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
45 檔
57.4%
During the Q3 2024 filing period, Palo Alto Investors LP (CIK: 0001306923) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $723.7M across 45 reported positions.
In Q3 2024, Palo Alto Investors LP displayed an active expansion posture, initiating 8 new positions and adding to 7 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including INSM, AM6, BMRN) accounted for 57.4% of total reported equity market value during Q3 2024.
Top New Position Initiated
ALNY
市值: $38.7M
Top Position Liquidated / Trimmed
ALNY 1 09-15-27
前期市值: $44.5M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | INSM | Insmed Inc | Stock-Healthcare | 18.40% | -4.29% | -9.26% | |
| 2 | AM6 | Amicus Therapeutics Inc | Stock-Other | 11.30% | -2.46% | EXIT | |
| 3 | BMRN | Biomarin Pharmaceutical Inc | Stock-Healthcare | 9.95% | -0.52% | -3.55% | |
| 4 | UTHR | United Therapeutics CORP | Stock-Healthcare | 8.53% | -1.01% | -31.35% | |
| 5 | BIIB | Biogen Inc | Stock-Healthcare | 5.76% | +0.24% | -20.80% | |
| 6 | STAA | Staar Surgical Co | Stock-Other | 5.27% | — | -20.99% | |
| 7 | ACAD | Acadia Pharmaceuticals Inc | Stock-Healthcare | 5.04% | +0.23% | +4.35% | |
| 8 | ALNY | Alnylam Pharmaceuticals Inc | Stock-Healthcare | 5.03% | — | — | |
| 9 | PRTA | Prothena Corporation plc | Stock-Other | 3.78% | -0.25% | +4.30% | |
| 10 | IOVA | Iovance Biotherapeutics Inc | Stock-Other | 3.71% | -0.37% | +43.72% | |
| 11 | ANAB | Anaptysbio Inc | Stock-Other | 3.67% | +0.22% | +5.02% | |
| 12 | SRPT | Sarepta Therapeutics Inc | Stock-Healthcare | 3.41% | — | +4.25% | |
| 13 | ALKS | Alkermes plc | Stock-Healthcare | 1.40% | +0.45% | -22.38% | |
| 14 | PTCT | Ptc Therapeutics Inc | Stock-Healthcare | 1.27% | +0.76% | — | |
| 15 | ALGN | Align Technology Inc | Stock-Healthcare | 1.25% | -0.36% | — | |
| 16 | EHTH | Ehealth Inc | Stock-Other | 1.24% | +0.02% | -0.11% | |
| 17 | NVCR | NovoCure Limited | Stock-Healthcare | 1.21% | +0.55% | +5.63% | |
| 18 | ✓ | Acelyrin Inc | Stock-Other | 1.15% | — | +4.53% | |
| 19 | RVNCEUR | Revance Therapeutics Inc | Stock-Other | 1.09% | — | -69.34% | |
| 20 | SNDX | Syndax Pharmaceuticals Inc | Stock-Other | 1.01% | -0.48% | — | |
| 21 | SG7 | Sage Therapeutics Inc | Stock-Other | 0.95% | — | — | |
| 22 | GOSS | Gossamer Bio Inc | Stock-Other | 0.80% | — | — | |
| 23 | KPTIEUR | Karyopharm Therapeutics Inc | Stock-Other | 0.55% | — | — | |
| 24 | NVROEUR | Nevro CORP | Stock-Other | 0.54% | — | — | |
| 25 | BNTX | Biontech Se-adr | Stock-Other | 0.39% | -0.02% | — | |
| 26 | ✓ | Verve Therapeutics Inc | Stock-Other | 0.36% | — | — | |
| 27 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.34% | +0.01% | — | |
| 28 | MIRM | Mirum Pharmaceuticals Inc | Stock-Other | 0.33% | +1.05% | — | |
| 29 | RLMD | Relmada Therapeutics Inc | Stock-Other | 0.31% | — | — | |
| 30 | NUVB | Nuvation Bio Inc | Stock-Other | 0.23% | -0.07% | — | |
| 31 | TSHA | Taysha Gene Therapies Inc | Stock-Other | 0.21% | +0.36% | — | |
| 32 | TVTX | Travere Therapeutics Inc | Stock-Other | 0.20% | +0.27% | — | |
| 33 | STOK | Stoke Therapeutics Inc | Stock-Other | 0.20% | -0.04% | — | |
| 34 | BCYC | Bicycle Therapeutics Plc-adr | Stock-Other | 0.18% | -0.02% | — | |
| 35 | HUM | Humana Inc | Stock-Healthcare | 0.16% | +0.11% | — | |
| 36 | ALDX | Aldeyra Therapeutics Inc | Stock-Other | 0.16% | +0.01% | — | |
| 37 | VYNE | Vyne Therapeutics Inc | Stock-Other | 0.11% | — | — | |
| 38 | ✓ | Elevation Oncology Inc | Stock-Other | 0.10% | — | -27.89% | |
| 39 | TIL | Instil Bio Inc | Stock-Other | 0.10% | — | — | |
| 40 | ACRS | Aclaris Therapeutics Inc | Stock-Other | 0.09% | +0.25% | — | |
| 41 | PYXS | Pyxis Oncology Inc | Stock-Other | 0.08% | +0.13% | — | |
