Palo Alto Investors as of Sept. 30, 2025
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 | 492k | 144.01 | |
| Ptc Therapeutics I (PTCT) | 9.8 | $53M | 863k | 61.37 | |
| ACADIA Pharmaceuticals (ACAD) | 9.7 | $53M | 2.5M | 21.34 | |
| Amicus Therapeutics (FOLD) | 7.8 | $42M | 5.4M | 7.88 | |
| BioMarin Pharmaceutical (BMRN) | 7.6 | $41M | 754k | 54.16 | |
| Biogen Sponsored Ads (BIIB) | 4.8 | $26M | 186k | 140.08 | |
| United Therapeutics Corporation (UTHR) | 4.5 | $24M | 58k | 419.21 | |
| Anaptysbio Inc Common (ANAB) | 3.8 | $21M | 674k | 30.62 | |
| Iovance Biotherapeutics Com New (IOVA) | 3.1 | $17M | 7.6M | 2.17 | |
| Novocure Ltd ord (NVCR) | 3.0 | $16M | 1.3M | 12.92 | |
| Dyne Therapeutics Sponsored Ads (DYN) | 3.0 | $16M | 1.3M | 12.65 | |
| Disc Medicine (IRON) | 2.7 | $15M | 224k | 66.08 | |
| Alnylam Pharmaceuticals (ALNY) | 2.7 | $15M | 32k | 456.00 | |
| Gossamer Bio (GOSS) | 2.7 | $14M | 5.5M | 2.63 | |
| Prothena Corp Com Cl A (PRTA) | 2.4 | $13M | 1.3M | 9.76 | |
| Ultragenyx Pharmaceutical (RARE) | 2.1 | $11M | 370k | 30.08 | |
| Agios Pharmaceuticals (AGIO) | 2.0 | $11M | 266k | 40.14 | |
| Syndax Pharmaceuticals (SNDX) | 1.9 | $10M | 655k | 15.38 | |
| eHealth (EHTH) | 1.2 | $6.7M | 1.5M | 4.31 | |
| Denali Therapeutics (DNLI) | 1.1 | $5.9M | 408k | 14.52 | |
| Align Technology (ALGN) | 1.1 | $5.7M | 46k | 125.22 | |
| Alkermes (ALKS) | 1.0 | $5.5M | 184k | 30.00 | |
| Avidity Biosciences Ord (RNA) | 0.9 | $4.8M | 110k | 43.57 | |
| Mirum Pharmaceuticals (MIRM) | 0.9 | $4.7M | 65k | 73.31 | |
| Caredx (CDNA) | 0.9 | $4.6M | 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 | 1.0M | 3.70 | |
| Aclaris Therapeutics (ACRS) | 0.6 | $3.0M | 1.6M | 1.90 | |
| Crispr Therapeutics Namen Akt (CRSP) | 0.5 | $2.7M | 41k | 64.81 | |
| Travere Therapeutics Com Shs (TVTX) | 0.5 | $2.6M | 111k | 23.90 | |
| Edwards Lifesciences (EW) | 0.5 | $2.6M | 34k | 77.77 | |
| Neurocrine Biosciences (NBIX) | 0.5 | $2.5M | 18k | 140.38 | |
| Stoke Therapeutics (STOK) | 0.5 | $2.5M | 105k | 23.50 | |
| Pyxis Oncology (PYXS) | 0.4 | $2.3M | 1.0M | 2.22 | |
| Biontech Se (BNTX) | 0.4 | $1.9M | 20k | 98.62 | |
| Bicycle Therapeutics (BCYC) | 0.3 | $1.7M | 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 | 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 | 189k | 2.13 | |
| Akari Therapeutics Plc Sponsored (AKTX) | 0.0 | $148k | 146k | 1.01 | |
| Generation Bio | 0.0 | $92k | 15k | 6.12 |
