Palo Alto Investors as of June 30, 2026
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 | |
| Acadia Healthcare (ACHC) | 10.0 | $73M | 2.9M | 25.30 | |
| Insmed Com Par $.01 (INSM) | 6.1 | $44M | 414k | 106.62 | |
| Mirum Pharmaceuticals Note 4.000% 5/0 (Principal) | 5.6 | $41M | 349k | 117.07 | |
| Anaptysbio Inc Common (ANAB) | 5.6 | $41M | 604k | 67.50 | |
| BioMarin Pharmaceutical (BMRN) | 5.4 | $39M | 683k | 57.22 | |
| Dyne Therapeutics (DYN) | 5.1 | $37M | 1.6M | 22.21 | |
| United Therapeutics Corporation (UTHR) | 4.7 | $34M | 63k | 541.83 | |
| Disc Medicine (IRON) | 4.2 | $31M | 417k | 73.14 | |
| Biogen Idec (BIIB) | 4.2 | $30M | 140k | 216.06 | |
| Iovance Biotherapeutics (IOVA) | 3.0 | $22M | 5.3M | 4.16 | |
| Ultragenyx Pharmaceutical (RARE) | 2.8 | $20M | 597k | 33.39 | |
| Novocure Ord Shs (NVCR) | 2.7 | $19M | 1.3M | 15.15 | |
| Syndax Pharmaceuticals (SNDX) | 2.6 | $19M | 865k | 21.86 | |
| Annexon (ANNX) | 2.3 | $17M | 2.9M | 5.71 | |
| Bicara Therapeutics (BCAX) | 2.3 | $16M | 550k | 29.69 | |
| Caredx (CDNA) | 2.1 | $15M | 532k | 28.50 | |
| Celldex Therapeutics Com New (CLDX) | 2.1 | $15M | 400k | 37.21 | |
| Compass Therapeutics (CMPX) | 1.8 | $13M | 5.8M | 2.19 | |
| Alkermes SHS (ALKS) | 1.8 | $13M | 243k | 52.40 | |
| First Tracks Biotherapeutics Ord Shs (TRAX) | 1.7 | $12M | 604k | 20.12 | |
| Prothena Corp SHS (PRTA) | 1.5 | $11M | 1.1M | 9.79 | |
| Travere Therapeutics (TVTX) | 1.3 | $9.5M | 168k | 56.81 | |
| Taysha Gene Therapies Com Shs (TSHA) | 1.3 | $9.5M | 1.4M | 6.81 | |
| Aclaris Therapeutics (ACRS) | 1.2 | $8.5M | 1.6M | 5.29 | |
| Agios Pharmaceuticals (AGIO) | 1.1 | $7.9M | 214k | 37.11 | |
| Capricor Therapeutics Com New (CAPR) | 0.8 | $5.5M | 230k | 24.08 | |
| Align Technology (ALGN) | 0.7 | $5.3M | 31k | 168.66 | |
| Oruka Therapeutics (ORKA) | 0.4 | $3.2M | 34k | 95.17 | |
| Xenon Pharmaceuticals (XENE) | 0.4 | $3.1M | 51k | 60.36 | |
| Neurocrine Biosciences (NBIX) | 0.4 | $3.1M | 18k | 168.53 | |
| Edwards Lifesciences (EW) | 0.4 | $3.0M | 34k | 90.46 | |
| Stoke Therapeutics (STOK) | 0.4 | $2.8M | 85k | 32.72 | |
| Cytokinetics Com New (CYTK) | 0.4 | $2.7M | 32k | 85.19 | |
| Pyxis Oncology Common Stock (PYXS) | 0.4 | $2.6M | 864k | 3.01 | |
| eHealth (EHTH) | 0.3 | $2.2M | 1.5M | 1.49 | |
| Crispr Therapeutics Namen Akt (CRSP) | 0.3 | $2.2M | 40k | 54.54 | |
| Sagimet Biosciences Inc-a Com Ser A (SGMT) | 0.3 | $1.9M | 250k | 7.73 | |
| Nuvation Bio Com Cl A (NUVB) | 0.3 | $1.9M | 327k | 5.68 | |
| Biontech Se- Sponsored Ads (BNTX) | 0.3 | $1.8M | 20k | 93.05 | |
| Compass Pathways Sponsored Ads (CMPS) | 0.2 | $1.6M | 116k | 14.15 | |
| Humana (HUM) | 0.2 | $1.6M | 4.0k | 397.22 | |
| Newamsterdam Pharma Co Nv Ordinary Shares (NAMS) | 0.2 | $1.5M | 44k | 33.89 | |
| Verastem Com New (VSTM) | 0.2 | $1.2M | 310k | 3.82 | |
| Madrigal Pharmaceuticals (MDGL) | 0.1 | $960k | 1.8k | 536.95 | |
| Urogen Pharma (URGN) | 0.1 | $902k | 25k | 36.80 | |
| Bicycle Therapeutics Plc- Sponsored Ads (BCYC) | 0.1 | $856k | 202k | 4.24 | |
| Xeris Pharmaceuticals (XERS) | 0.1 | $827k | 104k | 7.92 | |
| Abeona Therapeutics Com New (ABEO) | 0.1 | $673k | 109k | 6.18 | |
| Inspire Med Sys (INSP) | 0.1 | $391k | 8.8k | 44.61 | |
| Proqr Therapeutics Nv Shs Euro (PRQR) | 0.0 | $351k | 189k | 1.86 | |
| Aldeyra Therapeutics (ALDX) | 0.0 | $332k | 156k | 2.13 |
