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.
| Ticker | Put/Call | Company Name | Industry | Value | Shares | Weighting % | Share Change | Change in Share % | Market Cap |
|---|---|---|---|---|---|---|---|---|---|
| INSM | - | INSMED INC | Health Care | 85.19M | 489,482 | 11.86% | -2,323 | -0.47% | 32,290M |
| FOLD | - | AMICUS THERAPEUTICS INC | Health Care | 74.13M | 5,205,767 | 10.32% | -162,031 | -3.02% | 4,500M |
| PTCT | - | PTC THERAPEUTICS INC | Health Care | 68.66M | 903,916 | 9.56% | 41,303 | 4.79% | 5,557M |
| ACAD | - | ACADIA PHARMACEUTICALS INC | Health Care | 66.35M | 2,484,031 | 9.24% | 17,347 | 0.70% | 3,900M |
| BMRN | - | BIOMARIN PHARMACEUTICAL INC | Health Care | 44.35M | 746,256 | 6.17% | -7,751 | -1.03% | 11,779M |
| ANAB | - | ANAPTYSBIO INC | Health Care | 33.45M | 690,032 | 4.66% | 16,512 | 2.45% | 1,534M |
| BIIB | - | BIOGEN INC | Health Care | 32.31M | 183,571 | 4.50% | -2,090 | -1.13% | 28,473M |
| DYN | - | DYNE THERAPEUTICS INC | Health Care | 28.80M | 1,472,197 | 4.01% | 209,523 | 16.59% | 2,537M |
| UTHR | - | UNITED THERAPEUTICS CORP | Health Care | 28.35M | 58,186 | 3.95% | 0 | - | 21,465M |
| IRON | - | DISC MEDICINE INC | Health Care | 25.21M | 317,456 | 3.51% | 93,156 | 41.53% | 2,472M |
| IOVA | - | IOVANCE BIOTHERAPEUTICS INC | Health Care | 19.43M | 7,116,676 | 2.70% | -501,456 | -6.58% | 1,082M |
| NVCR | - | NOVOCURE LTD | Health Care | 16.80M | 1,298,964 | 2.34% | 42,805 | 3.41% | 1,264M |
| SNDX | - | SYNDAX PHARMACEUTICALS INC | Health Care | 16.69M | 794,507 | 2.32% | 139,577 | 21.31% | 1,747M |
| GOSS | - | GOSSAMER BIO INC | Health Care | 13.86M | 4,471,592 | 1.93% | -992,757 | -18.17% | 491M |
| CMPX | - | COMPASS THERAPEUTICS INC | Health Care | 13.60M | 2,532,419 | 1.89% | 2,532,419 | New Buy | 1,151M |
| PRTA | - | PROTHENA CORP PLC | Health Care | 12.61M | 1,320,510 | 1.76% | -3,518 | -0.27% | 487M |
| MIRM | - | MIRUM PHARMACEUTICALS INC | Health Care | 12.36M | 156,421 | 1.72% | 91,721 | 141.76% | 6,265M |
| ANNX | - | ANNEXON INC | Health Care | 11.97M | 2,384,192 | 1.67% | 2,384,192 | New Buy | 753M |
| RARE | - | ULTRAGENYX PHARMACEUTICAL IN | Health Care | 10.61M | 461,294 | 1.48% | 91,763 | 24.83% | 1,964M |
| DNLI | - | DENALI THERAPEUTICS INC | Health Care | 10.59M | 641,239 | 1.47% | 233,233 | 57.16% | 2,978M |
| CDNA | - | CAREDX INC | Health Care | 9.01M | 478,220 | 1.25% | 162,016 | 51.24% | 1,050M |
| EHTH | - | EHEALTH INC | Financials | 7.04M | 1,531,429 | 0.98% | -13,190 | -0.85% | 47M |
| ALKS | - | ALKERMES PLC | Health Care | 6.79M | 242,560 | 0.94% | 58,622 | 31.87% | 5,289M |
