Palo Alto Investors LP
Top Portfolio Positions
40 positions ·
$515,659,660 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| INSM |
INSMED Inc
Healthcare
|
489,482 | $85,189,447 | 16.52% |
| PTCT |
Ptc Therapeutics, Inc.
Healthcare
|
903,916 | $68,661,459 | 13.32% |
| BMRN |
Biomarin Pharmaceutical Inc
Healthcare
|
746,256 | $44,349,994 | 8.60% |
| BIIB |
Biogen Inc.
Healthcare
|
183,571 | $32,306,660 | 6.27% |
| DYN |
Dyne Therapeutics, Inc.
Healthcare
|
1,472,197 | $28,796,173 | 5.58% |
| UTHR |
UNITED THERAPEUTICS Corp
Healthcare
|
58,186 | $28,351,128 | 5.50% |
| IRON |
Disc Medicine, Inc.
Healthcare
|
317,456 | $25,209,180 | 4.89% |
| IOVA |
Iovance Biotherapeutics, Inc.
Healthcare
|
7,116,676 | $19,428,525 | 3.77% |
| SNDX |
Syndax Pharmaceuticals Inc
Healthcare
|
794,507 | $16,692,592 | 3.24% |
| GOSS |
Gossamer Bio, Inc.
Healthcare
|
4,471,592 | $13,861,935 | 2.69% |
Portfolio Trend
Holdings in PYXS
Export CSVShares Held
Position Value (USD)
6 of 6 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $1,193,034 | 1,037,421 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,303,074 | 1,037,421 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,141,163 | 1,037,421 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,016,672 | 1,037,421 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,618,376 | 1,037,421 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $623,900 | 170,000 | Shares | Sole | 2024-11-14 | |
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