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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ACELYRIN, Inc.

SLRN|00445A100

Shares:1.8M

Value:$4.4M

% of Portfolio:0.8% ($4.4M/$525.1M)

Dyne Therapeutics, Inc.

DYN|26818M108

Shares:333.4K

Value:$3.5M

% of Portfolio:0.7% ($3.5M/$525.1M)

Mirum Pharmaceuticals, Inc.

MIRM|604749101

Shares:64.7K

Value:$2.9M

% of Portfolio:0.6% ($2.9M/$525.1M)

Edwards Lifesciences Corp

EW|28176E108

Shares:39.5K

Value:$2.9M

% of Portfolio:0.5% ($2.9M/$525.1M)

Verve Therapeutics, Inc.

VERV|92539P101

Shares:575.8K

Value:$2.6M

% of Portfolio:0.5% ($2.6M/$525.1M)

BioNTech SE

BNTX|09075V102

Shares:25.2K

Value:$2.3M

% of Portfolio:0.4% ($2.3M/$525.1M)

BICYCLE THERAPEUTICS PLC

BCYC|088786108

Shares:248.9K

Value:$2.1M

% of Portfolio:0.4% ($2.1M/$525.1M)

Travere Therapeutics, Inc.

TVTX|89422G107

Shares:110.7K

Value:$2.0M

% of Portfolio:0.4% ($2.0M/$525.1M)

Taysha Gene Therapies, Inc.

TSHA|877619106

Shares:1.4M

Value:$2.0M

% of Portfolio:0.4% ($2.0M/$525.1M)

NEUROCRINE BIOSCIENCES INC

NBIX|64125C109

Shares:13.3K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$525.1M)

Nuvation Bio Inc.

NUVB|67080N101

Shares:772.7K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$525.1M)

Aldeyra Therapeutics, Inc.

ALDX|01438T106

Shares:225.5K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$525.1M)

48576U106

Shares:324.0K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$525.1M)

Aclaris Therapeutics, Inc.

ACRS|00461U105

Shares:776.0K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$525.1M)

HUMANA INC

HUM|444859102

Shares:4.0K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$525.1M)

Pyxis Oncology, Inc.

PYXS|747324101

Shares:1.0M

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$525.1M)

Stoke Therapeutics, Inc.

STOK|86150R107

Shares:125.9K

Value:$837.0K

% of Portfolio:0.2% ($837.0K/$525.1M)

VYNE Therapeutics Inc.

VYNE|92941V308

Shares:445.4K

Value:$703.8K

% of Portfolio:0.1% ($703.8K/$525.1M)

ABEONA THERAPEUTICS INC.

ABEO|00289Y206

Shares:108.9K

Value:$518.2K

% of Portfolio:0.1% ($518.2K/$525.1M)

UroGen Pharma Ltd.

