Palo Alto Investors Lp Top Holdings and 13F Report (2024) About Palo Alto Investors LpInvestment ActivityPalo Alto Investors Lp has $769.87 million in total holdings as of September 30, 2024.Palo Alto Investors Lp owns shares of 45 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 9.31% of the portfolio was purchased this quarter.About 20.02% of the portfolio was sold this quarter.This quarter, Palo Alto Investors Lp has purchased 39 new stocks and bought additional shares in 7 stocks.Palo Alto Investors Lp sold shares of 11 stocks and completely divested from 2 stocks this quarter.Largest Holdings Insmed $141,692,489Amicus Therapeutics $86,991,921BioMarin Pharmaceutical $76,620,036United Therapeutics $65,666,204Biogen $44,373,077 Largest New Holdings this Quarter Alnylam Pharmaceuticals $38,691,495 HoldingPTC Therapeutics $9,811,800 HoldingBioNTech $2,993,717 HoldingEdwards Lifesciences $2,604,823 HoldingBicycle Therapeutics $1,348,341 Holding Largest Purchases this Quarter Alnylam Pharmaceuticals 140,681 shares (about $38.69M)PTC Therapeutics 264,469 shares (about $9.81M)Iovance Biotherapeutics 925,282 shares (about $8.69M)BioNTech 25,206 shares (about $2.99M)Edwards Lifesciences 39,473 shares (about $2.60M) Largest Sales this Quarter United Therapeutics 83,668 shares (about $29.98M)Revance Therapeutics 3,645,299 shares (about $18.92M)Insmed 197,970 shares (about $14.45M)Biogen 60,134 shares (about $11.66M)STAAR Surgical 290,011 shares (about $10.77M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPalo Alto Investors Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorINSMInsmed$141,692,489$14,451,810 ▼-9.3%1,940,99318.4%MedicalFOLDAmicus Therapeutics$86,991,921$9,446,802 ▼-9.8%8,145,31111.3%MedicalBMRNBioMarin Pharmaceutical$76,620,036$2,819,402 ▼-3.5%1,090,05610.0%MedicalUTHRUnited Therapeutics$65,666,204$29,982,428 ▼-31.3%183,2468.5%MedicalBIIBBiogen$44,373,077$11,656,374 ▼-20.8%228,9165.8%MedicalSTAASTAAR Surgical$40,553,237$10,773,909 ▼-21.0%1,091,6085.3%MedicalACADACADIA Pharmaceuticals$38,818,443$1,616,669 ▲4.3%2,523,9565.0%MedicalALNYAlnylam Pharmaceuticals$38,691,495$38,691,495 ▲New Holding140,6815.0%MedicalPRTAProthena$29,076,138$1,197,634 ▲4.3%1,737,9643.8%MedicalIOVAIovance Biotherapeutics$28,561,422$8,688,398 ▲43.7%3,041,6853.7%MedicalANABAnaptysBio$28,273,029$1,351,055 ▲5.0%843,9713.7%MedicalSRPTSarepta Therapeutics$26,259,122$1,070,932 ▲4.3%210,2583.4%MedicalALKSAlkermes$10,766,521$3,105,099 ▼-22.4%384,6561.4%MedicalPTCTPTC Therapeutics$9,811,800$9,811,800 ▲New Holding264,4691.3%MedicalALGNAlign Technology$9,606,1750.0%37,7721.2%MedicalEHTHeHealth$9,577,878$10,898 ▼-0.1%2,347,5191.2%FinanceNVCRNovoCure$9,277,030$494,408 ▲5.6%593,5401.2%MedicalSLRNAcelyrin$8,838,972$383,135 ▲4.5%1,792,8951.1%MedicalRVNCRevance Therapeutics$8,365,175$18,919,103 ▼-69.3%1,611,7871.1%MedicalSNDXSyndax Pharmaceuticals$7,799,9650.0%405,1931.0%MedicalSAGESage Therapeutics$7,298,2140.0%1,010,8330.9%MedicalGOSSGossamer Bio$6,191,7250.0%6,277,0930.8%MedicalKPTIKaryopharm Therapeutics$4,234,8200.0%5,102,1930.6%MedicalNVRONevro$4,194,5740.0%750,3710.5%MedicalBNTXBioNTech$2,993,717$2,993,717 ▲New Holding25,2060.4%MedicalVERVVerve Therapeutics$2,786,9540.0%575,8170.4%MedicalEWEdwards Lifesciences$2,604,823$2,604,823 ▲New Holding39,4730.3%MedicalMIRMMirum Pharmaceuticals$2,523,3000.0%64,7000.3%MedicalRLMDRelmada Therapeutics$2,372,9760.0%732,4000.3%MedicalNUVBNuvation Bio$1,769,3730.0%772,6520.2%MedicalTSHATaysha Gene Therapies$1,630,6490.0%811,2680.2%MedicalTVTXTravere Therapeutics$1,548,9590.0%110,7190.2%MedicalSTOKStoke Therapeutics$1,546,8320.0%125,8610.2%MedicalBCYCBicycle Therapeutics$1,348,341$1,348,341 ▲New Holding59,5820.2%MedicalHUMHumana$1,262,2090.0%3,9850.2%MedicalALDXAldeyra Therapeutics$1,215,2560.0%225,4650.2%MedicalVYNEVYNE Therapeutics$837,4160.0%445,4340.1%MedicalELEVElevation Oncology$778,728$301,155 ▼-27.9%1,298,0970.1%MedicalINSTIL BIO INC$751,628$751,628 ▲New Holding11,1650.1%COM NEWACRSAclaris Therapeutics$655,3070.0%569,8320.1%MedicalPYXSPyxis Oncology$623,900$623,900 ▲New Holding170,0000.1%MedicalGBIOGeneration Bio$371,6730.0%150,4750.0%MedicalBLUEbluebird bio$313,913$2,093,112 ▼-87.0%604,2600.0%MedicalURGNUroGen Pharma$311,1500.0%24,5000.0%MedicalABEOAbeona Therapeutics$81,307$81,307 ▲New Holding12,8650.0%MedicalALNYLAM PHARMACEUTICALS INC$0$44,498,889 ▼-100.0%00.0%COMCYTKCytokinetics$0$6,052,827 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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