Palo Alto Investors LP Portfolio Holdings

Palo Alto Investors LP

  • $442 Million
  • Q2 2025

Palo Alto Investors LP has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $442 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 $87.1M, Acadia Pharmaceuticals Inc with a value of $55.3M, Biomarin Pharmaceutical Inc with a value of $46.2M, Amicus Therapeutics, Inc. with a value of $32.1M, and United Therapeutics Corp with a value of $27.4M.

Examining the 13F form we can see an decrease of $58.6M in the current position value, from $501M to 442M.

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 $442 Million
Healthcare: $435 Million
Financial Services: $6.86 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 45
  • Current Value $442 Million
  • Prior Value $501 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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