Palo Alto Investors LP
52 holdingsFiling period: 2026-06-30Current AUM: $706.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | PTCT | Ptc Therapeutics Inc | 918.8K | $75.0M | $56.1M | 7.94% | -2,761 | 2026-06-30 |
| 2 | ACHC | Acadia Pharmaceuticals Inc | 2.86M | $72.5M | $76.9M | 10.88% | -- | 2026-06-30 |
| 3 | INSM | Insmed Inc | 414.0K | $44.1M | $38.6M | 5.47% | -1,289 | 2026-06-30 |
| 4 | MIRM | Mirum Pharmaceuticals Inc | 348.8K | $40.8M | $29.0M | 4.11% | -- | 2026-06-30 |
| 5 | ANAB | Anaptysbio Inc | 603.5K | $40.7M | $29.4M | 4.16% | -34,672 | 2026-06-30 |
| 6 | BMRN | Biomarin Pharmaceutical Inc | 682.8K | $39.1M | $38.1M | 5.39% | -2,405 | 2026-06-30 |
| 7 | DYN | Dyne Therapeutics Inc | 1.65M | $36.6M | $25.9M | 3.66% | -5,451 | 2026-06-30 |
| 8 | UTHR | United Therapeutics Corp | 62.6K | $33.9M | $37.1M | 5.25% | -222 | 2026-06-30 |
| 9 | IRON | Disc Medicine Inc | 416.6K | $30.5M | $32.4M | 4.58% | +14.9K | 2026-06-30 |
| 10 | BIIB | Biogen Inc | 140.3K | $30.3M | $35.4M | 5.01% | -440 | 2026-06-30 |
| 11 | IOVA | Iovance Biotherapeutics Inc | 5.30M | $22.0M | $73.0M | 10.33% | -1,053,354 | 2026-06-30 |
| 12 | RARE | Ultragenyx Pharmaceutical in | 596.5K | $19.9M | $9.6M | 1.36% | -- | 2026-06-30 |
| 13 | — | Novocure Ltd | 1.28M | $19.4M | $19.4M | 2.74% | -- | 2026-06-30 |
| 14 | SNDX | Syndax Pharmaceuticals Inc | 865.0K | $18.9M | $11.4M | 1.62% | -- | 2026-06-30 |
| 15 | ANNX | Annexon Inc | 2.95M | $16.8M | $10.9M | 1.54% | -- | 2026-06-30 |
| 16 | BCAX | Bicara Therapeutics Inc | 550.4K | $16.3M | $9.3M | 1.32% | -- | 2026-06-30 |
| 17 | CDNA | Caredx Inc | 531.9K | $15.2M | $36.8M | 5.20% | -- | 2026-06-30 |
| 18 | CLDX | Celldex Therapeutics Inc | 399.9K | $14.9M | $11.8M | 1.67% | +103.4K | 2026-06-30 |
| 19 | CMPX | Compass Therapeutics Inc | 5.83M | $12.8M | $4.4M | 0.62% | +4.32M | 2026-06-30 |
| 20 | — | Alkermes PLC | 242.6K | $12.7M | $12.7M | 1.80% | -- | 2026-06-30 |
| 21 | TRAX | First Tracks Biotherapeutics | 603.5K | $12.1M | $26.2M | 3.71% | -- | 2026-06-30 |
| 22 | — | Prothena Corp PLC | 1.14M | $11.2M | $11.2M | 1.58% | -65,413 | 2026-06-30 |
| 23 | TVTX | Travere Therapeutics Inc | 167.5K | $9.5M | $8.4M | 1.18% | -62,928 | 2026-06-30 |
| 24 | TSHA | Taysha Gene Therapies Inc | 1.39M | $9.5M | $5.6M | 0.79% | -- | 2026-06-30 |
| 25 | ACRS | Aclaris Therapeutics Inc | 1.61M | $8.5M | $6.1M | 0.87% | -- | 2026-06-30 |
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