Palo Alto Investors Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 19, 2026, Palo Alto Investors Lp disclosed 47 stock positions valued at approximately $723.72M as of quarter-end June 30, 2026. The largest holdings include PTC THERAPEUTICS INC, ACADIA PHARMACEUTICALS INC, and INSMED INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 47
- Portfolio Value
- $723.72M
Holdings by Sector
Palo Alto Investors Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| PTC THERAPEUTICS INC | PTCT | Healthcare | 10.36% | 918,846 | -2,761 | -0.30% | $74,950,268 |
| ACADIA PHARMACEUTICALS INC | ACAD | Healthcare | 10.01% | 2,864,096 | -8,599 | -0.30% | $72,461,629 |
| INSMED INC | INSM | Healthcare | 6.10% | 413,980 | -1,289 | -0.31% | $44,138,548 |
| MIRUM PHARMACEUTICALS INC | MIRM | Healthcare | 5.64% | 348,808 | +23,633 | +7.27% | $40,834,953 |
| ANAPTYSBIO INC | ANAB | Healthcare | 5.63% | 603,489 | -34,672 | -5.43% | $40,735,508 |
| BIOMARIN PHARMACEUTICAL INC | BMRN | Healthcare | 5.40% | 682,777 | -2,405 | -0.35% | $39,068,500 |
| DYNE THERAPEUTICS INC | DYN | Healthcare | 5.06% | 1,647,521 | -5,451 | -0.33% | $36,591,441 |
| UNITED THERAPEUTICS CORP | UTHR | Healthcare | 4.69% | 62,587 | -222 | -0.35% | $33,911,514 |
| DISC MEDICINE INC | IRON | Healthcare | 4.21% | 416,646 | +14,927 | +3.72% | $30,473,488 |
| BIOGEN INC | BIIB | Healthcare | 4.19% | 140,279 | -440 | -0.31% | $30,308,681 |
| IOVANCE BIOTHERAPEUTICS INC | IOVA | Healthcare | 3.04% | 5,296,209 | -1,053,354 | -16.59% | $22,032,229 |
| ULTRAGENYX PHARMACEUTICAL IN | RARE | Healthcare | 2.75% | 596,495 | - | - | $19,916,968 |
| NOVOCURE LTD | NVCR | Other | 2.68% | 1,280,439 | - | - | $19,398,651 |
| SYNDAX PHARMACEUTICALS INC | SNDX | Healthcare | 2.61% | 864,986 | - | - | $18,908,594 |
| ANNEXON INC | ANNX | Healthcare | 2.33% | 2,948,090 | - | - | $16,833,594 |
| BICARA THERAPEUTICS INC | BCAX | Other | 2.26% | 550,408 | - | - | $16,341,614 |
| CAREDX INC | CDNA | Healthcare | 2.09% | 531,870 | - | - | $15,158,295 |
| CELLDEX THERAPEUTICS INC | CLDX | Healthcare | 2.06% | 399,856 | +103,448 | +34.90% | $14,878,642 |
| COMPASS THERAPEUTICS INC | CMPX | Healthcare | 1.76% | 5,831,813 | +4,317,309 | +285.06% | $12,771,670 |
| ALKERMES PLC | ALKS | Healthcare | 1.76% | 242,560 | - | - | $12,708,931 |
| TRAVERE THERAPEUTICS INC | TVTX | Healthcare | 1.32% | 167,525 | -62,928 | -27.31% | $9,517,095 |
| TAYSHA GENE THERAPIES INC | TSHA | Healthcare | 1.31% | 1,391,382 | - | - | $9,475,311 |
| ACLARIS THERAPEUTICS INC | ACRS | Healthcare | 1.18% | 1,613,430 | - | - | $8,535,045 |
| AGIOS PHARMACEUTICALS INC | AGIO | Healthcare | 1.10% | 213,601 | - | - | $7,926,733 |
| CAPRICOR THERAPEUTICS INC | CAPR | Healthcare | 0.76% | 229,763 | - | - | $5,532,693 |
| ALIGN TECHNOLOGY INC | ALGN | Healthcare | 0.73% | 31,389 | -10,131 | -24.40% | $5,294,069 |
| XENON PHARMACEUTICALS INC | XENE | Healthcare | 0.43% | 51,345 | - | - | $3,099,184 |
| NEUROCRINE BIOSCIENCES INC | NBIX | Healthcare | 0.42% | 18,117 | - | - | $3,053,349 |
| EDWARDS LIFESCIENCES CORP | EW | Healthcare | 0.42% | 33,640 | - | - | $3,043,074 |
| STOKE THERAPEUTICS INC | STOK | Healthcare | 0.38% | 84,631 | - | - | $2,769,126 |
Showing 30 of 47 holdings in the latest reporting period.