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 | Open |
|---|---|---|---|---|---|
| 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 BIIB
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,798,014 | 140,719 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $32,306,660 | 183,571 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $26,007,392 | 185,661 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $25,841,272 | 205,759 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $28,041,663 | 204,923 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $29,077,432 | 190,148 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $44,373,077 | 228,916 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $67,007,571 | 289,050 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $62,523,643 | 289,958 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $98,440,507 | 380,417 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $97,993,286 | 381,282 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $108,608,177 | 381,282 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $106,007,834 | 381,282 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $105,252,307 | 380,082 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $96,381,927 | 360,981 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $73,618,465 | 360,981 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $76,022,598 | 360,981 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $92,369,200 | 385,000 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $102,329,184 | 361,600 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $125,211,232 | 361,600 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $96,010,200 | 343,200 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $57,370,698 | 234,300 | Shares | Sole | 2021-02-16 | |
| No 13F history on record for this holder in this stock. | ||||||