Universe · entity
Palo Alto Investors LP
Institutional manager (13F) · CIK 1306923
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $654M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | INSMED INC | $68M | 415,269 |
| 2 | ACADIA PHARMACEUTICALS INC | $64M | 2,872,695 |
| 3 | PTC THERAPEUTICS INC | $63M | 921,607 |
| 4 | BIOMARIN PHARMACEUTICAL INC | $39M | 685,182 |
| 5 | UNITED THERAPEUTICS CORP | $37M | 62,809 |
| 6 | ANAPTYSBIO INC | $35M | 638,161 |
| 7 | MIRUM PHARMACEUTICALS INC | $30M | 325,175 |
| 8 | DYNE THERAPEUTICS INC | $30M | 1,652,972 |
| 9 | BIOGEN INC | $26M | 140,719 |
| 10 | DISC MEDICINE INC | $26M | 401,719 |
| 11 | IOVANCE BIOTHERAPEUTICS INC | $22M | 6,349,563 |
| 12 | SYNDAX PHARMACEUTICALS INC | $20M | 864,986 |
| 13 | ANNEXON INC | $16M | 2,948,090 |
| 14 | AMICUS THERAPEUTICS INC | $16M | 1,113,045 |
| 15 | NOVOCURE LTD | $14M | 1,280,439 |
| 16 | ULTRAGENYX PHARMACEUTICAL IN | $12M | 596,495 |
| 17 | PROTHENA CORP PLC | $12M | 1,208,568 |
| 18 | BICARA THERAPEUTICS INC | $11M | 550,408 |
| 19 | CELLDEX THERAPEUTICS INC | $9M | 296,408 |
| 20 | CAREDX INC | $9M | 531,870 |
| 21 | ALKERMES PLC | $9M | 242,560 |
| 22 | COMPASS THERAPEUTICS INC | $8M | 1,514,504 |
| 23 | AGIOS PHARMACEUTICALS INC | $7M | 213,601 |
| 24 | ALIGN TECHNOLOGY INC | $7M | 41,520 |
| 25 | CAPRICOR THERAPEUTICS INC | $7M | 229,763 |
| 26 | TRAVERE THERAPEUTICS INC | $7M | 230,453 |
| 27 | TAYSHA GENE THERAPIES INC | $6M | 1,391,382 |
| 28 | ACLARIS THERAPEUTICS INC | $6M | 1,613,430 |
| 29 | DENALI THERAPEUTICS INC | $5M | 234,582 |
| 30 | XENON PHARMACEUTICALS INC | $3M | 51,345 |
| 31 | ORUKA THERAPEUTICS INC | $3M | 59,985 |
| 32 | STOKE THERAPEUTICS INC | $3M | 84,631 |
| 33 | EDWARDS LIFESCIENCES CORP | $3M | 33,640 |
| 34 | NEUROCRINE BIOSCIENCES INC | $2M | 18,117 |
| 35 | NUVATION BIO INC | $2M | 508,846 |
| 36 | CYTOKINETICS INC | $2M | 32,195 |
| 37 | EHEALTH INC | $2M | 1,482,797 |
| 38 | CRISPR THERAPEUTICS AG | $2M | 39,605 |
| 39 | BIONTECH SE-ADR | $2M | 19,614 |
| 40 | PYXIS ONCOLOGY INC | $1M | 1,010,510 |
| 41 | VERASTEM INC | $1M | 246,093 |
| 42 | BICYCLE THERAPEUTICS PLC-ADR | $937k | 201,890 |
| 43 | MADRIGAL PHARMACEUTICALS INC | $935k | 1,787 |
| 44 | HUMANA INC | $691k | 3,985 |
| 45 | COMPASS PATHWAYS PLC ADR | $639k | 115,616 |
| 46 | XERIS BIOPHARMA HOLDINGS INC | $606k | 104,410 |
| 47 | ABEONA THERAPEUTICS INC | $488k | 108,865 |
| 48 | INSPIRE MEDICAL SYSTEMS INC | $452k | 8,772 |
| 49 | UROGEN PHARMA LTD | $441k | 24,500 |
| 50 | PROQR THERAPEUTICS NV | $306k | 188,807 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.