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CIK: 0001306923
Total reported value
$723.7M
$723.7M
43 檔
49.5%
According to the latest 13F quarterly dataset, Palo Alto Investors LP managed an equity portfolio of $723.7M at the end of Q4 2024, spanning 43 distinct U.S. exchange-listed positions.
In Q4 2024, Palo Alto Investors LP adopted a defensive or profit-taking posture, trimming 10 positions and completely liquidating 4 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | INSM | Insmed Inc | Stock-Healthcare | 17.15% | -4.29% | -17.39% | |
| 2 | AM6 | Amicus Therapeutics Inc | Stock-Other | 11.18% | -2.46% | EXIT | |
| 3 | BMRN | Biomarin Pharmaceutical Inc | Stock-Healthcare | 10.87% | -0.52% | -2.09% | |
| 4 | UTHR | United Therapeutics CORP | Stock-Healthcare | 8.51% | -1.01% | -15.02% | |
| 5 | ACAD | Acadia Pharmaceuticals Inc | Stock-Healthcare | 7.82% | +0.23% | +8.90% | |
| 6 | ALNY | Alnylam Pharmaceuticals Inc | Stock-Healthcare | 5.13% | — | — | |
| 7 | BIIB | Biogen Inc | Stock-Healthcare | 4.51% | +0.24% | -16.94% | |
| 8 | SRPT | Sarepta Therapeutics Inc | Stock-Healthcare | 3.96% | — | — | |
| 9 | NVCR | NovoCure Limited | Stock-Healthcare | 3.76% | +0.55% | +37.18% | |
| 10 | PRTA | Prothena Corporation plc | Stock-Other | 3.73% | -0.25% | — | |
| 11 | IOVA | Iovance Biotherapeutics Inc | Stock-Other | 3.49% | -0.37% | — | |
| 12 | EHTH | Ehealth Inc | Stock-Other | 2.74% | +0.02% | -20.00% | |
| 13 | PTCT | Ptc Therapeutics Inc | Stock-Healthcare | 2.70% | +0.76% | +46.11% | |
| 14 | STAA | Staar Surgical Co | Stock-Other | 1.88% | — | -54.13% | |
| 15 | ANAB | Anaptysbio Inc | Stock-Other | 1.73% | +0.22% | — | |
| 16 | ALKS | Alkermes plc | Stock-Healthcare | 1.29% | +0.45% | -24.79% | |
| 17 | ALGN | Align Technology Inc | Stock-Healthcare | 1.22% | -0.36% | — | |
| 18 | GOSS | Gossamer Bio Inc | Stock-Other | 0.88% | — | — | |
| 19 | ✓ | Acelyrin Inc | Stock-Other | 0.87% | — | — | |
| 20 | SNDX | Syndax Pharmaceuticals Inc | Stock-Other | 0.83% | -0.48% | — | |
| 21 | BCYC | Bicycle Therapeutics Plc-adr | Stock-Other | 0.54% | -0.02% | +317.80% | |
| 22 | KPTIEUR | Karyopharm Therapeutics Inc | Stock-Other | 0.51% | — | -3.83% | |
| 23 | ✓ | Verve Therapeutics Inc | Stock-Other | 0.50% | — | — | |
| 24 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.45% | +0.01% | — | |
| 25 | BNTX | Biontech Se-adr | Stock-Other | 0.45% | -0.02% | — | |
| 26 | NVROEUR | Nevro CORP | Stock-Other | 0.43% | — | — | |
| 27 | MIRM | Mirum Pharmaceuticals Inc | Stock-Other | 0.41% | +1.05% | — | |
| 28 | NUVB | Nuvation Bio Inc | Stock-Other | 0.32% | -0.07% | — | |
| 29 | TVTX | Travere Therapeutics Inc | Stock-Other | 0.30% | +0.27% | — | |
| 30 | PYXS | Pyxis Oncology Inc | Stock-Other | 0.25% | +0.13% | +510.25% | |
| 31 | VYNE | Vyne Therapeutics Inc | Stock-Other | 0.23% | — | — | |
| 32 | ACRS | Aclaris Therapeutics Inc | Stock-Other | 0.22% | +0.25% | — | |
| 33 | TSHA | Taysha Gene Therapies Inc | Stock-Other | 0.22% | +0.36% | — | |
| 34 | STOK | Stoke Therapeutics Inc | Stock-Other | 0.22% | -0.04% | — | |
| 35 | ALDX | Aldeyra Therapeutics Inc | Stock-Other | 0.17% | +0.01% | — | |
| 36 | HUM | Humana Inc | Stock-Healthcare | 0.16% | +0.11% | — | |
| 37 | JSPR | Jasper Therapeutics Inc | Stock-Other | 0.10% | — | — | |
| 38 | ABEO | Abeona Therapeutics Inc | Stock-Other | 0.09% | +0.02% | +746.21% | |
| 39 | URGN | UroGen Pharma Ltd. | Stock-Other | 0.04% | +0.05% | — | |
| 40 | RLMD | Relmada Therapeutics Inc | Stock-Other | 0.04% | — | -32.39% | |
| 41 | TIL | Instil Bio Inc | Stock-Other | 0.03% | — | — | |
| 42 | ✓ | Akari Therapeutics PLC | Stock-Other | 0.03% | — | — | |
