Holdings of Palo Alto Investors LP

Name: Holdings of Palo Alto Investors LP
Creator: Titelia
License: https://titelia.com/en/sources

· Original filing · Compare with another fund · Report an error

Net assets: -
Positions: 44 in 3 countries
Top ten: 68.0 % of the equity sleeve
Filed on: Mar 31, 2026

Portfolio shape

Positions

Rank	Company	Shares	Value
1	Insmed Inc	415,269	67.9M $
2	ACADIA Pharmaceuticals Inc	2,872,695	63.9M $
3	PTC Therapeutics Inc	921,607	62.8M $
4	BioMarin Pharmaceutical Inc	685,182	38.7M $
5	United Therapeutics Corp	62,809	37.2M $
6	AnaptysBio Inc	638,161	35.4M $
7	Mirum Pharmaceuticals Inc	325,175	30M $
8	Dyne Therapeutics Inc	1,652,972	30M $
9	Biogen Inc	140,719	25.8M $
10	Disc Medicine Inc	401,719	25.7M $
11	Iovance Biotherapeutics Inc	6,349,563	22.3M $
12	Syndax Pharmaceuticals Inc	864,986	20.2M $
13	Annexon Inc	2,948,090	16.3M $
14	Amicus Therapeutics Inc	1,113,045	16.1M $
15	Ultragenyx Pharmaceutical Inc	596,495	12.5M $
16	Bicara Therapeutics Inc	550,408	10.9M $
17	Celldex Therapeutics Inc	296,408	9.4M $
18	CareDx Inc	531,870	9.2M $
19	Compass Therapeutics Inc	1,514,504	8M $
20	Agios Pharmaceuticals Inc	213,601	7.2M $
21	Align Technology Inc	41,520	7.1M $
22	Capricor Therapeutics Inc	229,763	7M $
23	Travere Therapeutics Inc	230,453	6.8M $
24	Taysha Gene Therapies Inc	1,391,382	6.2M $
25	Aclaris Therapeutics Inc	1,613,430	6.1M $
26	Denali Therapeutics Inc	234,582	4.5M $
27	Oruka Therapeutics Inc	59,985	2.9M $
28	Stoke Therapeutics Inc	84,631	2.8M $
29	Edwards Lifesciences Corp	33,640	2.7M $
30	Neurocrine Biosciences Inc	18,117	2.4M $
31	Nuvation Bio Inc	508,846	2.2M $
32	Cytokinetics Inc	32,195	2.1M $
33	eHealth Inc	1,482,797	1.9M $
34	BioNTech SE	19,614	1.7M $
35	Pyxis Oncology Inc	1,010,510	1.5M $
36	Verastem Inc	246,093	1.3M $
37	Bicycle Therapeutics PLC	201,890	936.8K $
38	Madrigal Pharmaceuticals Inc	1,787	935.4K $
39	Humana Inc	3,985	691K $
40	Compass Pathways plc	115,616	639.4K $
41	Xeris Biopharma Holdings Inc	104,410	605.6K $
42	Abeona Therapeutics Inc	108,865	487.7K $
43	Inspire Medical Systems Inc	8,772	452.5K $
44	Aldeyra Therapeutics Inc	155,709	263.1K $

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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

United States 99.5 %
Germany 0.3 %
United Kingdom 0.3 %

Shares computed on the equity sleeve.

Rank	Country	Lines	Value	Share
1	United States	41	610.6M $	99.46 %
2	Germany	1	1.7M $	0.28 %
3	United Kingdom	2	1.6M $	0.26 %

Cite this page

Titelia. "Holdings of Palo Alto Investors LP". https://titelia.com/en/funds/US13F1306923