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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.28B
$40.6 Million 5.58% of portfolio
1,091,608
Q3 2024 Reduced 20.99%
$685M
$29.1 Million 4.0% of portfolio
1,737,964
Q3 2024 Added 4.3%
$1.35B
$28.6 Million 3.93% of portfolio
3,041,685
Q3 2024 Added 43.72%
$1.86B
$9.28 Million 1.28% of portfolio
593,540
Q3 2024 Added 5.63%
$910M
$7.8 Million 1.07% of portfolio
405,193
Q1 2024 Reduced 14.26%
$307M
$7.29 Million 1.0% of portfolio
1,010,833
Q2 2024 Added 0.5%
$1.64B
$2.52 Million 0.35% of portfolio
64,700
Q4 2021 New
$608M
$1.78 Million 0.24% of portfolio
772,652
Q1 2024 New
$451M
$1.55 Million 0.21% of portfolio
125,861
Q1 2024 New
$1.17B
$1.55 Million 0.21% of portfolio
110,719
Q4 2023 Reduced 33.33%
$610M
$1.35 Million 0.19% of portfolio
59,582
Q3 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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