Palo Alto Investors LP
CIK: 0001306923Latest portfolio: $718.4M · Q4 2025
Holdings
49
Total Value
$718.4M
New Positions
8
Closed Positions
3
Top Holdings
View All 49 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | IM8NINSMED INC | 489,482 | $85.2M | 11.86% | -2,323 | |
| 2 | AM6AMICUS THERAPEUTICS INC | 5,205,767 | $74.1M | 10.32% | -162,031 | |
| 3 | PTCTPTC THERAPEUTICS INC | 903,916 | $68.7M | 9.56% | +41K | |
| 4 | ACADACADIA PHARMACEUTICALS INC | 2,484,031 | $66.3M | 9.24% | +17K | |
| 5 | BMRNBIOMARIN PHARMACEUTICAL INC | 746,256 | $44.3M | 6.17% | -7,751 | |
| 6 | ANABANAPTYSBIO INC | 690,032 | $33.5M | 4.66% | +17K | |
| 7 | BIIBBIOGEN INC | 183,571 | $32.3M | 4.50% | -2,090 | |
| 8 | DYNDYNE THERAPEUTICS INC | 1,472,197 | $28.8M | 4.01% | +210K | |
| 9 | UTHUNITED THERAPEUTICS CORP | 58,186 | $28.4M | 3.95% | — | |
| 10 | IRONDISC MEDICINE INC | 317,456 | $25.2M | 3.51% | +93K | |
| 11 | IOVAIOVANCE BIOTHERAPEUTICS INC | 7,116,676 | $19.4M | 2.70% | -501,456 | |
| 12 | NVCRNOVOCURE LTD | 1,298,964 | $16.8M | 2.34% | +43K | |
| 13 | SNDXSYNDAX PHARMACEUTICALS INC | 794,507 | $16.7M | 2.32% | +140K | |
| 14 | GOSSGOSSAMER BIO INC | 4,471,592 | $13.9M | 1.93% | -992,757 | |
| 15 | CMPXCOMPASS THERAPEUTICS INC | 2,532,419 | $13.6M | 1.89% | NEW | |
| 16 | PRTAPROTHENA CORP PLC | 1,320,510 | $12.6M | 1.76% | -3,518 | |
| 17 | MIRMMIRUM PHARMACEUTICALS INC | 156,421 | $12.4M | 1.72% | +92K | |
| 18 | ANNXANNEXON INC | 2,384,192 | $12.0M | 1.67% | NEW | |
| 19 | RAREULTRAGENYX PHARMACEUTICAL IN | 461,294 | $10.6M | 1.48% | +92K | |
| 20 | DNLIDENALI THERAPEUTICS INC | 641,239 | $10.6M | 1.47% | +233K | |
| 21 | CDNACAREDX INC | 478,220 | $9.0M | 1.25% | +162K | |
| 22 | EHTHEHEALTH INC | 1,531,429 | $7.0M | 0.98% | -13,190 | |
| 23 | ALKSALKERMES PLC | 242,560 | $6.8M | 0.94% | +59K | |
| 24 | CAPRCAPRICOR THERAPEUTICS INC | 226,304 | $6.5M | 0.91% | NEW | |
| 25 | TSHATAYSHA GENE THERAPIES INC | 1,183,195 | $6.5M | 0.91% | -62,838 |
Quarterly Changes
New Positions
Increased Positions
Sector Breakdown
Healthcare0.0% ($6.866166348443493e+174T)
Unknown0.0% ($8518974130.3T)
Financial Services0.0% ($7.0M)
Filing History
Fund Information
Palo Alto Investors LP is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $718.4M across 49 holdings. The largest position is INSMED INC (IM8N), representing 11.9% of the portfolio. Compared to the previous quarter, the fund opened 8 new positions and closed 3 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.