Palo Alto Investors LP

CIK

1306923

City

PALO ALTO

State / Country

Stock

UTHR — UNITED THERAPEUTICS Corp

Top Portfolio Positions

51 positions · $653,863,072 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
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%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$37,244,480	62,809	+7.9%	Shares	Sole	2026-05-15
2025-12-31	$28,351,128	58,186	0.0%	Shares	Sole	2026-02-17
2025-09-30	$24,392,153	58,186	-39.1%	Shares	Sole	2025-11-14
2025-06-30	$27,436,752	95,482	-9.3%	Shares	Sole	2025-08-14
2025-03-31	$32,438,635	105,228	-32.4%	Shares	Sole	2025-05-15
2024-12-31	$54,942,127	155,714	-15.0%	Shares	Sole	2025-02-14
2024-09-30	$65,666,204	183,246	-31.3%	Shares	Sole	2024-11-14
2024-06-30	$85,025,454	266,914	-0.3%	Shares	Sole	2024-08-14
2024-03-31	$61,509,597	267,759	-32.3%	Shares	Sole	2024-05-15
2023-12-31	$87,028,943	395,784	-31.3%	Shares	Sole	2024-02-15
2023-09-30	$130,080,114	575,907	-8.2%	Shares	Sole	2023-11-14
2023-06-30	$138,523,715	627,514	0.0%	Shares	Sole	2023-08-14
2023-03-31	$140,538,035	627,514	+0.3%	Shares	Sole	2023-05-15
2022-12-31	$173,921,379	625,414	-1.3%	Shares	Sole	2023-02-14
2022-09-30	$132,649,348	633,534	-0.2%	Shares	Sole	2022-11-14
2022-06-30	$149,585,685	634,806	-2.8%	Shares	Sole	2022-08-15
2022-03-31	$117,168,903	653,079	-5.0%	Shares	Sole	2022-05-16
2021-12-31	$148,491,472	687,206	0.0%	Shares	Sole	2022-02-14
2021-09-30	$126,844,483	687,206	0.0%	Shares	Sole	2021-11-15
2021-06-30	$123,291,628	687,206	0.0%	Shares	Sole	2021-08-16
2021-03-31	$114,948,947	687,206	-12.5%	Shares	Sole	2021-05-17
2020-12-31	$119,216,776	785,406	0.0%	Shares	Sole	2021-02-16
2020-09-30	$79,326,006	785,406	+2.5%	Shares	Sole	2020-11-16
2020-06-30	$92,735,126	766,406	-12.6%	Shares	Sole	2020-08-14
2020-03-31	$83,125,607	876,575	—	Shares	Sole	2020-05-15
No 13F history on record for this holder in this stock.