Palo Alto Investors LP
CIK 1306923 · Holdings on Dec 31, 2023 · First reported Feb 15, 2024
Top ten holdings
Q4 2023- INSM15.39%
- 03152W10913.26%
- BMRN13.04%
- BIIB8.87%
- UTHR7.84%
- ACAD6.80%
- PRTA5.44%
- RVNC4.15%
- STAA3.87%
- ALNY2.66%
Share classes counted separately81.32%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | INSMINSMED INCCOM PAR $.01 View history and evidence | $170.81M | 15.39% | 5.51M shares | — | ↗▾ | |
| 02 | 03152W109AMICUS THERAPEUTICS INC View history and evidence | $147.20M | 13.26% | 10.37M shares | — | ↗▾ | |
| 03 | BMRNBIOMARIN PHARMACEUTICAL INC View history and evidence | $144.70M | 13.04% | 1.50M shares | — | ↗▾ | |
| 04 | BIIBBIOGEN INC View history and evidence | $98.44M | 8.87% | 380.42K shares | — | ↗▾ | |
| 05 | UTHRUNITED THERAPEUTICS CORP View history and evidence | $87.03M | 7.84% | 395.78K shares | — | ↗▾ | |
| 06 | ACADACADIA PHARMACEUTICALS INC View history and evidence | $75.44M | 6.80% | 2.41M shares | — | ↗▾ | |
| 07 | PRTAPROTHENA CORP PLCSHS View history and evidence | $60.33M | 5.44% | 1.66M shares | — | ↗▾ | |
| 08 | RVNCREVANCE THERAPEUTICS INC View history and evidence | $46.04M | 4.15% | 5.24M shares | — | ↗▾ | |
| 09 | STAASTAAR SURGICAL COCOM PAR $0.01 View history and evidence | $42.97M | 3.87% | 1.38M shares | — | ↗▾ | |
| 10 | ALNYALNYLAM PHARMACEUTICALS INC View history and evidence | $29.56M | 2.66% | 154.44K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| 49372L100 KEZAR LIFE SCIENCES INC | Non-derivative | — | — | SEC filing ↗ | |
| TCMD TACTILE SYSTEMS TECHNOLOGY I | Non-derivative | — | — | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1306923 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-15
Amendments and versions
{
"amendments_merged": [
{
"action": "REPLACE",
"accession": "0001306923-24-000007",
"cover_total": 1109907525,
"filing_date": "2024-02-15",
"claimed_type": "RESTATEMENT",
"confidential": false,
"positions_added": 0,
"positions_restated": 1,
"positions_cancelled": 0
}
],
"prior_versions": [
{
"accession": "0001306923-24-000002",
"filing_date": "2024-02-14",
"confidential": false,
"cover_table_value_total_raw": 1106539188
}
],
"cover_table_value": 1109907525
}Research all 34 reported holdings.
This page includes 30 of 34 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.