Filed: 8/14/2024ACC: 0001306923-24-000010
📋 What this filing means
PALO ALTO INVESTORS LP filed this quarterly 13F‑HR report disclosing 39 equity positions with a total reported market value of $862.98M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
39
Positions
$862.98M
Total AUM (reported)
56.75M
Total Shares
Allocation by class
COM$590.06M68.4%
COM PAR $.01$143.31M16.6%
COM PAR $0.01$65.78M7.6%
SHS$46.34M5.4%
ORD SHS$9.63M1.1%
COM NEW$6.05M0.7%
COM SHS$1.82M0.2%
Portfolio Concentration
Top 3$325.93M37.8%
4–10$367.88M42.6%
11–25$146.27M16.9%
Rest$22.90M2.7%
Top 3 weight
37.8%
Top 10 weight
80.4%
Voting Authority Distribution
Total shares with voting rights: 56.75M
Sole
Full voting authority
56.75M
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)
Sole39
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings39
Rows:
INSMED INC
SOLEShares2.14M
TypeSH
Market value$143.31M
16.61%
Sole
2.14M
Shared
0.00
None
0.00
BIOMARIN PHARMACEUTICAL INC
SOLEShares1.13M
TypeSH
Market value$93.05M
10.78%
Sole
1.13M
Shared
0.00
None
0.00
AMICUS THERAPEUTICS INC
SOLEShares9.03M
TypeSH
Market value$89.58M
10.38%
Sole
9.03M
Shared
0.00
None
0.00
UNITED THERAPEUTICS CORP
SOLEShares266.91K
TypeSH
Market value$85.03M
9.85%
Sole
266.91K
Shared
0.00
None
0.00
BIOGEN INC
SOLEShares289.05K
TypeSH
Market value$67.01M
7.76%
Sole
289.05K
Shared
0.00
None
0.00
STAAR SURGICAL CO
SOLEShares1.38M
TypeSH
Market value$65.78M
7.62%
Sole
1.38M
Shared
0.00
None
0.00
ALNYLAM PHARMACEUTICALS INC
SOLEShares183.12K
TypeSH
Market value$44.50M
5.16%
Sole
183.12K
Shared
0.00
None
0.00
ACADIA PHARMACEUTICALS INC
SOLEShares2.42M
TypeSH
Market value$39.31M
4.55%
Sole
2.42M
Shared
0.00
None
0.00
PROTHENA CORP PLC
SOLEShares1.67M
TypeSH
Market value$34.39M
3.99%
Sole
1.67M
Shared
0.00
None
0.00
SAREPTA THERAPEUTICS INC
SOLEShares201.68K
TypeSH
Market value$31.87M
3.69%
Sole
201.68K
Shared
0.00
None
0.00
ANAPTYSBIO INC
SOLEShares803.64K
TypeSH
Market value$20.14M
2.33%
Sole
803.64K
Shared
0.00
None
0.00
IOVANCE BIOTHERAPEUTICS INC
SOLEShares2.12M
TypeSH
Market value$16.97M
1.97%
Sole
2.12M
Shared
0.00
None
0.00
REVANCE THERAPEUTICS INC
SOLEShares5.26M
TypeSH
Market value$13.51M
1.57%
Sole
5.26M
Shared
0.00
None
0.00
ALKERMES PLC
SOLEShares495.59K
TypeSH
Market value$11.94M
1.38%
Sole
495.59K
Shared
0.00
None
0.00
SAGE THERAPEUTICS INC
SOLEShares1.01M
TypeSH
Market value$10.98M
1.27%
Sole
1.01M
Shared
0.00
None
0.00
EHEALTH INC
SOLEShares2.35M
TypeSH
Market value$10.65M
1.23%
Sole
2.35M
Shared
0.00
None
0.00
NOVOCURE LTD
SOLEShares561.91K
TypeSH
Market value$9.63M
1.12%
Sole
561.91K
Shared
0.00
None
0.00
ALIGN TECHNOLOGY INC
SOLEShares37.77K
TypeSH
Market value$9.12M
1.06%
Sole
37.77K
Shared
0.00
None
0.00
SYNDAX PHARMACEUTICALS INC
SOLEShares405.19K
TypeSH
Market value$8.32M
0.96%
Sole
405.19K
Shared
0.00
