Holdings
Palo Alto Investors LP
As of Jun 30, 2026, Palo Alto Investors LP reported 42 positions worth US$671M. Largest: Ptc Therapeutics, Inc., Acadia Pharmaceuticals Inc. and Insmed Incorporated. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Ptc Therapeutics, Inc. | 919K | US$75M | −2,761 | Jun 30, 2026 |
| Acadia Pharmaceuticals Inc. | 2.86M | US$72.5M | −8,599 | Jun 30, 2026 |
| Insmed Incorporated | 414K | US$44.1M | −1,289 | Jun 30, 2026 |
| Mirum Pharmaceuticals, Inc. | 349K | US$40.8M | +23,633 | Jun 30, 2026 |
| Anaptysbio, Inc. | 603K | US$40.7M | −34,672 | Jun 30, 2026 |
| Biomarin Pharmaceutical Inc. | 683K | US$39.1M | −2,405 | Jun 30, 2026 |
| Dyne Therapeutics, Inc. | 1.65M | US$36.6M | −5,451 | Jun 30, 2026 |
| United Therapeutics Corporation | 62,587 | US$33.9M | −222 | Jun 30, 2026 |
| Disc Medicine, Inc. | 417K | US$30.5M | +14,927 | Jun 30, 2026 |
| Biogen Inc. | 140K | US$30.3M | −440 | Jun 30, 2026 |