Palo-Alto-Investors-Lp

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ALKS",
  "INSM",
  "TIL",
  "ACAD",
  "HUM",
  "PTCT",
  "STAA",
  "ALNY",
  "FOLD",
  "NVCR",
  "ANAB",
  "BCYC",
  "SLRN",
  "MIRM",
  "TVTX",
  "TSHA",
  "NUVB",
  "STOK",
  "SNDX",
  "ABEO",
  "PRTA",
  "ALDX",
  "NBIX",
  "PYXS",
  "RLMD",
  "IOVA",
  "AKTX",
  "ACRS",
  "UTHR",
  "AGIO",
  "DYN",
  "GOSS",
  "EW",
  "SRPT",
  "ALGN",
  null,
  "EHTH",
  "GBIO",
  "URGN",
  "VERV",
  "VYNE",
  "BIIB",
  "BNTX",
  "BMRN"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 44
Total Value: 525145308
Accession Number: 0001306923-25-000014
Form Type: 13F-HR
CIK: palo-alto-investors-lp
Manager Name: Palo-Alto-Investors-Lp

Data Enrichment

98% identified

43 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

44 positions • $525.1M total value

SEC FilingSEC DataHachi Filing

Manager:

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INSMED Inc

INSM|457669307

Shares:987.2K

Value:$75.3M

% of Portfolio:14.3% ($75.3M/$525.1M)

BIOMARIN PHARMACEUTICAL INC

BMRN|09061G101

Shares:991.2K

Value:$70.1M

% of Portfolio:13.3% ($70.1M/$525.1M)

AMICUS THERAPEUTICS, INC.

FOLD|03152W109

Shares:7.3M

Value:$59.9M

% of Portfolio:11.4% ($59.9M/$525.1M)

ACADIA PHARMACEUTICALS INC

ACAD|004225108

Shares:2.7M

Value:$44.2M

% of Portfolio:8.4% ($44.2M/$525.1M)

UNITED THERAPEUTICS Corp

UTHR|91307C102

Shares:105.2K

Value:$32.4M

% of Portfolio:6.2% ($32.4M/$525.1M)

BIOGEN INC.

BIIB|09062X103

Shares:204.9K

Value:$28.0M

% of Portfolio:5.3% ($28.0M/$525.1M)

ALNYLAM PHARMACEUTICALS, INC.

ALNY|02043Q107

Shares:83.5K

Value:$22.5M

% of Portfolio:4.3% ($22.5M/$525.1M)

PTC THERAPEUTICS, INC.

PTCT|69366J200

Shares:404.2K

Value:$20.6M

% of Portfolio:3.9% ($20.6M/$525.1M)

PROTHENA CORP PUBLIC LTD CO

PRTA|G72800108

Shares:1.7M

Value:$20.5M

% of Portfolio:3.9% ($20.5M/$525.1M)

ANAPTYSBIO, INC

ANAB|032724106

Shares:1.0M

Value:$19.0M

% of Portfolio:3.6% ($19.0M/$525.1M)

NovoCure Ltd

NVCR|G6674U108

Shares:1.0M

Value:$17.9M

% of Portfolio:3.4% ($17.9M/$525.1M)

Sarepta Therapeutics, Inc.

SRPT|803607100

Shares:210.3K

Value:$13.4M

% of Portfolio:2.6% ($13.4M/$525.1M)

eHealth, Inc.

EHTH|28238P109

Shares:1.7M

Value:$11.3M

% of Portfolio:2.1% ($11.3M/$525.1M)

IOVANCE BIOTHERAPEUTICS, INC.

IOVA|462260100

Shares:3.2M

Value:$10.7M

% of Portfolio:2.0% ($10.7M/$525.1M)

STAAR SURGICAL CO

STAA|852312305

Shares:525.0K

Value:$9.3M

% of Portfolio:1.8% ($9.3M/$525.1M)

AGIOS PHARMACEUTICALS, INC.

AGIO|00847X104

Shares:276.6K

Value:$8.1M

% of Portfolio:1.5% ($8.1M/$525.1M)

Alkermes plc.

ALKS|G01767105

Shares:221.5K

Value:$7.3M

% of Portfolio:1.4% ($7.3M/$525.1M)

Gossamer Bio, Inc.

GOSS|38341P102

Shares:6.3M

Value:$6.9M

% of Portfolio:1.3% ($6.9M/$525.1M)

ALIGN TECHNOLOGY INC

ALGN|016255101

Shares:37.8K

Value:$6.0M

% of Portfolio:1.1% ($6.0M/$525.1M)

