EdgeMarket › What Palo Alto Investors Lp reported owning
What Palo Alto Investors Lp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
653.9MPositions
51Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| INSM INSMED Inc | 67.9M | 10.4% | 415.3K | 125.77 | -2.8% |
| ACAD ACADIA PHARMACEUTICALS INC | 63.9M | 9.8% | 2.9M | 29.50 | +18.3% |
| PTCT PTC THERAPEUTICS, INC. | 62.8M | 9.6% | 921.6K | 69.82 | +42.9% |
| BMRN BIOMARIN PHARMACEUTICAL INC | 38.7M | 5.9% | 685.2K | 66.70 | +15.1% |
| UTHR UNITED THERAPEUTICS Corp | 37.2M | 5.7% | 62.8K | 513.12 | +67.4% |
| ANAB ANAPTYSBIO, INC | 35.4M | 5.4% | 638.2K | 57.74 | +186.6% |
| MIRM Mirum Pharmaceuticals, Inc. | 30.0M | 4.6% | 325.2K | 96.31 | +44.4% |
| DYN Dyne Therapeutics, Inc. | 30.0M | 4.6% | 1.7M | 26.10 | +118.0% |
| BIIB BIOGEN INC. | 25.8M | 3.9% | 140.7K | 216.78 | +56.0% |
| IRON Disc Medicine, Inc. | 25.7M | 3.9% | 401.7K | 79.81 | +35.9% |
| IOVA IOVANCE BIOTHERAPEUTICS, INC. | 22.3M | 3.4% | 6.3M | 8.29 | +227.7% |
| SNDX Syndax Pharmaceuticals Inc | 20.2M | 3.1% | 865.0K | 19.65 | +24.8% |
| ANNX Annexon, Inc. | 16.3M | 2.5% | 2.9M | 5.07 | +136.9% |
| unmapped CUSIP 03152W109 | 16.1M | 2.5% | 1.1M | — | — |
| NVCR NovoCure Ltd | 14.0M | 2.1% | 1.3M | 17.10 | +45.2% |
| RARE Ultragenyx Pharmaceutical Inc. | 12.5M | 1.9% | 596.5K | 25.83 | -12.0% |
| PRTA PROTHENA CORP PUBLIC LTD CO | 11.7M | 1.8% | 1.2M | 9.45 | +10.9% |
| BCAX Bicara Therapeutics Inc. | 10.9M | 1.7% | 550.4K | 23.90 | +118.1% |
| CLDX Celldex Therapeutics, Inc. | 9.4M | 1.4% | 296.4K | 40.38 | +93.3% |
| CDNA CareDx, Inc. | 9.2M | 1.4% | 531.9K | 48.61 | +299.4% |
| ALKS Alkermes plc. | 8.6M | 1.3% | 242.6K | 48.33 | +66.8% |
| CMPX Compass Therapeutics, Inc. | 8.0M | 1.2% | 1.5M | 2.40 | -13.7% |
| AGIO AGIOS PHARMACEUTICALS, INC. | 7.2M | 1.1% | 213.6K | 33.09 | -10.1% |
| ALGN ALIGN TECHNOLOGY INC | 7.1M | 1.1% | 41.5K | 162.55 | +13.2% |
| CAPR CAPRICOR THERAPEUTICS, INC. | 7.0M | 1.1% | 229.8K | 6.29 | -12.3% |
| TVTX Travere Therapeutics, Inc. | 6.8M | 1.0% | 230.5K | 65.71 | +265.7% |
| TSHA Taysha Gene Therapies, Inc. | 6.2M | 1.0% | 1.4M | 6.09 | +112.2% |
| ACRS Aclaris Therapeutics, Inc. | 6.1M | 0.9% | 1.6M | 6.41 | +254.1% |
| DNLI Denali Therapeutics Inc. | 4.5M | 0.7% | 234.6K | 24.92 | +71.7% |
| XENE Xenon Pharmaceuticals Inc. | 3.0M | 0.5% | 51.3K | 60.77 | +61.5% |
| ORKA Oruka Therapeutics, Inc. | 2.9M | 0.4% | 60.0K | 107.96 | +649.7% |
| STOK Stoke Therapeutics, Inc. | 2.8M | 0.4% | 84.6K | 32.29 | +67.1% |
| EW Edwards Lifesciences Corp | 2.7M | 0.4% | 33.6K | 89.79 | +10.3% |
| NBIX NEUROCRINE BIOSCIENCES INC | 2.4M | 0.4% | 18.1K | 152.57 | +14.5% |
| NUVB Nuvation Bio Inc. | 2.2M | 0.3% | 508.8K | 6.93 | +155.7% |
| CYTK CYTOKINETICS INC | 2.1M | 0.3% | 32.2K | 76.84 | +105.9% |
| EHTH eHealth, Inc. | 1.9M | 0.3% | 1.5M | 1.23 | -64.2% |
| CRSP CRISPR Therapeutics AG | 1.9M | 0.3% | 39.6K | 59.50 | +12.1% |
| BNTX BioNTech SE | 1.7M | 0.3% | 19.6K | 116.57 | +4.7% |
| PYXS Pyxis Oncology, Inc. | 1.5M | 0.2% | 1.0M | 3.08 | +165.5% |
| VSTM Verastem, Inc. | 1.3M | 0.2% | 246.1K | 6.89 | -17.2% |
| BCYC BICYCLE THERAPEUTICS PLC | 936.8K | 0.1% | 201.9K | 4.37 | -37.8% |
| MDGL MADRIGAL PHARMACEUTICALS, INC. | 935.4K | 0.1% | 1.8K | 516.74 | +31.9% |
| HUM HUMANA INC | 691.0K | 0.1% | 4.0K | 378.88 | +30.6% |
| CMPS COMPASS Pathways plc | 639.4K | 0.1% | 115.6K | 13.33 | +226.7% |
| XERS Xeris Biopharma Holdings, Inc. | 605.6K | 0.1% | 104.4K | 8.70 | +14.9% |
| ABEO ABEONA THERAPEUTICS INC. | 487.7K | 0.1% | 108.9K | 6.09 | -13.0% |
| INSP Inspire Medical Systems, Inc. | 452.5K | 0.1% | 8.8K | 62.36 | -33.0% |
| URGN UroGen Pharma Ltd. | 440.5K | 0.1% | 24.5K | 46.86 | +142.7% |
| PRQR ProQR Therapeutics N.V. | 305.9K | 0.0% | 188.8K | 2.34 | +9.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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