Palo Alto Investors LP

Position in FOLD — AMICUS THERAPEUTICS, INC.

CIK 1306923 PALO ALTO, CA

Back to FOLD Full portfolio

Position in FOLD

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$16,094,630

-$58,035,492 QoQ

Shares Held

1,113,045

-78.6% QoQ

Ownership

0.354%

of shares outstanding

% of Portfolio

2.51%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in FOLD Over Time

Shares Held

Position Value (USD)

Position in Biotechnology

Healthcare · as of Mar 31, 2026

Palo Alto Investors LP holds $530,756,561 across 38 Biotechnology names. FOLD ranks #12 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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	MIRM	Mirum Pharmaceuticals, Inc.	325,175	$30,039,666
6	DYN	Dyne Therapeutics, Inc.	1,652,972	$29,968,382
7	IRON	Disc Medicine, Inc.	401,719	$25,685,912
8	ANAB	Anaptysbio, Inc	638,161	$23,594,918

All Filings in FOLD

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$16,094,630	1,113,045	-78.6%	Shares	Sole	2026-05-15
2025-12-31	$74,130,122	5,205,767	-3.0%	Shares	Sole	2026-02-17
2025-09-30	$42,298,248	5,367,798	-4.3%	Shares	Sole	2025-11-14
2025-06-30	$32,148,239	5,610,513	-23.6%	Shares	Sole	2025-08-14
2025-03-31	$59,935,216	7,345,002	-4.1%	Shares	Sole	2025-05-15
2024-12-31	$72,180,552	7,662,479	-5.9%	Shares	Sole	2025-02-14
2024-09-30	$86,991,921	8,145,311	-9.8%	Shares	Sole	2024-11-14
2024-06-30	$89,576,042	9,029,843	-3.4%	Shares	Sole	2024-08-14
2024-03-31	$110,073,521	9,344,102	-9.9%	Shares	Sole	2024-05-15
2023-12-31	$147,203,015	10,373,715	-1.4%	Shares	Sole	2024-02-15
2023-09-30	$127,972,107	10,524,022	0.0%	Shares	Sole	2023-11-14
2023-06-30	$132,181,716	10,524,022	0.0%	Shares	Sole	2023-08-14
2023-03-31	$116,711,403	10,524,022	+0.3%	Shares	Sole	2023-05-15
2022-12-31	$128,128,345	10,493,722	+6.6%	Shares	Sole	2023-02-14
2022-09-30	$102,810,760	9,847,774	0.0%	Shares	Sole	2022-11-14
2022-06-30	$105,765,092	9,847,774	-0.6%	Shares	Sole	2022-08-15
2022-03-31	$93,788,616	9,903,761	-2.1%	Shares	Sole	2022-05-16
2021-12-31	$116,817,196	10,114,043	0.0%	Shares	Sole	2022-02-14
2021-09-30	$96,589,110	10,114,043	+1.1%	Shares	Sole	2021-11-15
2021-06-30	$96,423,550	10,002,443	+2.5%	Shares	Sole	2021-08-16
2021-03-31	$96,439,104	9,761,043	+24.1%	Shares	Sole	2021-05-17
2020-12-31	$181,651,662	7,867,114	0.0%	Shares	Sole	2021-02-16
2020-09-30	$111,083,649	7,867,114	+7.3%	Shares	Sole	2020-11-16
2020-06-30	$110,607,487	7,334,714	-1.5%	Shares	Sole	2020-08-14
2020-03-31	$68,815,990	7,447,618	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.