Jayson Yuan
Palo Alto Investors LP
Value
718.4M
Stocks
49 Stocks (8 new)
Turnover
8.67%
CIK
1306923
Top Holdings
INSM(11.86%) FOLD(10.32%) PTCT(9.56%) ACAD(9.24%) BMRN(6.17%)
About Investor
Established investor leading Palo Alto Investors LP, with expertise in fundamental analysis and long-term value creation. Has built a strong track record by focusing on fundamental research and maintaining a consistent investment approach through various market environments.
Investor Philosophy
Specializes in fundamental analysis and long-term value creation through a disciplined investment approach. Emphasizes thorough research, risk management, and identifying opportunities across market cycles. Known for maintaining a consistent strategy while adapting to changing market conditions.
Jayson Yuan Top Holdings
| Ticker | Put/Call | Company Name | Industry | Value (M) | Shares | Weight % | Shares Purchased/Sold (M) | Change in Share % | Market Cap (M) |
|---|---|---|---|---|---|---|---|---|---|
| INSM | - | INSMED INC | Health Care | 85.2M | 489.5K | 11.9% | -2,323 | -0.5% | 32,289.6M |
| FOLD | - | AMICUS THERAPEUTICS INC | Health Care | 74.1M | 5.2M | 10.3% | -162,031 | -3.0% | 4,500.1M |
| PTCT | - | PTC THERAPEUTICS INC | Health Care | 68.7M | 903.9K | 9.6% | 41,303 | 4.8% | 5,556.8M |
| ACAD | - | ACADIA PHARMACEUTICALS INC | Health Care | 66.3M | 2.5M | 9.2% | 17,347 | 0.7% | 3,899.6M |
| BMRN | - | BIOMARIN PHARMACEUTICAL INC | Health Care | 44.3M | 746.3K | 6.2% | -7,751 | -1.0% | 11,778.5M |
| ANAB | - | ANAPTYSBIO INC | Health Care | 33.5M | 690.0K | 4.7% | 16,512 | 2.5% | 1,533.8M |
| BIIB | - | BIOGEN INC | Health Care | 32.3M | 183.6K | 4.5% | -2,090 | -1.1% | 28,472.6M |
| DYN | - | DYNE THERAPEUTICS INC | Health Care | 28.8M | 1.5M | 4.0% | 209,523 | 16.6% | 2,537.3M |
| UTHR | - | UNITED THERAPEUTICS CORP | Health Care | 28.4M | 58.2K | 3.9% | 0 | No Change | 21,464.8M |
| IRON | - | DISC MEDICINE INC | Health Care | 25.2M | 317.5K | 3.5% | 93,156 | 41.5% | 2,471.5M |
Recent Buys (13F)
| Ticker | Put/Call | Amount Bought | Shares Bought | % Change | Weight % | Status |
|---|---|---|---|---|---|---|
|
CMPX
Compass Therape...
|
- | $13.6M | 3M | - | 1.89% | New |
|
ANNX
Annexon Inc
|
- | $12.0M | 2M | - | 1.67% | New |
|
CAPR
Capricor Therap...
|
- | $6.5M | 226K | - | 0.91% | New |
|
BCAX
Bicara Therapeu...
|
- | $5.0M | 299K | - | 0.70% | New |
|
IRON
Disc Medicine I...
|
- | $4.6M | 93K | 41.5% | 3.51% | Increased |
Recent Sells (13F)
| Ticker | Put/Call | Amount Sold | Shares Sold | % Change | Weight % | Status |
|---|---|---|---|---|---|---|
|
ALNY
Alnylam Pharmac...
|
- | $8.7M | 32K | - | 0.00% | Sold Out |
|
RNA
Avidity Bioscie...
|
- | $3.2M | 110K | - | 0.00% | Sold Out |
|
IOVA
Iovance Biother...
|
- | $1.7M | 501K | -6.6% | 2.70% | Decreased |
|
AGIO
Agios Pharmaceu...
|
- | $1.6M | 53K | -20.0% | 0.81% | Decreased |
|
FOLD
Amicus Therapeu...
|
- | $1.3M | 162K | -3.0% | 10.32% | Decreased |
13F Sector Summary
| Industry | Prev Quarter % | Current Quarter % | Change |
|---|---|---|---|
| Health Care | 98.5% | 99.0% | +0.5% |
| Financials | 1.5% | 1.0% | -0.5% |
