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The Top 150 BSDs
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Institutional Investor • Palo Alto Investors LP
Value
$718M
Stocks
50 Stocks
Turnover
0.0%
Top Holdings
PTCT(10.37%) ACAD(10.02%) INSM(6.10%) MIRM(5.65%) ANAB(5.63%)
Investment philosophy details pending verification.
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| PTCT | None | PTC Therapeutics, Inc. | General | $75.0M | 0 | 10.4% | 0 | -99.9% |
| ACAD | None | ACADIA Pharmaceuticals Inc. | Health Care | $72.5M | 0 | 10.0% | 0 | -99.9% |
| INSM | None | Insmed Inc | Health Care | $44.1M | 0 | 6.1% | 0 | -99.9% |
| MIRM | None | Mirum Pharmaceuticals, Inc. | Health Care | $40.8M | 0 | 5.7% | 0 | -99.9% |
| ANAB | None | AnaptysBio, Inc. | Health Care | $40.7M | 0 | 5.6% | 0 | -99.9% |
| BMRN | None | BioMarin Pharmaceutical | General | $39.1M | 0 | 5.4% | 0 | -99.9% |
| DYN | None | Dyne Therapeutics | General | $36.6M | 0 | 5.1% | 0 | -99.9% |
| UTHR | None | United Therapeutics Corp. | Health Care | $33.9M | 0 | 4.7% | 0 | -99.9% |
| IRON | None | DISC MEDICINE INC | General | $30.5M | 0 | 4.2% | 0 | -99.9% |
| BIIB | None | Biogen Inc. | Healthcare | $30.3M | 0 | 4.2% | 0 | -99.9% |
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent buys. | ||||
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| PTCTPTC Therapeutics, Inc. | $75.0M | -99.9% | 10.4% | Decreased |
| ACADACADIA Pharmaceuticals Inc. | $72.5M | -99.9% | 10.0% | Decreased |
| INSMInsmed Inc | $44.1M | -99.9% | 6.1% | Decreased |
| MIRMMirum Pharmaceuticals, Inc. | $40.8M | -99.9% | 5.7% | Decreased |
| ANABAnaptysBio, Inc. | $40.7M | -99.9% | 5.6% | Decreased |
| BMRNBioMarin Pharmaceutical | $39.1M | -99.9% | 5.4% | Decreased |
| DYNDyne Therapeutics | $36.6M | -99.9% | 5.1% | Decreased |
| UTHRUnited Therapeutics Corp. | $33.9M | -99.9% | 4.7% | Decreased |
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| General | 29 | $407.0M | 56.3% |
| Health Care | 16 | $279.4M | 38.6% |
| Healthcare | 5 | $36.6M | 5.1% |