 1.22% | 750.37K | 0.00 | 0.00 |
SYNDAX PHARMACEUTICALS INCSOLE | COM | 405.19K | SH | $9.64M 1.09% | 405.19K | 0.00 | 0.00 |
NOVOCURE LTDSOLE | ORD SHS | 561.91K | SH | $8.78M 0.99% | 561.91K | 0.00 | 0.00 |
CYTOKINETICS INCSOLE | COM NEW | 111.72K | SH | $7.83M 0.88% | 111.72K | 0.00 | 0.00 |
KARYOPHARM THERAPEUTICS INCSOLE | COM | 5.10M | SH | $7.70M 0.87% | 5.10M | 0.00 | 0.00 |
VERVE THERAPEUTICS INCSOLE | COM | 575.82K | SH | $7.65M 0.86% | 575.82K | 0.00 | 0.00 |
GOSSAMER BIO INCSOLE | COM | 6.39M | SH | $7.54M 0.85% | 6.39M | 0.00 | 0.00 |
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