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Palo Alto Investors LP
Period ended Jun 30, 2026 · Latest filing Aug 19, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $723,718,198
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- PTC THERAPEUTICS INC · COM · 69366J200 · shares: $74,950,268
- ACADIA PHARMACEUTICALS INC · COM · 004225108 · shares: $72,461,629
- INSMED INC · COM PAR $.01 · 457669307 · shares: $44,138,548
- MIRUM PHARMACEUTICALS INC · COM · 604749101 · shares: $40,834,953
- ANAPTYSBIO INC · COM · 032724106 · shares: $40,735,508
- BIOMARIN PHARMACEUTICAL INC · COM · 09061G101 · shares: $39,068,500
- DYNE THERAPEUTICS INC · COM · 26818M108 · shares: $36,591,441
- UNITED THERAPEUTICS CORP · COM · 91307C102 · shares: $33,911,514
- DISC MEDICINE INC · COM · 254604101 · shares: $30,473,488
- BIOGEN INC · COM · 09062X103 · shares: $30,308,681
Reported holdings
52 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| PTC THERAPEUTICS INC | COM | 69366J200 | — | 918,846 shares | $74,950,268 |
| ACADIA PHARMACEUTICALS INC | COM | 004225108 | — | 2,864,096 shares | $72,461,629 |
| INSMED INC | COM PAR $.01 | 457669307 | — | 413,980 shares | $44,138,548 |
| MIRUM PHARMACEUTICALS INC | COM | 604749101 | — | 348,808 shares | $40,834,953 |
| ANAPTYSBIO INC | COM | 032724106 | — | 603,489 shares | $40,735,508 |
| BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | — | 682,777 shares | $39,068,500 |
| DYNE THERAPEUTICS INC | COM | 26818M108 | — | 1,647,521 shares | $36,591,441 |
| UNITED THERAPEUTICS CORP | COM | 91307C102 | — | 62,587 shares | $33,911,514 |
| DISC MEDICINE INC | COM | 254604101 | — | 416,646 shares | $30,473,488 |
| BIOGEN INC | COM | 09062X103 | — | 140,279 shares | $30,308,681 |
| IOVANCE BIOTHERAPEUTICS INC | COM | 462260100 | — | 5,296,209 shares | $22,032,229 |
| ULTRAGENYX PHARMACEUTICAL IN | COM | 90400D108 | — | 596,495 shares | $19,916,968 |
| NOVOCURE LTD | ORD SHS | G6674U108 | — | 1,280,439 shares | $19,398,651 |
| SYNDAX PHARMACEUTICALS INC | COM | 87164F105 | — | 864,986 shares | $18,908,594 |
| ANNEXON INC | COM | 03589W102 | — | 2,948,090 shares | $16,833,594 |
| BICARA THERAPEUTICS INC | COM | 055477103 | — | 550,408 shares | $16,341,614 |
| CAREDX INC | COM | 14167L103 | — | 531,870 shares | $15,158,295 |
| CELLDEX THERAPEUTICS INC | COM NEW | 15117B202 | — | 399,856 shares | $14,878,642 |
| COMPASS THERAPEUTICS INC | COM | 20454B104 | — | 5,831,813 shares | $12,771,670 |
| ALKERMES PLC | SHS | G01767105 | — | 242,560 shares | $12,708,931 |
| FIRST TRACKS BIOTHERAPEUTICS | ORD SHS | 337185102 | — | 603,489 shares | $12,142,199 |
| PROTHENA CORP PLC | SHS | G72800108 | — | 1,143,155 shares | $11,191,487 |
| TRAVERE THERAPEUTICS INC | COM | 89422G107 | — | 167,525 shares | $9,517,095 |
| TAYSHA GENE THERAPIES INC | COM SHS | 877619106 | — | 1,391,382 shares | $9,475,311 |
| ACLARIS THERAPEUTICS INC | COM | 00461U105 | — | 1,613,430 shares | $8,535,045 |
| AGIOS PHARMACEUTICALS INC | COM | 00847X104 | — | 213,601 shares | $7,926,733 |
| CAPRICOR THERAPEUTICS INC | COM NEW | 14070B309 | — | 229,763 shares | $5,532,693 |
| ALIGN TECHNOLOGY INC | COM | 016255101 | — | 31,389 shares | $5,294,069 |
| ORUKA THERAPEUTICS INC - Restricted | COM | 687604108 | — | 33,546 shares | $3,192,573 |
| XENON PHARMACEUTICALS INC | COM | 98420N105 | — | 51,345 shares | $3,099,184 |
| NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | — | 18,117 shares | $3,053,349 |
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 | — | 33,640 shares | $3,043,074 |
| STOKE THERAPEUTICS INC | COM | 86150R107 | — | 84,631 shares | $2,769,126 |
| CYTOKINETICS INC | COM NEW | 23282W605 | — | 32,195 shares | $2,742,692 |
| PYXIS ONCOLOGY INC | COMMON STOCK | 747324101 | — | 864,277 shares | $2,601,474 |
| EHEALTH INC | COM | 28238P109 | — | 1,482,797 shares | $2,209,368 |
| CRISPR THERAPEUTICS AG | NAMEN AKT | H17182108 | — | 39,605 shares | $2,160,057 |
| SAGIMET BIOSCIENCES INC-A | COM SER A | 786700104 | — | 250,000 shares | $1,932,500 |
| NUVATION BIO INC | COM CL A | 67080N101 | — | 326,609 shares | $1,855,139 |
| BIONTECH SE-ADR | SPONSORED ADS | 09075V102 | — | 19,614 shares | $1,825,083 |
| COMPASS PATHWAYS PLC ADR | SPONSORED ADS | 20451W101 | — | 115,616 shares | $1,635,966 |
| HUMANA INC | COM | 444859102 | — | 3,985 shares | $1,582,922 |
| NEWAMSTERDAM PHARMA CO NV | ORDINARY SHARES | N62509109 | — | 44,359 shares | $1,503,327 |
| VERASTEM INC | COM NEW | 92337C203 | — | 309,685 shares | $1,182,997 |
| MADRIGAL PHARMACEUTICALS INC | COM | 558868105 | — | 1,787 shares | $959,530 |
| UROGEN PHARMA LTD | COM | M96088105 | — | 24,500 shares | $901,600 |
| BICYCLE THERAPEUTICS PLC-ADR | SPONSORED ADS | 088786108 | — | 201,890 shares | $856,014 |
| XERIS BIOPHARMA HOLDINGS INC | COM | 98422E103 | — | 104,410 shares | $826,927 |
| ABEONA THERAPEUTICS INC | COM NEW | 00289Y206 | — | 108,865 shares | $672,786 |
| INSPIRE MEDICAL SYSTEMS INC | COM | 457730109 | — | 8,772 shares | $391,319 |
| PROQR THERAPEUTICS NV | SHS EURO | N71542109 | — | 188,807 shares | $351,181 |
| ALDEYRA THERAPEUTICS INC | COM | 01438T106 | — | 155,709 shares | $331,660 |