Palo Alto Investors LP Purchases and Sells in Q2 2025

Palo Alto Investors LP

$442 Million
Q2 2025

Top Buys

Incresed Positions

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
STAA	267K + 50.83%	$15.09 - $20.27 $4.03M - $5.41M	792K $13.3M
ACRS	614K + 79.12%	$1.08 - $1.63 $663K - $1M	1.39M $1.97M
PTCT	2.27K + 0.56%	$36.19 - $52.13 $82.3K - $118K	406K $19.9M
BIIB	836 + 0.41%	$113.38 - $135.49 $94.8K - $113K	206K $25.8M
IOVA	218K + 6.79%	$1.66 - $3.61 $362K - $787K	3.43M $5.9M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RNA	119K New	$24.08 - $36.24 $2.86M - $4.31M	119K $3.38M
DNLI	240K New	$11.47 - $16.65 $2.75M - $3.99M	240K $3.35M
CRSP	44.6K New	$31.27 - $48.64 $1.4M - $2.17M	44.6K $2.17M
RARE	48.8K New	$31.06 - $39.3 $1.51M - $1.92M	48.8K $1.77M
ALUMIS INC	143K New	N/A	143K $0
DISC MEDICINE INC	146K New	N/A	146K $0

Top Sells

Reduced Positions

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FOLD	-1.73M - 23.61%	$5.64 - $8.0 $9.78M - $13.9M	5.61M $32.1M
BMRN	-151K - 15.21%	$54.08 - $68.32 $8.15M - $10.3M	840K $46.2M
PRTA	-385K - 23.2%	$4.58 - $12.14 $1.76M - $4.67M	1.27M $7.74M
UTHR	-9.75K - 9.26%	$276.47 - $328.4 $2.69M - $3.2M	95.5K $27.4M
EHTH	-106K - 6.32%	$3.99 - $6.64 $425K - $707K	1.58M $6.86M
ALKS	-492 - 0.22%	$26.59 - $32.65 $13.1K - $16.1K	221K $6.32M

Activity Summary All Purchases 12 New Holdings 7 Increased Positions 5 All Sells 15 Reductions 15 Sold out 0 Calls 0 Puts 0

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