Palo Alto Investors LP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
PA Palo Alto Investors LP | Institutional Filer | ▼ 8.98% | $653.9M | 51 |
Current Portfolio Holdings
Showing all 51 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | INSM | Insmed Incorporated | Healthcare | 415K | $67.9M | 10.39% |
| 2 | ACAD | ACADIA Pharmaceuticals Inc. | Healthcare | 2.9M | $63.9M | 9.78% |
| 3 | PTCT | PTC Therapeutics, Inc. | Healthcare | 922K | $62.8M | 9.60% |
| 4 | BMRN | BioMarin Pharmaceutical Inc. | Healthcare | 685K | $38.7M | 5.92% |
| 5 | UTHR | United Therapeutics Corporation | Healthcare | 63K | $37.2M | 5.70% |
| 6 | ANAB | AnaptysBio, Inc. | Healthcare | 638K | $35.4M | 5.41% |
| 7 | MIRM | Mirum Pharmaceuticals, Inc. | Healthcare | 325K | $30.0M | 4.59% |
| 8 | DYN | Dyne Therapeutics, Inc. | Healthcare | 1.7M | $30.0M | 4.58% |
| 9 | BIIB | Biogen Inc. | Healthcare | 141K | $25.8M | 3.95% |
| 10 | IRON | Disc Medicine, Inc. | Healthcare | 402K | $25.7M | 3.93% |
| 11 | IOVA | Iovance Biotherapeutics, Inc. | Healthcare | 6.3M | $22.3M | 3.41% |
| 12 | SNDX | Syndax Pharmaceuticals, Inc. | Healthcare | 865K | $20.2M | 3.09% |
| 13 | ANNX | Annexon, Inc. | Healthcare | 2.9M | $16.3M | 2.50% |
| 14 | FOLD | Amicus Therapeutics, Inc. | Healthcare | 1.1M | $16.1M | 2.46% |
| 15 | NVCR | NovoCure Limited | Healthcare | 1.3M | $14.0M | 2.13% |
Showing 1 to 15 of 51 holdings