Palo Alto Investors LP
data from 30/09/2025
Capitalization
$ 540.390 M
14.98 %
Performance
$ 21.152 B
120 849.82 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/09/30 | INSM | INSMED INC | 13.11% | 70.825 M $ | 491805 | 2011/03/31 | 37.520 M $ | 43.09 % |
| 2025/09/30 | PTCT | PTC THERAPEUTICS INC | 9.80% | 52.939 M $ | 862613 | 2024/09/30 | 5.093 M $ | 25.66 % |
| 2025/09/30 | ACAD | ACADIA PHARMACEUTICALS INC | 9.74% | 52.639 M $ | 2466684 | 2016/03/31 | -589.538 K $ | -1.07 % |
| 2025/09/30 | FOLD | AMICUS THERAPEUTICS INC | 7.83% | 42.298 M $ | 5367798 | 2007/06/30 | 12.063 M $ | 37.52 % |
| 2025/09/30 | BMRN | BIOMARIN PHARMACEUTICAL INC | 7.56% | 40.837 M $ | 754007 | 2007/03/31 | -680.780 K $ | -1.47 % |
| 2025/09/30 | BIIB | BIOGEN INC | 4.81% | 26.007 M $ | 185661 | 2020/12/31 | 2.981 M $ | 11.54 % |
| 2025/09/30 | UTHR | UNITED THERAPEUTICS CORP | 4.51% | 24.392 M $ | 58186 | 2007/12/31 | 12.590 M $ | 45.89 % |
| 2025/09/30 | ANAB | ANAPTYSBIO INC | 3.82% | 20.623 M $ | 673520 | 2020/09/30 | 6.844 M $ | 37.93 % |
| 2025/09/30 | IOVA | IOVANCE BIOTHERAPEUTICS INC | 3.06% | 16.531 M $ | 7618132 | 2023/12/31 | 1.543 M $ | 26.16 % |
| 2025/09/30 | NVCR | NOVOCURE LTD | 3.00% | 16.230 M $ | 1256159 | 2023/03/31 | -4.696 M $ | -27.42 % |
| 2025/09/30 | DYN | DYNE THERAPEUTICS INC | 2.96% | 15.973 M $ | 1262674 | 2025/03/31 | 829.374 K $ | 32.88 % |
| 2025/09/30 | IRON | DISC MEDICINE INC | 2.74% | 14.822 M $ | 224300 | 2025/06/30 | 1.911 M $ | 24.77 % |
| 2025/09/30 | ALNY | ALNYLAM PHARMACEUTICALS INC | 2.73% | 14.738 M $ | 32320 | 2023/12/31 | 9.813 M $ | 39.84 % |
| 2025/09/30 | GOSS | GOSSAMER BIO INC | 2.66% | 14.371 M $ | 5464349 | 2020/06/30 | 8.035 M $ | 113.82 % |
| 2025/09/30 | PRTA | PROTHENA CORP PLC | 2.39% | 12.923 M $ | 1324028 | 2013/06/30 | 4.704 M $ | 60.79 % |
| 2025/09/30 | RARE | ULTRAGENYX PHARMACEUTICAL IN | 2.06% | 11.115 M $ | 369531 | 2025/06/30 | -306.150 K $ | -17.27 % |
| 2025/09/30 | AGIO | AGIOS PHARMACEUTICALS INC | 1.97% | 10.657 M $ | 265497 | 2025/03/31 | 1.849 M $ | 20.69 % |
| 2025/09/30 | SNDX | SYNDAX PHARMACEUTICALS INC | 1.86% | 10.076 M $ | 654930 | 2020/03/31 | 2.675 M $ | 64.28 % |
| 2025/09/30 | EHTH | EHEALTH INC | 1.23% | 6.657 M $ | 1544619 | 2020/09/30 | -63.114 K $ | -0.92 % |
| 2025/09/30 | DNLI | DENALI THERAPEUTICS INC | 1.10% | 5.924 M $ | 408006 | 2025/06/30 | 127.098 K $ | 3.79 % |
| 2025/09/30 | ALGN | ALIGN TECHNOLOGY INC | 1.06% | 5.727 M $ | 45735 | 2014/03/31 | -2.422 M $ | -33.86 % |
| 2025/09/30 | ALKS | ALKERMES PLC | 1.02% | 5.518 M $ | 183938 | 2020/12/31 | 307.219 K $ | 4.86 % |
| 2025/09/30 | RNA | AVIDITY BIOSCIENCES INC | 0.89% | 4.785 M $ | 109831 | 2025/06/30 | 1.804 M $ | 53.42 % |
