§ 13F · FUND PROFILE
Palo Alto Investors LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 49Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$718.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | INSM | INSMED INC | 489K | $85.2T | 11.9% | NEW |
| 2 | FOLD | AMICUS THERAPEUTICS INC | 5.21M | $74.1T | 10.3% | NEW |
| 3 | PTCT | PTC THERAPEUTICS INC | 904K | $68.7T | 9.6% | NEW |
| 4 | ACAD | ACADIA PHARMACEUTICALS INC | 2.48M | $66.3T | 9.2% | NEW |
| 5 | BMRN | BIOMARIN PHARMACEUTICAL INC | 746K | $44.3T | 6.2% | NEW |
| 6 | ANAB | ANAPTYSBIO INC | 690K | $33.5T | 4.7% | NEW |
| 7 | BIIB | BIOGEN INC | 184K | $32.3T | 4.5% | NEW |
| 8 | DYN | DYNE THERAPEUTICS INC | 1.47M | $28.8T | 4.0% | NEW |
| 9 | UTHR | UNITED THERAPEUTICS CORP | 58K | $28.4T | 3.9% | NEW |
| 10 | IRON | DISC MEDICINE INC | 317K | $25.2T | 3.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PALO SIGNAL
AC read
Palo Alto Investors LP is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed