Palo Alto Investors LP Portfolio Holdings

Palo Alto Investors LP

  • $501 Million
  • Q1 2025

Palo Alto Investors LP has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $501 Million distributed in 44 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Insmed Inc with a value of $75.3M, Biomarin Pharmaceutical Inc with a value of $70.1M, Amicus Therapeutics, Inc. with a value of $59.9M, Acadia Pharmaceuticals Inc with a value of $44.2M, and United Therapeutics Corp with a value of $32.4M.

Examining the 13F form we can see an decrease of $125M in the current position value, from $626M to 501M.

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 $501 Million
Healthcare: $489 Million
Financial Services: $11.3 Million

Stock Holdings Table ETFs Only

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

Summary

  • Portfolio
  • No. of Stocks 44
  • Current Value $501 Million
  • Prior Value $626 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
Track This Portfolio

Track Palo Alto Investors LP Portfolio

Follow Palo Alto Investors LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Palo Alto Investors LP, based on Form 13F filings with the SEC.

News

Stay updated on Palo Alto Investors LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email