Position in BCAX
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$16,341,613
+$5,393,998 QoQ
Shares Held
550,408
0.0% QoQ
Ownership
0.832%
of shares outstanding
% of Portfolio
2.26%
of 13F equity value
Holder Rank
#21
of 171 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BCAX Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Palo Alto Investors LP holds $594,195,112 across 39 Biotechnology names. BCAX ranks #13 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PTCT |
Ptc Therapeutics, Inc.
|
918,846 | $74,950,268 | |
| 2 | ACAD |
Acadia Pharmaceuticals Inc
|
2,864,096 | $72,461,628 | |
| 3 | INSM |
INSMED Inc
|
413,980 | $44,138,547 | |
| 4 | MIRM |
Mirum Pharmaceuticals, Inc.
|
348,808 | $40,834,952 | |
| 5 | ANAB |
Anaptysbio, Inc
|
603,489 | $40,735,507 | |
| 6 | BMRN |
Biomarin Pharmaceutical Inc
|
682,777 | $39,068,499 | |
| 7 | DYN |
Dyne Therapeutics, Inc.
|
1,647,521 | $36,591,441 | |
| 8 | IRON |
Disc Medicine, Inc.
|
416,646 | $30,473,488 |
All Filings in BCAX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,341,613 | 550,408 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $10,947,615 | 550,408 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,025,017 | 298,575 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||