Palo Alto Investors LP

CIK

1306923

City

PALO ALTO

State / Country

Stock

BMRN — Biomarin Pharmaceutical Inc

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%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$38,705,931	685,182	-8.2%	Shares	Sole	2026-05-15
2025-12-31	$44,349,994	746,256	-1.0%	Shares	Sole	2026-02-17
2025-09-30	$40,837,019	754,007	-10.3%	Shares	Sole	2025-11-14
2025-06-30	$46,200,635	840,470	-15.2%	Shares	Sole	2025-08-14
2025-03-31	$70,068,422	991,207	-7.1%	Shares	Sole	2025-05-15
2024-12-31	$70,151,394	1,067,266	-2.1%	Shares	Sole	2025-02-14
2024-09-30	$76,620,036	1,090,056	-3.5%	Shares	Sole	2024-11-14
2024-06-30	$93,046,649	1,130,167	-0.4%	Shares	Sole	2024-08-14
2024-03-31	$99,093,256	1,134,569	-24.4%	Shares	Sole	2024-05-15
2023-12-31	$144,702,218	1,500,749	-18.0%	Shares	Sole	2024-02-15
2023-09-30	$162,009,976	1,831,035	0.0%	Shares	Sole	2023-11-14
2023-06-30	$158,714,113	1,831,035	0.0%	Shares	Sole	2023-08-14
2023-03-31	$178,049,843	1,831,035	-2.9%	Shares	Sole	2023-05-15
2022-12-31	$195,162,580	1,885,811	-4.6%	Shares	Sole	2023-02-14
2022-09-30	$167,527,984	1,976,265	-4.1%	Shares	Sole	2022-11-14
2022-06-30	$170,825,980	2,061,373	-3.7%	Shares	Sole	2022-08-15
2022-03-31	$164,964,239	2,139,614	-3.3%	Shares	Sole	2022-05-16
2021-12-31	$195,514,132	2,212,950	0.0%	Shares	Sole	2022-02-14
2021-09-30	$171,038,905	2,212,950	0.0%	Shares	Sole	2021-11-15
2021-06-30	$184,648,548	2,212,950	+0.3%	Shares	Sole	2021-08-16
2021-03-31	$166,556,182	2,205,750	+2.4%	Shares	Sole	2021-05-17
2020-12-31	$188,976,334	2,155,050	+24.4%	Shares	Sole	2021-02-16
2020-09-30	$131,812,404	1,732,550	+23.2%	Shares	Sole	2020-11-16
2020-06-30	$173,409,873	1,405,950	-9.0%	Shares	Sole	2020-08-14
2020-03-31	$130,481,773	1,544,163	—	Shares	Sole	2020-05-15
No 13F history on record for this holder in this stock.