Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Palo Alto Investors LP (CIK 1306923) reported $653.9M across 51 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: INSM ($67.9M, 10.39%), ACAD ($63.9M, 9.78%), PTCT ($62.8M, 9.60%), BMRN ($38.7M, 5.92%), UTHR ($37.2M, 5.70%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | INSM | INSMED INC | $67.9M | 10.39% | 415,269 | Trimmed |
| 2 | ACAD | ACADIA PHARMACEUTICALS INC | $63.9M | 9.78% | 2.9M | Added |
| 3 | PTCT | PTC THERAPEUTICS INC | $62.8M | 9.60% | 921,607 | Added |
| 4 | BMRN | BIOMARIN PHARMACEUTICAL INC | $38.7M | 5.92% | 685,182 | Trimmed |
| 5 | UTHR | UNITED THERAPEUTICS CORP | $37.2M | 5.70% | 62,809 | Added |
| 6 | ANAB | ANAPTYSBIO INC | $35.4M | 5.41% | 638,161 | Trimmed |
| 7 | MIRM | MIRUM PHARMACEUTICALS INC | $30.0M | 4.59% | 325,175 | Added |
| 8 | DYN | DYNE THERAPEUTICS INC | $30.0M | 4.58% | 1.7M | Added |
| 9 | BIIB | BIOGEN INC | $25.8M | 3.95% | 140,719 | Trimmed |
| 10 | IRON | DISC MEDICINE INC | $25.7M | 3.93% | 401,719 | Added |
| 11 | IOVA | IOVANCE BIOTHERAPEUTICS INC | $22.3M | 3.41% | 6.3M | Trimmed |
| 12 | SNDX | SYNDAX PHARMACEUTICALS INC | $20.2M | 3.09% | 864,986 | Added |
| 13 | ANNX | ANNEXON INC | $16.3M | 2.50% | 2.9M | Added |
| 14 | FOLD | AMICUS THERAPEUTICS INC | $16.1M | 2.46% | 1.1M | Trimmed |
| 15 | NVCR | NOVOCURE LTD | $14.0M | 2.13% | 1.3M | Trimmed |
| 16 | RARE | ULTRAGENYX PHARMACEUTICAL IN | $12.5M | 1.91% | 596,495 | Added |
| 17 | PRTA | PROTHENA CORP PLC | $11.7M | 1.80% | 1.2M | Trimmed |
| 18 | BCAX | BICARA THERAPEUTICS INC | $10.9M | 1.67% | 550,408 | Added |
| 19 | CLDX | CELLDEX THERAPEUTICS INC | $9.4M | 1.44% | 296,408 | New |
| 20 | CDNA | CAREDX INC | $9.2M | 1.41% | 531,870 | Added |
| 21 | ALKS | ALKERMES PLC | $8.6M | 1.31% | 242,560 | Hold |
| 22 | CMPX | COMPASS THERAPEUTICS INC | $8.0M | 1.23% | 1.5M | Trimmed |
| 23 | AGIO | AGIOS PHARMACEUTICALS INC | $7.2M | 1.11% | 213,601 | Added |
| 24 | ALGN | ALIGN TECHNOLOGY INC | $7.1M | 1.09% | 41,520 | Hold |
| 25 | CAPR | CAPRICOR THERAPEUTICS INC | $7.0M | 1.07% | 229,763 | Added |
Source: SEC Form 13F filings · as of 2026-03-31