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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$140M
$9.58 Million 1.32% of portfolio
2,347,519
Q3 2024 Reduced 0.11%
$292M
$7.29 Million 1.0% of portfolio
1,010,833
Q2 2024 Added 0.5%
$65.8M
$6.21 Million 0.85% of portfolio
6,277,093
Q2 2024 Reduced 1.79%
$150M
$4.19 Million 0.58% of portfolio
750,371
Q4 2023 Added 93.98%
$62.2M
$4.23 Million 0.58% of portfolio
5,102,193
Q4 2023 Reduced 10.11%
$212M
$4.14 Million 0.57% of portfolio
1,611,787
Q3 2024 Reduced 69.34%
$273M
$2.79 Million 0.38% of portfolio
575,817
Q4 2023 New
$81.5M
$2.37 Million 0.33% of portfolio
732,400
Q2 2023 Added 35.1%
$103M
$1.63 Million 0.22% of portfolio
811,268
Q1 2024 Added 53.11%
$278M
$1.22 Million 0.17% of portfolio
225,465
Q4 2023 Added 40.21%
$134M
$623,000 0.09% of portfolio
170,000
Q3 2024 New
$264M
$643,000 0.09% of portfolio
569,832
Q1 2024 New
$79.7M
$371,000 0.05% of portfolio
150,475
Q2 2024 New
$260M
$311,000 0.04% of portfolio
24,500
Q1 2020 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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