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
I
INSM

INSMED INC

COM
457669307
$70.82 M
13 %

491,805

P
PTCT

PTC THERAPEUTICS INC

COM
69366J200
$52.94 M
10 %

862,613

A
ACAD

ACADIA PHARMACEUTICALS INC

COM
004225108
$52.64 M
10 %

2,466,684

F
FOLD

AMICUS THERAPEUTICS INC

COM
03152W109
$42.30 M
8 %

5,367,798

B
BMRN

BIOMARIN PHARMACEUTICAL INC

COM
09061G101
$40.84 M
8 %

754,007

B
BIIB

BIOGEN INC

SPONSORED ADS
09062X103
$26.01 M
5 %

185,661

U
UTH

UNITED THERAPEUTICS CORP

COM
91307C102
$24.39 M
5 %

58,186

A
ANAB

ANAPTYSBIO INC

COM
032724106
$20.62 M
4 %

673,520

I
IOVA

IOVANCE BIOTHERAPEUTICS INC

COM NEW
462260100
$16.53 M
3 %

7,618,132

---

NOVOCURE LTD

COM
G6674U108
$16.23 M
3 %

1,256,159

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