Sponsored

The Analysis of Palo Alto Investors LP's Holdings & P&L

Currently, Palo Alto Investors LP holds 51 types of securities in its portfolio with a total value $653.9M. In the most recent quarter, they have increased their positions in MIRM (+168.8K shares, valued at $15.6M), CLDX (+296.4K shares, valued at $9.4M), ACAD (+388.7K shares, valued at $8.7M); decreased their positions in FOLD (-4.1M shares, valued at $59.2M), INSM (-74.2K shares, valued at $12.1M), BIIB (-42.9K shares, valued at $7.9M); initiated new positions in CLDX (+296.4K shares, valued at $9.4M), CYTK (+32.2K shares, valued at $2.1M), N/A (+246.1K shares, valued at $1.3M).

1M P&L

-8.8M-1.36%

3M P&L

-24.9K-0.00%

HY P&L

-40.2M-5.95%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Biotechnology535.3M

82.1%

2Drug Manufacturers - Specialty & Generic48.2M

7.4%

3Drug Manufacturers - General25.8M

4.0%

Top Industries by Stock Count

1Biotechnology36 stocks

73.5%

2Drug Manufacturers - Specialty & Generic3 stocks

6.1%

3Medical Devices3 stocks

6.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

INSM INSMED INC415.3K shares-15.16%2026-03-312026-05-15

ACAD ACADIA PHARMACEUTICALS INC2.9M shares15.65%2026-03-312026-05-15

PTCT PTC THERAPEUTICS INC921.6K shares1.96%2026-03-312026-05-15

BMRN BIOMARIN PHARMACEUTICAL INC685.2K shares-8.18%2026-03-312026-05-15

UTHR UNITED THERAPEUTICS CORP62.8K shares7.95%2026-03-312026-05-15

ANAB ANAPTYSBIO INC638.2K shares-7.52%2026-03-312026-05-15

MIRM MIRUM PHARMACEUTICALS INC325.2K shares107.88%2026-03-312026-05-15

DYN DYNE THERAPEUTICS INC1.7M shares12.28%2026-03-312026-05-15

Sponsored

BIIB BIOGEN INC140.7K shares-23.34%2026-03-312026-05-15

IRON DISC MEDICINE INC401.7K shares26.54%2026-03-312026-05-15

IOVA IOVANCE BIOTHERAPEUTICS INC6.3M shares-10.78%2026-03-312026-05-15

SNDX SYNDAX PHARMACEUTICALS INC865.0K shares8.87%2026-03-312026-05-15

ANNX ANNEXON INC2.9M shares23.65%2026-03-312026-05-15

FOLD AMICUS THERAPEUTICS INC1.1M shares-78.62%2026-03-312026-05-15

NVCR NOVOCURE LTD1.3M shares-1.43%2026-03-312026-05-15

RARE ULTRAGENYX PHARMACEUTICAL IN596.5K shares29.31%2026-03-312026-05-15

Sponsored

PRTA PROTHENA CORP PLC1.2M shares-8.48%2026-03-312026-05-15

BCAX BICARA THERAPEUTICS INC550.4K shares84.34%2026-03-312026-05-15

CLDX CELLDEX THERAPEUTICS INC296.4K sharesnew addition2026-03-312026-05-15

CDNA CAREDX INC531.9K shares11.22%2026-03-312026-05-15

ALKS ALKERMES PLC242.6K shares0.00%2026-03-312026-05-15

CMPX COMPASS THERAPEUTICS INC1.5M shares-40.20%2026-03-312026-05-15

AGIO AGIOS PHARMACEUTICALS INC213.6K shares0.52%2026-03-312026-05-15

ALGN ALIGN TECHNOLOGY INC41.5K shares0.00%2026-03-312026-05-15

Sponsored

CAPR CAPRICOR THERAPEUTICS INC229.8K shares1.53%2026-03-312026-05-15

TVTX TRAVERE THERAPEUTICS INC230.5K shares108.14%2026-03-312026-05-15

TSHA TAYSHA GENE THERAPIES INC1.4M shares17.60%2026-03-312026-05-15

ACRS ACLARIS THERAPEUTICS INC1.6M shares2.97%2026-03-312026-05-15

