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 PRTA
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,747,280 | 1,208,568 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,610,870 | 1,320,510 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $12,922,513 | 1,324,028 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,737,750 | 1,274,753 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $20,539,208 | 1,659,734 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $24,070,801 | 1,737,964 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $29,076,137 | 1,737,964 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $34,394,041 | 1,666,378 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $41,203,606 | 1,663,448 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $60,326,471 | 1,660,057 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $79,972,348 | 1,657,458 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $113,171,232 | 1,657,458 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $80,643,271 | 1,663,777 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $99,929,264 | 1,658,577 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $100,025,979 | 1,649,777 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $45,652,100 | 1,681,477 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $61,491,613 | 1,681,477 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $83,252,930 | 1,685,282 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $120,042,636 | 1,685,282 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $89,015,489 | 1,731,482 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $43,771,725 | 1,742,505 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $20,318,578 | 1,691,805 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $13,274,052 | 1,328,734 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $8,065,339 | 771,065 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $8,295,667 | 775,296 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||