Palo Alto Investors
Latest statistics and disclosures from Palo Alto Investors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are PTCT, ACAD, INSM, Mirum Pharmaceuticals Inc Note 4.000 5/0, ANAB, and represent 37.74% of Palo Alto Investors's stock portfolio.
- Added to shares of these 8 stocks: Mirum Pharmaceuticals Inc Note 4.000 5/0 (+$41M), TRAX (+$12M), CMPX (+$9.5M), CLDX, SGMT, NAMS, IRON, VSTM.
- Started 4 new stock positions in SGMT, NAMS, TRAX, Mirum Pharmaceuticals Inc Note 4.000 5/0.
- Reduced shares in these 10 stocks: MIRM (-$30M), , DNLI, IOVA, TVTX, ORKA, ANAB, ALGN, NUVB, PRTA.
- Sold out of its positions in FOLD, DNLI, MIRM.
- Palo Alto Investors was a net buyer of stock by $2.7M.
- Palo Alto Investors has $724M in assets under management (AUM), dropping by 10.68%.
- Central Index Key (CIK): 0001306923
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Portfolio Holdings for Palo Alto Investors
Palo Alto Investors holds 52 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ptc Therapeutics I (PTCT) | 10.4 | $75M | 919k | 81.57 |
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| ACADIA Pharmaceuticals (ACAD) | 10.0 | $73M | 2.9M | 25.30 |
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| Insmed Com Par $.01 (INSM) | 6.1 | $44M | 414k | 106.62 |
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| Mirum Pharmaceuticals Note 4.000% 5/0 (Principal) | 5.6 | $41M | NEW | 349k | 117.07 |
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| Anaptysbio Inc Common (ANAB) | 5.6 | $41M | -5% | 604k | 67.50 |
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| BioMarin Pharmaceutical (BMRN) | 5.4 | $39M | 683k | 57.22 |
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| Dyne Therapeutics (DYN) | 5.1 | $37M | 1.6M | 22.21 |
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| United Therapeutics Corporation (UTHR) | 4.7 | $34M | 63k | 541.83 |
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| Disc Medicine (IRON) | 4.2 | $31M | +3% | 417k | 73.14 |
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| Biogen Idec (BIIB) | 4.2 | $30M | 140k | 216.06 |
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| Iovance Biotherapeutics (IOVA) | 3.0 | $22M | -16% | 5.3M | 4.16 |
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| Ultragenyx Pharmaceutical (RARE) | 2.8 | $20M | 597k | 33.39 |
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| Novocure Ord Shs (NVCR) | 2.7 | $19M | 1.3M | 15.15 |
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| Syndax Pharmaceuticals (SNDX) | 2.6 | $19M | 865k | 21.86 |
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| Annexon (ANNX) | 2.3 | $17M | 2.9M | 5.71 |
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| Bicara Therapeutics (BCAX) | 2.3 | $16M | 550k | 29.69 |
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| Caredx (CDNA) | 2.1 | $15M | 532k | 28.50 |
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| Celldex Therapeutics Com New (CLDX) | 2.1 | $15M | +34% | 400k | 37.21 |
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| Compass Therapeutics (CMPX) | 1.8 | $13M | +285% | 5.8M | 2.19 |
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| Alkermes SHS (ALKS) | 1.8 | $13M | 243k | 52.40 |
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| First Tracks Biotherapeutics Ord Shs (TRAX) | 1.7 | $12M | NEW | 604k | 20.12 |
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| Prothena Corp SHS (PRTA) | 1.5 | $11M | -5% | 1.1M | 9.79 |
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| Travere Therapeutics (TVTX) | 1.3 | $9.5M | -27% | 168k | 56.81 |
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| Taysha Gene Therapies Com Shs (TSHA) | 1.3 | $9.5M | 1.4M | 6.81 |
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| Aclaris Therapeutics (ACRS) | 1.2 | $8.5M | 1.6M | 5.29 |
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| Agios Pharmaceuticals (AGIO) | 1.1 | $7.9M | 214k | 37.11 |