DNLI DENALI THERAPEUTICS INC234.6K shares-63.42%2026-03-312026-05-15

XENE XENON PHARMACEUTICALS INC51.3K shares-46.80%2026-03-312026-05-15

ORKA ORUKA THERAPEUTICS INC60.0K shares0.00%2026-03-312026-05-15

STOK STOKE THERAPEUTICS INC84.6K shares17.51%2026-03-312026-05-15

Sponsored

EW EDWARDS LIFESCIENCES CORP33.6K shares0.00%2026-03-312026-05-15

NBIX NEUROCRINE BIOSCIENCES INC18.1K shares0.00%2026-03-312026-05-15

NUVB NUVATION BIO INC508.8K shares-5.43%2026-03-312026-05-15

CYTK CYTOKINETICS INC32.2K sharesnew addition2026-03-312026-05-15

EHTH EHEALTH INC1.5M shares-3.18%2026-03-312026-05-15

CRSP CRISPR THERAPEUTICS AG39.6K shares-3.93%2026-03-312026-05-15

BNTX BIONTECH SE-ADR19.6K shares0.00%2026-03-312026-05-15

PYXS PYXIS ONCOLOGY INC1.0M shares-2.59%2026-03-312026-05-15

Sponsored

VERASTEM INC VERASTEM INC246.1K sharesnew addition2026-03-312026-05-15

BCYC BICYCLE THERAPEUTICS PLC-ADR201.9K shares-8.68%2026-03-312026-05-15

MDGL MADRIGAL PHARMACEUTICALS INC1.8K sharesnew addition2026-03-312026-05-15

HUM HUMANA INC4.0K shares0.00%2026-03-312026-05-15

CMPS COMPASS PATHWAYS PLC ADR115.6K shares0.00%2026-03-312026-05-15

XERS XERIS BIOPHARMA HOLDINGS INC104.4K sharesnew addition2026-03-312026-05-15

ABEONA THERAPEUTICS INC ABEONA THERAPEUTICS INC108.9K shares0.00%2026-03-312026-05-15

INSP INSPIRE MEDICAL SYSTEMS INC8.8K shares0.00%2026-03-312026-05-15

Sponsored

URGN UROGEN PHARMA LTD24.5K shares0.00%2026-03-312026-05-15

PRQR PROQR THERAPEUTICS NV188.8K shares0.00%2026-03-312026-05-15

ALDX ALDEYRA THERAPEUTICS INC155.7K shares-30.94%2026-03-312026-05-15

INSM

INSMED INC

-15.16%

Shares415.3K

Event2026-03-31

Filed2026-05-15

ACAD

ACADIA PHARMACEUTICALS INC

15.65%

Shares2.9M

Event2026-03-31

Filed2026-05-15

PTCT

PTC THERAPEUTICS INC

1.96%

Shares921.6K

Event2026-03-31

Filed2026-05-15

BMRN

BIOMARIN PHARMACEUTICAL INC

-8.18%

Shares685.2K

Event2026-03-31

Filed2026-05-15

UTHR

UNITED THERAPEUTICS CORP

7.95%

Shares62.8K

Event2026-03-31

Filed2026-05-15

ANAB

ANAPTYSBIO INC

-7.52%

Shares638.2K

Event2026-03-31

Filed2026-05-15

MIRM

MIRUM PHARMACEUTICALS INC

107.88%

Shares325.2K

Event2026-03-31

Filed2026-05-15

DYN

DYNE THERAPEUTICS INC

12.28%

Shares1.7M

Event2026-03-31

Filed2026-05-15

BIIB

BIOGEN INC

-23.34%

Shares140.7K

Event2026-03-31

Filed2026-05-15

IRON

DISC MEDICINE INC

26.54%

Shares401.7K

Event2026-03-31

Filed2026-05-15

IOVA

IOVANCE BIOTHERAPEUTICS INC

-10.78%

Shares6.3M

Event2026-03-31

Filed2026-05-15

SNDX

SYNDAX PHARMACEUTICALS INC

8.87%

Shares865.0K

Event2026-03-31

Filed2026-05-15

ANNX

ANNEXON INC

23.65%

Shares2.9M

Event2026-03-31

Filed2026-05-15

FOLD

AMICUS THERAPEUTICS INC

-78.62%

Shares1.1M

Event2026-03-31

Filed2026-05-15

NVCR

NOVOCURE LTD

-1.43%

Shares1.3M

Event2026-03-31

Filed2026-05-15

RARE

ULTRAGENYX PHARMACEUTICAL IN

29.31%

Shares596.5K

Event2026-03-31

