PALO ALTO INVESTORS LP

AUM: $1.28 B
13-F Portfolio Value: $1.11 B
Last 13-F Filed: Q4 2023
Concentration in top 10: 81.32%
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Stock Company % Portfolio Shares Held Market Value Change in Shares % Change Quarter End Price Source
INSMINSMED INC15.39%5,511,721$170,808,234-377,770-6.41%$30.9913F
FOLDAMICUS THERAPEUTICS INC13.26%10,373,715$147,203,016-150,307-1.43%$14.1913F
BMRNBIOMARIN PHARMACEUTICAL INC13.04%1,500,749$144,702,219-330,286-18.04%$96.4213F
BIIBBIOGEN INC8.87%380,417$98,440,507-865-0.23%$258.7713F
UTHRUNITED THERAPEUTICS CORP7.84%395,784$87,028,944-180,123-31.28%$219.8913F
ACADACADIA PHARMACEUTICALS INC6.8%2,409,556$75,443,1983,7630.16%$31.3113F
PRTAPROTHENA CORP PLC5.44%1,660,057$60,326,4712,5990.16%$36.3413F
RVNCREVANCE THERAPEUTICS INC4.15%5,237,284$46,035,7268,6750.17%$8.7913F
STAASTAAR SURGICAL CO3.87%1,376,950$42,974,6102,1280.15%$31.2113F
ALNYALNYLAM PHARMACEUTICALS INC2.66%154,437$29,560,786154,437New$191.4113F
EHTHEHEALTH INC2.15%2,739,379$23,887,385No Change$8.7213F
SAGESAGE THERAPEUTICS INC1.94%991,525$21,486,347-14,251-1.42%$21.6713F
SRPTSAREPTA THERAPEUTICS INC1.75%200,905$19,373,269106,875113.66%$96.4313F
IOVAIOVANCE BIOTHERAPEUTICS INC1.54%2,106,792$17,128,2192,106,792New$8.1313F
ALKSALKERMES PLC1.51%603,400$16,738,316No Change$27.7413F
NVRONEVRO CORP1.45%750,371$16,147,984363,53993.98%$21.5213F
ALGNALIGN TECHNOLOGY INC1.38%55,705$15,263,170No Change$27413F
ANABANAPTYSBIO INC1.33%686,882$14,713,012255,65859.29%$21.4213F
SNDXSYNDAX PHARMACEUTICALS INC0.92%472,600$10,212,886No Change$21.6113F
CYTKCYTOKINETICS INC0.84%111,717$9,327,252No Change$83.4913F
NVCRNOVOCURE LTD0.76%561,908$8,389,286-98,367-14.9%$14.9313F
VERVVERVE THERAPEUTICS INC0.72%575,817$8,026,889575,817New$13.9413F
GOSSGOSSAMER BIO INC0.59%5,958,888$6,530,288-571,400-8.75%$1.113F
BLUEBLUEBIRD BIO INC0.41%3,333,333$4,600,0003,333,333New$1.3813F
KPTIKARYOPHARM THERAPEUTICS INC0.4%5,102,193$4,413,397-573,683-10.11%$0.8713F
RLMDRELMADA THERAPEUTICS INC0.27%732,400$3,032,136No Change$4.1413F
MIRMMIRUM PHARMACEUTICALS INC0.17%64,700$1,909,944No Change$29.5213F
VNDAVANDA PHARMACEUTICALS INC0.11%278,985$1,177,317No Change$4.2213F
TVTXTRAVERE THERAPEUTICS INC0.09%110,719$995,364-55,350-33.33%$8.9913F
VYNEVYNE THERAPEUTICS INC PIPE0.09%445,434$1,037,861445,434New$2.3313F
SGHTSIGHT SCIENCES INC0.08%173,790$896,756173,790New$5.1613F
TSHATAYSHA GENE THERAPIES INC0.08%529,861$937,854529,861New$1.7713F
ALDXALDEYRA THERAPEUTICS INC0.07%225,465$791,38264,66540.21%$3.5113F
URGNUROGEN PHARMA LTD0.03%24,500$367,500No Change$1513F
KZRKEZAR LIFE SCIENCES INC-656,200Exited13F
TCMDTACTILE SYSTEMS TECHNOLOGY I-27,100Exited13F