Palo Alto Investors LP

CIK Number: 0001306923

525.15M
Market Value
39
# of Holdings
17 months
Avg. Holding Period
32.50%
Win Rate
-24.99%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 INSM Insmed Incorpor...
101.26
+2.56% 1.6M -17.39% 110.7M 17.74 17.15%
2 FOLD Amicus Therapeu...
6.05
+0.41% 7.66M -5.93% 72.18M 9.22 11.18%
3 BMRN BioMarin Pharma...
56.19
-0.05% 1.07M -2.09% 70.15M 77.6 10.87%
4 UTHR United Therapeu...
288.31
+1.75% 155.71K -15.02% 54.94M 82.82 8.51%
5 ACAD ACADIA Pharmace...
22.12
+1.89% 2.75M +8.90% 50.44M 27.63 7.82%
6 ALNY Alnylam Pharmac...
308.78
+0.26% 140.68K 0.00% 33.1M 275.03 5.13%
7 BIIB Biogen Inc.
131.07
+0.32% 190.15K -16.94% 29.08M 260.22 4.51%
8 SRPT Sarepta Therape...
20.99
-41.98% 210.26K 0.00% 25.57M 105.86 3.96%
9 NVCR NovoCure Limite...
17.89
+1.94% 814.19K +37.18% 24.26M 35.79 3.76%
10 PRTA Prothena Corpor...
5.71
+12.30% 1.74M 0.00% 24.07M 21.57 3.73%
11 IOVA Iovance Biother...
2.10
-6.47% 3.04M 0.00% 22.51M 8.53 3.49%
12 EHTH eHealth, Inc.
4.25
+4.17% 1.88M -20% 17.65M 37.12 2.74%
13 PTCT PTC Therapeutic...
51.79
+1.03% 386.41K +46.11% 17.44M 39.64 2.70%
14 STAA STAAR Surgical ...
16.96
-0.7% 500.77K -54.13% 12.16M 20.51 1.88%
15 ANAB AnaptysBio, Inc...
23.89
+2.44% 843.97K 0.00% 11.17M 19.13 1.73%
16 ALKS Alkermes plc
29.41
-1.42% 289.31K -24.79% 8.32M 21.59 1.29%
17 ALGN Align Technolog...
182.34
+2.52% 37.77K 0.00% 7.88M 159.53 1.22%
18 GOSS Gossamer Bio, I...
1.28
+3.63% 6.28M 0.00% 5.68M 1.13 0.88%
19 SNDX Syndax Pharmace...
9.97
-2.68% 405.19K 0.00% 5.36M 17.86 0.83%
20 BCYC Bicycle Therape...
8.04
-4% 248.93K +317.80% 3.49M 16.07 0.54%
21 KPTI Karyopharm Ther...
4.51
+2.85% 4.91M -3.83% 3.32M 69 0.51%
22 VERV Verve Therapeut...
6.28
+1.87% 575.82K 0.00% 3.25M 13.94 0.50%
23 EW Edwards Lifesci...
74.71
-0.59% 39.47K 0.00% 2.92M 65.99 0.45%
24 BNTX BioNTech SE
106.15
-0.39% 25.21K 0.00% 2.87M 118.77 0.45%
25 MIRM Mirum Pharmaceu...
50.30
+1.35% 64.7K 0.00% 2.68M 15.95 0.41%
26 NUVB Nuvation Bio In...
1.85
+6.94% 772.65K 0.00% 2.06M 3.69 0.32%
27 TVTX Travere Therape...
14.73
+1.62% 110.72K 0.00% 1.93M 27.14 0.30%
28 PYXS Pyxis Oncology,...
1.21
+0.42% 1.04M +510.25% 1.62M 1.91 0.25%
29 VYNE VYNE Therapeuti...
0.91
+0.62% 445.43K 0.00% 1.49M 2.33 0.23%
30 ACRS Aclaris Therape...
1.44
-2.04% 569.83K 0.00% 1.41M 1.26 0.22%
31 TSHA Taysha Gene The...
2.54
-0.2% 811.27K 0.00% 1.4M 2.14 0.22%
32 STOK Stoke Therapeut...
11.70
+1.47% 125.86K 0.00% 1.39M 13.49 0.22%
33 ALDX Aldeyra Therape...
3.02
+8.45% 225.47K 0.00% 1.13M 5.77 0.17%
34 HUM Humana Inc.
235.40
+0.06% 3.98K 0.00% 1.01M 351.45 0.16%
35 JSPR Jasper Therapeu...
5.63
+0.81% 30.65K +100.00% 655.32K 21.38 0.10%
36 URGN UroGen Pharma L...
14.35
+19.29% 24.5K 0.00% 260.93K 17.84 0.04%
37 RLMD Relmada Therape...
0.73
+3.98% 495.15K -32.39% 257.48K 0.57799 0.04%
38 TIL Instil Bio, Inc...
32.53
-4.97% 11.16K 0.00% 213.14K 67.32 0.03%
39 AKTX Akari Therapeut...
1.09
-8.4% 146.02K +100.00% 178.15K 1.22 0.03%