Filed2026-05-15

PRTA

PROTHENA CORP PLC

-8.48%

Shares1.2M

Event2026-03-31

Filed2026-05-15

BCAX

BICARA THERAPEUTICS INC

84.34%

Shares550.4K

Event2026-03-31

Filed2026-05-15

CLDX

CELLDEX THERAPEUTICS INC

New

Shares296.4K

Event2026-03-31

Filed2026-05-15

CDNA

CAREDX INC

11.22%

Shares531.9K

Event2026-03-31

Filed2026-05-15

ALKS

ALKERMES PLC

0.00%

Shares242.6K

Event2026-03-31

Filed2026-05-15

CMPX

COMPASS THERAPEUTICS INC

-40.20%

Shares1.5M

Event2026-03-31

Filed2026-05-15

AGIO

AGIOS PHARMACEUTICALS INC

0.52%

Shares213.6K

Event2026-03-31

Filed2026-05-15

ALGN

ALIGN TECHNOLOGY INC

0.00%

Shares41.5K

Event2026-03-31

Filed2026-05-15

CAPR

CAPRICOR THERAPEUTICS INC

1.53%

Shares229.8K

Event2026-03-31

Filed2026-05-15

TVTX

TRAVERE THERAPEUTICS INC

108.14%

Shares230.5K

Event2026-03-31

Filed2026-05-15

TSHA

TAYSHA GENE THERAPIES INC

17.60%

Shares1.4M

Event2026-03-31

Filed2026-05-15

ACRS

ACLARIS THERAPEUTICS INC

2.97%

Shares1.6M

Event2026-03-31

Filed2026-05-15

DNLI

DENALI THERAPEUTICS INC

-63.42%

Shares234.6K

Event2026-03-31

Filed2026-05-15

XENE

XENON PHARMACEUTICALS INC

-46.80%

Shares51.3K

Event2026-03-31

Filed2026-05-15

ORKA

ORUKA THERAPEUTICS INC

0.00%

Shares60.0K

Event2026-03-31

Filed2026-05-15

STOK

STOKE THERAPEUTICS INC

17.51%

Shares84.6K

Event2026-03-31

Filed2026-05-15

EDWARDS LIFESCIENCES CORP

0.00%

Shares33.6K

Event2026-03-31

Filed2026-05-15

NBIX

NEUROCRINE BIOSCIENCES INC

0.00%

Shares18.1K

Event2026-03-31

Filed2026-05-15

NUVB

NUVATION BIO INC

-5.43%

Shares508.8K

Event2026-03-31

Filed2026-05-15

CYTK

CYTOKINETICS INC

New

Shares32.2K

Event2026-03-31

Filed2026-05-15

EHTH

EHEALTH INC

-3.18%

Shares1.5M

Event2026-03-31

Filed2026-05-15

CRSP

CRISPR THERAPEUTICS AG

-3.93%

Shares39.6K

Event2026-03-31

Filed2026-05-15

BNTX

BIONTECH SE-ADR

0.00%

Shares19.6K

Event2026-03-31

Filed2026-05-15

PYXS

PYXIS ONCOLOGY INC

-2.59%

Shares1.0M

Event2026-03-31

Filed2026-05-15

VERASTEM INC

New

Shares246.1K

Event2026-03-31

Filed2026-05-15

BCYC

BICYCLE THERAPEUTICS PLC-ADR

-8.68%

Shares201.9K

Event2026-03-31

Filed2026-05-15

MDGL

MADRIGAL PHARMACEUTICALS INC

New

Shares1.8K

Event2026-03-31

Filed2026-05-15

HUM

HUMANA INC

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-15

CMPS

COMPASS PATHWAYS PLC ADR

0.00%

Shares115.6K

Event2026-03-31

Filed2026-05-15

XERS

XERIS BIOPHARMA HOLDINGS INC

New

Shares104.4K

Event2026-03-31

Filed2026-05-15

ABEONA THERAPEUTICS INC

0.00%

Shares108.9K

Event2026-03-31

Filed2026-05-15

INSP

INSPIRE MEDICAL SYSTEMS INC

0.00%

Shares8.8K

Event2026-03-31

Filed2026-05-15

URGN

UROGEN PHARMA LTD

0.00%

Shares24.5K

Event2026-03-31

Filed2026-05-15

PRQR

PROQR THERAPEUTICS NV

0.00%

Shares188.8K

Event2026-03-31

Filed2026-05-15

ALDX

ALDEYRA THERAPEUTICS INC

-30.94%

Shares155.7K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available