Palo Alto Investors LP
CIK: 0001306923SEC EDGAR →
Portfolio Value
$718.4M
Holdings
49
As of
Q4 2025
New Positions
3
Closed Positions
4
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | INSMED INC | 489,482 | $85.2M | 11.86% |
| 2 | AMICUS THERAPEUTICS INC | 5,205,767 | $74.1M | 10.32% |
| 3 | PTC THERAPEUTICS INC | 903,916 | $68.7M | 9.56% |
| 4 | ACADIA PHARMACEUTICALS INC | 2,484,031 | $66.3M | 9.24% |
| 5 | BIOMARIN PHARMACEUTICAL INC | 746,256 | $44.3M | 6.17% |
| 6 | ANAPTYSBIO INC | 690,032 | $33.5M | 4.66% |
| 7 | BIOGEN INC | 183,571 | $32.3M | 4.50% |
| 8 | DYNE THERAPEUTICS INC | 1,472,197 | $28.8M | 4.01% |
| 9 | UNITED THERAPEUTICS CORP | 58,186 | $28.4M | 3.95% |
| 10 | DISC MEDICINE INC | 317,456 | $25.2M | 3.51% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Healthcare | 44 | $517.1M | 72.0% |
| Unknown | 4 | $194.2M | 27.0% |
| Financial Services | 1 | $7.0M | 1.0% |