Palo Alto Investors Lp originally filed its 13F report for Q2 2026 on August 14, 2026. The filing was subsequently amended, with the latest update submitted on August 19, 2026. The portfolio totaled 723.72 M reflecting a +10.68% change from the prior quarter, spanning 52 assets. Allocations were 94.4% Equities, 0.0% Options, and 5.6% Debt. The top 10 holdings comprised 62.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 4 new positions and 4 complete exits.
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Yes. Palo Alto Investors originally filed on 08/14/2026 and subsequently submitted 2 amendment(s). The latest filing (13F-HR/A) was submitted on 08/19/2026.
In the Q2 2026 filing, Palo Alto Investors reported a managed portfolio value of 723.72 M, consisting of 52 individual positions.
Multiple filings indicate that Palo Alto Investors updated their Q2 2026 report. The initial filing was submitted on 08/14/2026, followed by amendments to correct data or disclose previously confidential holdings.
This page displays the raw filing documents. To see which stocks Palo Alto Investors bought or sold during Q2 2026, please visit Palo Alto Investors's Portfolio Analysis page.