Palo Alto Investors LP

Q3 2025 13F Holdings

  • Location
    palo alto, CA
  • Num holdings

    44

  • Value ($000)

    $540,390

  • Date Filed
    11/14/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
INSM
INSM

INSMED INC

COM
$70.82 M
13 %

491,805

PTCT
PTCT

PTC THERAPEUTICS INC

COM
$52.94 M
10 %

862,613

ACAD
ACAD

ACADIA PHARMACEUTICALS INC

COM
$52.64 M
10 %

2,466,684

FOLD
FOLD

AMICUS THERAPEUTICS INC

COM
$42.30 M
8 %

5,367,798

BMRN
BMRN

BIOMARIN PHARMACEUTICAL INC

COM
$40.84 M
8 %

754,007

BIIB
BIIB

BIOGEN INC

SPONSORED ADS
$26.01 M
5 %

185,661

UTH
UTH

UNITED THERAPEUTICS CORP

COM
$24.39 M
5 %

58,186

ANAB
ANAB

ANAPTYSBIO INC

COM
$20.62 M
4 %

673,520

IOVA
IOVA

IOVANCE BIOTHERAPEUTICS INC

COM NEW
$16.53 M
3 %

7,618,132

---

NOVOCURE LTD

COM
$16.23 M
3 %

1,256,159

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