Position in TVTX
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$9,517,095
+$2,670,337 QoQ
Shares Held
167,525
-27.3% QoQ
Ownership
0.178%
of shares outstanding
% of Portfolio
1.32%
of 13F equity value
Holder Rank
#76
of 317 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TVTX Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Palo Alto Investors LP holds $594,195,112 across 39 Biotechnology names. TVTX ranks #18 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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 |
All Filings in TVTX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,517,095 | 167,525 | Shares | Sole | 2026-08-19 | |
| 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 | |
| 2020-09-30 RTRX | — | 157,900 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 RTRX | — | 47,000 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 RTRX | — | 47,000 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||