Titelia

Holdings of Palo Alto Investors LP

44 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 68 % of the equity sleeve

Sector breakdown

  • Health care 21.9 %
  • Unattributed 78.1 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.5 %
  • DE 0.3 %
  • GB 0.3 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US41610.6M $99.46 %
DE11.7M $0.28 %
GB21.6M $0.26 %

Positions

CompanySharesValueWeight
Insmed Inc 415,26967.9M $
ACADIA Pharmaceuticals Inc 2,872,69563.9M $
PTC Therapeutics Inc 921,60762.8M $
BioMarin Pharmaceutical Inc 685,18238.7M $
United Therapeutics Corp 62,80937.2M $
AnaptysBio Inc 638,16135.4M $
Mirum Pharmaceuticals Inc 325,17530M $
Dyne Therapeutics Inc 1,652,97230M $
Biogen Inc 140,71925.8M $
Disc Medicine Inc 401,71925.7M $
Iovance Biotherapeutics Inc 6,349,56322.3M $
Syndax Pharmaceuticals Inc 864,98620.2M $
Annexon Inc 2,948,09016.3M $
Amicus Therapeutics Inc 1,113,04516.1M $
Ultragenyx Pharmaceutical Inc 596,49512.5M $
Bicara Therapeutics Inc 550,40810.9M $
Celldex Therapeutics Inc 296,4089.4M $
CareDx Inc 531,8709.2M $
Compass Therapeutics Inc 1,514,5048M $
Agios Pharmaceuticals Inc 213,6017.2M $
Align Technology Inc 41,5207.1M $
Capricor Therapeutics Inc 229,7637M $
Travere Therapeutics Inc 230,4536.8M $
Taysha Gene Therapies Inc 1,391,3826.2M $
Aclaris Therapeutics Inc 1,613,4306.1M $
Denali Therapeutics Inc 234,5824.5M $
Oruka Therapeutics Inc 59,9852.9M $
Stoke Therapeutics Inc 84,6312.8M $
Edwards Lifesciences Corp 33,6402.7M $
Neurocrine Biosciences Inc 18,1172.4M $
Nuvation Bio Inc 508,8462.2M $
Cytokinetics Inc 32,1952.1M $
eHealth Inc 1,482,7971.9M $
BioNTech SE 19,6141.7M $
Pyxis Oncology Inc 1,010,5101.5M $
Verastem Inc 246,0931.3M $
Bicycle Therapeutics PLC 201,890936.8K $
Madrigal Pharmaceuticals Inc 1,787935.4K $
Humana Inc 3,985691K $
Compass Pathways plc 115,616639.4K $
Xeris Biopharma Holdings Inc 104,410605.6K $
Abeona Therapeutics Inc 108,865487.7K $
Inspire Medical Systems Inc 8,772452.5K $
Aldeyra Therapeutics Inc 155,709263.1K $