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CIK: 0001306923
Total reported value
$723.7M
$723.7M
38 檔
62.6%
The Q1 2024 SEC filing reveals that Palo Alto Investors LP held a total portfolio value of $723.7M, covering 38 public equity positions.
During Q1 2024, Palo Alto Investors LP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including INSM, AM6, BMRN) accounted for 62.6% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | INSM | Insmed Inc | Stock-Healthcare | 13.53% | -4.29% | -19.75% | |
| 2 | AM6 | Amicus Therapeutics Inc | Stock-Other | 12.41% | -2.46% | EXIT | |
| 3 | BMRN | Biomarin Pharmaceutical Inc | Stock-Healthcare | 11.18% | -0.52% | -24.40% | |
| 4 | BIIB | Biogen Inc | Stock-Healthcare | 7.05% | +0.24% | -23.78% | |
| 5 | UTHR | United Therapeutics CORP | Stock-Healthcare | 6.94% | -1.01% | -32.35% | |
| 6 | STAA | Staar Surgical Co | Stock-Other | 5.96% | — | +0.19% | |
| 7 | ACAD | Acadia Pharmaceuticals Inc | Stock-Healthcare | 5.04% | +0.23% | +0.22% | |
| 8 | PRTA | Prothena Corporation plc | Stock-Other | 4.65% | -0.25% | +0.20% | |
| 9 | IOVA | Iovance Biotherapeutics Inc | Stock-Other | 3.53% | -0.37% | +0.29% | |
| 10 | ALNY | Alnylam Pharmaceuticals Inc | Stock-Healthcare | 3.08% | — | +18.34% | |
| 11 | SRPT | Sarepta Therapeutics Inc | Stock-Healthcare | 2.94% | — | +0.18% | |
| 12 | RVNCEUR | Revance Therapeutics Inc | Stock-Other | 2.91% | — | +0.20% | |
| 13 | SG7 | Sage Therapeutics Inc | Stock-Other | 2.13% | — | +1.44% | |
| 14 | ANAB | Anaptysbio Inc | Stock-Other | 2.03% | +0.22% | +16.45% | |
| 15 | EHTH | Ehealth Inc | Stock-Other | 1.85% | +0.02% | -0.87% | |
| 16 | ALGN | Align Technology Inc | Stock-Healthcare | 1.82% | -0.36% | -11.85% | |
| 17 | ALKS | Alkermes plc | Stock-Healthcare | 1.51% | +0.45% | -17.87% | |
| 18 | ✓ | Acelyrin Inc | Stock-Other | 1.31% | — | — | |
| 19 | NVROEUR | Nevro CORP | Stock-Other | 1.22% | — | — | |
| 20 | SNDX | Syndax Pharmaceuticals Inc | Stock-Other | 1.09% | -0.48% | -14.26% | |
| 21 | NVCR | NovoCure Limited | Stock-Healthcare | 0.99% | +0.55% | — | |
| 22 | CYTK | Cytokinetics Inc | Stock-Healthcare | 0.88% | +0.06% | — | |
| 23 | KPTIEUR | Karyopharm Therapeutics Inc | Stock-Other | 0.87% | — | — | |
| 24 | ✓ | Verve Therapeutics Inc | Stock-Other | 0.86% | — | — | |
| 25 | GOSS | Gossamer Bio Inc | Stock-Other | 0.85% | — | +7.26% | |
| 26 | ✓ | Elevation Oncology Inc | Stock-Other | 0.78% | — | — | |
| 27 | ✓ | Stock-Other | 0.66% | — | +36.81% | ||
| 28 | RLMD | Relmada Therapeutics Inc | Stock-Other | 0.38% | — | — | |
| 29 | NUVB | Nuvation Bio Inc | Stock-Other | 0.32% | -0.07% | — | |
| 30 | TSHA | Taysha Gene Therapies Inc | Stock-Other | 0.26% | +0.36% | +53.11% | |
| 31 | STOK | Stoke Therapeutics Inc | Stock-Other | 0.19% | -0.04% | — | |
| 32 | MIRM | Mirum Pharmaceuticals Inc | Stock-Other | 0.18% | +1.05% | — | |
| 33 | HUM | Humana Inc | Stock-Healthcare | 0.16% | +0.11% | — | |
| 34 | VYNE | Vyne Therapeutics Inc | Stock-Other | 0.15% | — | — | |
| 35 | TVTX | Travere Therapeutics Inc | Stock-Other | 0.10% | +0.27% | — | |
| 36 | ALDX | Aldeyra Therapeutics Inc | Stock-Other | 0.08% | +0.01% | — | |
| 37 | ACRS | Aclaris Therapeutics Inc | Stock-Other | 0.08% | +0.25% | — | |
| 38 | URGN | UroGen Pharma Ltd. | Stock-Other | 0.04% | +0.05% | — |
According to official SEC Form 13F filings, Palo Alto Investors LP reported a total U.S. public equity portfolio value of $723.7M across 38 disclosed positions in Q1 2024.
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During Q1 2024, Palo Alto Investors LP's top holdings by market value included INSM (13.5%)、AM6 (12.4%)、BMRN (11.2%). The largest single position, INSM, represented 13.5% of total portfolio value.
In Q1 2024, Palo Alto Investors LP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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