Palo Alto Investors LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$540.4B
Holdings
44
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (44 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IM8NINSMED INC | 491,805 | $70.8B | 13.11% | |
| 2 | PTCTPTC THERAPEUTICS INC | 862,613 | $52.9B | 9.80% | |
| 3 | ACADACADIA PHARMACEUTICALS INC | 2,466,684 | $52.6B | 9.74% | |
| 4 | AM6AMICUS THERAPEUTICS INC | 5,367,798 | $42.3B | 7.83% | |
| 5 | BMRNBIOMARIN PHARMACEUTICAL INC | 754,007 | $40.8B | 7.56% | |
| 6 | BIIBBIOGEN INC | 185,661 | $26.0B | 4.81% | |
| 7 | UTHUNITED THERAPEUTICS CORP | 58,186 | $24.4B | 4.51% | |
| 8 | ANABANAPTYSBIO INC | 673,520 | $20.6B | 3.82% | |
| 9 | IOVAIOVANCE BIOTHERAPEUTICS INC | 7,618,132 | $16.5B | 3.06% | |
| 10 | NVCRNOVOCURE LTD | 1,256,159 | $16.2B | 3.00% | |
| 11 | DYNDYNE THERAPEUTICS INC | 1,262,674 | $16.0B | 2.96% | |
| 12 | IRONDISC MEDICINE INC | 224,300 | $14.8B | 2.74% | |
| 13 | ALNYALNYLAM PHARMACEUTICALS INC | 32,320 | $14.7B | 2.73% | |
| 14 | GOSSGOSSAMER BIO INC | 5,464,349 | $14.4B | 2.66% | |
| 15 | PRTAPROTHENA CORP PLC | 1,324,028 | $12.9B | 2.39% | |
| 16 | RAREULTRAGENYX PHARMACEUTICAL IN | 369,531 | $11.1B | 2.06% | |
| 17 | AGIOAGIOS PHARMACEUTICALS INC | 265,497 | $10.7B | 1.97% | |
| 18 | SNDXSYNDAX PHARMACEUTICALS INC | 654,930 | $10.1B | 1.86% | |
| 19 | EHTHEHEALTH INC | 1,544,619 | $6.7B | 1.23% | |
| 20 | DNLIDENALI THERAPEUTICS INC | 408,006 | $5.9B | 1.10% | |
| 21 | AFWALIGN TECHNOLOGY INC | 45,735 | $5.7B | 1.06% | |
| 22 | ALKSALKERMES PLC | 183,938 | $5.5B | 1.02% | |
| 23 | RNAAVIDITY BIOSCIENCES INC | 109,831 | $4.8B | 0.89% | |
| 24 | MIRMMIRUM PHARMACEUTICALS INC | 64,700 | $4.7B | 0.88% | |
| 25 | CDNACAREDX INC | 316,204 | $4.6B | 0.85% | |
| 26 | TSHATAYSHA GENE THERAPIES INC | 1,246,033 | $4.1B | 0.75% | |
| 27 | NUVBNUVATION BIO INC | 1,020,547 | $3.8B | 0.70% | |
| 28 | ACRSACLARIS THERAPEUTICS INC | 1,566,840 | $3.0B | 0.55% | |
| 29 | CRSPCRISPR THERAPEUTICS AG | 41,226 | $2.7B | 0.49% | |
| 30 | TVTXTRAVERE THERAPEUTICS INC | 110,719 | $2.6B | 0.49% | |
| 31 | EWEDWARDS LIFESCIENCES CORP | 33,640 | $2.6B | 0.48% | |
| 32 | NBIXNEUROCRINE BIOSCIENCES INC | 18,117 | $2.5B | 0.47% | |
| 33 | STOKSTOKE THERAPEUTICS INC | 105,427 | $2.5B | 0.46% | |
| 34 | PYXSPYXIS ONCOLOGY INC | 1,037,421 | $2.3B | 0.43% | |
| 35 | BNTXBIONTECH SE-ADR | 19,614 | $1.9B | 0.36% | |
| 36 | BCYCBICYCLE THERAPEUTICS PLC-ADR | 221,071 | $1.7B | 0.32% | |
| 37 | ALDXALDEYRA THERAPEUTICS INC | 225,465 | $1.2B | 0.22% | |
| 38 | HUMHUMANA INC | 3,985 | $1.0B | 0.19% | |
| 39 | ORKAORUKA THERAPEUTICS INC | 59,985 | $791.3M | 0.15% | |
| 40 | ABEOABEONA THERAPEUTICS INC | 108,865 | $574.8M | 0.11% | |
| 41 | URGNUROGEN PHARMA LTD | 24,500 | $488.8M | 0.09% | |
| 42 | PRQRPROQR THERAPEUTICS NV | 188,807 | $402.2M | 0.07% | |
| 43 | AKTXAKARI THERAPEUTICS PLC-ADR | 146,024 | $147.5M | 0.03% | |
| 44 | GBIOGBXGENERATION BIO CO | 15,047 | $92.1M | 0.02% |