SEC 13F Intelligence

Palo Alto Investors LP / AM6

Palo Alto Investors LP’s Amicus Therapeutic Position

Does Palo Alto Investors LP own Amicus Therapeutic (AM6)? Yes — 1.11M shares worth $16M (+2.46% of its 13F portfolio) as of Q1 2026, down from 5.21M shares the prior filed quarter.

Position Value
$16M
Q1 2026
Shares
1.11M
% of Portfolio
+2.46%
Quarters Held
30
currently held

Position History AM6

Reported value by quarter
Q4 ’18: $71MQ4 ’18Q1 ’19: $104MQ2 ’19: $97MQ3 ’19: $57MQ4 ’19: $72MQ4 ’19Q1 ’20: $69MQ2 ’20: $111MQ3 ’20: $111MQ4 ’20: $182MQ4 ’20Q1 ’21: $96MQ2 ’21: $96MQ3 ’21: $97MQ4 ’21: $117MQ4 ’21Q1 ’22: $94MQ2 ’22: $106MQ3 ’22: $103MQ4 ’22: $128MQ4 ’22Q1 ’23: $117MQ2 ’23: $132MQ3 ’23: $128MQ4 ’23: $147MQ4 ’23Q1 ’24: $110MQ2 ’24: $90MQ3 ’24: $87MQ4 ’24: $72MQ4 ’24Q1 ’25: $60MQ2 ’25: $32MQ3 ’25: $42MQ4 ’25: $74MQ4 ’25Q1 ’26: $16Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.11M$16M+2.46%
Q4 20255.21M$74M+10.32%
Q3 20255.37M$42M+7.83%
Q2 20255.61M$32M+6.84%
Q1 20257.35M$60M+11.41%
Q4 20247.66M$72M+11.18%
Q3 20248.15M$87M+11.30%
Q2 20249.03M$90M+10.38%
Q1 20249.34M$110M+12.41%
Q4 202310.37M$147M+13.26%
Q3 202310.52M$128M+12.11%
Q2 202310.52M$132M+10.68%
Q1 202310.52M$117M+9.67%
Q4 202210.49M$128M+10.92%
Q3 20229.85M$103M+8.13%
Q2 20229.85M$106M+9.22%
Q1 20229.90M$94M+7.25%
Q4 202110.11M$117M+7.47%
Q3 202110.11M$97M+5.83%
Q2 202110.00M$96M+5.31%
Q1 20219.76M$96M+5.49%
Q4 20207.87M$182M+9.52%
Q3 20207.87M$111M+6.10%
Q2 20207.33M$111M+6.64%
Q1 20207.45M$69M+5.76%
Q4 20197.41M$72M+3.98%
Q3 20197.16M$57M+3.83%
Q2 20197.80M$97M+4.73%
Q1 20197.62M$104M+4.32%
Q4 20187.40M$71M+3.77%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Palo Alto Investors LP’s full portfolio or all institutional holders of AM6.