Palo Alto Investors LP
Holdings as of 2026-06-30, filed 2026-08-19
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 50 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
52
Value reported by manager
$723.7M
Sum of our stored positions
$723.7M
should match the line above
Disclosure lag
50 d
quarter end to filing
Top 5 concentration
37.7%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
52 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| PTC THERAPEUTICS INC | COM | $75M | 918,846 | — | 69366J200 |
| ACADIA PHARMACEUTICALS INC | COM | $72.5M | 2,864,096 | — | 004225108 |
| INSMED INC | COM PAR $.01 | $44.1M | 413,980 | — | 457669307 |
| MIRUM PHARMACEUTICALS INC | COM | $40.8M | 348,808 | — | 604749101 |
| ANAPTYSBIO INC | COM | $40.7M | 603,489 | — | 032724106 |
| BIOMARIN PHARMACEUTICAL INC | COM | $39.1M | 682,777 | — | 09061G101 |
| DYNE THERAPEUTICS INC | COM | $36.6M | 1,647,521 | — | 26818M108 |
| UNITED THERAPEUTICS CORP | COM | $33.9M | 62,587 | — | 91307C102 |
| DISC MEDICINE INC | COM | $30.5M | 416,646 | — | 254604101 |
| BIOGEN INC | COM | $30.3M | 140,279 | — | 09062X103 |
| IOVANCE BIOTHERAPEUTICS INC | COM | $22M | 5,296,209 | — | 462260100 |
| ULTRAGENYX PHARMACEUTICAL IN | COM | $19.9M | 596,495 | — | 90400D108 |
| NOVOCURE LTD | ORD SHS | $19.4M | 1,280,439 | — | G6674U108 |
| SYNDAX PHARMACEUTICALS INC | COM | $18.9M | 864,986 | — | 87164F105 |
| ANNEXON INC | COM | $16.8M | 2,948,090 | — | 03589W102 |
| BICARA THERAPEUTICS INC | COM | $16.3M | 550,408 | — | 055477103 |
| CAREDX INC | COM | $15.2M | 531,870 | — | 14167L103 |
| CELLDEX THERAPEUTICS INC | COM NEW | $14.9M | 399,856 | — | 15117B202 |
| COMPASS THERAPEUTICS INC | COM | $12.8M | 5,831,813 | — | 20454B104 |
| ALKERMES PLC | SHS | $12.7M | 242,560 | — | G01767105 |
| FIRST TRACKS BIOTHERAPEUTICS | ORD SHS | $12.1M | 603,489 | — | 337185102 |
| PROTHENA CORP PLC | SHS | $11.2M | 1,143,155 | — | G72800108 |
| TRAVERE THERAPEUTICS INC | COM | $9.5M | 167,525 | — | 89422G107 |
| TAYSHA GENE THERAPIES INC | COM SHS | $9.5M | 1,391,382 | — | 877619106 |
| ACLARIS THERAPEUTICS INC | COM | $8.5M | 1,613,430 | — | 00461U105 |
| AGIOS PHARMACEUTICALS INC | COM | $7.9M | 213,601 | — | 00847X104 |
| CAPRICOR THERAPEUTICS INC | COM NEW | $5.5M | 229,763 | — | 14070B309 |
| ALIGN TECHNOLOGY INC | COM | $5.3M | 31,389 | — | 016255101 |
| ORUKA THERAPEUTICS INC - Restricted | COM | $3.2M | 33,546 | — | 687604108 |
| XENON PHARMACEUTICALS INC | COM | $3.1M | 51,345 | — | 98420N105 |
| NEUROCRINE BIOSCIENCES INC | COM | $3.1M | 18,117 | — | 64125C109 |
| EDWARDS LIFESCIENCES CORP | COM | $3M | 33,640 | — | 28176E108 |
| STOKE THERAPEUTICS INC | COM | $2.8M | 84,631 | — | 86150R107 |
| CYTOKINETICS INC | COM NEW | $2.7M | 32,195 | — | 23282W605 |
| PYXIS ONCOLOGY INC | COMMON STOCK | $2.6M | 864,277 | — | 747324101 |
| EHEALTH INC | COM | $2.2M | 1,482,797 | — | 28238P109 |
| CRISPR THERAPEUTICS AG | NAMEN AKT | $2.2M | 39,605 | — | H17182108 |
| SAGIMET BIOSCIENCES INC-A | COM SER A | $1.9M | 250,000 | — | 786700104 |
| NUVATION BIO INC | COM CL A | $1.9M | 326,609 | — | 67080N101 |
| BIONTECH SE-ADR | SPONSORED ADS | $1.8M | 19,614 | — | 09075V102 |
| COMPASS PATHWAYS PLC ADR | SPONSORED ADS | $1.6M | 115,616 | — | 20451W101 |
| HUMANA INC | COM | $1.6M | 3,985 | — | 444859102 |
| NEWAMSTERDAM PHARMA CO NV | ORDINARY SHARES | $1.5M | 44,359 | — | N62509109 |
| VERASTEM INC | COM NEW | $1.2M | 309,685 | — | 92337C203 |
| MADRIGAL PHARMACEUTICALS INC | COM | $959.5K | 1,787 | — | 558868105 |
| UROGEN PHARMA LTD | COM | $901.6K | 24,500 | — | M96088105 |
| BICYCLE THERAPEUTICS PLC-ADR | SPONSORED ADS | $856K | 201,890 | — | 088786108 |
| XERIS BIOPHARMA HOLDINGS INC | COM | $826.9K | 104,410 | — | 98422E103 |
| ABEONA THERAPEUTICS INC | COM NEW | $672.8K | 108,865 | — | 00289Y206 |
| INSPIRE MEDICAL SYSTEMS INC | COM | $391.3K | 8,772 | — | 457730109 |
| PROQR THERAPEUTICS NV | SHS EURO | $351.2K | 188,807 | — | N71542109 |
| ALDEYRA THERAPEUTICS INC | COM | $331.7K | 155,709 | — | 01438T106 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-08-19