Palo Alto Investors LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$470.0B
Holdings
45
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (45 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IM8NINSMED INC | 865,113 | $87.1B | 18.52% | |
| 2 | ACADACADIA PHARMACEUTICALS INC | 2,563,209 | $55.3B | 11.76% | |
| 3 | BMRNBIOMARIN PHARMACEUTICAL INC | 840,470 | $46.2B | 9.83% | |
| 4 | AM6AMICUS THERAPEUTICS INC | 5,610,513 | $32.1B | 6.84% | |
| 5 | UTHUNITED THERAPEUTICS CORP | 95,482 | $27.4B | 5.84% | |
| 6 | BIIBBIOGEN INC | 205,759 | $25.8B | 5.50% | |
| 7 | ALNYALNYLAM PHARMACEUTICALS INC | 75,535 | $24.6B | 5.24% | |
| 8 | PTCTPTC THERAPEUTICS INC | 406,469 | $19.9B | 4.22% | |
| 9 | ANABANAPTYSBIO INC | 812,821 | $18.0B | 3.84% | |
| 10 | NVCRNOVOCURE LTD | 962,396 | $17.1B | 3.64% | |
| 11 | STAASTAAR SURGICAL CO | 791,879 | $13.3B | 2.83% | |
| 12 | AGIOAGIOS PHARMACEUTICALS INC | 268,783 | $8.9B | 1.90% | |
| 13 | PRTAPROTHENA CORP PLC | 1,274,753 | $7.7B | 1.65% | |
| 14 | IRONDISC MEDICINE INC | 145,691 | $7.7B | 1.64% | |
| 15 | AFWALIGN TECHNOLOGY INC | 37,772 | $7.2B | 1.52% | |
| 16 | GOSSGOSSAMER BIO INC | 5,739,013 | $7.1B | 1.50% | |
| 17 | EHTHEHEALTH INC | 1,577,850 | $6.9B | 1.46% | |
| 18 | ALKSALKERMES PLC | 221,021 | $6.3B | 1.35% | |
| 19 | IOVAIOVANCE BIOTHERAPEUTICS INC | 3,429,329 | $5.9B | 1.25% | |
| 20 | SNDXSYNDAX PHARMACEUTICALS INC | 444,367 | $4.2B | 0.89% | |
| 21 | RNAAVIDITY BIOSCIENCES INC | 118,886 | $3.4B | 0.72% | |
| 22 | DNLIDENALI THERAPEUTICS INC | 239,809 | $3.4B | 0.71% | |
| 23 | MIRMMIRUM PHARMACEUTICALS INC | 64,700 | $3.3B | 0.70% | |
| 24 | EWEDWARDS LIFESCIENCES CORP | 39,473 | $3.1B | 0.66% | |
| 25 | TSHATAYSHA GENE THERAPIES INC | 1,246,033 | $2.9B | 0.61% | |
| 26 | BNTXBIONTECH SE-ADR | 25,206 | $2.7B | 0.57% | |
| 27 | DYNDYNE THERAPEUTICS INC | 264,976 | $2.5B | 0.54% | |
| 28 | CRSPCRISPR THERAPEUTICS AG | 44,625 | $2.2B | 0.46% | |
| 29 | ACRSACLARIS THERAPEUTICS INC | 1,390,028 | $2.0B | 0.42% | |
| 30 | RAREULTRAGENYX PHARMACEUTICAL IN | 48,750 | $1.8B | 0.38% | |
| 31 | BCYCBICYCLE THERAPEUTICS PLC-ADR | 248,934 | $1.7B | 0.37% | |
| 32 | NBIXNEUROCRINE BIOSCIENCES INC | 13,334 | $1.7B | 0.36% | |
| 33 | TVTXTRAVERE THERAPEUTICS INC | 110,719 | $1.6B | 0.35% | |
| 34 | NUVBNUVATION BIO INC | 772,652 | $1.5B | 0.32% | |
| 35 | STOKSTOKE THERAPEUTICS INC | 125,861 | $1.4B | 0.30% | |
| 36 | PYXSPYXIS ONCOLOGY INC | 1,037,421 | $1.1B | 0.24% | |
| 37 | HUMHUMANA INC | 3,985 | $974.3M | 0.21% | |
| 38 | ALDXALDEYRA THERAPEUTICS INC | 225,465 | $863.5M | 0.18% | |
| 39 | KPTIKARYOPHARM THERAPEUTICS INC | 187,911 | $809.9M | 0.17% | |
| 40 | VYNEVYNE THERAPEUTICS INC PIPE | 445,434 | $735.0M | 0.16% | |
| 41 | ABEOABEONA THERAPEUTICS INC | 108,865 | $618.4M | 0.13% | |
| 42 | ALMSALUMIS INC | 143,437 | $430.3M | 0.09% | |
| 43 | URGNUROGEN PHARMA LTD | 24,500 | $335.6M | 0.07% | |
| 44 | AKTXAKARI THERAPEUTICS PLC-ADR | 146,024 | $170.8M | 0.04% | |
| 45 | GBIOGBXGENERATION BIO CO | 150,475 | $48.2M | 0.01% |