Palo Alto Investors LP

Position in IOVA — Iovance Biotherapeutics, Inc.

CIK 1306923 PALO ALTO, CA

Position in IOVA

as of Jun 30, 2026 · filed Aug 19, 2026 Compact

Position Value

$22,032,229

-$254,737 QoQ

Shares Held

5,296,209

-16.6% QoQ

Ownership

1.17%

of shares outstanding

% of Portfolio

3.04%

of 13F equity value

Holder Rank

#10

of 292 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Palo Alto Investors LP holds $594,195,112 across 39 Biotechnology names. IOVA ranks #9 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PTCT	Ptc Therapeutics, Inc.	918,846	$74,950,268
2	ACAD	Acadia Pharmaceuticals Inc	2,864,096	$72,461,628
3	INSM	INSMED Inc	413,980	$44,138,547
4	MIRM	Mirum Pharmaceuticals, Inc.	348,808	$40,834,952
5	ANAB	Anaptysbio, Inc	603,489	$40,735,507
6	BMRN	Biomarin Pharmaceutical Inc	682,777	$39,068,499
7	DYN	Dyne Therapeutics, Inc.	1,647,521	$36,591,441
8	IRON	Disc Medicine, Inc.	416,646	$30,473,488

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,032,229	5,296,209	-16.6%	Shares	Sole	2026-08-19
2026-03-31	$22,286,966	6,349,563	-10.8%	Shares	Sole	2026-05-15
2025-12-31	$19,428,525	7,116,676	-6.6%	Shares	Sole	2026-02-17
2025-09-30	$16,531,346	7,618,132	+122.1%	Shares	Sole	2025-11-14
2025-06-30	$5,898,445	3,429,329	+6.8%	Shares	Sole	2025-08-14
2025-03-31	$10,693,675	3,211,314	+5.6%	Shares	Sole	2025-05-15
2024-12-31	$22,508,469	3,041,685	0.0%	Shares	Sole	2025-02-14
2024-09-30	$28,561,422	3,041,685	+43.7%	Shares	Sole	2024-11-14
2024-06-30	$16,973,552	2,116,403	+0.2%	Shares	Sole	2024-08-14
2024-03-31	$31,311,859	2,112,811	+0.3%	Shares	Sole	2024-05-15
2023-12-31	$17,128,218	2,106,792	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.