| 43 | GBIOGBX | Generation Bio Co | Stock-Other | 0.02% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ACAD | Acadia Pharmaceuticals Inc | +2.8% | +8.90% | Add |
| 2 | NVCR | NovoCure Limited | +2.6% | +37.18% | Add |
| 3 | EHTH | Ehealth Inc | +1.5% | -20.00% | Trim |
| 4 | PTCT | Ptc Therapeutics Inc | +1.4% | +46.11% | Add |
| 5 | BMRN | Biomarin Pharmaceutical Inc | +0.9% | -2.09% | Trim |
| 6 | SRPT | Sarepta Therapeutics Inc | +0.6% | — | Unchanged |
| 7 | BCYC | Bicycle Therapeutics Plc-adr | +0.4% | +317.80% | Add |
| 8 | PYXS | Pyxis Oncology Inc | +0.2% | +510.25% | Add |
| 9 | ✓ | Verve Therapeutics Inc | +0.1% | — | Unchanged |
| 10 | ACRS | Aclaris Therapeutics Inc | +0.1% | — | Unchanged |
| 11 | VYNE | Vyne Therapeutics Inc | +0.1% | — | Unchanged |
| 12 | EW | Edwards Lifesciences CORP | +0.1% | — | Unchanged |
| 13 | ALNY | Alnylam Pharmaceuticals Inc | +0.1% | — | Unchanged |
| 14 | JSPR | Jasper Therapeutics Inc | +0.1% | NEW | New buy |
| 15 | TVTX | Travere Therapeutics Inc | +0.1% | — | Unchanged |
| 16 | NUVB | Nuvation Bio Inc | +0.1% | — | Unchanged |
| 17 | ABEO | Abeona Therapeutics Inc | +0.1% | +746.21% | Add |
| 18 | GOSS | Gossamer Bio Inc | +0.1% | — | Unchanged |
| 19 | MIRM | Mirum Pharmaceuticals Inc | +0.1% | — | Unchanged |
| 20 | BNTX | Biontech Se-adr | +0.1% | — | Unchanged |
| 21 | ✓ | Akari Therapeutics PLC | 0% | NEW | New buy |
| 22 | STOK | Stoke Therapeutics Inc | 0% | — | Unchanged |
| 23 | TSHA | Taysha Gene Therapies Inc | 0% | — | Unchanged |
| 24 | ALDX | Aldeyra Therapeutics Inc | 0% | — | Unchanged |
| 25 | HUM | Humana Inc | — | — | Unchanged |
| 26 | URGN | UroGen Pharma Ltd. | — | — | Unchanged |
| 27 | UTHR | United Therapeutics CORP | 0% | -15.02% | Trim |
| 28 | ALGN | Align Technology Inc | 0% | — | Unchanged |
| 29 | GBIOGBX | Generation Bio Co | 0% | — | Unchanged |
| 30 | KPTIEUR | Karyopharm Therapeutics Inc | 0% | -3.83% | Trim |
| 31 | ✓ | 0% | EXIT | Sold out | |
| 32 | PRTA | Prothena Corporation plc | -0.1% | — | Unchanged |
| 33 | TIL | Instil Bio Inc | -0.1% | — | Unchanged |
| 34 | ✓ | Elevation Oncology Inc | -0.1% | EXIT | Sold out |
| 35 | ALKS | Alkermes plc | -0.1% | -24.79% | Trim |
| 36 | NVROEUR | Nevro CORP | -0.1% | — | Unchanged |
| 37 | AM6 | Amicus Therapeutics Inc | -0.1% | -5.93% | Trim |
| 38 | SNDX | Syndax Pharmaceuticals Inc | -0.2% | — | Unchanged |
| 39 | IOVA | Iovance Biotherapeutics Inc | -0.2% | — | Unchanged |
| 40 | RLMD | Relmada Therapeutics Inc | -0.3% | -32.39% | Trim |
| 41 | ✓ | Acelyrin Inc | -0.3% | — | Unchanged |
| 42 | SG7 | Sage Therapeutics Inc | -1% | EXIT | Sold out |
| 43 | RVNCEUR | Revance Therapeutics Inc | -1.1% | EXIT | Sold out |
| 44 | INSM | Insmed Inc | -1.3% | -17.39% | Trim |
| 45 | BIIB | Biogen Inc | -1.3% | -16.94% | Trim |
| 46 | ANAB | Anaptysbio Inc | -1.9% | — | Unchanged |
| 47 | STAA | Staar Surgical Co | -3.4% | -54.13% | Trim |
According to official SEC Form 13F filings, Palo Alto Investors LP reported a total U.S. public equity portfolio value of $723.7M across 43 disclosed positions in Q4 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, AM6, BMRN) accounted for 49.5% of total reported equity market value during Q4 2024.
Top New Position Initiated
JSPR
市值: $655.3K
Top Position Liquidated / Trimmed
RVNCEUR
前期市值: $8.4M
During Q4 2024, Palo Alto Investors LP's top holdings by market value included INSM (17.1%)、AM6 (11.2%)、BMRN (10.9%). The largest single position, INSM, represented 17.1% of total portfolio value.
In Q4 2024, Palo Alto Investors LP made 22 total portfolio adjustments, initiating 2 new buys, adding to 6 positions, trimming 10 holdings, and fully liquidating 4 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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