Palo Alto Investors LP
CIK 1306923 · Holdings on Mar 31, 2026 · First reported May 15, 2026
Top ten holdings
Q1 2026- INSM10.39%
- ACAD9.78%
- PTCT9.60%
- BMRN5.92%
- UTHR5.70%
- ANAB5.41%
- MIRM4.59%
- DYN4.58%
- BIIB3.95%
- IRON3.93%
Share classes counted separately63.85%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- 03152W109Weight decreased · -7.86 pp10.32% → 2.46%Shares -4.09M (-78.62%)
- MIRMWeight increased · +2.87 pp1.72% → 4.59%Shares +168.75K (+107.88%)
- UTHRWeight increased · +1.75 pp3.95% → 5.70%Shares +4.62K (+7.95%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | INSMINSMED INCCOM PAR $.01 View history and evidence | $67.90M | 10.39% | 415.27K shares | 11.86% → 10.39%-1.47 pp -74.21K (-15.16%) | Reduced | ↗▾ |
| 02 | ACADACADIA PHARMACEUTICALS INC View history and evidence | $63.95M | 9.78% | 2.87M shares | 9.24% → 9.78%+0.54 pp +388.66K (+15.65%) | Added | ↗▾ |
| 03 | PTCTPTC THERAPEUTICS INC View history and evidence | $62.79M | 9.60% | 921.61K shares | 9.56% → 9.60%+0.04 pp +17.69K (+1.96%) | Added | ↗▾ |
| 04 | BMRNBIOMARIN PHARMACEUTICAL INC View history and evidence | $38.71M | 5.92% | 685.18K shares | 6.17% → 5.92%-0.25 pp -61.07K (-8.18%) | Reduced | ↗▾ |
| 05 | UTHRUNITED THERAPEUTICS CORP View history and evidence | $37.24M | 5.70% | 62.81K shares | 3.95% → 5.70%+1.75 pp +4.62K (+7.95%) | Added | ↗▾ |
| 06 | ANABANAPTYSBIO INC View history and evidence | $35.39M | 5.41% | 638.16K shares | 4.66% → 5.41%+0.75 pp -51.87K (-7.52%) | Reduced | ↗▾ |
| 07 | MIRMMIRUM PHARMACEUTICALS INC View history and evidence | $30.04M | 4.59% | 325.18K shares | 1.72% → 4.59%+2.87 pp +168.75K (+107.88%) | Added | ↗▾ |
| 08 | DYNDYNE THERAPEUTICS INC View history and evidence | $29.97M | 4.58% | 1.65M shares | 4.01% → 4.58%+0.57 pp +180.78K (+12.28%) | Added | ↗▾ |
| 09 | BIIBBIOGEN INC View history and evidence | $25.80M | 3.95% | 140.72K shares | 4.50% → 3.95%-0.55 pp -42.85K (-23.34%) | Reduced | ↗▾ |
| 10 | IRONDISC MEDICINE INC View history and evidence | $25.69M | 3.93% | 401.72K shares | 3.51% → 3.93%+0.42 pp +84.26K (+26.54%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| GOSS GOSSAMER BIO INC | Non-derivative | -4,471,592 | -$13.86M | SEC filing ↗ | SEC filing ↗ |
| 37148K209 GENERATION BIO CO | Non-derivative | -15,047 | -$85.47K | SEC filing ↗ | SEC filing ↗ |
| 00972G207 AKARI THERAPEUTICS PLC-ADR | Non-derivative | -146,024 | -$42.20K | SEC filing ↗ | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1306923 · Period 2026-03-31
Data loaded 2026-09-23 · First reported 2026-05-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 653863097
}Research all 51 reported holdings.
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