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Palo Alto Investors LP

All holdings · as of Mar 31, 2026

51 positions

CompanyClassValue ↓Shares% of portfolio
INSMED INC—$67.90M415,26910.4%
ACADIA Pharmaceuticals Inc—$63.95M2,872,6959.8%
PTC Therapeutics Inc—$62.79M921,6079.6%
BioMarin Pharmaceutical Inc—$38.71M685,1825.9%
United Therapeutics Corp—$37.24M62,8095.7%
AnaptysBio, Inc.—$35.39M638,1615.4%
Mirum Pharmaceuticals, Inc.—$30.04M325,1754.6%
Dyne Therapeutics, Inc.—$29.97M1,652,9724.6%
BIOGEN INC.—$25.80M140,7193.9%
Disc Medicine, Inc.IRONCommon Stock$25.69M401,7193.9%
IOVANCE BIOTHERAPEUTICS, INC.—$22.29M6,349,5633.4%
Syndax Pharmaceuticals Inc—$20.21M864,9863.1%
Annexon, Inc.—$16.33M2,948,0902.5%
AMICUS THERAPEUTICS INC—$16.09M1,113,0452.5%
NovoCure Ltd—$13.96M1,280,4392.1%
Ultragenyx Pharmaceutical Inc.—$12.50M596,4951.9%
PROTHENA CORP PUBLIC LTD CO—$11.75M1,208,5681.8%
Bicara Therapeutics Inc.—$10.95M550,4081.7%
Celldex Therapeutics, Inc.—$9.40M296,4081.4%
CareDx, Inc.—$9.23M531,8701.4%
Alkermes plc.—$8.58M242,5601.3%
Compass Therapeutics, Inc.—$8.01M1,514,5041.2%
AGIOS PHARMACEUTICALS, INC.—$7.23M213,6011.1%
Align Technology, Inc.—$7.12M41,5201.1%
CAPRICOR THERAPEUTICS, INC.—$6.98M229,7631.1%
Travere Therapeutics, Inc.—$6.85M230,4531.0%
Taysha Gene Therapies, Inc.TSHACommon Stock$6.22M1,391,3821.0%
Aclaris Therapeutics, Inc.—$6.05M1,613,4300.9%
Denali Therapeutics Inc.—$4.50M234,5820.7%
Xenon Pharmaceuticals Inc.—$2.99M51,3450.5%
Oruka Therapeutics, Inc.—$2.94M59,9850.4%
Stoke Therapeutics, Inc.—$2.76M84,6310.4%
Edwards Lifesciences Corp—$2.69M33,6400.4%
NEUROCRINE BIOSCIENCES INC—$2.39M18,1170.4%
Nuvation Bio Inc.NUVBCommon Stock$2.18M508,8460.3%
Cytokinetics Inc—$2.12M32,1950.3%
eHealth, Inc.—$1.91M1,482,7970.3%
CRISPR THERAPEUTICS AG—$1.88M39,6050.3%
BioNTech SEBNTXADR$1.74M19,6140.3%
Pyxis Oncology, Inc.PYXSCommon Stock$1.48M1,010,5100.2%
Verastem, Inc.—$1.30M246,0930.2%
Bicycle Therapeutics plcBCYCADR$936.8K201,8900.1%
MADRIGAL PHARMACEUTICALS, INC.—$935.4K1,7870.1%
HUMANA INC—$691.0K3,9850.1%
COMPASS Pathways plcCMPSADR$639.4K115,6160.1%
Xeris Biopharma Holdings, Inc.—$605.6K104,4100.1%
ABEONA THERAPEUTICS INC.—$487.7K108,8650.1%
Inspire Medical Systems, Inc.—$452.5K8,7720.1%
UROGEN PHARMA LTD—$440.5K24,5000.1%
PROQR THERAPEUTICS NV—$305.9K188,8070.0%
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