| 2025/09/30 | MIRM | MIRUM PHARMACEUTICALS INC | 0.88% | 4.743 M $ | 64700 | 2021/12/31 | 1.451 M $ | 44.06 % |
| 2025/09/30 | CDNA | CAREDX INC | 0.85% | 4.598 M $ | 316204 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | TSHA | TAYSHA GENE THERAPIES INC | 0.75% | 4.075 M $ | 1246033 | 2023/12/31 | 1.196 M $ | 41.56 % |
| 2025/09/30 | NUVB | NUVATION BIO INC | 0.70% | 3.776 M $ | 1020547 | 2024/03/31 | 1.352 M $ | 89.74 % |
| 2025/09/30 | ACRS | ACLARIS THERAPEUTICS INC | 0.55% | 2.977 M $ | 1566840 | 2024/03/31 | 667.213 K $ | 33.80 % |
| 2025/09/30 | CRSP | CRISPR THERAPEUTICS AG | 0.49% | 2.672 M $ | 41226 | 2025/06/30 | 721.586 K $ | 33.24 % |
| 2025/09/30 | TVTX | TRAVERE THERAPEUTICS INC | 0.49% | 2.646 M $ | 110719 | 2020/12/31 | 1.008 M $ | 61.49 % |
| 2025/09/30 | EW | EDWARDS LIFESCIENCES CORP | 0.48% | 2.616 M $ | 33640 | 2024/09/30 | -17.368 K $ | -0.56 % |
| 2025/09/30 | NBIX | NEUROCRINE BIOSCIENCES INC | 0.47% | 2.543 M $ | 18117 | 2025/03/31 | 195.876 K $ | 11.69 % |
| 2025/09/30 | STOK | STOKE THERAPEUTICS INC | 0.46% | 2.478 M $ | 105427 | 2024/03/31 | 1.529 M $ | 107.05 % |
| 2025/09/30 | PYXS | PYXIS ONCOLOGY INC | 0.43% | 2.303 M $ | 1037421 | 2024/09/30 | 1.162 M $ | 101.82 % |
| 2025/09/30 | BNTX | BIONTECH SE-ADR | 0.36% | 1.934 M $ | 19614 | 2024/09/30 | -197.867 K $ | -7.37 % |
| 2025/09/30 | BCYC | BICYCLE THERAPEUTICS PLC-ADR | 0.32% | 1.711 M $ | 221071 | 2024/09/30 | 196.657 K $ | 11.37 % |
| 2025/09/30 | ALDX | ALDEYRA THERAPEUTICS INC | 0.22% | 1.177 M $ | 225465 | 2019/06/30 | 313.396 K $ | 36.29 % |
| 2025/09/30 | HUM | HUMANA INC | 0.19% | 1.037 M $ | 3985 | 2024/03/31 | 62.524 K $ | 6.42 % |
| 2025/09/30 | ORKA | ORUKA THERAPEUTICS INC | 0.15% | 791.310 K $ | 59985 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | 0H7R.L | ABEONA THERAPEUTICS INC | 0.11% | 574.807 K $ | 108865 | 2024/09/30 | -50.077 K $ | -8.10 % |
| 2025/09/30 | URGN | UROGEN PHARMA LTD | 0.09% | 488.775 K $ | 24500 | 2020/03/31 | 153.125 K $ | 45.62 % |
| 2025/09/30 | PRQR | PROQR THERAPEUTICS NV | 0.07% | 402.159 K $ | 188807 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | AKTX | AKARI THERAPEUTICS PLC-ADR | 0.03% | 147.484 K $ | 146024 | 2024/12/31 | -23.363 K $ | -13.68 % |
| 2025/09/30 | GBIO | GENERATION BIO CO | 0.02% | 92.088 K $ | 15047 | 2024/06/30 | 43.938 K $ | 91.22 % |
| 2025/09/30 | ALMS | ALUMIS INC | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | STAA | STAAR SURGICAL CO | 0.00% | 0.000 $ | 0 | 2009/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | KPTI | KARYOPHARM THERAPEUTICS INC | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | VYNE | VYNE THERAPEUTICS INC PIPE | 0.00% | 0.000 $ | 0 | 2023/12/31 | 0.000 $ | 0.00 % |