Palo Alto Investors LP - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Palo Alto Investors LP held in its portfolio 49 assets valued at $718,352,025 (i.e. $718.35M).
The most valuable assets in the portfolio included: INSMED INC ($85.19M), AMICUS THERAPEUTICS INC ($74.13M), and PTC THERAPEUTICS INC ($68.66M).
The chart below shows the top 10 valuable assets, and the table below shows the top 49 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Palo Alto Investors LP - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| INSMED INC | 489482 | 85189447 | COM |
| AMICUS THERAPEUTICS INC | 5205767 | 74130122 | COM |
| PTC THERAPEUTICS INC | 903916 | 68661459 | COM |
| ACADIA PHARMACEUTICALS INC | 2484031 | 66348468 | COM |
| BIOMARIN PHARMACEUTICAL INC | 746256 | 44349994 | COM |
| ANAPTYSBIO INC | 690032 | 33452751 | COM |
| BIOGEN INC | 183571 | 32306660 | SPONSORED ADS |
| DYNE THERAPEUTICS INC | 1472197 | 28796173 | SPONSORED ADS |
| UNITED THERAPEUTICS CORP | 58186 | 28351129 | COM |
| DISC MEDICINE INC | 317456 | 25209181 | COM |
| IOVANCE BIOTHERAPEUTICS INC | 7116676 | 19428525 | COM NEW |
| NOVOCURE LTD | 1298964 | 16795605 | COM |
| SYNDAX PHARMACEUTICALS INC | 794507 | 16692592 | COM |
| GOSSAMER BIO INC | 4471592 | 13861935 | COM |
| COMPASS THERAPEUTICS INC | 2532419 | 13599090 | COM |
| PROTHENA CORP PLC | 1320510 | 12610871 | COM CL A |
| MIRUM PHARMACEUTICALS INC | 156421 | 12355695 | COM |
| ANNEXON INC | 2384192 | 11968644 | COM |
| ULTRAGENYX PHARMACEUTICAL IN | 461294 | 10609762 | COM |
| DENALI THERAPEUTICS INC | 641239 | 10586856 | COM |
| CAREDX INC | 478220 | 9009665 | COM |
| EHEALTH INC | 1531429 | 7044573 | COM |
| ALKERMES PLC | 242560 | 6786829 | COM |
| CAPRICOR THERAPEUTICS INC | 226304 | 6531133 | COM NEW |
| TAYSHA GENE THERAPIES INC | 1183195 | 6507573 | COM |
| ALIGN TECHNOLOGY INC | 41520 | 6483348 | COM |
| AGIOS PHARMACEUTICALS INC | 212499 | 5784223 | COM |
| BICARA THERAPEUTICS INC | 298575 | 5025017 | COM |
| NUVATION BIO INC | 538079 | 4821188 | COM CL A |
| ACLARIS THERAPEUTICS INC | 1566840 | 4716188 | COM |
| XENON PHARMACEUTICALS INC | 96519 | 4325982 | COM |
| TRAVERE THERAPEUTICS INC | 110719 | 4230573 | COM SHS |
| EDWARDS LIFESCIENCES CORP | 33640 | 2867810 | COM |
| NEUROCRINE BIOSCIENCES INC | 18117 | 2569534 | COM |
| STOKE THERAPEUTICS INC | 72022 | 2285978 | COM |
| CRISPR THERAPEUTICS AG | 41226 | 2161891 | NAMEN AKT |
| BIONTECH SE-ADR | 19614 | 1867253 | COM |
| ORUKA THERAPEUTICS INC | 59985 | 1818145 | COM |
| BICYCLE THERAPEUTICS PLC-ADR | 221071 | 1565183 | COM |
| PYXIS ONCOLOGY INC | 1037421 | 1193034 | COM |
| ALDEYRA THERAPEUTICS INC | 225465 | 1167909 | SPONSORED ADR |
| HUMANA INC | 3985 | 1020678 | COM |
| INSPIRE MEDICAL SYSTEMS INC | 8772 | 809042 | COM |
| COMPASS PATHWAYS PLC ADR | 115616 | 797750 | SPONSORED ADS |
| UROGEN PHARMA LTD | 24500 | 573790 | COM |
| ABEONA THERAPEUTICS INC | 108865 | 573719 | COM NEW |
| PROQR THERAPEUTICS NV | 188807 | 381390 | SHS EURO |
| GENERATION BIO CO | 15047 | 85467 | COM |
| AKARI THERAPEUTICS PLC-ADR | 146024 | 42201 | COM |