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| Capricor Therapeutics Com New (CAPR) | 0.8 | $5.5M | 230k | 24.08 |
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| Align Technology (ALGN) | 0.7 | $5.3M | -24% | 31k | 168.66 |
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| Oruka Therapeutics (ORKA) | 0.4 | $3.2M | -44% | 34k | 95.17 |
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| Xenon Pharmaceuticals (XENE) | 0.4 | $3.1M | 51k | 60.36 |
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| Neurocrine Biosciences (NBIX) | 0.4 | $3.1M | 18k | 168.53 |
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| Edwards Lifesciences (EW) | 0.4 | $3.0M | 34k | 90.46 |
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| Stoke Therapeutics (STOK) | 0.4 | $2.8M | 85k | 32.72 |
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| Cytokinetics Com New (CYTK) | 0.4 | $2.7M | 32k | 85.19 |
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| Pyxis Oncology Common Stock (PYXS) | 0.4 | $2.6M | -14% | 864k | 3.01 |
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| eHealth (EHTH) | 0.3 | $2.2M | 1.5M | 1.49 |
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| Crispr Therapeutics Namen Akt (CRSP) | 0.3 | $2.2M | 40k | 54.54 |
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| Sagimet Biosciences Inc-a Com Ser A (SGMT) | 0.3 | $1.9M | NEW | 250k | 7.73 |
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| Nuvation Bio Com Cl A (NUVB) | 0.3 | $1.9M | -35% | 327k | 5.68 |
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| Biontech Se- Sponsored Ads (BNTX) | 0.3 | $1.8M | 20k | 93.05 |
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| Compass Pathways Sponsored Ads (CMPS) | 0.2 | $1.6M | 116k | 14.15 |
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| Humana (HUM) | 0.2 | $1.6M | 4.0k | 397.22 |
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| Newamsterdam Pharma Co Nv Ordinary Shares (NAMS) | 0.2 | $1.5M | NEW | 44k | 33.89 |
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| Verastem Com New (VSTM) | 0.2 | $1.2M | +25% | 310k | 3.82 |
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| Madrigal Pharmaceuticals (MDGL) | 0.1 | $960k | 1.8k | 536.95 |
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| Urogen Pharma (URGN) | 0.1 | $902k | 25k | 36.80 |
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| Bicycle Therapeutics Plc- Sponsored Ads (BCYC) | 0.1 | $856k | 202k | 4.24 |
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| Xeris Pharmaceuticals (XERS) | 0.1 | $827k | 104k | 7.92 |
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| Abeona Therapeutics Com New (ABEO) | 0.1 | $673k | 109k | 6.18 |
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| Inspire Med Sys (INSP) | 0.1 | $391k | 8.8k | 44.61 |
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| Proqr Therapeutics Nv Shs Euro (PRQR) | 0.0 | $351k | 189k | 1.86 |
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| Aldeyra Therapeutics (ALDX) | 0.0 | $332k | 156k | 2.13 |
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Past Filings by Palo Alto Investors
SEC 13F filings are viewable for Palo Alto Investors going back to 2010
- Palo Alto Investors 2026 Q2 restated filed Aug. 18, 2026
- Palo Alto Investors 2026 Q2 filed Aug. 17, 2026
- Palo Alto Investors 2026 Q1 filed May 15, 2026
- Palo Alto Investors 2025 Q4 filed Feb. 17, 2026
- Palo Alto Investors 2025 Q3 filed Nov. 14, 2025
- Palo Alto Investors 2025 Q2 filed Aug. 14, 2025
- Palo Alto Investors 2025 Q1 filed May 15, 2025
- Palo Alto Investors 2024 Q4 filed Feb. 14, 2025
- Palo Alto Investors 2024 Q3 filed Nov. 14, 2024
- Palo Alto Investors 2024 Q2 filed Aug. 14, 2024
- Palo Alto Investors 2024 Q1 filed May 15, 2024
- Palo Alto Investors 2023 Q4 restated filed Feb. 15, 2024
- Palo Alto Investors 2023 Q4 filed Feb. 14, 2024
- Palo Alto Investors 2023 Q3 filed Nov. 14, 2023
- Palo Alto Investors 2023 Q2 filed Aug. 14, 2023
- Palo Alto Investors 2023 Q1 filed May 15, 2023