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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$12.2B
$76.6 Million 10.54% of portfolio
1,090,056
Q3 2024 Reduced 3.55%
$16.3B
$65.7 Million 9.03% of portfolio
183,246
Q3 2024 Reduced 31.35%
$21.6B
$44.4 Million 6.1% of portfolio
228,916
Q3 2024 Reduced 20.8%
$29B
$38.7 Million 5.32% of portfolio
140,681
Q3 2024 New
$10.6B
$26.3 Million 3.61% of portfolio
210,258
Q3 2024 Added 4.25%
$16.1B
$9.61 Million 1.32% of portfolio
37,772
Q2 2024 Reduced 23.08%
$27.3B
$2.99 Million 0.41% of portfolio
25,206
Q3 2024 New
$45.9B
$2.6 Million 0.36% of portfolio
39,473
Q3 2024 New
$32.2B
$1.26 Million 0.17% of portfolio
3,985
Q1 2024 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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