Institutional Fund
Palo Alto Investors LP
Palo Alto, CACIK 13069235 filings on record
Portfolio Value
$653.86M
Q1 2026
Holdings
51
Reported positions
New Buys
5
Opened this quarter
QoQ Change
-9.0%
from $718.35M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Insmed Inc10.4%
- Acadia Pharmaceuticals Inc9.8%
- Ptc Therapeutics Inc9.6%
- Biomarin Pharmaceutical Inc5.9%
- United Therapeutics Corp Del5.7%
- Anaptysbio Inc5.4%
- Other53.2%
Portfolio Holdings
51 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Insmed Inc | 415.3K | $67.90M | 10.4% | −74.2K | Reduced |
| 2 | Acadia Pharmaceuticals Inc | 2.87M | $63.95M | 9.8% | +388.7K | Added |
| 3 | Ptc Therapeutics Inc | 921.6K | $62.79M | 9.6% | +17.7K | Added |
| 4 | Biomarin Pharmaceutical Inc | 685.2K | $38.71M | 5.9% | −61.1K | Reduced |
| 5 | United Therapeutics Corp Del | 62.8K | $37.24M | 5.7% | +4.6K | Added |
| 6 | Anaptysbio Inc | 638.2K | $35.39M | 5.4% | −51.9K | Reduced |
| 7 | Mirum Pharmaceuticals Inc | 325.2K | $30.04M | 4.6% | +168.8K | Added |
| 8 | Dyne Therapeutics Inc | 1.65M | $29.97M | 4.6% | +180.8K | Added |
| 9 | Biogen Inc | 140.7K | $25.80M | 3.9% | −42.9K | Reduced |
| 10 | Disc Medicine Inc | 401.7K | $25.69M | 3.9% | +84.3K | Added |
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