Palo Alto Investors LP Portfolio Holdings

Palo Alto Investors LP

  • $626 Million
  • Q4 2024

Palo Alto Investors LP has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $626 Million distributed in 43 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Insmed Inc with a value of $111M, Amicus Therapeutics, Inc. with a value of $72.2M, Biomarin Pharmaceutical Inc with a value of $70.2M, United Therapeutics Corp with a value of $54.9M, and Acadia Pharmaceuticals Inc with a value of $50.4M.

Examining the 13F form we can see an decrease of $101M in the current position value, from $727M to 626M.

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 $626 Million
Healthcare: $608 Million
Financial Services: $17.7 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 43
  • Current Value $626 Million
  • Prior Value $727 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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