Palo Alto Investors LP

CIK

1306923

City

PALO ALTO

State / Country

Stock

EHTH — eHealth, 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

24 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,912,808	1,482,797	-3.2%	Shares	Sole	2026-05-15
2025-12-31	$7,044,573	1,531,429	0.0%	Shares	Sole	2026-02-17
2025-12-31	$7,044,573	1,531,429	-0.9%	Shares	Sole	2026-02-17
2025-09-30	$6,657,307	1,544,619	-2.1%	Shares	Sole	2025-11-14
2025-06-30	$6,863,647	1,577,850	-6.3%	Shares	Sole	2025-08-14
2025-03-31	$11,251,364	1,684,336	-10.3%	Shares	Sole	2025-05-15
2024-12-31	$17,654,393	1,878,127	-20.0%	Shares	Sole	2025-02-14
2024-09-30	$9,577,877	2,347,519	-0.1%	Shares	Sole	2024-11-14
2024-06-30	$10,646,360	2,350,190	-13.5%	Shares	Sole	2024-08-14
2024-03-31	$16,375,556	2,715,681	-0.9%	Shares	Sole	2024-05-15
2023-12-31	$23,887,384	2,739,379	0.0%	Shares	Sole	2024-02-15
2023-09-30	$20,271,404	2,739,379	0.0%	Shares	Sole	2023-11-14
2023-06-30	$22,024,607	2,739,379	+1.9%	Shares	Sole	2023-08-14
2023-03-31	$25,172,587	2,689,379	+8.2%	Shares	Sole	2023-05-15
2022-12-31	$12,024,878	2,484,479	+25.6%	Shares	Sole	2023-02-14
2022-09-30	$7,733,952	1,977,993	+19.5%	Shares	Sole	2022-11-14
2022-06-30	$15,438,285	1,654,693	+0.1%	Shares	Sole	2022-08-15
2022-03-31	$20,504,546	1,652,260	+2.3%	Shares	Sole	2022-05-16
2021-12-31	$41,197,035	1,615,570	+41.0%	Shares	Sole	2022-02-14
2021-09-30	$46,407,735	1,145,870	0.0%	Shares	Sole	2021-11-15
2021-06-30	$66,918,808	1,145,870	+8.3%	Shares	Sole	2021-08-16
2021-03-31	$76,975,250	1,058,370	+80.3%	Shares	Sole	2021-05-17
2020-12-31	$41,447,999	586,999	+109.3%	Shares	Sole	2021-02-16
2020-09-30	$22,154,602	280,438	—	Shares	Sole	2020-11-16
No 13F history on record for this holder in this stock.