Palo Alto Investors LP
Top Portfolio Positions
51 positions ·
$653,863,072 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| INSM |
INSMED Inc
Healthcare
|
415,269 | $67,904,786 | 10.39% |
| ACAD |
Acadia Pharmaceuticals Inc
Healthcare
|
2,872,695 | $63,946,190 | 9.78% |
| PTCT |
Ptc Therapeutics, Inc.
Healthcare
|
921,607 | $62,789,084 | 9.60% |
| BMRN |
Biomarin Pharmaceutical Inc
Healthcare
|
685,182 | $38,705,931 | 5.92% |
| UTHR |
UNITED THERAPEUTICS Corp
Healthcare
|
62,809 | $37,244,480 | 5.70% |
| ANAB |
Anaptysbio, Inc
Healthcare
|
638,161 | $35,392,409 | 5.41% |
| MIRM |
Mirum Pharmaceuticals, Inc.
Healthcare
|
325,175 | $30,039,666 | 4.59% |
| DYN |
Dyne Therapeutics, Inc.
Healthcare
|
1,652,972 | $29,968,382 | 4.58% |
| BIIB |
Biogen Inc.
Healthcare
|
140,719 | $25,798,014 | 3.95% |
| IRON |
Disc Medicine, Inc.
Healthcare
|
401,719 | $25,685,912 | 3.93% |
Portfolio Trend
Holdings in ALKS
Shares Held
Position Value (USD)
22 of 22 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,576,921 | 242,560 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,786,828 | 242,560 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,518,140 | 183,938 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,323,410 | 221,021 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,314,359 | 221,513 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,320,498 | 289,308 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $10,766,521 | 384,656 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $11,943,767 | 495,592 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $13,415,675 | 495,592 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $16,738,316 | 603,400 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $16,901,234 | 603,400 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $18,886,420 | 603,400 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $17,009,846 | 603,400 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $15,766,842 | 603,400 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $13,473,922 | 603,400 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $17,975,286 | 603,400 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $17,721,653 | 673,571 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $17,542,692 | 754,200 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $18,192,516 | 589,900 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $11,943,692 | 487,100 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $9,099,028 | 487,100 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,004,430 | 150,598 | Shares | Sole | 2021-02-16 | |
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