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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.76B
$59.9 Million 11.97% of portfolio
7,345,002
Q1 2025 Reduced 4.14%
$304M
$20.5 Million 4.1% of portfolio
1,659,734
Q1 2025 Reduced 4.5%
$1.7B
$17.9 Million 3.57% of portfolio
1,002,061
Q1 2025 Added 23.07%
$1.92B
$13.4 Million 2.68% of portfolio
210,258
Q3 2024 Added 4.25%
$369M
$10.7 Million 2.14% of portfolio
3,211,314
Q1 2025 Added 5.58%
$830M
$9.26 Million 1.85% of portfolio
525,017
Q1 2025 Added 4.84%
$547M
$5.46 Million 1.09% of portfolio
444,367
Q1 2025 Added 9.67%
$487M
$3.49 Million 0.7% of portfolio
333,391
Q1 2025 New
$1.94B
$2.91 Million 0.58% of portfolio
64,700
Q4 2021 New
$656M
$2.63 Million 0.53% of portfolio
575,817
Q4 2023 New
$1.06B
$1.98 Million 0.4% of portfolio
110,719
Q4 2023 Reduced 33.33%
$487M
$1.36 Million 0.27% of portfolio
772,652
Q1 2024 New
$325M
$1.21 Million 0.24% of portfolio
324,032
Q1 2025 Reduced 93.4%
$487M
$836,000 0.17% of portfolio
125,861
Q1 2024 New
$350M
$270,000 0.05% of portfolio
24,500
Q1 2020 New

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
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