Position in BCAX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$10,947,615
+$5,922,598 QoQ
Shares Held
550,408
+84.3% QoQ
Ownership
0.838%
of shares outstanding
% of Portfolio
1.71%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BCAX Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026Palo Alto Investors LP holds $530,756,561 across 38 Biotechnology names. BCAX ranks #15 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INSM |
INSMED Inc
|
415,269 | $67,904,786 | |
| 2 | ACAD |
Acadia Pharmaceuticals Inc
|
2,872,695 | $63,946,190 | |
| 3 | PTCT |
Ptc Therapeutics, Inc.
|
921,607 | $62,789,084 | |
| 4 | BMRN |
Biomarin Pharmaceutical Inc
|
685,182 | $38,705,931 | |
| 5 | MIRM |
Mirum Pharmaceuticals, Inc.
|
325,175 | $30,039,666 | |
| 6 | DYN |
Dyne Therapeutics, Inc.
|
1,652,972 | $29,968,382 | |
| 7 | IRON |
Disc Medicine, Inc.
|
401,719 | $25,685,912 | |
| 8 | ANAB |
Anaptysbio, Inc
|
638,161 | $23,594,918 |
All Filings in BCAX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||