Palo Alto Investors LP Portfolio Holdings

Palo Alto Investors LP

  • $856 Million
  • Q1 2024

Palo Alto Investors LP has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $856 Million distributed in 38 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Insmed Inc with a value of $120M, Amicus Therapeutics, Inc. with a value of $110M, Biomarin Pharmaceutical Inc with a value of $99.1M, Biogen Inc. with a value of $62.5M, and United Therapeutics Corp with a value of $61.5M.

Examining the 13F form we can see an decrease of $237M in the current position value, from $1.09B to 856M.

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 $856 Million
Healthcare: $839 Million
Financial Services: $16.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.08B
$120 Million 14.02% of portfolio
4,423,369
Q1 2024 Reduced 19.75%
$2.78B
$110 Million 12.86% of portfolio
9,344,102
Q1 2024 Reduced 9.93%
$15.3B
$99.1 Million 11.58% of portfolio
1,134,569
Q1 2024 Reduced 24.4%
$33.4B
$62.5 Million 7.31% of portfolio
289,958
Q1 2024 Reduced 23.78%
$14.5B
$61.5 Million 7.19% of portfolio
267,759
Q1 2024 Reduced 32.35%
$2.29B
$52.8 Million 6.17% of portfolio
1,379,590
Q1 2024 Added 0.19%
$2.63B
$44.7 Million 5.22% of portfolio
2,414,943
Q1 2024 Added 0.22%
$968M
$41.2 Million 4.81% of portfolio
1,663,448
Q1 2024 Added 0.2%
$1.27B
$31.3 Million 3.66% of portfolio
2,112,811
Q1 2024 Added 0.29%
$29.9B
$27.3 Million 3.19% of portfolio
182,766
Q1 2024 Added 18.34%
$13.8B
$26.1 Million 3.04% of portfolio
201,265
Q1 2024 Added 0.18%
$212M
$25.8 Million 3.02% of portfolio
5,248,004
Q1 2024 Added 0.2%
$645M
$18.8 Million 2.2% of portfolio
1,005,776
Q1 2024 Added 1.44%
$123M
$16.4 Million 1.91% of portfolio
2,715,681
Q1 2024 Reduced 0.87%
$18.9B
$16.1 Million 1.88% of portfolio
49,105
Q1 2024 Reduced 11.85%
$3.96B
$13.4 Million 1.57% of portfolio
495,592
Q1 2024 Reduced 17.87%
$1.16B
$9.64 Million 1.13% of portfolio
405,193
Q1 2024 Reduced 14.26%
$1.8B
$8.78 Million 1.03% of portfolio
561,908
Q4 2023 Reduced 14.9%
$5.1B
$7.83 Million 0.92% of portfolio
111,717
Q1 2022 Reduced 9.68%
$69.4M
$7.7 Million 0.9% of portfolio
5,102,193
Q4 2023 Reduced 10.11%
$293M
$7.65 Million 0.89% of portfolio
575,817
Q4 2023 New
$84.6M
$7.54 Million 0.88% of portfolio
6,391,775
Q1 2024 Added 7.26%
$62.9M
$6.91 Million 0.81% of portfolio
1,346,666
Q1 2024 New
$75.6M
$5.84 Million 0.68% of portfolio
4,560,171
Q1 2024 Added 36.81%
$85.8M
$3.41 Million 0.4% of portfolio
732,400
Q2 2023 Added 35.1%
$634M
$2.81 Million 0.33% of portfolio
772,652
Q1 2024 New
$108M
$2.33 Million 0.27% of portfolio
811,268
Q1 2024 Added 53.11%
$533M
$1.7 Million 0.2% of portfolio
125,861
Q1 2024 New
$1.26B
$1.63 Million 0.19% of portfolio
64,700
Q4 2021 New
$47.3B
$1.38 Million 0.16% of portfolio
3,985
Q1 2024 New
$528M
$853,000 0.1% of portfolio
110,719
Q4 2023 Reduced 33.33%
$193M
$737,000 0.09% of portfolio
225,465
Q4 2023 Added 40.21%
$73.3M
$706,000 0.08% of portfolio
569,832
Q1 2024 New
$382M
$367,000 0.04% of portfolio
24,500
Q1 2020 New
Acelyrin Inc
-
$0 0.0% of portfolio
-
Q1 2024 New
Anaptysbio Inc
-
$0 0.0% of portfolio
-
Q1 2024 Added 16.45%
Vyne Therapeutics Inc
-
$0 0.0% of portfolio
-
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 38
  • Current Value $856 Million
  • Prior Value $1.09 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 6 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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