DOSSIER · 13F-HR · Q2 2026
Palo Alto Investors LP
$724M in tracked AUM across 52 positions as of Q2 2026.
PA
CIK 0001306923 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Comprehensive Analysis of Palo Alto Investors LP (SEC 13F) – Q3 2025
1. Portfolio Overview
Palo Alto Investors LP manages a concentrated, high-conviction portfolio characterized by a significant reduction in size and a pivot towards specific healthcare sub-sectors. As of the report date September 30, 2025, the total portfolio value stands at approximately $341.95 million, representing a sharp decrease of 27.2% from the previous quarter's $470.00 million.
The portfolio is highly concentra...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.
Filing history
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