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
25 quarters · across all stocks
Holdings in GOSS
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $13,861,935 | 4,471,592 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $14,371,237 | 5,464,349 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,058,985 | 5,739,013 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,904,582 | 6,276,893 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,680,769 | 6,277,093 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,189,213 | 6,277,093 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,655,660 | 6,277,093 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,542,294 | 6,391,775 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,440,464 | 5,958,888 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $5,439,729 | 6,530,288 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,158,182 | 3,465,152 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,366,091 | 3,465,152 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $81,917 | 37,750 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $20,972,798 | 1,750,651 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $14,652,948 | 1,750,651 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $15,248,650 | 1,756,757 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $20,052,064 | 1,772,950 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $22,285,981 | 1,772,950 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $14,396,354 | 1,772,950 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $16,399,787 | 1,772,950 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $16,816,613 | 1,739,050 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $13,368,052 | 1,077,200 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,654,782 | 204,214 | Shares | Sole | 2020-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||