Palo Alto Investors
Latest statistics and disclosures from Palo Alto Investors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are INSM, ACAD, PTCT, BMRN, UTHR, and represent 41.38% of Palo Alto Investors's stock portfolio.
- Added to shares of these 10 stocks: MIRM (+$16M), CLDX (+$9.4M), ACAD (+$8.7M), IRON (+$5.4M), BCAX (+$5.0M), TVTX, DYN, ANNX, RARE, UTHR.
- Started 5 new stock positions in XERS, VSTM, MDGL, CYTK, CLDX.
- Reduced shares in these 10 stocks: FOLD (-$59M), GOSS (-$14M), INSM (-$12M), BIIB (-$7.9M), DNLI (-$7.8M), CMPX (-$5.4M), BMRN, ANAB, IOVA, XENE.
- Sold out of its positions in AKTX, GBIO, GOSS.
- Palo Alto Investors was a net seller of stock by $-50M.
- Palo Alto Investors has $654M in assets under management (AUM), dropping by -8.98%.
- Central Index Key (CIK): 0001306923
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Portfolio Holdings for Palo Alto Investors
Palo Alto Investors holds 51 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Insmed Com Par $.01 (INSM) | 10.4 | $68M | -15% | 415k | 163.52 |
|
| ACADIA Pharmaceuticals (ACAD) | 9.8 | $64M | +15% | 2.9M | 22.26 |
|
| Ptc Therapeutics I (PTCT) | 9.6 | $63M | 922k | 68.13 |
|
|
| BioMarin Pharmaceutical (BMRN) | 5.9 | $39M | -8% | 685k | 56.49 |
|
| United Therapeutics Corporation (UTHR) | 5.7 | $37M | +7% | 63k | 592.98 |
|
| Anaptysbio Inc Common (ANAB) | 5.4 | $35M | -7% | 638k | 55.46 |
|
| Mirum Pharmaceuticals (MIRM) | 4.6 | $30M | +107% | 325k | 92.38 |
|
| Dyne Therapeutics (DYN) | 4.6 | $30M | +12% | 1.7M | 18.13 |
|
| Biogen Idec (BIIB) | 3.9 | $26M | -23% | 141k | 183.33 |
|
| Disc Medicine (IRON) | 3.9 | $26M | +26% | 402k | 63.94 |
|
| Iovance Biotherapeutics (IOVA) | 3.4 | $22M | -10% | 6.3M | 3.51 |
|
| Syndax Pharmaceuticals (SNDX) | 3.1 | $20M | +8% | 865k | 23.36 |
|
| Annexon (ANNX) | 2.5 | $16M | +23% | 2.9M | 5.54 |
|
| Amicus Therapeutics (FOLD) | 2.5 | $16M | -78% | 1.1M | 14.46 |
|
| Novocure Ord Shs (NVCR) | 2.1 | $14M | 1.3M | 10.90 |
|
|
| Ultragenyx Pharmaceutical (RARE) | 1.9 | $13M | +29% | 597k | 20.95 |
|
| Prothena Corp SHS (PRTA) | 1.8 | $12M | -8% | 1.2M | 9.72 |
|
| Bicara Therapeutics (BCAX) | 1.7 | $11M | +84% | 550k | 19.89 |
|
| Celldex Therapeutics Com New (CLDX) | 1.4 | $9.4M | NEW | 296k | 31.72 |
|
| Caredx (CDNA) | 1.4 | $9.2M | +11% | 532k | 17.36 |
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| Alkermes SHS (ALKS) | 1.3 | $8.6M | 243k | 35.36 |
|
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| Compass Therapeutics (CMPX) | 1.2 | $8.0M | -40% | 1.5M | 5.29 |
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| Agios Pharmaceuticals (AGIO) | 1.1 | $7.2M | 214k | 33.83 |
|
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| Align Technology (ALGN) | 1.1 | $7.1M | 42k | 171.43 |
|
|
| Capricor Therapeutics Com New (CAPR) | 1.1 | $7.0M | 230k | 30.40 |
|
|
| Travere Therapeutics (TVTX) | 1.0 | $6.8M | +108% | 231k | 29.71 |
|
| Taysha Gene Therapies Com Shs (TSHA) | 1.0 | $6.2M | +17% | 1.4M | 4.47 |
|
| Aclaris Therapeutics (ACRS) | 0.9 | $6.1M | +2% | 1.6M | 3.75 |
|
| Denali Therapeutics (DNLI) | 0.7 | $4.5M | -63% | 235k | 19.20 |
|
| Xenon Pharmaceuticals (XENE) | 0.5 | $3.0M | -46% | 51k | 58.15 |
|
| Oruka Therapeutics (ORKA) | 0.4 | $2.9M | 60k | 49.05 |
|
|
| Stoke Therapeutics (STOK) | 0.4 | $2.8M | +17% | 85k | 32.56 |
|
| Edwards Lifesciences (EW) | 0.4 | $2.7M | 34k | 80.08 |
|
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| Neurocrine Biosciences (NBIX) | 0.4 | $2.4M | 18k | 131.74 |
|
|
| Nuvation Bio Com Cl A (NUVB) | 0.3 | $2.2M | -5% | 509k | 4.29 |
|
| Cytokinetics Com New (CYTK) | 0.3 | $2.1M | NEW | 32k | 65.91 |
|
| eHealth (EHTH) | 0.3 | $1.9M | -3% | 1.5M | 1.29 |
|
| Crispr Therapeutics Namen Akt (CRSP) | 0.3 | $1.9M | -3% | 40k | 47.57 |
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| Biontech Se- Sponsored Ads (BNTX) | 0.3 | $1.7M | 20k | 88.88 |
|
|
| Pyxis Oncology Common Stock (PYXS) | 0.2 | $1.5M | -2% | 1.0M | 1.46 |
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| Verastem Com New (VSTM) | 0.2 | $1.3M | NEW | 246k | 5.30 |
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| Bicycle Therapeutics Plc- Sponsored Ads (BCYC) | 0.1 | $937k | -8% | 202k | 4.64 |
|
| Madrigal Pharmaceuticals (MDGL) | 0.1 | $935k | NEW | 1.8k | 523.47 |
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| Humana (HUM) | 0.1 | $691k | 4.0k | 173.39 |
|
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| Compass Pathways Sponsored Ads (CMPS) | 0.1 | $639k | 116k | 5.53 |
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| Xeris Pharmaceuticals (XERS) | 0.1 | $606k | NEW | 104k | 5.80 |
|
| Abeona Therapeutics Com New (ABEO) | 0.1 | $488k | 109k | 4.48 |
|
|
| Inspire Med Sys (INSP) | 0.1 | $453k | 8.8k | 51.58 |
|
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| Urogen Pharma (URGN) | 0.1 | $441k | 25k | 17.98 |
|
|
| Proqr Therapeutics Nv Shs Euro (PRQR) | 0.0 | $306k | 189k | 1.62 |
|
|
| Aldeyra Therapeutics (ALDX) | 0.0 | $263k | -30% | 156k | 1.69 |
|
Past Filings by Palo Alto Investors
SEC 13F filings are viewable for Palo Alto Investors going back to 2010
- 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
- Palo Alto Investors 2022 Q4 filed Feb. 14, 2023
- Palo Alto Investors 2022 Q3 filed Nov. 14, 2022