13F-HR/A filed by Palo Alto Investors LP
Palo Alto Investors LP filed this 13F-HR/A for the quarter ended 2023-12-31, filed 2024-02-15, with 34 holding rows worth $1,109,907,525.
- Accession
- 0001306923-24-000007
- Filer
- CIK 1306923
- Filed
- 2024-02-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2023
A holdings report, amendment of type restatement, 34 entries on the cover page, a total value of $1,109,907,525 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,109,907,525 with VALUE read as dollars as filed, 13F file number 028-11013. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| INSMED INC COM PAR $.01 | 457669307 | Stock | 5,511,721 | $170,808,234 | dollars as filed | |
| AMICUS THERAPEUTICS INC | 03152W109 | COM | 10,373,715 | $147,203,016 | dollars as filed | |
| BIOMARIN PHARMACEUTICAL INC | 09061G101 | COM | 1,500,749 | $144,702,219 | dollars as filed | |
| BIOGEN INC COM | 09062X103 | Stock | 380,417 | $98,440,507 | dollars as filed | |
| UNITED THERAPEUTICS CORP DEL COM | 91307C102 | Stock | 395,784 | $87,028,944 | dollars as filed | |
| ACADIA PHARMACEUTICALS INC | 004225108 | COM | 2,409,556 | $75,443,198 | dollars as filed | |
| PROTHENA CORP PLC SHS | G72800108 | Stock | 1,660,057 | $60,326,471 | dollars as filed | |
| REVANCE THERAPEUTICS INC | 761330109 | COM | 5,237,284 | $46,035,726 | dollars as filed | |
| STAAR SURGICAL CO COM PAR $0.01 | 852312305 | Stock | 1,376,950 | $42,974,610 | dollars as filed | |
| ALNYLAM PHARMACEUTICALS INC COM | 02043Q107 | Stock | 154,437 | $29,560,786 | dollars as filed | |
| EHEALTH INC | 28238P109 | COM | 2,739,379 | $23,887,385 | dollars as filed | |
| SAGE THERAPEUTICS INC | 78667J108 | COM | 991,525 | $21,486,347 | dollars as filed | |
| SAREPTA THERAPEUTICS INC | 803607100 | COM | 200,905 | $19,373,269 | dollars as filed | |
| IOVANCE BIOTHERAPEUTICS INC | 462260100 | COM | 2,106,792 | $17,128,219 | dollars as filed | |
| ALKERMES PLC | G01767105 | SHS | 603,400 | $16,738,316 | dollars as filed | |
| NEVRO CORP | 64157F103 | COM | 750,371 | $16,147,984 | dollars as filed | |
| ALIGN TECHNOLOGY INC COM | 016255101 | Stock | 55,705 | $15,263,170 | dollars as filed | |
| ANAPTYSBIO INC | 032724106 | COM | 686,882 | $14,713,012 | dollars as filed | |
| SYNDAX PHARMACEUTICALS INC | 87164F105 | COM | 472,600 | $10,212,886 | dollars as filed | |
| CYTOKINETICS INC | 23282W605 | COM NEW | 111,717 | $9,327,252 | dollars as filed | |
| NOVOCURE LTD | G6674U108 | ORD SHS | 561,908 | $8,389,286 | dollars as filed | |
| VERVE THERAPEUTICS INC | 92539P101 | COM | 575,817 | $8,026,889 | dollars as filed | |
| GOSSAMER BIO INC COM | 38341P102 | Stock | 5,958,888 | $6,530,288 | dollars as filed | |
| BLUEBIRD BIO INC | 09609G100 | COM | 3,333,333 | $4,600,000 | dollars as filed | |
| KARYOPHARM THERAPEUTICS INC | 48576U106 | COM | 5,102,193 | $4,413,397 | dollars as filed | |
| RELMADA THERAPEUTICS INC | 75955J402 | COMMON STOCK | 732,400 | $3,032,136 | dollars as filed | |
| MIRUM PHARMACEUTICALS INC | 604749101 | COM | 64,700 | $1,909,944 | dollars as filed | |
| VANDA PHARMACEUTICALS INC | 921659108 | COM | 278,985 | $1,177,317 | dollars as filed | |
| VYNE THERAPEUTICS INC | 92941V308 | COM | 445,434 | $1,037,861 | dollars as filed | |
| TRAVERE THERAPEUTICS INC | 89422G107 | COM | 110,719 | $995,364 | dollars as filed | |
| TAYSHA GENE THERAPIES INC | 877619106 | COMMON STOCK | 529,861 | $937,854 | dollars as filed | |
| SIGHT SCIENCES INC | 82657M105 | COMMON STOCK | 173,790 | $896,756 | dollars as filed | |
| ALDEYRA THERAPEUTICS INC | 01438T106 | COM | 225,465 | $791,382 | dollars as filed | |
| UROGEN PHARMA LTD | M96088105 | COMMON STOCK | 24,500 | $367,500 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001306923-24-000002 | superseded | 2024-02-14 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001306923-24-000007 | this filing | 2024-02-15 | acceptance time not in the bulk data set |