Palo Alto Investors Lp Top Holdings and 13F Report (2025) About Palo Alto Investors LpInvestment ActivityPalo Alto Investors Lp has $525.15 million in total holdings as of March 31, 2025.Palo Alto Investors Lp owns shares of 44 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 4.81% of the portfolio was purchased this quarter.About 21.42% of the portfolio was sold this quarter.This quarter, Palo Alto Investors Lp has purchased 43 new stocks and bought additional shares in 9 stocks.Palo Alto Investors Lp sold shares of 11 stocks and completely divested from 2 stocks this quarter.Largest Holdings Insmed $75,309,902BioMarin Pharmaceutical $70,068,423Amicus Therapeutics $59,935,216ACADIA Pharmaceuticals $44,247,794United Therapeutics $32,438,636 Largest New Holdings this Quarter 00847X104 - Agios Pharmaceuticals $8,103,735 Holding26818M108 - DYNE THERAPEUTICS INC $3,487,270 Holding64125C109 - Neurocrine Biosciences $1,474,740 Holding Largest Purchases this Quarter Agios Pharmaceuticals 276,578 shares (about $8.10M)DYNE THERAPEUTICS INC 333,391 shares (about $3.49M)NovoCure 187,870 shares (about $3.35M)AnaptysBio 176,742 shares (about $3.29M)Biogen 14,775 shares (about $2.02M) Largest Sales this Quarter Insmed 616,312 shares (about $47.02M)Karyopharm Therapeutics 4,582,969 shares (about $17.14M)United Therapeutics 50,486 shares (about $15.56M)Alnylam Pharmaceuticals 57,193 shares (about $15.44M)BioMarin Pharmaceutical 76,059 shares (about $5.38M) 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$75,309,902$47,018,442 ▼-38.4%987,15314.3%MedicalBMRNBioMarin Pharmaceutical$70,068,423$5,376,611 ▼-7.1%991,20713.3%MedicalFOLDAmicus Therapeutics$59,935,216$2,590,612 ▼-4.1%7,345,00211.4%MedicalACADACADIA Pharmaceuticals$44,247,794$1,406,435 ▼-3.1%2,663,9258.4%MedicalUTHRUnited Therapeutics$32,438,636$15,563,319 ▼-32.4%105,2286.2%MedicalBIIBBiogen$28,041,663$2,021,811 ▲7.8%204,9235.3%MedicalALNYAlnylam Pharmaceuticals$22,543,430$15,443,254 ▼-40.7%83,4884.3%MedicalPTCTPTC Therapeutics$20,597,828$906,222 ▲4.6%404,1963.9%MedicalPRTAProthena$20,539,208$968,096 ▼-4.5%1,659,7343.9%MedicalANABAnaptysBio$18,975,055$3,285,634 ▲20.9%1,020,7133.6%MedicalNVCRNovoCure$17,856,727$3,347,843 ▲23.1%1,002,0613.4%MedicalSRPTSarepta Therapeutics$13,418,6660.0%210,2582.6%MedicalEHTHeHealth$11,251,364$1,294,524 ▼-10.3%1,684,3362.1%FinanceIOVAIovance Biotherapeutics$10,693,676$564,865 ▲5.6%3,211,3142.0%MedicalSTAASTAAR Surgical$9,256,050$427,386 ▲4.8%525,0171.8%MedicalAGIOAgios Pharmaceuticals$8,103,735$8,103,735 ▲New Holding276,5781.5%MedicalALKSAlkermes$7,314,359$2,238,591 ▼-23.4%221,5131.4%MedicalGOSSGossamer Bio$6,904,582$220 ▼0.0%6,276,8931.3%MedicalALGNAlign Technology$6,000,4600.0%37,7721.1%MedicalSNDXSyndax Pharmaceuticals$5,459,049$481,253 ▲9.7%444,3671.0%MedicalSLRNAcelyrin$4,428,4510.0%1,792,8950.8%MedicalDYNE THERAPEUTICS INC$3,487,270$3,487,270 ▲New Holding333,3910.7%COMMIRMMirum Pharmaceuticals$2,914,7350.0%64,7000.6%MedicalEWEdwards Lifesciences$2,861,0030.0%39,4730.5%MedicalVERVVerve Therapeutics$2,631,4840.0%575,8170.5%MedicalBNTXBioNTech$2,295,2580.0%25,2060.4%MedicalBCYCBicycle Therapeutics$2,113,4500.0%248,9340.4%MedicalTVTXTravere Therapeutics$1,984,0840.0%110,7190.4%MedicalTSHATaysha Gene Therapies$1,973,061$845,398 ▲75.0%1,419,4680.4%MedicalNBIXNeurocrine Biosciences$1,474,740$1,474,740 ▲New Holding13,3340.3%MedicalNUVBNuvation Bio$1,359,8680.0%772,6520.3%MedicalALDXAldeyra Therapeutics$1,296,4240.0%225,4650.2%MedicalKPTIKaryopharm Therapeutics$1,211,880$17,140,309 ▼-93.4%324,0320.2%MedicalACRSAclaris Therapeutics$1,187,323$315,480 ▲36.2%776,0280.2%MedicalHUMHumana$1,054,4310.0%3,9850.2%MedicalPYXSPyxis Oncology$1,016,5690.0%1,037,4210.2%MedicalSTOKStoke Therapeutics$836,9760.0%125,8610.2%MedicalVYNEVYNE Therapeutics$703,7860.0%445,4340.1%MedicalABEOAbeona Therapeutics$518,1970.0%108,8650.1%MedicalURGNUroGen Pharma$270,9700.0%24,5000.1%MedicalINSTIL BIO INC$193,8240.0%11,1650.0%COM NEWAKARI THERAPEUTICS PLC-ADR$181,0700.0%146,0240.0%SPONSORED ADRRLMDRelmada Therapeutics$133,6890.0%495,1460.0%MedicalGBIOGeneration Bio$60,9420.0%150,4750.0%MedicalNVRONevro$0$2,791,380 ▼-100.0%00.0%MedicalJASPER THERAPEUTICS INC$0$655,318 ▼-100.0%00.0%COM NEWShowing 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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