Palo Alto Investors LP Portfolio Holdings

Palo Alto Investors LP

  • $727 Million
  • Q3 2024

Palo Alto Investors LP has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $727 Million distributed in 45 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Insmed Inc with a value of $142M, Amicus Therapeutics, Inc. with a value of $87M, Biomarin Pharmaceutical Inc with a value of $76.6M, United Therapeutics Corp with a value of $65.7M, and Biogen Inc. with a value of $44.4M.

Examining the 13F form we can see an decrease of $62.9M in the current position value, from $790M to 727M.

Palo Alto Investors LP is based out at Palo Alto, CA

Below you can find more details about Palo Alto Investors LP portfolio as well as his latest detailed transactions.

Portfolio value $727 Million
Healthcare: $717 Million
Financial Services: $9.58 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.54B
$142 Million 19.49% of portfolio
1,940,993
Q3 2024 Reduced 9.26%
$2.75B
$87 Million 11.97% of portfolio
8,145,311
Q3 2024 Reduced 9.8%
$12.2B
$76.6 Million 10.54% of portfolio
1,090,056
Q3 2024 Reduced 3.55%
$16.4B
$65.7 Million 9.03% of portfolio
183,246
Q3 2024 Reduced 31.35%
$21.1B
$44.4 Million 6.1% of portfolio
228,916
Q3 2024 Reduced 20.8%
$1.19B
$40.6 Million 5.58% of portfolio
1,091,608
Q3 2024 Reduced 20.99%
$2.73B
$38.8 Million 5.34% of portfolio
2,523,956
Q3 2024 Added 4.35%
$30.2B
$38.7 Million 5.32% of portfolio
140,681
Q3 2024 New
$714M
$29.1 Million 4.0% of portfolio
1,737,964
Q3 2024 Added 4.3%
$1.16B
$28.6 Million 3.93% of portfolio
3,041,685
Q3 2024 Added 43.72%
$10.4B
$26.3 Million 3.61% of portfolio
210,258
Q3 2024 Added 4.25%
$4.88B
$10.8 Million 1.48% of portfolio
384,656
Q3 2024 Reduced 22.38%
$3.31B
$9.81 Million 1.35% of portfolio
264,469
Q3 2024 New
$227M
$9.58 Million 1.32% of portfolio
2,347,519
Q3 2024 Reduced 0.11%
$16.5B
$9.61 Million 1.32% of portfolio
37,772
Q2 2024 Reduced 23.08%
$3.23B
$9.28 Million 1.28% of portfolio
593,540
Q3 2024 Added 5.63%
$333M
$7.29 Million 1.0% of portfolio
1,010,833
Q2 2024 Added 0.5%
$78.9M
$6.21 Million 0.85% of portfolio
6,277,093
Q2 2024 Reduced 1.79%
$134M
$4.19 Million 0.58% of portfolio
750,371
Q4 2023 Added 93.98%
$51.1M
$4.23 Million 0.58% of portfolio
5,102,193
Q4 2023 Reduced 10.11%
$212M
$4.14 Million 0.57% of portfolio
1,611,787
Q3 2024 Reduced 69.34%
$27.4B
$2.99 Million 0.41% of portfolio
25,206
Q3 2024 New
$344M
$2.79 Million 0.38% of portfolio
575,817
Q4 2023 New
$46.3B
$2.6 Million 0.36% of portfolio
39,473
Q3 2024 New
$1.53B
$2.52 Million 0.35% of portfolio
64,700
Q4 2021 New
$10.3M
$2.37 Million 0.33% of portfolio
732,400
Q2 2023 Added 35.1%
$582M
$1.78 Million 0.24% of portfolio
772,652
Q1 2024 New
$89.5M
$1.63 Million 0.22% of portfolio
811,268
Q1 2024 Added 53.11%
$460M
$1.55 Million 0.21% of portfolio
125,861
Q1 2024 New
$1.1B
$1.55 Million 0.21% of portfolio
110,719
Q4 2023 Reduced 33.33%
$436M
$1.35 Million 0.19% of portfolio
59,582
Q3 2024 New
$285M
$1.22 Million 0.17% of portfolio
225,465
Q4 2023 Added 40.21%
$31.3B
$1.26 Million 0.17% of portfolio
3,985
Q1 2024 New
$13.5M
$778,000 0.11% of portfolio
1,298,097
Q3 2024 Reduced 27.89%
$59.3M
$623,000 0.09% of portfolio
170,000
Q3 2024 New
$181M
$643,000 0.09% of portfolio
569,832
Q1 2024 New
$70.2M
$371,000 0.05% of portfolio
150,475
Q2 2024 New
$242M
$311,000 0.04% of portfolio
24,500
Q1 2020 New
$656M
$314,000 0.04% of portfolio
604,260
Q3 2024 Reduced 86.96%
$33.9M
$81,000 0.01% of portfolio
12,865
Q3 2024 New
Acelyrin Inc
-
$0 0.0% of portfolio
-
Q3 2024 Added 4.53%
Anaptysbio Inc
-
$0 0.0% of portfolio
-
Q3 2024 Added 5.02%
Instil Bio Inc
-
$0 0.0% of portfolio
-
Q3 2024 New
Vyne Therapeutics Inc Pipe
-
$0 0.0% of portfolio
-
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 45
  • Current Value $727 Million
  • Prior Value $790 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 8 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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