Palo Alto Investors LP [Rocket]

Holdings

Palo Alto Investors LP

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
BIOMARIN PHARMACEUTICAL INC	BMRN	Common	1,831,035	0	158,714,114,000	-19,335,729,000	12.82	0.98	Hist	06/30/2023
UNITED THERAPEUTICS Corp	UTHR	Common	627,514	0	138,523,716,000	-2,014,319,000	11.19	1.36	Hist	06/30/2023
Revance Therapeutics, Inc.	RVNC	Common	5,228,609	-41,600	132,336,094,000	-37,417,338,000	10.69	6.22	Hist	06/30/2023
AMICUS THERAPEUTICS, INC.	FOLD	COM	10,524,022	0	132,181,716,000	15,470,312,000	10.68	3.72	Hist	06/30/2023
INSMED Inc	INSM	Common	5,889,491	0	124,268,260,000	23,852,438,000	10.04	4.32	Hist	06/30/2023
PROTHENA CORP PUBLIC LTD CO	PRTA	Common	1,657,458	-6,319	113,171,232,000	32,527,961,000	9.14	3.14	Hist	06/30/2023
BIOGEN INC.	BIIB	Common	381,282	0	108,608,178,000	2,600,344,000	8.77		Hist	06/30/2023
STAAR SURGICAL CO	STAA	Common	1,374,822	27,500	72,274,393,000	-13,886,849,000	5.84		Hist	06/30/2023
ACADIA PHARMACEUTICALS INC	ACAD	Common	2,405,793	0	57,618,742,000	12,341,718,000	4.65	1.48	Hist	06/30/2023
Sage Therapeutics, Inc.	SAGE	COM	859,517	0	40,414,489,000	4,349,156,000	3.27		Hist	06/30/2023
ALIGN TECHNOLOGY INC	ALGN	Common	74,605	0	26,383,312,000	1,454,797,000	2.13		Hist	06/30/2023
NovoCure Ltd	NVCR	Common	578,118	545,328	23,991,897,000	22,019,906,000	1.94	0.54	Hist	06/30/2023
eHealth, Inc.	EHTH	Common	2,739,379	50,000	22,024,607,000	-3,147,980,000	1.78	9.89	Hist	06/30/2023
ALKERMES INC	ALKS	COM	603,400	0	18,886,420,000	1,876,574,000	1.53		Hist	06/30/2023
Syndax Pharmaceuticals Inc	SNDX	Common	612,600	0	12,821,718,000	-116,394,000	1.04	0.89	Hist	06/30/2023
Sarepta Therapeutics, Inc.	SRPT	Common	94,030	94,030	10,768,316,000	10,768,316,000	0.87	0.11	Hist	06/30/2023
Karyopharm Therapeutics Inc.	KPTI	Common	5,675,876	0	10,159,818,000	-11,919,340,000	0.82		Hist	06/30/2023
ANAPTYSBIO, INC	ANAB	Common	431,224	0	8,771,096,000	-612,338,000	0.71	1.63	Hist	06/30/2023
NEVRO CORP	NVRO	Common	186,259	186,259	4,734,704,000	4,734,704,000	0.38		Hist	06/30/2023
Gossamer Bio, Inc.	GOSS	COM	3,465,152	0	4,158,182,000	-207,910,000	0.34	3.63	Hist	06/30/2023
CYTOKINETICS INC	CYTK	COM NEW	111,717	0	3,644,209,000	-287,112,000	0.29	0.12	Hist	06/30/2023
Travere Therapeutics, Inc.	TVTX	Common	166,069	0	2,550,820,000	-1,184,072,000	0.21	0.26	Hist	06/30/2023
Vanda Pharmaceuticals Inc.	VNDA	COM	324,073	-158,624	2,135,641,000	-1,141,872,000	0.17		Hist	06/30/2023
RELMADA THERAPEUTICS, INC.	RLMD	Common	732,400	190,300	1,801,704,000	576,558,000	0.15	2.43	Hist	06/30/2023
Mirum Pharmaceuticals, Inc.	MIRM	Common	64,700	0	1,673,789,000	119,695,000	0.14	0.17	Hist	06/30/2023
Kezar Life Sciences, Inc.	KZR	Common	656,200	0	1,607,690,000	-446,216,000	0.13	0.91	Hist	06/30/2023
Aldeyra Therapeutics, Inc.	ALDX	COM	160,800	0	1,349,112,000	-247,632,000	0.11	0.27	Hist	06/30/2023
Gritstone bio, Inc.	GRTS	Common	666,127	0	1,298,948,000	-552,885,000	0.10	0.75	Hist	06/30/2023
TACTILE SYSTEMS TECHNOLOGY INC	TCMD	COM	27,100	0	675,603,000	230,621,000	0.05	0.12	Hist	06/30/2023
UroGen Pharma Ltd.	URGN	Common	24,500	0	253,575,000	27,195,000	0.02	0.10	Hist	06/30/2023
Peak Bio, Inc.	PKBO	Common	0	-497,528	0	-314,141,000	0.00	0.00	Hist	06/30/2023
Provention Bio, Inc.	PRVB	Common	0	-390,800	0	-9,418,280,000	0.00	0.00	Hist	06/30/2023