The Analysis of Palo Alto Investors LP's Holdings
Currently, Palo Alto Investors LP holds 44 types of securities in its portfolio with a total value $540.4M. In the most recent quarter, they have increased their positions in PTCT (+456.1K shares, valued at $28.0M), DYN (+997.7K shares, valued at $12.6M), RARE (+320.8K shares, valued at $9.6M); decreased their positions in INSM (-373.3K shares, valued at $53.8M), ALNY (-43.2K shares, valued at $19.7M), UTHR (-37.3K shares, valued at $15.6M); initiated new positions in CDNA (+316.2K shares, valued at $4.6M), ORKA (+60.0K shares, valued at $791.3K), PRQR (+188.8K shares, valued at $402.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
INSM INSMED INC491.8K shares-43.15%2025-09-302025-11-14
PTCT PTC THERAPEUTICS INC862.6K shares112.22%2025-09-302025-11-14 ACAD ACADIA PHARMACEUTICALS INC2.5M shares-3.77%2025-09-302025-11-14 FOLD AMICUS THERAPEUTICS INC5.4M shares-4.33%2025-09-302025-11-14 BMRN BIOMARIN PHARMACEUTICAL INC754.0K shares-10.29%2025-09-302025-11-14 BIIB BIOGEN INC185.7K shares-9.77%2025-09-302025-11-14 UTHR UNITED THERAPEUTICS CORP58.2K shares-39.06%2025-09-302025-11-14 ANAB ANAPTYSBIO INC673.5K shares-17.14%2025-09-302025-11-14 IOVA IOVANCE BIOTHERAPEUTICS INC7.6M shares122.15%2025-09-302025-11-14 NVCR NOVOCURE LTD1.3M shares30.52%2025-09-302025-11-14 DYN DYNE THERAPEUTICS INC1.3M shares376.52%2025-09-302025-11-14 IRON DISC MEDICINE INC224.3K shares53.96%2025-09-302025-11-14 ALNY ALNYLAM PHARMACEUTICALS INC32.3K shares-57.21%2025-09-302025-11-14 GOSS GOSSAMER BIO INC5.5M shares-4.79%2025-09-302025-11-14 PRTA PROTHENA CORP PLC1.3M shares3.87%2025-09-302025-11-14 RARE ULTRAGENYX PHARMACEUTICAL IN369.5K shares658.01%2025-09-302025-11-14 AGIO AGIOS PHARMACEUTICALS INC265.5K shares-1.22%2025-09-302025-11-14 SNDX SYNDAX PHARMACEUTICALS INC654.9K shares47.38%2025-09-302025-11-14 EHTH EHEALTH INC1.5M shares-2.11%2025-09-302025-11-14 DNLI DENALI THERAPEUTICS INC408.0K shares70.14%2025-09-302025-11-14 ALGN ALIGN TECHNOLOGY INC45.7K shares21.08%2025-09-302025-11-14 ALKS ALKERMES PLC183.9K shares-16.78%2025-09-302025-11-14 RNA AVIDITY BIOSCIENCES INC109.8K shares-7.62%2025-09-302025-11-14 MIRM MIRUM PHARMACEUTICALS INC64.7K shares0.00%2025-09-302025-11-14 CDNA CAREDX INC316.2K sharesnew addition2025-09-302025-11-14 TSHA TAYSHA GENE THERAPIES INC1.2M shares0.00%2025-09-302025-11-14 NUVB NUVATION BIO INC1.0M shares32.08%2025-09-302025-11-14 ACRS ACLARIS THERAPEUTICS INC1.6M shares12.72%2025-09-302025-11-14 CRSP CRISPR THERAPEUTICS AG41.2K shares-7.62%2025-09-302025-11-14 TVTX TRAVERE THERAPEUTICS INC110.7K shares0.00%2025-09-302025-11-14 EW EDWARDS LIFESCIENCES CORP33.6K shares-14.78%2025-09-302025-11-14 NBIX NEUROCRINE BIOSCIENCES INC18.1K shares35.87%2025-09-302025-11-14 STOK STOKE THERAPEUTICS INC105.4K shares-16.24%2025-09-302025-11-14 PYXS PYXIS ONCOLOGY INC1.0M shares0.00%2025-09-302025-11-14 BNTX BIONTECH SE-ADR19.6K shares-22.19%2025-09-302025-11-14 BCYC BICYCLE THERAPEUTICS PLC-ADR221.1K shares-11.19%2025-09-302025-11-14 ALDX ALDEYRA THERAPEUTICS INC225.5K shares0.00%2025-09-302025-11-14 HUM HUMANA INC4.0K shares0.00%2025-09-302025-11-14 ORKA ORUKA THERAPEUTICS INC60.0K sharesnew addition2025-09-302025-11-14 ABEO ABEONA THERAPEUTICS INC108.9K shares0.00%2025-09-302025-11-14 URGN UROGEN PHARMA LTD24.5K shares0.00%2025-09-302025-11-14 PRQR PROQR THERAPEUTICS NV188.8K sharesnew addition2025-09-302025-11-14 AKTX AKARI THERAPEUTICS PLC-ADR146.0K shares0.00%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available