Filed: 11/14/2024ACC: 0001306923-24-000012
📋 What this filing means
PALO ALTO INVESTORS LP filed this quarterly 13F‑HR report disclosing 45 equity positions with a total reported market value of $769.87M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
45
Positions
$769.87M
Total AUM (reported)
48.59M
Total Shares
Allocation by class
COM$529.30M68.8%
COM PAR $.01$141.69M18.4%
COM PAR $0.01$40.55M5.3%
SHS$39.84M5.2%
ORD SHS$9.28M1.2%
SPONSORED ADS$4.34M0.6%
COM CL A$1.77M0.2%
Portfolio Concentration
Top 3$305.30M39.7%
4–10$285.74M37.1%
11–25$153.49M19.9%
Rest$25.33M3.3%
Top 3 weight
39.7%
Top 10 weight
76.8%
Voting Authority Distribution
Total shares with voting rights: 48.59M
Sole
Full voting authority
48.59M
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)
Sole45
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings45
Rows:
INSMED INC
SOLEShares1.94M
TypeSH
Market value$141.69M
18.40%
Sole
1.94M
Shared
0.00
None
0.00
AMICUS THERAPEUTICS INC
SOLEShares8.15M
TypeSH
Market value$86.99M
11.30%
Sole
8.15M
Shared
0.00
None
0.00
BIOMARIN PHARMACEUTICAL INC
SOLEShares1.09M
TypeSH
Market value$76.62M
9.95%
Sole
1.09M
Shared
0.00
None
0.00
UNITED THERAPEUTICS CORP
SOLEShares183.25K
TypeSH
Market value$65.67M
8.53%
Sole
183.25K
Shared
0.00
None
0.00
BIOGEN INC
SOLEShares228.92K
TypeSH
Market value$44.37M
5.76%
Sole
228.92K
Shared
0.00
None
0.00
STAAR SURGICAL CO
SOLEShares1.09M
TypeSH
Market value$40.55M
5.27%
Sole
1.09M
Shared
0.00
None
0.00
ACADIA PHARMACEUTICALS INC
SOLEShares2.52M
TypeSH
Market value$38.82M
5.04%
Sole
2.52M
Shared
0.00
None
0.00
ALNYLAM PHARMACEUTICALS INC
SOLEShares140.68K
TypeSH
Market value$38.69M
5.03%
Sole
140.68K
Shared
0.00
None
0.00
PROTHENA CORP PLC
SOLEShares1.74M
TypeSH
Market value$29.08M
3.78%
Sole
1.74M
Shared
0.00
None
0.00
IOVANCE BIOTHERAPEUTICS INC
SOLEShares3.04M
TypeSH
Market value$28.56M
3.71%
Sole
3.04M
Shared
0.00
None
0.00
ANAPTYSBIO INC
SOLEShares843.97K
TypeSH
Market value$28.27M
3.67%
Sole
843.97K
Shared
0.00
None
0.00
SAREPTA THERAPEUTICS INC
SOLEShares210.26K
TypeSH
Market value$26.26M
3.41%
Sole
210.26K
Shared
0.00
None
0.00
ALKERMES PLC
SOLEShares384.66K
TypeSH
Market value$10.77M
1.40%
Sole
384.66K
Shared
0.00
None
0.00
PTC THERAPEUTICS INC
SOLEShares264.47K
TypeSH
Market value$9.81M
1.27%
Sole
264.47K
Shared
0.00
None
0.00
ALIGN TECHNOLOGY INC
SOLEShares37.77K
TypeSH
Market value$9.61M
1.25%
Sole
37.77K
Shared
0.00
None
0.00
EHEALTH INC
SOLEShares2.35M
TypeSH
Market value$9.58M
1.24%
Sole
2.35M
Shared
0.00
None
0.00
NOVOCURE LTD
SOLEShares593.54K
TypeSH
Market value$9.28M
1.21%
Sole
593.54K
Shared
0.00
None
0.00
ACELYRIN INC
SOLEShares1.79M
TypeSH
Market value$8.84M
1.15%
Sole
1.79M
Shared
0.00
None
0.00
REVANCE THERAPEUTICS INC
SOLEShares1.61M
TypeSH
Market value$8.37M
1.09%
Sole
1.61M
Shared
0.00
None
0.00
