Palo Alto Investors LP Holdings & Portfolio - 13F Filings Analysis - Stocknear

Palo Alto Investors LP

CIK Number: 0001306923

470M
Market Value
43
# of Holdings
16 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Aug 14, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 INSM Insmed Incorpor...
152.80
+3.75% 865.11K -12.36% 87.06M 17.74 18.52% Share
2 ACAD ACADIA Pharmace...
21.38
+0.66% 2.56M -3.78% 55.29M 27.63 11.76% Share
3 BMRN BioMarin Pharma...
55.57
+1.28% 840.47K -15.21% 46.2M 77.6 9.83% Share
4 FOLD Amicus Therapeu...
8.25
+7.00% 5.61M -23.61% 32.15M 9.22 6.84% Share
5 UTHR United Therapeu...
443.44
+1.20% 95.48K -9.26% 27.44M 82.82 5.84% Share
6 BIIB Biogen Inc.
155.25
+0.67% 205.76K +0.41% 25.84M 250.81 5.50% Share
7 ALNY Alnylam Pharmac...
460.99
+0.07% 75.53K -9.53% 24.63M 275.03 5.24% Share
8 PTCT PTC Therapeutic...
63.02
+1.63% 406.47K +0.56% 19.85M 40.18 4.22% Share
9 ANAB AnaptysBio, Inc...
31.34
-1.97% 812.82K -20.37% 18.04M 19.04 3.84% Share
10 NVCR NovoCure Limite...
14.05
+0.50% 962.4K -3.96% 17.13M 32.42 3.64% Share
11 STAA STAAR Surgical ...
27.42
+0.88% 791.88K +50.83% 13.29M 19.16 2.83% Share
12 AGIO Agios Pharmaceu...
39.93
-0.35% 268.78K -2.82% 8.94M 29.3 1.90% Share
13 PRTA Prothena Corpor...
9.99
+0.71% 1.27M -23.2% 7.74M 21.57 1.65% Share
14 IRON Disc Medicine, ...
65.86
-1.76% 145.69K +100.00% 7.72M 52.96 1.64% Share
15 ALGN Align Technolog...
128.70
+0.93% 37.77K 0.00% 7.15M 159.53 1.52% Share
16 GOSS Gossamer Bio, I...
2.48
-0.4% 5.74M -8.57% 7.06M 1.13 1.50% Share
17 EHTH eHealth, Inc.
4.25
+1.92% 1.58M -6.32% 6.86M 37.12 1.46% Share
18 ALKS Alkermes plc
31.26
+1.99% 221.02K -0.22% 6.32M 21.59 1.35% Share
19 IOVA Iovance Biother...
2.25
+1.81% 3.43M +6.79% 5.9M 7.84 1.25% Share
20 SNDX Syndax Pharmace...
15.44
-1.53% 444.37K 0.00% 4.16M 17.37 0.89% Share
Page 1 of 3