Palo Alto Investors LP - Q42025 Holdings

Palo Alto Investors LP holds 49 stocks with a total portfolio value of $ 718.35M as of Q42025. In Q42025, Palo Alto Investors LP added 7 new positions, increased stakes in 12 stocks, reduced 13 holdings, and fully exited 2 positions. The largest holding is Insmed Inc (INSM), representing 11.86% of the total portfolio.