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 TVTX
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,846,758 | 230,453 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,230,572 | 110,719 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,646,184 | 110,719 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,638,641 | 110,719 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,984,084 | 110,719 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,928,724 | 110,719 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,548,958 | 110,719 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $910,110 | 110,719 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $853,643 | 110,719 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $995,363 | 110,719 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,484,656 | 166,069 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,550,819 | 166,069 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,734,891 | 166,069 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,492,431 | 166,069 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,091,940 | 166,069 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,023,851 | 166,069 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,279,598 | 166,069 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,154,781 | 166,069 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,027,173 | 166,069 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,422,946 | 166,069 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $4,146,742 | 166,069 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $4,303,564 | 157,900 | Shares | Sole | 2021-02-16 | |
| No 13F history on record for this holder in this stock. | ||||||