Palo Alto Investors Lp Top Holdings and 13F Report (2025) About Palo Alto Investors LpInvestment ActivityPalo Alto Investors Lp has $470.00 million in total holdings as of June 30, 2025.Palo Alto Investors Lp owns shares of 45 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 5.44% of the portfolio was purchased this quarter.About 14.94% of the portfolio was sold this quarter.This quarter, Palo Alto Investors Lp has purchased 44 new stocks and bought additional shares in 5 stocks.Palo Alto Investors Lp sold shares of 15 stocks and completely divested from 6 stocks this quarter.Largest Holdings Insmed $87,064,972ACADIA Pharmaceuticals $55,288,418BioMarin Pharmaceutical $46,200,636Amicus Therapeutics $32,148,239United Therapeutics $27,436,753 Largest New Holdings this Quarter 254604101 - Disc Medicine $7,715,795 Holding05370A108 - Avidity Biosciences $3,376,362 Holding24823R105 - Denali Therapeutics $3,354,928 HoldingH17182108 - CRISPR Therapeutics $2,170,560 Holding90400D108 - Ultragenyx Pharmaceutical $1,772,550 Holding Largest Purchases this Quarter Disc Medicine 145,691 shares (about $7.72M)STAAR Surgical 266,862 shares (about $4.48M)Avidity Biosciences 118,886 shares (about $3.38M)Denali Therapeutics 239,809 shares (about $3.35M)CRISPR Therapeutics 44,625 shares (about $2.17M) Largest Sales this Quarter Insmed 122,040 shares (about $12.28M)Amicus Therapeutics 1,734,489 shares (about $9.94M)BioMarin Pharmaceutical 150,737 shares (about $8.29M)AnaptysBio 207,892 shares (about $4.62M)United Therapeutics 9,746 shares (about $2.80M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPalo Alto Investors Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorINSMInsmed$87,064,972$12,282,106 ▼-12.4%865,11318.5%MedicalACADACADIA Pharmaceuticals$55,288,418$2,172,444 ▼-3.8%2,563,20911.8%MedicalBMRNBioMarin Pharmaceutical$46,200,636$8,286,013 ▼-15.2%840,4709.8%MedicalFOLDAmicus Therapeutics$32,148,239$9,938,622 ▼-23.6%5,610,5136.8%MedicalUTHRUnited Therapeutics$27,436,753$2,800,513 ▼-9.3%95,4825.8%MedicalBIIBBiogen$25,841,273$104,993 ▲0.4%205,7595.5%MedicalALNYAlnylam Pharmaceuticals$24,631,208$2,593,394 ▼-9.5%75,5355.2%MedicalPTCTPTC Therapeutics$19,851,946$111,013 ▲0.6%406,4694.2%MedicalANABAnaptysBio$18,044,626$4,615,202 ▼-20.4%812,8213.8%MedicalNVCRNovoCure$17,130,649$706,037 ▼-4.0%962,3963.6%MedicalSTAASTAAR Surgical$13,287,730$4,477,944 ▲50.8%791,8792.8%MedicalAGIOAgios Pharmaceuticals$8,939,723$259,262 ▼-2.8%268,7831.9%MedicalPRTAProthena$7,737,751$2,336,835 ▼-23.2%1,274,7531.6%MedicalIRONDisc Medicine$7,715,795$7,715,795 ▲New Holding145,6911.6%MedicalALGNAlign Technology$7,151,3730.0%37,7721.5%MedicalGOSSGossamer Bio$7,058,986$661,592 ▼-8.6%5,739,0131.5%MedicalEHTHeHealth$6,863,648$463,214 ▼-6.3%1,577,8501.5%FinanceALKSAlkermes$6,323,411$14,076 ▼-0.2%221,0211.3%MedicalIOVAIovance Biotherapeutics$5,898,446$374,986 ▲6.8%3,429,3291.3%MedicalSNDXSyndax Pharmaceuticals$4,161,4970.0%444,3670.9%MedicalRNAAvidity Biosciences$3,376,362$3,376,362 ▲New Holding118,8860.7%MedicalDNLIDenali Therapeutics$3,354,928$3,354,928 ▲New Holding239,8090.7%MedicalMIRMMirum Pharmaceuticals$3,292,5830.0%64,7000.7%MedicalEWEdwards Lifesciences$3,087,1830.0%39,4730.7%MedicalTSHATaysha Gene Therapies$2,878,336$400,635 ▼-12.2%1,246,0330.6%MedicalBNTXBioNTech$2,683,6830.0%25,2060.6%MedicalDYNE THERAPEUTICS INC$2,522,572$651,311 ▼-20.5%264,9760.5%SPONSORED ADSCRSPCRISPR Therapeutics$2,170,560$2,170,560 ▲New Holding44,6250.5%MedicalACRSAclaris Therapeutics$1,973,840$871,880 ▲79.1%1,390,0280.4%MedicalRAREUltragenyx Pharmaceutical$1,772,550$1,772,550 ▲New Holding48,7500.4%MedicalBCYCBicycle Therapeutics$1,730,0910.0%248,9340.4%MedicalNBIXNeurocrine Biosciences$1,675,9500.0%13,3340.4%MedicalTVTXTravere Therapeutics$1,638,6410.0%110,7190.3%MedicalNUVBNuvation Bio$1,506,6710.0%772,6520.3%MedicalSTOKStoke Therapeutics$1,428,5220.0%125,8610.3%MedicalPYXSPyxis Oncology$1,141,1630.0%1,037,4210.2%MedicalHUMHumana$974,2530.0%3,9850.2%MedicalALDXAldeyra Therapeutics$863,5310.0%225,4650.2%MedicalKARYOPHARM THERAPEUTICS INC$809,896$809,896 ▲New Holding187,9110.2%COMVYNEVYNE Therapeutics$734,9660.0%445,4340.2%MedicalABEOAbeona Therapeutics$618,3530.0%108,8650.1%MedicalALUMIS INC$430,311$430,311 ▲New Holding143,4370.1%COMURGNUrogen Pharma$335,6500.0%24,5000.1%MedicalAKARI THERAPEUTICS PLC-ADR$170,8340.0%146,0240.0%COMGBIOGeneration Bio$48,1670.0%150,4750.0%MedicalSRPTSarepta Therapeutics$0$13,418,666 ▼-100.0%00.0%MedicalSLRNAcelyrin$0$4,428,451 ▼-100.0%00.0%MedicalVERVVerve Therapeutics$0$2,631,484 ▼-100.0%00.0%MedicalKPTIKaryopharm Therapeutics$0$1,211,880 ▼-100.0%00.0%MedicalINSTIL BIO INC$0$193,824 ▼-100.0%00.0%COM NEWRLMDRelmada Therapeutics$0$133,689 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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