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 |
|---|---|---|---|---|
| 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% |
Holdings in DNLI
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,503,974 | 234,582 | Shares | Sole | 2026-05-15 | |
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