Syndax Pharmaceuticals Inc

SNDX|87164F105

Shares:444.4K

Value:$5.5M

% of Portfolio:1.0% ($5.5M/$525.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
INSMED Inc(INSMcusip457669307)	987.2K	QoQ -38.43% (-616.3K) YoY -77.68% (-3.4M)	All Managers (Combined)	$75.3M	14.3% ($75.3M/$525.1M)	QoQ -31.97% (-$35.4M) YoY -37.24% (-$44.7M)
BIOMARIN PHARMACEUTICAL INC(BMRNcusip09061G101)	991.2K	QoQ -7.12% (-76.1K) YoY -12.63% (-143.4K)	All Managers (Combined)	$70.1M	13.3% ($70.1M/$525.1M)	QoQ -0.11% (-$83.0K) YoY -29.29% (-$29.0M)
AMICUS THERAPEUTICS, INC.(FOLDcusip03152W109)	7.3M	QoQ -4.14% (-317.5K) YoY -21.39% (-2.0M)	All Managers (Combined)	$59.9M	11.4% ($59.9M/$525.1M)	QoQ -16.96% (-$12.2M) YoY -45.54% (-$50.1M)
ACADIA PHARMACEUTICALS INC(ACADcusip004225108)	2.7M	QoQ -3.08% (-84.7K) YoY +10.31% (-249.0K)	All Managers (Combined)	$44.2M	8.4% ($44.2M/$525.1M)	QoQ -12.27% (-$6.2M) YoY -0.90% (-$404.5K)
UNITED THERAPEUTICS Corp(UTHRcusip91307C102)	105.2K	QoQ -32.42% (-50.5K) YoY -60.70% (-162.5K)	All Managers (Combined)	$32.4M	6.2% ($32.4M/$525.1M)	QoQ -40.95% (-$22.5M) YoY -47.26% (-$29.1M)
BIOGEN INC.(BIIBcusip09062X103)	204.9K	QoQ +7.77% (-14.8K) YoY -29.32% (-85.0K)	All Managers (Combined)	$28.0M	5.3% ($28.0M/$525.1M)	QoQ -3.56% (-$1.0M) YoY -55.15% (-$34.5M)
ALNYLAM PHARMACEUTICALS, INC.(ALNYcusip02043Q107)	83.5K	QoQ -40.65% (-57.2K) YoY -54.31% (-99.3K)	All Managers (Combined)	$22.5M	4.3% ($22.5M/$525.1M)	QoQ -31.90% (-$10.6M) YoY -17.46% (-$4.8M)
PTC THERAPEUTICS, INC.(PTCTcusip69366J200)	404.2K	QoQ +4.60% (+17.8K) YoY NEW(+404.2K)	All Managers (Combined)	$20.6M	3.9% ($20.6M/$525.1M)	QoQ +18.08% (+$3.2M) YoY NEW(+$20.6M)
PROTHENA CORP PUBLIC LTD CO(PRTAcusipG72800108)	1.7M	QoQ -4.50% (-78.2K) YoY -0.22% (-3.7K)	All Managers (Combined)	$20.5M	3.9% ($20.5M/$525.1M)	QoQ -14.67% (-$3.5M) YoY -50.15% (-$20.7M)
ANAPTYSBIO, INC(ANABcusip032724106)	1.0M	QoQ +20.94% (+176.7K) YoY +27.60% (+220.8K)	All Managers (Combined)	$19.0M	3.6% ($19.0M/$525.1M)	QoQ +69.81% (+$7.8M) YoY +5.33% (+$961.2K)
NovoCure Ltd(NVCRcusipG6674U108)	1.0M	QoQ +23.07% (-187.9K) YoY +78.33% (+440.2K)	All Managers (Combined)	$17.9M	3.4% ($17.9M/$525.1M)	QoQ -26.40% (-$6.4M) YoY +103.31% (+$9.1M)
Sarepta Therapeutics, Inc.(SRPTcusip803607100)	210.3K	QoQ 0.00% (-0) YoY +4.46% (-9.0K)	All Managers (Combined)	$13.4M	2.6% ($13.4M/$525.1M)	QoQ -47.51% (-$12.1M) YoY -48.50% (-$12.6M)
eHealth, Inc.(EHTHcusip28238P109)	1.7M	QoQ -10.31% (-193.8K) YoY -37.97% (-1.0M)	All Managers (Combined)	$11.3M	2.1% ($11.3M/$525.1M)	QoQ -36.26% (-$6.4M) YoY -31.29% (-$5.1M)
IOVANCE BIOTHERAPEUTICS, INC.(IOVAcusip462260100)	3.2M	QoQ +5.57% (-169.6K) YoY +51.99% (-1.1M)	All Managers (Combined)	$10.7M	2.0% ($10.7M/$525.1M)	QoQ -52.49% (-$11.8M) YoY -65.84% (-$20.6M)
STAAR SURGICAL CO(STAAcusip852312305)	525.0K	QoQ +4.84% (-24.2K) YoY -61.94% (-854.6K)	All Managers (Combined)	$9.3M	1.8% ($9.3M/$525.1M)	QoQ -23.90% (-$2.9M) YoY -82.47% (-$43.6M)
AGIOS PHARMACEUTICALS, INC.(AGIOcusip00847X104)	276.6K	QoQ NEW(+276.6K) YoY NEW(+276.6K)	All Managers (Combined)	$8.1M	1.5% ($8.1M/$525.1M)	QoQ NEW(+$8.1M) YoY NEW(+$8.1M)
Alkermes plc.(ALKScusipG01767105)	221.5K	QoQ -23.43% (-67.8K) YoY -55.30% (-274.1K)	All Managers (Combined)	$7.3M	1.4% ($7.3M/$525.1M)	QoQ -12.09% (-$1.0M) YoY -45.47% (-$6.1M)
Gossamer Bio, Inc.(GOSScusip38341P102)	6.3M	QoQ 0.00% (-200) YoY -1.79% (-114.9K)	All Managers (Combined)	$6.9M	1.3% ($6.9M/$525.1M)	QoQ +21.59% (-$1.2M) YoY -8.45% (-$637.7K)
ALIGN TECHNOLOGY INC(ALGNcusip016255101)	37.8K	QoQ 0.00% (-0) YoY -23.07% (-11.3K)	All Managers (Combined)	$6.0M	1.1% ($6.0M/$525.1M)	QoQ -23.81% (-$1.9M) YoY -62.73% (-$10.1M)
Syndax Pharmaceuticals Inc(SNDXcusip87164F105)	444.4K	QoQ +9.66% (+39.2K) YoY +9.66% (-39.2K)	All Managers (Combined)	$5.5M	1.0% ($5.5M/$525.1M)	QoQ +1.91% (+$102.4K) YoY -43.39% (-$4.2M)