Institutions / Palo Alto Investors LP
Palo Alto Investors LP
CIK 1306923 · Institution · as of Mar 31, 2026
Portfolio value
$653.86M
Positions
51
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$653.86M-9.0%Positions
51+4.1%Top holdings
Mar 31, 2026View all 51 →
| Company | Value | % of portfolio |
|---|---|---|
| Insmed Inc | $67.90M | 10.4% |
| ACADIA Pharmaceuticals Inc | $63.95M | 9.8% |
| PTC Therapeutics Inc | $62.79M | 9.6% |
| BioMarin Pharmaceutical Inc | $38.71M | 5.9% |
| United Therapeutics Corp | $37.24M | 5.7% |
| AnaptysBio, Inc. | $35.39M | 5.4% |
| Mirum Pharmaceuticals, Inc. | $30.04M | 4.6% |
| Dyne Therapeutics, Inc. | $29.97M | 4.6% |
| Biogen Inc. | $25.80M | 3.9% |
| Disc Medicine, Inc.IRON | $25.69M | 3.9% |
| Iovance Biotherapeutics, Inc. | $22.29M | 3.4% |
| Syndax Pharmaceuticals Inc | $20.21M | 3.1% |
| Annexon, Inc. | $16.33M | 2.5% |
| Amicus Therapeutics Inc | $16.09M | 2.5% |
| NovoCure Ltd | $13.96M | 2.1% |
| Ultragenyx Pharmaceutical Inc. | $12.50M | 1.9% |
| Prothena Corp Public Ltd Co | $11.75M | 1.8% |
| Bicara Therapeutics Inc. | $10.95M | 1.7% |
| Celldex Therapeutics, Inc. | $9.40M | 1.4% |
| CareDx, Inc. | $9.23M | 1.4% |
| Alkermes plc. | $8.58M | 1.3% |
| Compass Therapeutics, Inc. | $8.01M | 1.2% |
| Agios Pharmaceuticals, Inc. | $7.23M | 1.1% |
| Align Technology, Inc. | $7.12M | 1.1% |
| Capricor Therapeutics, Inc. | $6.98M | 1.1% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | Amicus Therapeutics Inc | $-59.18M | -4.1M -78.62% | 1,113,045 2.46% of portfolio | high |
| Q1 2026 as of | Add | Mirum Pharmaceuticals, Inc. | $15.59M | +169K +107.88% | 325,175 4.59% of portfolio | medium |
| Q1 2026 as of | Exit | Gossamer Bio, Inc. | $-13.86M | -4.5M -100.00% | — | medium |
| Q1 2026 as of | Trim | Insmed Inc | $-12.14M | -74K -15.16% | 415,269 10.39% of portfolio | medium |
| Q1 2026 as of | New | Celldex Therapeutics, Inc. | $9.40M | +296K | 296,408 1.44% of portfolio | medium |
| Q1 2026 as of | Add | ACADIA Pharmaceuticals Inc | $8.65M | +389K +15.65% | 2,872,695 9.78% of portfolio | medium |
| Q1 2026 as of | Trim | Biogen Inc. | $-7.86M | -43K -23.34% | 140,719 3.95% of portfolio | medium |
| Q1 2026 as of | Trim | Denali Therapeutics Inc. | $-7.81M | -407K -63.42% | 234,582 0.69% of portfolio | medium |
| Q1 2026 as of | Add | IRON Disc Medicine, Inc. Common Stock | $5.39M | +84K +26.54% | 401,719 3.93% of portfolio | medium |
| Q1 2026 as of | Trim | Compass Therapeutics, Inc. | $-5.38M | -1.0M -40.20% | 1,514,504 1.23% of portfolio | medium |