| 42 | GBIOGBX | Generation Bio Co | Stock-Other | 0.05% | — | — | |
| 43 | ✓ | Stock-Other | 0.04% | — | -86.96% | ||
| 44 | URGN | UroGen Pharma Ltd. | Stock-Other | 0.04% | +0.05% | — | |
| 45 | ABEO | Abeona Therapeutics Inc | Stock-Other | 0.01% | +0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ALNY | Alnylam Pharmaceuticals Inc | +5% | NEW | New buy |
| 2 | INSM | Insmed Inc | +1.8% | -9.26% | Trim |
| 3 | IOVA | Iovance Biotherapeutics Inc | +1.7% | +43.72% | Add |
| 4 | ANAB | Anaptysbio Inc | +1.3% | +5.02% | Add |
| 5 | PTCT | Ptc Therapeutics Inc | +1.3% | NEW | New buy |
| 6 | AM6 | Amicus Therapeutics Inc | +0.9% | -9.80% | Trim |
| 7 | ACAD | Acadia Pharmaceuticals Inc | +0.5% | +4.35% | Add |
| 8 | BNTX | Biontech Se-adr | +0.4% | NEW | New buy |
| 9 | EW | Edwards Lifesciences CORP | +0.3% | NEW | New buy |
| 10 | ✓ | Acelyrin Inc | +0.3% | +4.53% | Add |
| 11 | ALGN | Align Technology Inc | +0.2% | — | Unchanged |
| 12 | BCYC | Bicycle Therapeutics Plc-adr | +0.2% | NEW | New buy |
| 13 | GOSS | Gossamer Bio Inc | +0.1% | — | Unchanged |
| 14 | TIL | Instil Bio Inc | +0.1% | NEW | New buy |
| 15 | TVTX | Travere Therapeutics Inc | +0.1% | — | Unchanged |
| 16 | PYXS | Pyxis Oncology Inc | +0.1% | NEW | New buy |
| 17 | NVCR | NovoCure Limited | +0.1% | +5.63% | Add |
| 18 | ALDX | Aldeyra Therapeutics Inc | +0.1% | — | Unchanged |
| 19 | MIRM | Mirum Pharmaceuticals Inc | +0.1% | — | Unchanged |
| 20 | RLMD | Relmada Therapeutics Inc | +0.1% | — | Unchanged |
| 21 | SNDX | Syndax Pharmaceuticals Inc | +0.1% | — | Unchanged |
| 22 | KPTIEUR | Karyopharm Therapeutics Inc | 0% | — | Unchanged |
| 23 | ✓ | Verve Therapeutics Inc | 0% | — | Unchanged |
| 24 | ALKS | Alkermes plc | 0% | -22.38% | Trim |
| 25 | ACRS | Aclaris Therapeutics Inc | 0% | — | Unchanged |
| 26 | EHTH | Ehealth Inc | 0% | -0.11% | Trim |
| 27 | ABEO | Abeona Therapeutics Inc | 0% | NEW | New buy |
| 28 | VYNE | Vyne Therapeutics Inc | 0% | — | Unchanged |
| 29 | TSHA | Taysha Gene Therapies Inc | — | — | Unchanged |
| 30 | STOK | Stoke Therapeutics Inc | — | — | Unchanged |
| 31 | GBIOGBX | Generation Bio Co | — | — | Unchanged |
| 32 | HUM | Humana Inc | 0% | — | Unchanged |
| 33 | URGN | UroGen Pharma Ltd. | 0% | — | Unchanged |
| 34 | NUVB | Nuvation Bio Inc | 0% | — | Unchanged |
| 35 | NVROEUR | Nevro CORP | -0.2% | — | Unchanged |
| 36 | PRTA | Prothena Corporation plc | -0.2% | +4.30% | Add |
| 37 | SRPT | Sarepta Therapeutics Inc | -0.3% | +4.25% | Add |
| 38 | SG7 | Sage Therapeutics Inc | -0.3% | — | Unchanged |
| 39 | ✓ | Elevation Oncology Inc | -0.5% | -27.89% | Trim |
| 40 | RVNCEUR | Revance Therapeutics Inc | -0.5% | -69.34% | Trim |
| 41 | ✓ | -0.5% | -86.96% | Trim | |
| 42 | CYTK | Cytokinetics Inc | -0.7% | EXIT | Sold out |
| 43 | BMRN | Biomarin Pharmaceutical Inc | -0.8% | -3.55% | Trim |
| 44 | UTHR | United Therapeutics CORP | -1.3% | -31.35% | Trim |
| 45 | BIIB | Biogen Inc | -2% | -20.80% | Trim |
| 46 | STAA | Staar Surgical Co | -2.4% | -20.99% | Trim |
| 47 | ALNY 1 09-15-27Bond | Alnylam Pharmaceuticals | -5.2% | EXIT | Sold out |
According to official SEC Form 13F filings, Palo Alto Investors LP reported a total U.S. public equity portfolio value of $723.7M across 45 disclosed positions in Q3 2024.
During Q3 2024, Palo Alto Investors LP's top holdings by market value included INSM (18.4%)、AM6 (11.3%)、BMRN (9.9%). The largest single position, INSM, represented 18.4% of total portfolio value.
In Q3 2024, Palo Alto Investors LP made 28 total portfolio adjustments, initiating 8 new buys, adding to 7 positions, trimming 11 holdings, and fully liquidating 2 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.
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.
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.