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.
Top Valuable Stocks in Palo Alto Investors LP Portfolio
INSMED INC
AMICUS THERAPEUTICS INC
PTC THERAPEUTICS INC
ACADIA PHARMACEUTICALS INC
BIOMARIN PHARMACEUTICAL INC
ANAPTYSBIO INC
BIOGEN INC
DYNE THERAPEUTICS INC
UNITED THERAPEUTICS CORP
DISC MEDICINE INC
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