None
0.00
ACELYRIN INC
SOLEShares1.72M
TypeSH
Market value$7.56M
0.88%
Sole
1.72M
Shared
0.00
None
0.00
NEVRO CORP
SOLEShares750.37K
TypeSH
Market value$6.32M
0.73%
Sole
750.37K
Shared
0.00
None
0.00
CYTOKINETICS INC
SOLEShares111.72K
TypeSH
Market value$6.05M
0.70%
Sole
111.72K
Shared
0.00
None
0.00
GOSSAMER BIO INC
SOLEShares6.28M
TypeSH
Market value$5.66M
0.66%
Sole
6.28M
Shared
0.00
None
0.00
ELEVATION ONCOLOGY INC
SOLEShares1.80M
TypeSH
Market value$4.86M
0.56%
Sole
1.80M
Shared
0.00
None
0.00
BLUEBIRD BIO INC
SOLEShares4.63M
TypeSH
Market value$4.56M
0.53%
Sole
4.63M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INSMED INCSOLE | COM PAR $.01 | 2.14M | SH | $143.31M 16.61% | 2.14M | 0.00 | 0.00 |
BIOMARIN PHARMACEUTICAL INCSOLE | COM | 1.13M | SH | $93.05M 10.78% | 1.13M | 0.00 | 0.00 |
AMICUS THERAPEUTICS INCSOLE | COM | 9.03M | SH | $89.58M 10.38% | 9.03M | 0.00 | 0.00 |
UNITED THERAPEUTICS CORPSOLE | COM | 266.91K | SH | $85.03M 9.85% | 266.91K | 0.00 | 0.00 |
BIOGEN INCSOLE | COM | 289.05K | SH | $67.01M 7.76% | 289.05K | 0.00 | 0.00 |
STAAR SURGICAL COSOLE | COM PAR $0.01 | 1.38M | SH | $65.78M 7.62% | 1.38M | 0.00 | 0.00 |
ALNYLAM PHARMACEUTICALS INCSOLE | COM | 183.12K | SH | $44.50M 5.16% | 183.12K | 0.00 | 0.00 |
ACADIA PHARMACEUTICALS INCSOLE | COM | 2.42M | SH | $39.31M 4.55% | 2.42M | 0.00 | 0.00 |
PROTHENA CORP PLCSOLE | SHS | 1.67M | SH | $34.39M 3.99% | 1.67M | 0.00 | 0.00 |
SAREPTA THERAPEUTICS INCSOLE | COM | 201.68K | SH | $31.87M 3.69% | 201.68K | 0.00 | 0.00 |
ANAPTYSBIO INCSOLE | COM | 803.64K | SH | $20.14M 2.33% | 803.64K | 0.00 | 0.00 |
IOVANCE BIOTHERAPEUTICS INCSOLE | COM | 2.12M | SH | $16.97M 1.97% | 2.12M | 0.00 | 0.00 |
REVANCE THERAPEUTICS INCSOLE | COM | 5.26M | SH | $13.51M 1.57% | 5.26M | 0.00 | 0.00 |
ALKERMES PLCSOLE | SHS | 495.59K | SH | $11.94M 1.38% | 495.59K | 0.00 | 0.00 |
SAGE THERAPEUTICS INCSOLE | COM | 1.01M | SH | $10.98M 1.27% | 1.01M | 0.00 | 0.00 |
EHEALTH INCSOLE | COM | 2.35M | SH | $10.65M 1.23% | 2.35M | 0.00 | 0.00 |
NOVOCURE LTDSOLE | ORD SHS | 561.91K | SH | $9.63M 1.12% | 561.91K | 0.00 | 0.00 |
ALIGN TECHNOLOGY INCSOLE | COM | 37.77K | SH | $9.12M 1.06% | 37.77K | 0.00 | 0.00 |
SYNDAX PHARMACEUTICALS INCSOLE | COM | 405.19K | SH | $8.32M 0.96% | 405.19K | 0.00 | 0.00 |
ACELYRIN INCSOLE | COM | 1.72M | SH | $7.56M 0.88% | 1.72M | 0.00 | 0.00 |
NEVRO CORPSOLE | COM | 750.37K | SH | $6.32M 0.73% | 750.37K | 0.00 | 0.00 |
CYTOKINETICS INCSOLE | COM NEW | 111.72K | SH | $6.05M 0.70% | 111.72K | 0.00 | 0.00 |
GOSSAMER BIO INCSOLE | COM | 6.28M | SH | $5.66M 0.66% | 6.28M | 0.00 | 0.00 |
ELEVATION ONCOLOGY INCSOLE | COM | 1.80M | SH | $4.86M 0.56% | 1.80M | 0.00 | 0.00 |
BLUEBIRD BIO INCSOLE | COM | 4.63M | SH | $4.56M 0.53% | 4.63M | 0.00 | 0.00 |
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