Palo Alto Investors Lp Portfolio Stock Holdings
Palo Alto Investors Lp disclosed 51 stock positions valued at approximately $653.9 million in its latest SEC 13F filing. The largest holdings include INSMED INC, ACADIA PHARMACEUTICALS INC, and PTC THERAPEUTICS INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 51
- Portfolio Value
- $653.9M
Holdings by Sector
Palo Alto Investors Lp Portfolio Holdings in Q1 2026
44 holdings in the latest reporting period.
Page 1 of 1
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| INSMED INC | INSM | Healthcare | 10.39% | 415,269 | -74,213 | -15.16% | $67,904,787 |
| ACADIA PHARMACEUTICALS INC | ACAD | Healthcare | 9.78% | 2,872,695 | +388,664 | +15.65% | $63,946,191 |
| PTC THERAPEUTICS INC | PTCT | Healthcare | 9.60% | 921,607 | +17,691 | +1.96% | $62,789,085 |
| BIOMARIN PHARMACEUTICAL INC | BMRN | Healthcare | 5.92% | 685,182 | -61,074 | -8.18% | $38,705,931 |
| UNITED THERAPEUTICS CORP | UTHR | Healthcare | 5.70% | 62,809 | +4,623 | +7.95% | $37,244,481 |
| ANAPTYSBIO INC | ANAB | Healthcare | 5.41% | 638,161 | -51,871 | -7.52% | $35,392,409 |
| MIRUM PHARMACEUTICALS INC | MIRM | Healthcare | 4.59% | 325,175 | +168,754 | +107.88% | $30,039,667 |
| DYNE THERAPEUTICS INC | DYN | Healthcare | 4.58% | 1,652,972 | +180,775 | +12.28% | $29,968,382 |
| BIOGEN INC | BIIB | Healthcare | 3.95% | 140,719 | -42,852 | -23.34% | $25,798,014 |
| DISC MEDICINE INC | IRON | Healthcare | 3.93% | 401,719 | +84,263 | +26.54% | $25,685,913 |
| IOVANCE BIOTHERAPEUTICS INC | IOVA | Healthcare | 3.41% | 6,349,563 | -767,113 | -10.78% | $22,286,966 |
| SYNDAX PHARMACEUTICALS INC | SNDX | Healthcare | 3.09% | 864,986 | +70,479 | +8.87% | $20,206,073 |
| ANNEXON INC | ANNX | Healthcare | 2.50% | 2,948,090 | +563,898 | +23.65% | $16,332,419 |
| AMICUS THERAPEUTICS INC | FOLD | Healthcare | 2.46% | 1,113,045 | -4,092,722 | -78.62% | $16,094,631 |
| ULTRAGENYX PHARMACEUTICAL IN | RARE | Healthcare | 1.91% | 596,495 | +135,201 | +29.31% | $12,496,570 |
| CELLDEX THERAPEUTICS INC | CLDX | Healthcare | 1.44% | 296,408 | +296,408 | +100.00% | $9,402,062 |
| CAREDX INC | CDNA | Healthcare | 1.41% | 531,870 | +53,650 | +11.22% | $9,233,263 |
| ALKERMES PLC | G01767105 | Other | 1.31% | 242,560 | - | - | $8,576,922 |
| COMPASS THERAPEUTICS INC | CMPX | Healthcare | 1.23% | 1,514,504 | -1,017,915 | -40.20% | $8,011,726 |
| AGIOS PHARMACEUTICALS INC | AGIO | Healthcare | 1.11% | 213,601 | +1,102 | +0.52% | $7,226,122 |
| ALIGN TECHNOLOGY INC | ALGN | Healthcare | 1.09% | 41,520 | - | - | $7,117,774 |
| CAPRICOR THERAPEUTICS INC | CAPR | Healthcare | 1.07% | 229,763 | +3,459 | +1.53% | $6,984,795 |
| TRAVERE THERAPEUTICS INC | TVTX | Healthcare | 1.05% | 230,453 | +119,734 | +108.14% | $6,846,759 |
| TAYSHA GENE THERAPIES INC | TSHA | Healthcare | 0.95% | 1,391,382 | +208,187 | +17.60% | $6,219,478 |
| ACLARIS THERAPEUTICS INC | ACRS | Healthcare | 0.93% | 1,613,430 | +46,590 | +2.97% | $6,050,363 |
| DENALI THERAPEUTICS INC | DNLI | Healthcare | 0.69% | 234,582 | -406,657 | -63.42% | $4,503,974 |
| XENON PHARMACEUTICALS INC | XENE | Healthcare | 0.46% | 51,345 | -45,174 | -46.80% | $2,985,712 |
| STOKE THERAPEUTICS INC | STOK | Healthcare | 0.42% | 84,631 | +12,609 | +17.51% | $2,755,585 |
| EDWARDS LIFESCIENCES CORP | EW | Healthcare | 0.41% | 33,640 | - | - | $2,693,891 |
| NEUROCRINE BIOSCIENCES INC | NBIX | Healthcare | 0.37% | 18,117 | - | - | $2,386,734 |
| NUVATION BIO INC | NUVB | Healthcare | 0.33% | 508,846 | -29,233 | -5.43% | $2,182,949 |
| CYTOKINETICS INC | CYTK | Healthcare | 0.32% | 32,195 | +32,195 | +100.00% | $2,121,972 |
| EHEALTH INC | EHTH | Financial Services | 0.29% | 1,482,797 | -48,632 | -3.18% | $1,912,808 |
| BIONTECH SE-ADR | BNTX | Healthcare | 0.27% | 19,614 | - | - | $1,743,292 |
| PYXIS ONCOLOGY INC | PYXS | Healthcare | 0.23% | 1,010,510 | -26,911 | -2.59% | $1,475,345 |
| VERASTEM INC | VSTM | Healthcare | 0.20% | 246,093 | +246,093 | +100.00% | $1,304,293 |
| BICYCLE THERAPEUTICS PLC-ADR | BCYC | Healthcare | 0.14% | 201,890 | -19,181 | -8.68% | $936,770 |
| MADRIGAL PHARMACEUTICALS INC | MDGL | Healthcare | 0.14% | 1,787 | +1,787 | +100.00% | $935,441 |
| HUMANA INC | HUM | Healthcare | 0.11% | 3,985 | - | - | $690,959 |
| COMPASS PATHWAYS PLC ADR | CMPS | Healthcare | 0.10% | 115,616 | - | - | $639,356 |
| XERIS BIOPHARMA HOLDINGS INC | XERS | Healthcare | 0.09% | 104,410 | +104,410 | +100.00% | $605,578 |
| ABEONA THERAPEUTICS INC | ABEO | Healthcare | 0.07% | 108,865 | - | - | $487,715 |
| INSPIRE MEDICAL SYSTEMS INC | INSP | Healthcare | 0.07% | 8,772 | - | - | $452,460 |
| ALDEYRA THERAPEUTICS INC | ALDX | Healthcare | 0.04% | 155,709 | -69,756 | -30.94% | $263,148 |