Notify me when Palo Alto Investors LP files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 49 | $718,352,025 | +$80,424,005 | -$35,525,790 | +$44,898,215 | INSM, FOLD, PTCT, ACAD, BMRN | 13F-HR | 17 Feb 2026, 16:39 |
| Q3 2025 | 44 | $540,390,359 | +$83,218,582 | -$125,354,477 | -$42,135,895 | INSM, PTCT, ACAD, FOLD, BMRN | 13F-HR | 14 Nov 2025, 16:19 |
| Q2 2025 | 45 | $469,996,676 | +$25,571,218 | -$70,199,250 | -$44,628,032 | INSM, ACAD, BMRN, FOLD, UTHR | 13F-HR | 14 Aug 2025, 17:14 |
| Q1 2025 | 44 | $525,145,308 | +$25,261,637 | -$112,487,111 | -$87,225,474 | INSM, BMRN, FOLD, ACAD, UTHR | 13F-HR | 15 May 2025, 16:39 |
| Q4 2024 | 43 | $645,377,517 | +$21,574,443 | -$83,509,228 | -$61,934,785 | INSM, FOLD, BMRN, UTHR, ACAD | 13F-HR | 14 Feb 2025, 16:18 |
| Q3 2024 | 45 | $769,867,873 | +$71,709,241 | -$109,612,918 | -$37,903,677 | INSM, FOLD, BMRN, UTHR, BIIB | 13F-HR | 14 Nov 2024, 16:11 |
| Q2 2024 | 39 | $818,481,143 | +$2,207,781 | -$188,824,232 | -$186,616,451 | INSM, BMRN, FOLD, UTHR, BIIB | 13F-HR | 14 Aug 2024, 16:18 |
| Q1 2024 | 38 | $886,726,077 | +$34,983,043 | -$131,457,462 | -$96,474,419 | INSM, FOLD, BMRN, BIIB, UTHR | 13F-HR | 15 May 2024, 16:10 |
| Q4 2023 | 34 | $1,103,377,237 | +$86,375,784 | -$89,450,111 | -$3,074,327 | INSM, FOLD, BMRN, BIIB, UTHR | Restatement | 15 Feb 2024, 14:34 |
| Q3 2023 | 29 | $1,056,915,561 | +$10,744,504 | -$20,953,549 | -$10,209,045 | BMRN, INSM, UTHR, FOLD, BIIB | 13F-HR | 14 Nov 2023, 16:41 |
| Q2 2023 | 30 | $1,237,802,095 | +$40,449,945 | -$12,262,110 | +$28,187,835 | BMRN, UTHR, RVNC, FOLD, INSM | 13F-HR | 14 Aug 2023, 16:24 |
| Q1 2023 | 30 | $1,207,102,207 | +$18,756,748 | -$10,409,862 | +$8,346,886 | BMRN, RVNC, UTHR, FOLD, BIIB | 13F-HR | 15 May 2023, 17:06 |
| Q4 2022 | 29 | $1,172,888,402 | +$59,782,277 | -$155,749,771 | -$95,967,494 | BMRN, UTHR, FOLD, INSM, BIIB | 13F-HR | 14 Feb 2023, 16:39 |
| Q3 2022 | 32 | $1,264,742,000 | +$3,023,111 | -$24,794,618 | -$21,771,507 | BMRN, UTHR, INSM, ABMD, RVNC | 13F-HR | 14 Nov 2022, 16:28 |
| Q2 2022 | 33 | $1,147,302,000 | +$22,699 | -$27,197,209 | -$27,174,510 | BMRN, UTHR, ABMD, INSM, FOLD | 13F-HR | 15 Aug 2022, 17:31 |
| Q1 2022 | 35 | $1,293,496,000 | +$7,471,399 | -$49,295,491 | -$41,824,092 | BMRN, ABMD, INSM, UTHR, FOLD | 13F-HR | 16 May 2022, 16:35 |