SYNDAX PHARMACEUTICALS INC
SOLEShares405.19K
TypeSH
Market value$7.80M
1.01%
Sole
405.19K
Shared
0.00
None
0.00
SAGE THERAPEUTICS INC
SOLEShares1.01M
TypeSH
Market value$7.30M
0.95%
Sole
1.01M
Shared
0.00
None
0.00
GOSSAMER BIO INC
SOLEShares6.28M
TypeSH
Market value$6.19M
0.80%
Sole
6.28M
Shared
0.00
None
0.00
KARYOPHARM THERAPEUTICS INC
SOLEShares5.10M
TypeSH
Market value$4.23M
0.55%
Sole
5.10M
Shared
0.00
None
0.00
NEVRO CORP
SOLEShares750.37K
TypeSH
Market value$4.19M
0.54%
Sole
750.37K
Shared
0.00
None
0.00
BIONTECH SE-ADR
SOLEShares25.21K
TypeSH
Market value$2.99M
0.39%
Sole
25.21K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INSMED INCSOLE | COM PAR $.01 | 1.94M | SH | $141.69M 18.40% | 1.94M | 0.00 | 0.00 |
AMICUS THERAPEUTICS INCSOLE | COM | 8.15M | SH | $86.99M 11.30% | 8.15M | 0.00 | 0.00 |
BIOMARIN PHARMACEUTICAL INCSOLE | COM | 1.09M | SH | $76.62M 9.95% | 1.09M | 0.00 | 0.00 |
UNITED THERAPEUTICS CORPSOLE | COM | 183.25K | SH | $65.67M 8.53% | 183.25K | 0.00 | 0.00 |
BIOGEN INCSOLE | COM | 228.92K | SH | $44.37M 5.76% | 228.92K | 0.00 | 0.00 |
STAAR SURGICAL COSOLE | COM PAR $0.01 | 1.09M | SH | $40.55M 5.27% | 1.09M | 0.00 | 0.00 |
ACADIA PHARMACEUTICALS INCSOLE | COM | 2.52M | SH | $38.82M 5.04% | 2.52M | 0.00 | 0.00 |
ALNYLAM PHARMACEUTICALS INCSOLE | COM | 140.68K | SH | $38.69M 5.03% | 140.68K | 0.00 | 0.00 |
PROTHENA CORP PLCSOLE | SHS | 1.74M | SH | $29.08M 3.78% | 1.74M | 0.00 | 0.00 |
IOVANCE BIOTHERAPEUTICS INCSOLE | COM | 3.04M | SH | $28.56M 3.71% | 3.04M | 0.00 | 0.00 |
ANAPTYSBIO INCSOLE | COM | 843.97K | SH | $28.27M 3.67% | 843.97K | 0.00 | 0.00 |
SAREPTA THERAPEUTICS INCSOLE | COM | 210.26K | SH | $26.26M 3.41% | 210.26K | 0.00 | 0.00 |
ALKERMES PLCSOLE | SHS | 384.66K | SH | $10.77M 1.40% | 384.66K | 0.00 | 0.00 |
PTC THERAPEUTICS INCSOLE | COM | 264.47K | SH | $9.81M 1.27% | 264.47K | 0.00 | 0.00 |
ALIGN TECHNOLOGY INCSOLE | COM | 37.77K | SH | $9.61M 1.25% | 37.77K | 0.00 | 0.00 |
EHEALTH INCSOLE | COM | 2.35M | SH | $9.58M 1.24% | 2.35M | 0.00 | 0.00 |
NOVOCURE LTDSOLE | ORD SHS | 593.54K | SH | $9.28M 1.21% | 593.54K | 0.00 | 0.00 |
ACELYRIN INCSOLE | COM | 1.79M | SH | $8.84M 1.15% | 1.79M | 0.00 | 0.00 |
REVANCE THERAPEUTICS INCSOLE | COM | 1.61M | SH | $8.37M 1.09% | 1.61M | 0.00 | 0.00 |
SYNDAX PHARMACEUTICALS INCSOLE | COM | 405.19K | SH | $7.80M 1.01% | 405.19K | 0.00 | 0.00 |
SAGE THERAPEUTICS INCSOLE | COM | 1.01M | SH | $7.30M 0.95% | 1.01M | 0.00 | 0.00 |
GOSSAMER BIO INCSOLE | COM | 6.28M | SH | $6.19M 0.80% | 6.28M | 0.00 | 0.00 |
KARYOPHARM THERAPEUTICS INCSOLE | COM | 5.10M | SH | $4.23M 0.55% | 5.10M | 0.00 | 0.00 |
NEVRO CORPSOLE | COM | 750.37K | SH | $4.19M 0.54% | 750.37K | 0.00 | 0.00 |
BIONTECH SE-ADRSOLE | SPONSORED ADS | 25.21K | SH | $2.99M 0.39% | 25.21K | 0.00 | 0.00 |
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