Position in BCYC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$936,769
-$628,413 QoQ
Shares Held
201,890
-8.7% QoQ
Ownership
0.288%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BCYC Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026Palo Alto Investors LP holds $542,554,020 across 38 Biotechnology names. BCYC ranks #33 (0.2% 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 | ANAB |
Anaptysbio, Inc
|
638,161 | $35,392,377 | |
| 6 | MIRM |
Mirum Pharmaceuticals, Inc.
|
325,175 | $30,039,666 | |
| 7 | DYN |
Dyne Therapeutics, Inc.
|
1,652,972 | $29,968,382 | |
| 8 | IRON |
Disc Medicine, Inc.
|
401,719 | $25,685,912 |
All Filings in BCYC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $936,769 | 201,890 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,565,182 | 221,071 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,711,089 | 221,071 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,730,091 | 248,934 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,113,449 | 248,934 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,485,076 | 248,934 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,348,340 | 59,582 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||