| CAPR | - | CAPRICOR THERAPEUTICS INC | Health Care | 6.53M | 226,304 | 0.91% | 226,304 | New Buy | 1,392M |
| TSHA | - | TAYSHA GENE THERAPIES INC | Health Care | 6.51M | 1,183,195 | 0.91% | -62,838 | -5.04% | 1,267M |
| ALGN | - | ALIGN TECHNOLOGY INC | Health Care | 6.48M | 41,520 | 0.90% | -4,215 | -9.22% | 13,785M |
| AGIO | - | AGIOS PHARMACEUTICALS INC | Health Care | 5.78M | 212,499 | 0.81% | -52,998 | -19.96% | 1,593M |
| BCAX | - | BICARA THERAPEUTICS INC | Health Care | 5.03M | 298,575 | 0.70% | 298,575 | New Buy | 781M |
| NUVB | - | NUVATION BIO INC | Health Care | 4.82M | 538,079 | 0.67% | -482,468 | -47.28% | 1,963M |
| ACRS | - | ACLARIS THERAPEUTICS INC | Health Care | 4.72M | 1,566,840 | 0.66% | 0 | - | 341M |
| XENE | - | XENON PHARMACEUTICALS INC | Health Care | 4.33M | 96,519 | 0.60% | 96,519 | New Buy | 3,287M |
| TVTX | - | TRAVERE THERAPEUTICS INC | Health Care | 4.23M | 110,719 | 0.59% | 0 | - | 2,499M |
| EW | - | EDWARDS LIFESCIENCES CORP | Health Care | 2.87M | 33,640 | 0.40% | 0 | - | 46,246M |
| NBIX | - | NEUROCRINE BIOSCIENCES INC | Health Care | 2.57M | 18,117 | 0.36% | 0 | - | 12,841M |
| STOK | - | STOKE THERAPEUTICS INC | Health Care | 2.29M | 72,022 | 0.32% | -33,405 | -31.69% | 1,765M |
| CRSP | - | CRISPR THERAPEUTICS AG | Health Care | 2.16M | 41,226 | 0.30% | 0 | - | 5,086M |
| BNTX | - | BIONTECH SE-ADR | Health Care | 1.87M | 19,614 | 0.26% | 0 | - | 27,015M |
| ORKA | - | ORUKA THERAPEUTICS INC | Health Care | 1.82M | 59,985 | 0.25% | 0 | - | 1,562M |
| BCYC | - | BICYCLE THERAPEUTICS PLC-ADR | Health Care | 1.57M | 221,071 | 0.22% | 0 | - | 371M |
| PYXS | - | PYXIS ONCOLOGY INC | Health Care | 1.19M | 1,037,421 | 0.17% | 0 | - | 86M |
| ALDX | - | ALDEYRA THERAPEUTICS INC | Health Care | 1.17M | 225,465 | 0.16% | 0 | - | 298M |
| HUM | - | HUMANA INC | Health Care | 1.02M | 3,985 | 0.14% | 0 | - | 22,479M |
| INSP | - | INSPIRE MEDICAL SYSTEMS INC | Health Care | 0.81M | 8,772 | 0.11% | 8,772 | New Buy | 1,802M |
| CMPS | - | COMPASS PATHWAYS PLC ADR | Health Care | 0.80M | 115,616 | 0.11% | 115,616 | New Buy | 799M |
| URGN | - | UROGEN PHARMA LTD | Health Care | 0.57M | 24,500 | 0.08% | 0 | - | 1,025M |
| ABEO | - | ABEONA THERAPEUTICS INC | Health Care | 0.57M | 108,865 | 0.08% | 0 | - | 274M |
| PRQR | - | PROQR THERAPEUTICS NV | Health Care | 0.38M | 188,807 | 0.05% | 0 | - | 160M |
| GBIO | - | GENERATION BIO CO | Health Care | 0.09M | 15,047 | 0.01% | 15,047 | New Buy | 36M |
| AKTX | - | AKARI THERAPEUTICS PLC-ADR | Health Care | 0.04M | 146,024 | 0.01% | 0 | - | 11M |