| Q4 2021 | 37 | $1,564,771,000 | +$54,367,668 | -$71,167,206 | -$16,799,538 | BMRN, ABMD, INSM, UTHR, FOLD | 13F-HR | 14 Feb 2022, 16:28 |
| Q3 2021 | 42 | $1,656,829,000 | +$28,490,113 | -$48,182,157 | -$19,692,044 | ABMD, BMRN, INSM, STAA, UTHR | 13F-HR | 15 Nov 2021, 16:19 |
| Q2 2021 | 42 | $1,808,750,000 | +$25,742,344 | -$109,644,681 | -$83,902,337 | STAA, BMRN, ABMD, INSM, BIIB | 13F-HR | 16 Aug 2021, 16:36 |
| Q1 2021 | 42 | $1,755,095,000 | +$144,336,029 | -$191,733,072 | -$47,397,043 | INSM, STAA, ABMD, BMRN, UTHR | 13F-HR | 17 May 2021, 16:37 |
| Q4 2020 | 41 | $1,907,616,000 | +$223,670,310 | -$447,667,861 | -$223,997,551 | STAA, INSM, BMRN, FOLD, ABMD | 13F-HR | 16 Feb 2021, 16:33 |
| Q3 2020 | 43 | $1,821,880,000 | +$140,393,748 | -$201,747,878 | -$61,354,130 | IMMU, INSM, STAA, ABMD, BMRN | 13F-HR | 16 Nov 2020, 16:23 |
| Q2 2020 | 41 | $1,659,608,000 | +$40,713,650 | -$110,824,097 | -$70,110,447 | IMMU, STAA, BMRN, INSM, ABMD | 13F-HR | 14 Aug 2020, 16:15 |
| Q1 2020 | 37 | $1,194,223,000 | +$10,356,849 | -$265,220,046 | -$254,863,197 | BMRN, STAA, INSM, EPZM, UTHR | 13F-HR | 15 May 2020, 16:09 |
| Q4 2019 | 37 | $1,816,265,000 | +$8,663,794 | -$165,851,553 | -$157,187,759 | BMRN, INSM, EPZM, STAA, IMMU | Restatement | 08 Apr 2020, 16:35 |
| Q3 2019 | 37 | $1,501,359,000 | $0 | -$198,645,714 | -$198,645,714 | BMRN, INSM, ABMD, UTHR, STAA | 13F-HR | 14 Nov 2019, 16:14 |
| Q2 2019 | 39 | $2,056,939,000 | +$22,699,734 | -$71,753,420 | -$49,053,686 | BMRN, INSM, ABMD, SAGE, ALXN | 13F-HR | 14 Aug 2019, 16:17 |
| Q1 2019 | 37 | $2,396,982,000 | +$138,145,164 | -$33,509,094 | +$104,636,070 | BMRN, INSM, ABMD, UTHR, ALXN | Restatement | 30 Jul 2019, 12:25 |
| Q4 2018 | 36 | $1,878,470,000 | +$78,540,020 | -$32,219,641 | +$46,320,379 | ABMD, BMRN, UTHR, STAA, ALXN | 13F-HR | 14 Feb 2019, 16:25 |
| Q3 2018 | 36 | $2,474,055,000 | +$25,024,190 | -$96,791,827 | -$71,767,637 | ABMD, BMRN, UTHR, STAA, ALXN | 13F-HR | 14 Nov 2018, 16:29 |
| Q2 2018 | 36 | $2,502,471,000 | +$77,081,343 | -$198,337,323 | -$121,255,980 | ABMD, BMRN, CLVSQ, UTHR, INSM | 13F-HR | 14 Aug 2018, 16:28 |
| Q1 2018 | 36 | $2,338,493,000 | +$84,376,353 | -$86,801,939 | -$2,425,586 | ABMD, CLVSQ, BMRN, UTHR, INSM | 13F-HR | 15 May 2018, 16:28 |
| Q4 2017 | 37 | $2,321,940,000 | +$89,504,214 | -$129,702,779 | -$40,198,565 | ABMD, UTHR, CLVSQ, BMRN, INSM | 13F-HR | 14 Feb 2018, 17:00 |
