Palo Alto Investors LP
CIK 1306923
13F filing for Q2 2026・No. 3,151
- Holdings
- US$723.72M
- Quarter change
- +US$69.86M
- Entries
- 52
- Net bought (estimate)
- —
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
No filing the quarter before to compare with.
Largest holdings
52 stocks worth US$723.72M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| PTCTPTC THERAPEUTICS INCCOM | — | 918,846 | US$74.95M | 10.36% |
| ACADACADIA PHARMACEUTICALS INCCOM | — | 2,864,096 | US$72.46M | 10.01% |
| INSMINSMED INCCOM PAR $.01 | — | 413,980 | US$44.14M | 6.10% |
| MIRUM PHARMACEUTICALS INCCOM | — | 348,808 | US$40.83M | 5.64% |
| ANAPTYSBIO INCCOM | — | 603,489 | US$40.74M | 5.63% |
| BMRNBIOMARIN PHARMACEUTICAL INCCOM | — | 682,777 | US$39.07M | 5.40% |
| DYNE THERAPEUTICS INCCOM | — | 1,647,521 | US$36.59M | 5.06% |
| UTHRUNITED THERAPEUTICS CORPCOM | — | 62,587 | US$33.91M | 4.69% |
| DISC MEDICINE INCCOM | — | 416,646 | US$30.47M | 4.21% |
| BIIBBIOGEN INCCOM | — | 140,279 | US$30.31M | 4.19% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HR/AFiled August 19, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.