Palo Alto Investors LP
51 holdingsFiling period: 2026-03-31Current AUM: $685.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | INSM | INSMED INC | 415.3K | $67.9M | $40.9M | 5.97% | -74,213 | 2026-03-31 |
| 2 | ACAD | ACADIA PHARMACEUTICALS INC | 2.87M | $63.9M | $74.3M | 10.84% | +388.7K | 2026-03-31 |
| 3 | PTCT | PTC THERAPEUTICS INC | 921.6K | $62.8M | $62.7M | 9.15% | +17.7K | 2026-03-31 |
| 4 | BMRN | BIOMARIN PHARMACEUTICAL INC | 685.2K | $38.7M | $41.1M | 6.00% | -61,074 | 2026-03-31 |
| 5 | UTHR | UNITED THERAPEUTICS CORP | 62.8K | $37.2M | $32.5M | 4.74% | +4.6K | 2026-03-31 |
| 6 | ANAB | ANAPTYSBIO INC | 638.2K | $35.4M | $34.1M | 4.97% | -51,871 | 2026-03-31 |
| 7 | MIRM | MIRUM PHARMACEUTICALS INC | 325.2K | $30.0M | $34.5M | 5.03% | +168.8K | 2026-03-31 |
| 8 | DYN | DYNE THERAPEUTICS INC | 1.65M | $30.0M | $41.6M | 6.07% | +180.8K | 2026-03-31 |
| 9 | BIIB | BIOGEN INC | 140.7K | $25.8M | $28.6M | 4.17% | -42,852 | 2026-03-31 |
| 10 | IRON | DISC MEDICINE INC | 401.7K | $25.7M | $30.9M | 4.51% | +84.3K | 2026-03-31 |
| 11 | IOVA | IOVANCE BIOTHERAPEUTICS INC | 6.35M | $22.3M | $25.8M | 3.77% | -767,113 | 2026-03-31 |
| 12 | SNDX | SYNDAX PHARMACEUTICALS INC | 865.0K | $20.2M | $16.5M | 2.40% | +70.5K | 2026-03-31 |
| 13 | ANNX | ANNEXON INC | 2.95M | $16.3M | $15.0M | 2.19% | +563.9K | 2026-03-31 |
| 14 | AM6 | AMICUS THERAPEUTICS INC | 1.11M | $16.1M | $16.1M | 2.35% | -4,092,722 | 2026-03-31 |
| 15 | — | NOVOCURE LTD | 1.28M | $14.0M | $14.0M | 2.04% | -18,525 | 2026-03-31 |
| 16 | RARE | ULTRAGENYX PHARMACEUTICAL IN | 596.5K | $12.5M | $14.9M | 2.17% | +135.2K | 2026-03-31 |
| 17 | — | PROTHENA CORP PLC | 1.21M | $11.7M | $11.7M | 1.71% | -111,942 | 2026-03-31 |
| 18 | BCAX | BICARA THERAPEUTICS INC | 550.4K | $10.9M | $14.9M | 2.18% | +251.8K | 2026-03-31 |
| 19 | CLDX | CELLDEX THERAPEUTICS INC | 296.4K | $9.4M | $11.3M | 1.65% | -- | 2026-03-31 |
| 20 | CDNA | CAREDX INC | 531.9K | $9.2M | $23.2M | 3.39% | +53.6K | 2026-03-31 |
| 21 | — | ALKERMES PLC | 242.6K | $8.6M | $8.6M | 1.25% | -- | 2026-03-31 |
| 22 | CMPX | COMPASS THERAPEUTICS INC | 1.51M | $8.0M | $2.9M | 0.42% | -1,017,915 | 2026-03-31 |
| 23 | AGIO | AGIOS PHARMACEUTICALS INC | 213.6K | $7.2M | $6.4M | 0.94% | +1.1K | 2026-03-31 |
| 24 | ALGN | ALIGN TECHNOLOGY INC | 41.5K | $7.1M | $7.0M | 1.02% | -- | 2026-03-31 |
| 25 | CAPR | CAPRICOR THERAPEUTICS INC | 229.8K | $7.0M | $884K | 0.13% | +3.5K | 2026-03-31 |
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