URGN|M96088105

Shares:24.5K

Value:$271.0K

% of Portfolio:0.1% ($271.0K/$525.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ACELYRIN, Inc.(SLRNcusip00445A100)	1.8M	QoQ 0.00% (-0) YoY +4.53% (-77.7K)	All Managers (Combined)	$4.4M	0.8% ($4.4M/$525.1M)	QoQ -21.33% (-$1.2M) YoY -61.74% (-$7.1M)
Dyne Therapeutics, Inc.(DYNcusip26818M108)	333.4K	QoQ NEW(+333.4K) YoY NEW(+333.4K)	All Managers (Combined)	$3.5M	0.7% ($3.5M/$525.1M)	QoQ NEW(+$3.5M) YoY NEW(+$3.5M)
Mirum Pharmaceuticals, Inc.(MIRMcusip604749101)	64.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$2.9M	0.6% ($2.9M/$525.1M)	QoQ +8.94% (+$239.4K) YoY +79.33% (+$1.3M)
Edwards Lifesciences Corp(EWcusip28176E108)	39.5K	QoQ 0.00% (-0) YoY NEW(+39.5K)	All Managers (Combined)	$2.9M	0.5% ($2.9M/$525.1M)	QoQ -2.09% (-$61.2K) YoY NEW(+$2.9M)
Verve Therapeutics, Inc.(VERVcusip92539P101)	575.8K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$2.6M	0.5% ($2.6M/$525.1M)	QoQ -18.97% (-$616.1K) YoY -65.58% (-$5.0M)
BioNTech SE(BNTXcusip09075V102)	25.2K	QoQ 0.00% (-0) YoY NEW(+25.2K)	All Managers (Combined)	$2.3M	0.4% ($2.3M/$525.1M)	QoQ -20.08% (-$577.0K) YoY NEW(+$2.3M)
BICYCLE THERAPEUTICS PLC(BCYCcusip088786108)	248.9K	QoQ 0.00% (-0) YoY NEW(+248.9K)	All Managers (Combined)	$2.1M	0.4% ($2.1M/$525.1M)	QoQ -39.35% (-$1.4M) YoY NEW(+$2.1M)
Travere Therapeutics, Inc.(TVTXcusip89422G107)	110.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$2.0M	0.4% ($2.0M/$525.1M)	QoQ +2.87% (+$55.4K) YoY +132.42% (+$1.1M)
Taysha Gene Therapies, Inc.(TSHAcusip877619106)	1.4M	QoQ +74.96% (+608.2K) YoY +74.96% (-608.2K)	All Managers (Combined)	$2.0M	0.4% ($2.0M/$525.1M)	QoQ +40.58% (+$569.6K) YoY -15.25% (-$355.3K)
NEUROCRINE BIOSCIENCES INC(NBIXcusip64125C109)	13.3K	QoQ NEW(+13.3K) YoY NEW(+13.3K)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$525.1M)	QoQ NEW(+$1.5M) YoY NEW(+$1.5M)
Nuvation Bio Inc.(NUVBcusip67080N101)	772.7K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$525.1M)	QoQ -33.83% (-$695.4K) YoY -51.64% (-$1.5M)
Aldeyra Therapeutics, Inc.(ALDXcusip01438T106)	225.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$525.1M)	QoQ +15.23% (+$171.4K) YoY +75.84% (+$559.2K)
(cusip48576U106)✕	324.0K	QoQ -93.39% (-4.6M) YoY -93.64% (-4.8M)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$525.1M)	QoQ -63.48% (-$2.1M) YoY -84.27% (-$6.5M)
Aclaris Therapeutics, Inc.(ACRScusip00461U105)	776.0K	QoQ +36.18% (-206.2K) YoY +36.18% (+206.2K)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$525.1M)	QoQ -15.98% (-$225.9K) YoY +68.03% (+$480.7K)
HUMANA INC(HUMcusip444859102)	4.0K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$525.1M)	QoQ +4.29% (+$43.4K) YoY -23.68% (-$327.2K)
Pyxis Oncology, Inc.(PYXScusip747324101)	1.0M	QoQ 0.00% (-0) YoY NEW(+1.0M)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$525.1M)	QoQ -37.18% (-$601.8K) YoY NEW(+$1.0M)
Stoke Therapeutics, Inc.(STOKcusip86150R107)	125.9K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$837.0K	0.2% ($837.0K/$525.1M)	QoQ -39.70% (-$551.3K) YoY -50.74% (-$862.1K)
VYNE Therapeutics Inc.(VYNEcusip92941V308)	445.4K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$703.8K	0.1% ($703.8K/$525.1M)	QoQ -52.83% (-$788.4K) YoY -48.53% (-$663.7K)
ABEONA THERAPEUTICS INC.(ABEOcusip00289Y206)	108.9K	QoQ 0.00% (-0) YoY NEW(+108.9K)	All Managers (Combined)	$518.2K	0.1% ($518.2K/$525.1M)	QoQ -14.54% (-$88.2K) YoY NEW(+$518.2K)
UroGen Pharma Ltd.(URGNcusipM96088105)	24.5K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$271.0K	0.1% ($271.0K/$525.1M)	QoQ +3.84% (+$10.0K) YoY -26.26% (-$96.5K)