Palo Alto Investors Lp Top Holdings and 13F Report (2025) About Palo Alto Investors LpInvestment ActivityPalo Alto Investors Lp has $645.38 million in total holdings as of December 31, 2024.Palo Alto Investors Lp owns shares of 43 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 3.34% of the portfolio was purchased this quarter.About 12.94% of the portfolio was sold this quarter.This quarter, Palo Alto Investors Lp has purchased 45 new stocks and bought additional shares in 6 stocks.Palo Alto Investors Lp sold shares of 10 stocks and completely divested from 4 stocks this quarter.Largest Holdings Insmed $110,703,224Amicus Therapeutics $72,180,552BioMarin Pharmaceutical $70,151,394United Therapeutics $54,942,128ACADIA Pharmaceuticals $50,436,792 Largest New Holdings this Quarter JASPER THERAPEUTICS INC $655,318 HoldingAKARI THERAPEUTICS PLC-ADR $178,149 Holding Largest Purchases this Quarter NovoCure 220,651 shares (about $6.58M)PTC Therapeutics 121,944 shares (about $5.50M)ACADIA Pharmaceuticals 224,643 shares (about $4.12M)Bicycle Therapeutics 189,352 shares (about $2.65M)Pyxis Oncology 867,421 shares (about $1.35M) Largest Sales this Quarter Insmed 337,528 shares (about $23.30M)STAAR Surgical 590,833 shares (about $14.35M)United Therapeutics 27,532 shares (about $9.71M)Biogen 38,768 shares (about $5.93M)Amicus Therapeutics 482,832 shares (about $4.55M) 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$110,703,224$23,302,933 ▼-17.4%1,603,46517.2%MedicalFOLDAmicus Therapeutics$72,180,552$4,548,277 ▼-5.9%7,662,47911.2%MedicalBMRNBioMarin Pharmaceutical$70,151,394$1,497,987 ▼-2.1%1,067,26610.9%MedicalUTHRUnited Therapeutics$54,942,128$9,714,391 ▼-15.0%155,7148.5%MedicalACADACADIA Pharmaceuticals$50,436,792$4,122,199 ▲8.9%2,748,5997.8%MedicalALNYAlnylam Pharmaceuticals$33,103,6460.0%140,6815.1%MedicalBIIBBiogen$29,077,432$5,928,403 ▼-16.9%190,1484.5%MedicalSRPTSarepta Therapeutics$25,565,2700.0%210,2584.0%MedicalNVCRNovoCure$24,262,892$6,575,400 ▲37.2%814,1913.8%MedicalPRTAProthena$24,070,8010.0%1,737,9643.7%MedicalIOVAIovance Biotherapeutics$22,508,4690.0%3,041,6853.5%MedicalEHTHeHealth$17,654,394$4,412,285 ▼-20.0%1,878,1272.7%FinancePTCTPTC Therapeutics$17,442,683$5,504,552 ▲46.1%386,4132.7%MedicalSTAASTAAR Surgical$12,163,825$14,351,334 ▼-54.1%500,7751.9%MedicalANABAnaptysBio$11,174,1760.0%843,9711.7%MedicalALKSAlkermes$8,320,498$2,742,208 ▼-24.8%289,3081.3%MedicalALGNAlign Technology$7,875,8400.0%37,7721.2%MedicalGOSSGossamer Bio$5,678,2580.0%6,277,0930.9%MedicalSLRNAcelyrin$5,629,6900.0%1,792,8950.9%MedicalSNDXSyndax Pharmaceuticals$5,356,6510.0%405,1930.8%MedicalBCYCBicycle Therapeutics$3,485,076$2,650,928 ▲317.8%248,9340.5%MedicalKPTIKaryopharm Therapeutics$3,318,605$132,008 ▼-3.8%4,907,0010.5%MedicalVERVVerve Therapeutics$3,247,6080.0%575,8170.5%MedicalEWEdwards Lifesciences$2,922,1860.0%39,4730.5%MedicalBNTXBioNTech$2,872,2240.0%25,2060.4%MedicalNVRONevro$2,791,3800.0%750,3710.4%MedicalMIRMMirum Pharmaceuticals$2,675,3450.0%64,7000.4%MedicalNUVBNuvation Bio$2,055,2540.0%772,6520.3%MedicalTVTXTravere Therapeutics$1,928,7250.0%110,7190.3%MedicalPYXSPyxis Oncology$1,618,377$1,353,177 ▲510.2%1,037,4210.3%MedicalVYNEVYNE Therapeutics$1,492,2040.0%445,4340.2%MedicalACRSAclaris Therapeutics$1,413,1830.0%569,8320.2%MedicalTSHATaysha Gene Therapies$1,403,4940.0%811,2680.2%MedicalSTOKStoke Therapeutics$1,388,2470.0%125,8610.2%MedicalALDXAldeyra Therapeutics$1,125,0700.0%225,4650.2%MedicalHUMHumana$1,011,0340.0%3,9850.2%MedicalJASPER THERAPEUTICS INC$655,318$655,318 ▲New Holding30,6510.1%COM NEWABEOAbeona Therapeutics$606,378$534,720 ▲746.2%108,8650.1%MedicalURGNUroGen Pharma$260,9250.0%24,5000.0%MedicalRLMDRelmada Therapeutics$257,476$123,372 ▼-32.4%495,1460.0%MedicalINSTIL BIO INC$213,1400.0%11,1650.0%COM NEWAKARI THERAPEUTICS PLC-ADR$178,149$178,149 ▲New Holding146,0240.0%SPONSORED ADRGBIOGeneration Bio$159,5040.0%150,4750.0%MedicalRVNCRevance Therapeutics$0$8,365,175 ▼-100.0%00.0%MedicalSAGESage Therapeutics$0$7,298,214 ▼-100.0%00.0%MedicalELEVElevation Oncology$0$778,728 ▼-100.0%00.0%MedicalBLUEbluebird bio$0$313,913 ▼-100.0%00.0%MedicalShowing 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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