Fund Update: Palo Alto Investors LP Just Disclosed New Holdings

Palo Alto Investors LP just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 2025-05-15 report period. You can see the full portfolio on Sensa Market, and track moves made by other funds.

Per our estimates, the largest stock moves were:

• An increase of 608,200 shares of $TSHA (~$569,567). This was a increase of ~74.97% from their previous position.
• An increase of 206,196 shares of $ACRS (~$225,860). This was a increase of ~36.19% from their previous position.
• A decrease of 4,582,969 shares of $KPTI (~$2,106,725). This was a increase of ~-93.40% from their previous position.
• A decrease of 57,193 shares of $ALNY (~$10,560,216). This was a increase of ~-40.65% from their previous position.
• An increase of 176,742 shares of $ANAB (~$7,800,879). This was a increase of ~20.94% from their previous position.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Sensa Market's fund page for Palo Alto Investors LP for more details.