Palo Alto Investors LP 13F Holdings

CIK 0001306923 · PALO ALTO, CA

As of Sep 30, 2025, Palo Alto Investors LP reported 44 positions worth $540.4M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
INSMED INCINSMHealthcare491,805$70.8M13.11%
PTC THERAPEUTICS INCPTCTHealthcare862,613$52.9M9.80%
ACADIA PHARMACEUTICALS INCACADHealthcare2,466,684$52.6M9.74%
AMICUS THERAPEUTICS INCFOLDHealthcare5,367,798$42.3M7.83%
BIOMARIN PHARMACEUTICAL INCBMRNHealthcare754,007$40.8M7.56%
BIOGEN INCBIIBHealthcare185,661$26.0M4.81%
UNITED THERAPEUTICS CORPUTHRHealthcare58,186$24.4M4.51%
ANAPTYSBIO INCANABHealthcare673,520$20.6M3.82%
IOVANCE BIOTHERAPEUTICS INCIOVAHealthcare7,618,132 6.5M3.06%
NOVOCURE LTDNVCRHealthcare1,256,159 6.2M3.00%
DYNE THERAPEUTICS INCDYNHealthcare1,262,674 6.0M2.96%
DISC MEDICINE INCIRONHealthcare224,300 4.8M2.74%
ALNYLAM PHARMACEUTICALS INCALNYHealthcare32,320 4.7M2.73%
GOSSAMER BIO INCGOSSHealthcare5,464,349 4.4M2.66%
PROTHENA CORP PUBLIC LTD COPRTAHealthcare1,324,028 2.9M2.39%
ULTRAGENYX PHARMACEUTICAL INCRAREHealthcare369,531 1.1M2.06%
AGIOS PHARMACEUTICALS INCAGIOHealthcare265,497 0.7M1.97%
SYNDAX PHARMACEUTICALS INCSNDXHealthcare654,930 0.1M1.86%
EHEALTH INCEHTHFinancial Services1,544,619$6.7M1.23%
DENALI THERAPEUTICS INCDNLIHealthcare408,006$5.9M1.10%
ALIGN TECHNOLOGY INCALGNHealthcare45,735$5.7M1.06%
ALKERMES PLCALKSHealthcare183,938$5.5M1.02%
AVIDITY BIOSCIENCES INCRNAHealthcare109,831$4.8M0.89%
MIRUM PHARMACEUTICALS INCMIRMHealthcare64,700$4.7M0.88%
CAREDX INCCDNAHealthcare316,204$4.6M0.85%