Palo Alto Investors LP Portfolio Holdings

Palo Alto Investors LP

  • $504 Million
  • Q3 2025

Palo Alto Investors LP has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $504 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 $70.8M, Ptc Therapeutics, Inc. with a value of $52.9M, Acadia Pharmaceuticals Inc with a value of $52.6M, Amicus Therapeutics, Inc. with a value of $42.3M, and Biomarin Pharmaceutical Inc with a value of $40.8M.

Examining the 13F form we can see an increase of $61.5M in the current position value, from $442M to 504M.

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 $504 Million
Healthcare: $497 Million
Financial Services: $6.44 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$26.2B
$70.8 Million 14.06% of portfolio
491,805
Q3 2025 Reduced 43.15%
$5.39B
$52.9 Million 10.51% of portfolio
862,613
Q3 2025 Added 112.22%
$3.89B
$52.6 Million 10.45% of portfolio
2,466,684
Q3 2025 Reduced 3.77%
$2.66B
$42.3 Million 8.4% of portfolio
5,367,798
Q3 2025 Reduced 4.33%
$10.2B
$40.8 Million 8.11% of portfolio
754,007
Q3 2025 Reduced 10.29%
$24.1B
$26 Million 5.16% of portfolio
185,661
Q3 2025 Reduced 9.77%
$21.2B
$24.4 Million 4.84% of portfolio
58,186
Q3 2025 Reduced 39.06%
$390M
$16.5 Million 3.28% of portfolio
7,618,132
Q3 2025 Added 122.15%
$1.19B
$16.2 Million 3.22% of portfolio
1,256,159
Q3 2025 Added 30.52%
$975M
$16 Million 3.17% of portfolio
1,262,674
Q3 2025 Added 376.52%
$55.3B
$14.7 Million 2.93% of portfolio
32,320
Q3 2025 Reduced 57.21%
$255M
$14.4 Million 2.85% of portfolio
5,464,349
Q3 2025 Reduced 4.79%
$481M
$12.9 Million 2.57% of portfolio
1,324,028
Q3 2025 Added 3.87%
$2.32B
$11.1 Million 2.21% of portfolio
369,531
Q3 2025 Added 658.01%
$2.39B
$10.7 Million 2.12% of portfolio
265,497
Q3 2025 Reduced 1.22%
$940M
$10.1 Million 2.0% of portfolio
654,930
Q3 2025 Added 47.38%
$2.34B
$5.92 Million 1.18% of portfolio
408,006
Q3 2025 Added 70.14%
$10.7B
$5.73 Million 1.14% of portfolio
45,735
Q3 2025 Added 21.08%
$4.77B
$5.52 Million 1.1% of portfolio
183,938
Q3 2025 Reduced 16.78%
$3.69B
$4.79 Million 0.95% of portfolio
109,831
Q3 2025 Reduced 7.62%
$2.63B
$4.74 Million 0.94% of portfolio
64,700
Q4 2021 New
$852M
$4.6 Million 0.91% of portfolio
316,204
Q3 2025 New
$204M
$3.93 Million 0.78% of portfolio
1,246,033
Q2 2025 Reduced 12.22%
$1.06B
$3.78 Million 0.75% of portfolio
1,020,547
Q3 2025 Added 32.08%
$168M
$2.98 Million 0.59% of portfolio
1,566,840
Q3 2025 Added 12.72%
$4.32B
$2.67 Million 0.53% of portfolio
41,226
Q3 2025 Reduced 7.62%
$2.21B
$2.65 Million 0.53% of portfolio
110,719
Q4 2023 Reduced 33.33%
$53.4B
$2.62 Million 0.52% of portfolio
33,640
Q3 2025 Reduced 14.78%
$13.9B
$2.54 Million 0.51% of portfolio
18,117
Q3 2025 Added 35.87%
$1.05B
$2.48 Million 0.49% of portfolio
105,427
Q3 2025 Reduced 16.24%
$158M
$2.26 Million 0.45% of portfolio
1,037,421
Q4 2024 Added 510.25%
$25B
$1.93 Million 0.38% of portfolio
19,614
Q3 2025 Reduced 22.19%
$192M
$1.71 Million 0.34% of portfolio
221,071
Q3 2025 Reduced 11.19%
$296M
$1.17 Million 0.23% of portfolio
225,465
Q4 2023 Added 40.21%
$30B
$1.04 Million 0.21% of portfolio
3,985
Q1 2024 New
$26.5M
$574,000 0.11% of portfolio
108,865
Q4 2024 Added 746.21%
$553M
$478,000 0.09% of portfolio
24,500
Q1 2020 New
$156M
$398,000 0.08% of portfolio
188,807
Q3 2025 New
$320M
$92,000 0.02% of portfolio
15,047
Q3 2025 Reduced 90.0%
Oruka Therapeutics Inc
-
$0 0.0% of portfolio
-
Q3 2025 New
Akari Therapeutics Plc Adr
-
$0 0.0% of portfolio
-
Q4 2024 New
Disc Medicine Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 53.96%
Anaptysbio Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 17.14%

Summary

  • Portfolio
  • No. of Stocks 44
  • Current Value $504 Million
  • Prior Value $442 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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