Palo Alto Investors LP
Palo Alto Investors LP reported 52 holdings worth US$724M as of Jun 30, 2026 (Form 13F/A)
As of Jun 30, 2026 · Filed Aug 19, 2026
Palo Alto Investors LP reported 52 holdings worth US$724M as of Jun 30, 2026. Largest: Ptc Therapeutics, Inc., Acadia Pharmaceuticals Inc. and Insmed Incorporated. Filed Aug 19, 2026 (Form 13F/A).
- Holdings
- 52
- Value as reported
- US$724M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Ptc Therapeutics, Inc. | 919K | US$75M | 10.4% |
| Acadia Pharmaceuticals Inc. | 2.86M | US$72.5M | 10.0% |
| Insmed Incorporated | 414K | US$44.1M | 6.1% |
| Mirum Pharmaceuticals, Inc. | 349K | US$40.8M | 5.6% |
| Anaptysbio, Inc. | 603K | US$40.7M | 5.6% |
| Biomarin Pharmaceutical Inc. | 683K | US$39.1M | 5.4% |
| Dyne Therapeutics, Inc. | 1.65M | US$36.6M | 5.1% |
| United Therapeutics Corporation | 62,587 | US$33.9M | 4.7% |
| Disc Medicine, Inc. | 417K | US$30.5M | 4.2% |
| Biogen Inc. | 140K | US$30.3M | 4.2% |
| Iovance Biotherapeutics, Inc. | 5.3M | US$22M | 3.0% |
| Ultragenyx Pharmaceutical Inc. | 596K | US$19.9M | 2.8% |
| Syndax Pharmaceuticals, Inc. | 865K | US$18.9M | 2.6% |
| Annexon, Inc. | 2.95M | US$16.8M | 2.3% |
| Bicara Therapeutics Inc. | 550K | US$16.3M | 2.3% |
| Caredx, Inc. | 532K | US$15.2M | 2.1% |
| Celldex Therapeutics, Inc. | 400K | US$14.9M | 2.1% |
| Compass Therapeutics, Inc. | 5.83M | US$12.8M | 1.8% |
| First Tracks Biotherapeutics, Inc. | 603K | US$12.1M | 1.7% |
| Travere Therapeutics, Inc. | 168K | US$9.52M | 1.3% |
| Taysha Gene Therapies, Inc. | 1.39M | US$9.48M | 1.3% |
| Aclaris Therapeutics, Inc. | 1.61M | US$8.54M | 1.2% |
| Agios Pharmaceuticals, Inc. | 214K | US$7.93M | 1.1% |
| Capricor Therapeutics, Inc. | 230K | US$5.53M | 0.76% |
| Align Technology, Inc. | 31,389 | US$5.29M | 0.73% |
| Oruka Therapeutics, Inc. | 33,546 | US$3.19M | 0.44% |
| Xenon Pharmaceuticals Inc. | 51,345 | US$3.1M | 0.43% |
| Neurocrine Biosciences, Inc. | 18,117 | US$3.05M | 0.42% |
| Edwards Lifesciences Corporation | 33,640 | US$3.04M | 0.42% |
| Stoke Therapeutics, Inc. | 84,631 | US$2.77M | 0.38% |
| Cytokinetics, Incorporated | 32,195 | US$2.74M | 0.38% |
| Pyxis Oncology, Inc. | 864K | US$2.6M | 0.36% |
| Ehealth, Inc. | 1.48M | US$2.21M | 0.31% |
| Sagimet Biosciences Inc. - Series A | 250K | US$1.93M | 0.27% |
| Nuvation Bio Inc. | 327K | US$1.86M | 0.26% |
| Humana Inc. | 3,985 | US$1.58M | 0.22% |
| Verastem, Inc. | 310K | US$1.18M | 0.16% |
| Madrigal Pharmaceuticals, Inc. | 1,787 | US$960K | 0.13% |
| Xeris Biopharma Holdings, Inc. | 104K | US$827K | 0.11% |
| Abeona Therapeutics Inc. | 109K | US$673K | 0.09% |
| Inspire Medical Systems, Inc. | 8,772 | US$391K | 0.05% |
| Aldeyra Therapeutics, Inc. | 156K | US$332K | 0.05% |
| Denali Therapeutics Inc. | 0 | US$0 | 0.00% |
Source
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