Palo Alto Investors LP Portfolio Holdings

Palo Alto Investors LP

  • $790 Million
  • Q2 2024

Palo Alto Investors LP has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $790 Million distributed in 39 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Insmed Inc with a value of $143M, Biomarin Pharmaceutical Inc with a value of $93M, Amicus Therapeutics, Inc. with a value of $89.6M, United Therapeutics Corp with a value of $85M, and Biogen Inc. with a value of $67M.

Examining the 13F form we can see an decrease of $65.9M in the current position value, from $856M to 790M.

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 $790 Million
Healthcare: $779 Million
Financial Services: $10.6 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$13.7M
$4.86 Million 0.62% of portfolio
1,800,106
Q2 2024 Added 33.67%
$38.6M
$4.54 Million 0.57% of portfolio
4,633,351
Q2 2024 Added 1.6%

Summary

  • Portfolio
  • No. of Stocks 39
  • Current Value $790 Million
  • Prior Value $856 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 2 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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