Palo Alto Investors LP

Q2 2025 13F Holdings

  • Location
    palo alto, CA
  • Num holdings

    45

  • Value ($000)

    $469,997

  • Date Filed
    08/14/2025
  • Form type
    13F-HR
  • CIK
    0001306923
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
INSM
INSM

INSMED INC

COM
457669307
$87.06M
19 %

865,113

ACAD
ACAD

ACADIA PHARMACEUTICALS INC

COM
004225108
$55.29M
12 %

2,563,209

BMRN
BMRN

BIOMARIN PHARMACEUTICAL INC

COM
09061G101
$46.20M
10 %

840,470

FOLD
FOLD

AMICUS THERAPEUTICS INC

COM
03152W109
$32.15M
7 %

5,610,513

UTH
UTH

UNITED THERAPEUTICS CORP

COM
91307C102
$27.44M
6 %

95,482

BIIB
BIIB

BIOGEN INC

SPONSORED ADS
09062X103
$25.84M
6 %

205,759

ALNY
ALNY

ALNYLAM PHARMACEUTICALS INC

SHS
02043Q107
$24.63M
5 %

75,535

PTCT
PTCT

PTC THERAPEUTICS INC

SHS
69366J200
$19.85M
4 %

406,469

ANAB
ANAB

ANAPTYSBIO INC

COM
032724106
$18.04M
4 %

812,821

---

NOVOCURE LTD

COM
G6674U108
$17.13M
4 %

962,396

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