Palo Alto Investors as of Dec. 31, 2025
Portfolio Holdings for Palo Alto Investors
Palo Alto Investors holds 49 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Insmed (INSM) | 11.9 | $85M | 490k | 174.04 | |
| Amicus Therapeutics (FOLD) | 10.3 | $74M | 5.2M | 14.24 | |
| Ptc Therapeutics I (PTCT) | 9.6 | $69M | 904k | 75.96 | |
| ACADIA Pharmaceuticals (ACAD) | 9.2 | $66M | 2.5M | 26.71 | |
| BioMarin Pharmaceutical (BMRN) | 6.2 | $44M | 746k | 59.43 | |
| Anaptysbio Inc Common (ANAB) | 4.7 | $34M | 690k | 48.48 | |
| Biogen Sponsored Ads (BIIB) | 4.5 | $32M | 184k | 175.99 | |
| Dyne Therapeutics Sponsored Ads (DYN) | 4.0 | $29M | 1.5M | 19.56 | |
| United Therapeutics Corporation (UTHR) | 3.9 | $28M | 58k | 487.25 | |
| Disc Medicine (IRON) | 3.5 | $25M | 318k | 79.41 | |
| Iovance Biotherapeutics Com New (IOVA) | 2.7 | $19M | 7.1M | 2.73 | |
| Novocure Ltd ord (NVCR) | 2.3 | $17M | 1.3M | 12.93 | |
| Syndax Pharmaceuticals (SNDX) | 2.3 | $17M | 795k | 21.01 | |
| Gossamer Bio (GOSS) | 1.9 | $14M | 4.5M | 3.10 | |
| Compass Therapeutics (CMPX) | 1.9 | $14M | 2.5M | 5.37 | |
| Prothena Corp Com Cl A (PRTA) | 1.8 | $13M | 1.3M | 9.55 | |
| Mirum Pharmaceuticals (MIRM) | 1.7 | $12M | 156k | 78.99 | |
| Annexon (ANNX) | 1.7 | $12M | 2.4M | 5.02 | |
| Ultragenyx Pharmaceutical (RARE) | 1.5 | $11M | 461k | 23.00 | |
| Denali Therapeutics (DNLI) | 1.5 | $11M | 641k | 16.51 | |
| Caredx (CDNA) | 1.3 | $9.0M | 478k | 18.84 | |
| eHealth (EHTH) | 1.0 | $7.0M | 1.5M | 4.60 | |
| Alkermes (ALKS) | 0.9 | $6.8M | 243k | 27.98 | |
| Capricor Therapeutics Com New (CAPR) | 0.9 | $6.5M | 226k | 28.86 | |
| Taysha Gene Therapies (TSHA) | 0.9 | $6.5M | 1.2M | 5.50 | |
| Align Technology (ALGN) | 0.9 | $6.5M | 42k | 156.15 | |
| Agios Pharmaceuticals (AGIO) | 0.8 | $5.8M | 213k | 27.22 | |
| Bicara Therapeutics (BCAX) | 0.7 | $5.0M | 299k | 16.83 | |
| Nuvation Bio Com Cl A (NUVB) | 0.7 | $4.8M | 538k | 8.96 | |
| Aclaris Therapeutics (ACRS) | 0.7 | $4.7M | 1.6M | 3.01 | |
| Xenon Pharmaceuticals (XENE) | 0.6 | $4.3M | 97k | 44.82 | |
| Travere Therapeutics Com Shs (TVTX) | 0.6 | $4.2M | 111k | 38.21 | |
| Edwards Lifesciences (EW) | 0.4 | $2.9M | 34k | 85.25 | |
| Neurocrine Biosciences (NBIX) | 0.4 | $2.6M | 18k | 141.83 | |
| Stoke Therapeutics (STOK) | 0.3 | $2.3M | 72k | 31.74 | |
| Crispr Therapeutics Namen Akt (CRSP) | 0.3 | $2.2M | 41k | 52.44 | |
| Biontech Se (BNTX) | 0.3 | $1.9M | 20k | 95.20 | |
| Oruka Therapeutics (ORKA) | 0.3 | $1.8M | 60k | 30.31 | |
| Bicycle Therapeutics (BCYC) | 0.2 | $1.6M | 221k | 7.08 | |
| Pyxis Oncology (PYXS) | 0.2 | $1.2M | 1.0M | 1.15 | |
| Aldeyra Therapeutics Sponsored Adr (ALDX) | 0.2 | $1.2M | 226k | 5.18 | |
| Humana (HUM) | 0.1 | $1.0M | 4.0k | 256.13 | |
| Inspire Med Sys (INSP) | 0.1 | $809k | 8.8k | 92.23 | |
| Compass Pathways Sponsored Ads (CMPS) | 0.1 | $798k | 116k | 6.90 | |
| Urogen Pharma (URGN) | 0.1 | $574k | 25k | 23.42 | |
| Abeona Therapeutics Com New (ABEO) | 0.1 | $574k | 109k | 5.27 | |
| Proqr Therapeutics Nv Shs Euro (PRQR) | 0.1 | $381k | 189k | 2.02 | |
| Generation Bio (GBIO) | 0.0 | $86k | 15k | 5.68 | |
| Akari Therapeutics Plc Sponsored (AKTX) | 0.0 | $42k | 146k | 0.29 |
