Palo Alto Investors as of June 30, 2025
Portfolio Holdings for Palo Alto Investors
Palo Alto Investors holds 45 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Insmed (INSM) | 18.5 | $87M | 865k | 100.64 | |
| ACADIA Pharmaceuticals (ACAD) | 11.8 | $55M | 2.6M | 21.57 | |
| BioMarin Pharmaceutical (BMRN) | 9.8 | $46M | 841k | 54.97 | |
| Amicus Therapeutics (FOLD) | 6.8 | $32M | 5.6M | 5.73 | |
| United Therapeutics Corporation (UTHR) | 5.8 | $27M | 96k | 287.35 | |
| Biogen Sponsored Ads (BIIB) | 5.5 | $26M | 206k | 125.59 | |
| Alnylam Pharmaceuticals SHS (ALNY) | 5.2 | $25M | 76k | 326.09 | |
| Ptc Therapeutics SHS (PTCT) | 4.2 | $20M | 407k | 48.84 | |
| Anaptysbio Inc Common (ANAB) | 3.8 | $18M | 813k | 22.20 | |
| Novocure Ltd ord (NVCR) | 3.6 | $17M | 962k | 17.80 | |
| STAAR Surgical Company (STAA) | 2.8 | $13M | 792k | 16.78 | |
| Agios Pharmaceuticals (AGIO) | 1.9 | $8.9M | 269k | 33.26 | |
| Prothena Corp Com Cl A (PRTA) | 1.6 | $7.7M | 1.3M | 6.07 | |
| Disc Medicine (IRON) | 1.6 | $7.7M | 146k | 52.96 | |
| Align Technology (ALGN) | 1.5 | $7.2M | 38k | 189.33 | |
| Gossamer Bio (GOSS) | 1.5 | $7.1M | 5.7M | 1.23 | |
| eHealth (EHTH) | 1.5 | $6.9M | 1.6M | 4.35 | |
| Alkermes (ALKS) | 1.3 | $6.3M | 221k | 28.61 | |
| Iovance Biotherapeutics Com New (IOVA) | 1.3 | $5.9M | 3.4M | 1.72 | |
| Syndax Pharmaceuticals (SNDX) | 0.9 | $4.2M | 444k | 9.37 | |
| Avidity Biosciences Ord (RNA) | 0.7 | $3.4M | 119k | 28.40 | |
| Denali Therapeutics (DNLI) | 0.7 | $3.4M | 240k | 13.99 | |
| Mirum Pharmaceuticals (MIRM) | 0.7 | $3.3M | 65k | 50.89 | |
| Edwards Lifesciences (EW) | 0.7 | $3.1M | 40k | 78.21 | |
| Taysha Gene Therapies (TSHA) | 0.6 | $2.9M | 1.2M | 2.31 | |
| Biontech Se (BNTX) | 0.6 | $2.7M | 25k | 106.47 | |
| Dyne Therapeutics Sponsored Ads (DYN) | 0.5 | $2.5M | 265k | 9.52 | |
| Crispr Therapeutics Namen Akt (CRSP) | 0.5 | $2.2M | 45k | 48.64 | |
| Aclaris Therapeutics (ACRS) | 0.4 | $2.0M | 1.4M | 1.42 | |
| Ultragenyx Pharmaceutical (RARE) | 0.4 | $1.8M | 49k | 36.36 | |
| Bicycle Therapeutics (BCYC) | 0.4 | $1.7M | 249k | 6.95 | |
| Neurocrine Biosciences (NBIX) | 0.4 | $1.7M | 13k | 125.69 | |
| Travere Therapeutics Com Shs (TVTX) | 0.3 | $1.6M | 111k | 14.80 | |
| Nuvation Bio Ord Shs (NUVB) | 0.3 | $1.5M | 773k | 1.95 | |
| Stoke Therapeutics Com Par $0.01 (STOK) | 0.3 | $1.4M | 126k | 11.35 | |
| Pyxis Oncology (PYXS) | 0.2 | $1.1M | 1.0M | 1.10 | |
| Humana (HUM) | 0.2 | $974k | 4.0k | 244.48 | |
| Aldeyra Therapeutics Sponsored Adr (ALDX) | 0.2 | $864k | 226k | 3.83 | |
| Karyopharm Therapeutics (KPTI) | 0.2 | $810k | 188k | 4.31 | |
| Vyne Therapeutics (VYNE) | 0.2 | $735k | 445k | 1.65 | |
| Abeona Therapeutics Com New (ABEO) | 0.1 | $618k | 109k | 5.68 | |
| Alumis (ALMS) | 0.1 | $430k | 143k | 3.00 | |
| Urogen Pharma (URGN) | 0.1 | $336k | 25k | 13.70 | |
| Akari Therapeutics Plc Sponsored (AKTX) | 0.0 | $171k | 146k | 1.17 | |
| Generation Bio | 0.0 | $48k | 151k | 0.32 |
