Palo Alto Investors
Latest statistics and disclosures from Palo Alto Investors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are INSM, PTCT, ACAD, FOLD, BMRN, and represent 48.03% of Palo Alto Investors's stock portfolio.
- Added to shares of these 10 stocks: PTCT (+$28M), DYN (+$13M), RARE (+$9.6M), IOVA (+$9.1M), IRON (+$5.2M), CDNA, NVCR, SNDX, DNLI, ALGN.
- Started 3 new stock positions in ORKA, PRQR, CDNA.
- Reduced shares in these 10 stocks: INSM (-$54M), ALNY (-$20M), UTHR (-$16M), STAA (-$13M), BMRN, ANAB, BIIB, ACAD, FOLD, ALKS.
- Sold out of its positions in ALMS, KPTI, STAA, VYNE.
- Palo Alto Investors was a net seller of stock by $-42M.
- Palo Alto Investors has $540M in assets under management (AUM), dropping by 14.98%.
- Central Index Key (CIK): 0001306923
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Portfolio Holdings for Palo Alto Investors
Palo Alto Investors holds 44 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Insmed (INSM) | 13.1 | $71M | -43% | 492k | 144.01 |
|
| Ptc Therapeutics I (PTCT) | 9.8 | $53M | +112% | 863k | 61.37 |
|
| ACADIA Pharmaceuticals (ACAD) | 9.7 | $53M | -3% | 2.5M | 21.34 |
|
| Amicus Therapeutics (FOLD) | 7.8 | $42M | -4% | 5.4M | 7.88 |
|
| BioMarin Pharmaceutical (BMRN) | 7.6 | $41M | -10% | 754k | 54.16 |
|
| Biogen Sponsored Ads (BIIB) | 4.8 | $26M | -9% | 186k | 140.08 |
|
| United Therapeutics Corporation (UTHR) | 4.5 | $24M | -39% | 58k | 419.21 |
|
| Anaptysbio Inc Common (ANAB) | 3.8 | $21M | -17% | 674k | 30.62 |
|
| Iovance Biotherapeutics Com New (IOVA) | 3.1 | $17M | +122% | 7.6M | 2.17 |
|
| Novocure Ltd ord (NVCR) | 3.0 | $16M | +30% | 1.3M | 12.92 |
|
| Dyne Therapeutics Sponsored Ads (DYN) | 3.0 | $16M | +376% | 1.3M | 12.65 |
|
| Disc Medicine (IRON) | 2.7 | $15M | +53% | 224k | 66.08 |
|
| Alnylam Pharmaceuticals (ALNY) | 2.7 | $15M | -57% | 32k | 456.00 |
|
| Gossamer Bio (GOSS) | 2.7 | $14M | -4% | 5.5M | 2.63 |
|
| Prothena Corp Com Cl A (PRTA) | 2.4 | $13M | +3% | 1.3M | 9.76 |
|
| Ultragenyx Pharmaceutical (RARE) | 2.1 | $11M | +658% | 370k | 30.08 |
|
| Agios Pharmaceuticals (AGIO) | 2.0 | $11M | 266k | 40.14 |
|
|
| Syndax Pharmaceuticals (SNDX) | 1.9 | $10M | +47% | 655k | 15.38 |
|
| eHealth (EHTH) | 1.2 | $6.7M | -2% | 1.5M | 4.31 |
|
| Denali Therapeutics (DNLI) | 1.1 | $5.9M | +70% | 408k | 14.52 |
|
| Align Technology (ALGN) | 1.1 | $5.7M | +21% | 46k | 125.22 |
|
| Alkermes (ALKS) | 1.0 | $5.5M | -16% | 184k | 30.00 |
|
| Avidity Biosciences Ord (RNA) | 0.9 | $4.8M | -7% | 110k | 43.57 |
|
| Mirum Pharmaceuticals (MIRM) | 0.9 | $4.7M | 65k | 73.31 |
|
|
| Caredx (CDNA) | 0.9 | $4.6M | NEW | 316k | 14.54 |
|
| Taysha Gene Therapies (TSHA) | 0.8 | $4.1M | 1.2M | 3.27 |
|
|
| Nuvation Bio Com Cl A (NUVB) | 0.7 | $3.8M | +32% | 1.0M | 3.70 |
|
| Aclaris Therapeutics (ACRS) | 0.6 | $3.0M | +12% | 1.6M | 1.90 |
|
| Crispr Therapeutics Namen Akt (CRSP) | 0.5 | $2.7M | -7% | 41k | 64.81 |
|
| Travere Therapeutics Com Shs (TVTX) | 0.5 | $2.6M | 111k | 23.90 |
|
|
| Edwards Lifesciences (EW) | 0.5 | $2.6M | -14% | 34k | 77.77 |
|
| Neurocrine Biosciences (NBIX) | 0.5 | $2.5M | +35% | 18k | 140.38 |
|
| Stoke Therapeutics (STOK) | 0.5 | $2.5M | -16% | 105k | 23.50 |
|
| Pyxis Oncology (PYXS) | 0.4 | $2.3M | 1.0M | 2.22 |
|
|
| Biontech Se (BNTX) | 0.4 | $1.9M | -22% | 20k | 98.62 |
|
| Bicycle Therapeutics (BCYC) | 0.3 | $1.7M | -11% | 221k | 7.74 |
|
| Aldeyra Therapeutics Sponsored Adr (ALDX) | 0.2 | $1.2M | 226k | 5.22 |
|
|
| Humana (HUM) | 0.2 | $1.0M | 4.0k | 260.17 |
|
|
| Oruka Therapeutics (ORKA) | 0.1 | $791k | NEW | 60k | 13.19 |
|
| Abeona Therapeutics Com New (ABEO) | 0.1 | $575k | 109k | 5.28 |
|
|
| Urogen Pharma (URGN) | 0.1 | $489k | 25k | 19.95 |
|
|
| Proqr Therapeutics Nv Shs Euro (PRQR) | 0.1 | $402k | NEW | 189k | 2.13 |
|
| Akari Therapeutics Plc Sponsored (AKTX) | 0.0 | $148k | 146k | 1.01 |
|
|
| Generation Bio | 0.0 | $92k | -90% | 15k | 6.12 |
|
Past Filings by Palo Alto Investors
SEC 13F filings are viewable for Palo Alto Investors going back to 2010
- Palo Alto Investors 2025 Q3 filed Nov. 14, 2025
- Palo Alto Investors 2025 Q2 filed Aug. 14, 2025
- Palo Alto Investors 2025 Q1 filed May 15, 2025
- Palo Alto Investors 2024 Q4 filed Feb. 14, 2025
- Palo Alto Investors 2024 Q3 filed Nov. 14, 2024
- Palo Alto Investors 2024 Q2 filed Aug. 14, 2024
- Palo Alto Investors 2024 Q1 filed May 15, 2024
- Palo Alto Investors 2023 Q4 restated filed Feb. 15, 2024
- Palo Alto Investors 2023 Q4 filed Feb. 14, 2024
- Palo Alto Investors 2023 Q3 filed Nov. 14, 2023
- Palo Alto Investors 2023 Q2 filed Aug. 14, 2023
- Palo Alto Investors 2023 Q1 filed May 15, 2023
- Palo Alto Investors 2022 Q4 filed Feb. 14, 2023
- Palo Alto Investors 2022 Q3 filed Nov. 14, 2022
- Palo Alto Investors 2022 Q2 filed Aug. 15, 2022
- Palo Alto Investors 2022 Q1 filed May 16, 2022