| Q3 2017 | 40 | $2,373,907,000 | +$60,095,567 | -$53,482,502 | +$6,613,065 | ABMD, CLVSQ, BMRN, UTHR, INSM | 13F-HR | 14 Nov 2017, 16:40 |
| Q2 2017 | 38 | $2,142,085,000 | +$54,816,571 | -$175,761,597 | -$120,945,026 | CLVSQ, ABMD, UTHR, BMRN, ALXN | 13F-HR | 14 Aug 2017, 16:41 |
| Q1 2017 | 39 | $2,115,751,000 | +$206,505,909 | -$33,364,000 | +$173,141,909 | UTHR, CLVSQ, ABMD, BMRN, ALXN | 13F-HR | 15 May 2017, 16:33 |
| Q4 2016 | 38 | $1,752,860,000 | +$95,459,800 | -$32,512,722 | +$62,947,078 | UTHR, ABMD, CLVSQ, BMRN, AMAG | 13F-HR | 14 Feb 2017, 17:36 |
| Q3 2016 | 42 | $1,721,541,000 | +$99,547,433 | -$73,664,278 | +$25,883,155 | ABMD, UTHR, BMRN, CLVSQ, AMAG | 13F-HR | 14 Nov 2016, 16:49 |
| Q2 2016 | 45 | $1,323,917,000 | +$227,038,849 | -$162,082,558 | +$64,956,291 | ABMD, UTHR, BMRN, AMAG, CLVSQ | Restatement | 15 Aug 2016, 17:46 |
| Q1 2016 | 44 | $1,288,268,000 | +$21,568,952 | -$55,541,286 | -$33,972,334 | ABMD, UTHR, ANAC, BMRN, AMAG | 13F-HR | 16 May 2016, 17:15 |
| Q4 2015 | 43 | $1,796,692,000 | +$137,589,814 | -$242,337,319 | -$104,747,505 | ABMD, ANAC, UTHR, BMRN, CLVSQ | 13F-HR | 16 Feb 2016, 17:00 |
| Q3 2015 | 47 | $2,079,647,000 | +$185,101,654 | -$252,159,496 | -$67,057,842 | ANAC, CLVSQ, ABMD, UTHR, BMRN | 13F-HR | 16 Nov 2015, 16:28 |
| Q2 2015 | 45 | $2,249,052,000 | +$80,497,719 | -$64,512,803 | +$15,984,916 | UTHR, ANAC, BMRN, CLVSQ, ABMD | 13F-HR | 14 Aug 2015, 16:36 |
| Q1 2015 | 46 | $2,022,768,000 | +$372,074,156 | -$440,784,624 | -$68,710,468 | UTHR, BMRN, ANAC, ABMD, CLVSQ | 13F-HR | 15 May 2015, 17:11 |
| Q4 2014 | 46 | $1,703,520,000 | +$176,968,474 | -$89,722,129 | +$87,246,345 | UTHR, AUXL, CBST, CLVSQ, BMRN | 13F-HR | 17 Feb 2015, 17:18 |
| Q3 2014 | 43 | $1,338,499,000 | +$234,988,240 | -$280,691,337 | -$45,703,097 | UTHR, AUXL, CBST, BMRN, CYBX | 13F-HR | 13 Nov 2014, 14:40 |
| Q2 2014 | 42 | $1,342,913,000 | +$203,463,314 | -$82,434,632 | +$121,028,682 | ITMN, UTHR, CYBX, CBST, AUXL | 13F-HR | 13 Aug 2014, 19:45 |
| Q1 2014 | 39 | $1,210,103,000 | $0 | $0 | $0 | ITMN, AUXL, CYBX, UTHR, CBST | New Holdings | 15 May 2014, 18:36 |
| Q1 2014 | 39 | $1,210,103,000 | +$60,899,690 | -$60,610,101 | +$289,589 | ITMN, AUXL, CYBX, UTHR, CBST | 13F-HR | 15 May 2014, 16:46 |
| Q4 2013 | 34 | $1,072,011,000 | $0 | $0 | $0 | CYBX, UTHR, AUXL, CBST, ABMD | 13F-HR | 13 Feb 2014, 17:04 |