Palo Alto Investors LP - Portfolio Stock Holdings

Palo Alto Investors LP disclosed 53 stock positions in a recent SEC 13F filing. $723,718,196 of stock holdings were filed, with the largest holdings including PTCT, ACAD, and INSM. This filing represented positions held on June 30, 2026, and was filed on Aug. 14, 2026.

We estimate the fund has a total AUM of $696,000,000 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.