13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001306923
Total reported value
$723.7M
$723.7M
39 檔
66.0%
According to the latest 13F quarterly dataset, Palo Alto Investors LP managed an equity portfolio of $723.7M at the end of Q2 2024, spanning 39 distinct U.S. exchange-listed positions.
During Q2 2024, Palo Alto Investors LP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | INSM | Insmed Inc | Stock-Healthcare | 16.61% | -4.29% | -51.64% | |
| 2 | BMRN | Biomarin Pharmaceutical Inc | Stock-Healthcare | 10.78% | -0.52% | -0.39% | |
| 3 | AM6 | Amicus Therapeutics Inc | Stock-Other | 10.38% | -2.46% | EXIT | |
| 4 | UTHR | United Therapeutics CORP | Stock-Healthcare | 9.85% | -1.01% | -0.32% | |
| 5 | BIIB | Biogen Inc | Stock-Healthcare | 7.76% | +0.24% | -0.31% | |
| 6 | STAA | Staar Surgical Co | Stock-Other | 7.62% | — | +0.15% | |
| 7 | ALNY 1 09-15-27Bond | Alnylam Pharmaceuticals | Bond | 5.16% | — | — | |
| 8 | ACAD | Acadia Pharmaceuticals Inc | Stock-Healthcare | 4.55% | +0.23% | +0.16% | |
| 9 | PRTA | Prothena Corporation plc | Stock-Other | 3.99% | -0.25% | +0.18% | |
| 10 | SRPT | Sarepta Therapeutics Inc | Stock-Healthcare | 3.69% | — | +0.21% | |
| 11 | ANAB | Anaptysbio Inc | Stock-Other | 2.33% | +0.22% | +0.47% | |
| 12 | IOVA | Iovance Biotherapeutics Inc | Stock-Other | 1.97% | -0.37% | +0.17% | |
| 13 | RVNCEUR | Revance Therapeutics Inc | Stock-Other | 1.57% | — | +0.17% | |
| 14 | ALKS | Alkermes plc | Stock-Healthcare | 1.38% | +0.45% | — | |
| 15 | SG7 | Sage Therapeutics Inc | Stock-Other | 1.27% | — | +0.50% | |
| 16 | EHTH | Ehealth Inc | Stock-Other | 1.23% | +0.02% | -13.46% | |
| 17 | NVCR | NovoCure Limited | Stock-Healthcare | 1.12% | +0.55% | — | |
| 18 | ALGN | Align Technology Inc | Stock-Healthcare | 1.06% | -0.36% | -23.08% | |
| 19 | SNDX | Syndax Pharmaceuticals Inc | Stock-Other | 0.96% | -0.48% | — | |
| 20 | ✓ | Acelyrin Inc | Stock-Other | 0.88% | — | — | |
| 21 | NVROEUR | Nevro CORP | Stock-Other | 0.73% | — | — | |
| 22 | CYTK | Cytokinetics Inc | Stock-Healthcare | 0.70% | +0.06% | — | |
| 23 | GOSS | Gossamer Bio Inc | Stock-Other | 0.66% | — | -1.79% | |
| 24 | ✓ | Elevation Oncology Inc | Stock-Other | 0.56% | — | +33.67% | |
| 25 | ✓ | Stock-Other | 0.53% | — | +1.60% | ||
| 26 | KPTIEUR | Karyopharm Therapeutics Inc | Stock-Other | 0.51% | — | — | |
| 27 | ✓ | Verve Therapeutics Inc | Stock-Other | 0.33% | — | — | |
| 28 | NUVB | Nuvation Bio Inc | Stock-Other | 0.26% | -0.07% | — | |
| 29 | MIRM | Mirum Pharmaceuticals Inc | Stock-Other | 0.26% | +1.05% | — | |
| 30 | RLMD | Relmada Therapeutics Inc | Stock-Other | 0.25% | — | — | |
| 31 | TSHA | Taysha Gene Therapies Inc | Stock-Other | 0.21% | +0.36% | — | |
| 32 | STOK | Stoke Therapeutics Inc | Stock-Other | 0.20% | -0.04% | — | |
| 33 | HUM | Humana Inc | Stock-Healthcare | 0.17% | +0.11% | — | |
| 34 | TVTX | Travere Therapeutics Inc | Stock-Other | 0.11% | +0.27% | — | |
| 35 | VYNE | Vyne Therapeutics Inc | Stock-Other | 0.10% | — | — | |
| 36 | ALDX | Aldeyra Therapeutics Inc | Stock-Other | 0.09% | +0.01% | — | |
| 37 | ACRS | Aclaris Therapeutics Inc | Stock-Other | 0.07% | +0.25% | — | |
| 38 | GBIOGBX | Generation Bio Co | Stock-Other | 0.05% | — | — | |
| 39 | URGN | UroGen Pharma Ltd. | Stock-Other | 0.05% | +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 39 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including INSM, BMRN, AM6) accounted for 66.0% of total reported equity market value during Q2 2024.
During Q2 2024, Palo Alto Investors LP's top holdings by market value included INSM (16.6%)、BMRN (10.8%)、AM6 (10.4%). The largest single position, INSM, represented 16.6% of total portfolio value.
In Q2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.