Fund HoldingsPalo Alto Investors LP

Total Portfolio Value
$645.38M
Total Bought
$38.72M
Total Sold
$136.99M
Net Transaction
-$98.26M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
NOVOCURE LTD(NVCR)593,540814,191+220,6519,27724,2633.76%+14,986
ACADIA PHARMACEUTICALS INC2,523,9562,748,599+224,64338,81850,4377.82%+11,618
EHEALTH INC2,347,5191,878,127-469,3929,57817,6542.74%+8,077
PTC THERAPEUTICS INC(PTCT)264,469386,413+121,9449,81217,4432.70%+7,631
BICYCLE THERAPEUTICS PLC-ADR59,582248,934+189,3521,3483,4850.54%+2,137
PYXIS ONCOLOGY INC170,0001,037,421+867,4216241,6180.25%+994
ACLARIS THERAPEUTICS INC(ACRS)569,832569,83206551,4130.22%+758
JASPER THERAPEUTICS INC030,651+30,65106550.10%+655
VYNE THERAPEUTICS INC PIPE445,434445,43408371,4920.23%+655
ABEONA THERAPEUTICS INC12,865108,865+96,000816060.09%+525
VERVE THERAPEUTICS INC575,817575,81702,7873,2480.50%+461
TRAVERE THERAPEUTICS INC(TVTX)110,719110,71901,5491,9290.30%+380
EDWARDS LIFESCIENCES CORP39,47339,47302,6052,9220.45%+317
NUVATION BIO INC(NUVB)772,652772,65201,7692,0550.32%+286
AKARI THERAPEUTICS PLC-ADR0146,024+146,02401780.03%+178
MIRUM PHARMACEUTICALS INC(MIRM)64,70064,70002,5232,6750.41%+152
UROGEN PHARMA LTD(URGN)24,50024,50003112610.04%-50
ALDEYRA THERAPEUTICS INC225,465225,46501,2151,1250.17%-90
BIONTECH SE-ADR(BNTX)25,20625,20602,9942,8720.45%-121
STOKE THERAPEUTICS INC(STOK)125,861125,86101,5471,3880.22%-159
GENERATION BIO CO150,475150,47503721600.02%-212
TAYSHA GENE THERAPIES INC(TSHA)811,268811,26801,6311,4030.22%-227
HUMANA INC(HUM)3,9853,98501,2621,0110.16%-251
BLUEBIRD BIO INC604,2600-604,2603140-314
GOSSAMER BIO INC6,277,0936,277,09306,1925,6780.88%-513
INSTIL BIO INC11,16511,16507522130.03%-538
SAREPTA THERAPEUTICS INC(SRPT)210,258210,258026,25925,5653.96%-694
ELEVATION ONCOLOGY INC1,298,0970-1,298,0977790-779
KARYOPHARM THERAPEUTICS INC5,102,1934,907,001-195,1924,2353,3190.51%-916
NEVRO CORP750,371750,37104,1952,7910.43%-1,403
ALIGN TECHNOLOGY INC37,77237,77209,6067,8761.22%-1,730
RELMADA THERAPEUTICS INC732,400495,146-237,2542,3732570.04%-2,115
SYNDAX PHARMACEUTICALS INC(SNDX)405,193405,19307,8005,3570.83%-2,443
ALKERMES PLC(ALKS)384,656289,308-95,34810,7678,3201.29%-2,446
ACELYRIN INC1,792,8951,792,89508,8395,6300.87%-3,209
PROTHENA CORP PLC
SHS
1,737,9641,737,964029,07624,0713.73%-5,005
ALNYLAM PHARMACEUTICALS INC(ALNY)140,681140,681038,69133,1045.13%-5,588
IOVANCE BIOTHERAPEUTICS INC(IOVA)3,041,6853,041,685028,56122,5083.49%-6,053
BIOMARIN PHARMACEUTICAL INC(BMRN)1,090,0561,067,266-22,79076,62070,15110.87%-6,469
SAGE THERAPEUTICS INC1,010,8330-1,010,8337,2980-7,298
REVANCE THERAPEUTICS INC1,611,7870-1,611,7878,3650-8,365
UNITED THERAPEUTICS CORP(UTHR)183,246155,714-27,53265,66654,9428.51%-10,724
AMICUS THERAPEUTICS INC
COM
8,145,3117,662,479-482,83286,99272,18111.18%-14,811
BIOGEN INC(BIIB)228,916190,148-38,76844,37329,0774.51%-15,296
ANAPTYSBIO INC843,971843,971028,27311,1741.73%-17,099
STAAR SURGICAL CO(STAA)1,091,608500,775-590,83340,55312,1641.88%-28,389
INSMED INC(INSM)1,940,9931,603,465-337,528141,692110,70317.15%-30,989
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