Palo Alto Investors as of March 31, 2026
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 | 415k | 163.52 | |
| ACADIA Pharmaceuticals (ACAD) | 9.8 | $64M | 2.9M | 22.26 | |
| Ptc Therapeutics I (PTCT) | 9.6 | $63M | 922k | 68.13 | |
| BioMarin Pharmaceutical (BMRN) | 5.9 | $39M | 685k | 56.49 | |
| United Therapeutics Corporation (UTHR) | 5.7 | $37M | 63k | 592.98 | |
| Anaptysbio Inc Common (ANAB) | 5.4 | $35M | 638k | 55.46 | |
| Mirum Pharmaceuticals (MIRM) | 4.6 | $30M | 325k | 92.38 | |
| Dyne Therapeutics (DYN) | 4.6 | $30M | 1.7M | 18.13 | |
| Biogen Idec (BIIB) | 3.9 | $26M | 141k | 183.33 | |
| Disc Medicine (IRON) | 3.9 | $26M | 402k | 63.94 | |
| Iovance Biotherapeutics (IOVA) | 3.4 | $22M | 6.3M | 3.51 | |
| Syndax Pharmaceuticals (SNDX) | 3.1 | $20M | 865k | 23.36 | |
| Annexon (ANNX) | 2.5 | $16M | 2.9M | 5.54 | |
| Amicus Therapeutics (FOLD) | 2.5 | $16M | 1.1M | 14.46 | |
| Novocure Ord Shs (NVCR) | 2.1 | $14M | 1.3M | 10.90 | |
| Ultragenyx Pharmaceutical (RARE) | 1.9 | $13M | 597k | 20.95 | |
| Prothena Corp SHS (PRTA) | 1.8 | $12M | 1.2M | 9.72 | |
| Bicara Therapeutics (BCAX) | 1.7 | $11M | 550k | 19.89 | |
| Celldex Therapeutics Com New (CLDX) | 1.4 | $9.4M | 296k | 31.72 | |
| Caredx (CDNA) | 1.4 | $9.2M | 532k | 17.36 | |
| Alkermes SHS (ALKS) | 1.3 | $8.6M | 243k | 35.36 | |
| Compass Therapeutics (CMPX) | 1.2 | $8.0M | 1.5M | 5.29 | |
| Agios Pharmaceuticals (AGIO) | 1.1 | $7.2M | 214k | 33.83 | |
| 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 | 231k | 29.71 | |
| Taysha Gene Therapies Com Shs (TSHA) | 1.0 | $6.2M | 1.4M | 4.47 | |
| Aclaris Therapeutics (ACRS) | 0.9 | $6.1M | 1.6M | 3.75 | |
| Denali Therapeutics (DNLI) | 0.7 | $4.5M | 235k | 19.20 | |
| Xenon Pharmaceuticals (XENE) | 0.5 | $3.0M | 51k | 58.15 | |
| Oruka Therapeutics (ORKA) | 0.4 | $2.9M | 60k | 49.05 | |
| Stoke Therapeutics (STOK) | 0.4 | $2.8M | 85k | 32.56 | |
| Edwards Lifesciences (EW) | 0.4 | $2.7M | 34k | 80.08 | |
| Neurocrine Biosciences (NBIX) | 0.4 | $2.4M | 18k | 131.74 | |
| Nuvation Bio Com Cl A (NUVB) | 0.3 | $2.2M | 509k | 4.29 | |
| Cytokinetics Com New (CYTK) | 0.3 | $2.1M | 32k | 65.91 | |
| eHealth (EHTH) | 0.3 | $1.9M | 1.5M | 1.29 | |
| Crispr Therapeutics Namen Akt (CRSP) | 0.3 | $1.9M | 40k | 47.57 | |
| Biontech Se- Sponsored Ads (BNTX) | 0.3 | $1.7M | 20k | 88.88 | |
| Pyxis Oncology Common Stock (PYXS) | 0.2 | $1.5M | 1.0M | 1.46 | |
| Verastem Com New (VSTM) | 0.2 | $1.3M | 246k | 5.30 | |
| Bicycle Therapeutics Plc- Sponsored Ads (BCYC) | 0.1 | $937k | 202k | 4.64 | |
| Madrigal Pharmaceuticals (MDGL) | 0.1 | $935k | 1.8k | 523.47 | |
| Humana (HUM) | 0.1 | $691k | 4.0k | 173.39 | |
| Compass Pathways Sponsored Ads (CMPS) | 0.1 | $639k | 116k | 5.53 | |
| Xeris Pharmaceuticals (XERS) | 0.1 | $606k | 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 | |
| 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 | 156k | 1.69 |
