Palo Alto Investors Lp Top Holdings and 13F Report (2026) About Palo Alto Investors LpInvestment ActivityPalo Alto Investors Lp has $653.86 million in total holdings as of March 31, 2026.Palo Alto Investors Lp owns shares of 51 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 10.70% of the portfolio was purchased this quarter.About 18.32% of the portfolio was sold this quarter.This quarter, Palo Alto Investors Lp has purchased 49 new stocks and bought additional shares in 17 stocks.Palo Alto Investors Lp sold shares of 17 stocks and completely divested from 3 stocks this quarter.Largest Holdings Insmed $67,904,787ACADIA Pharmaceuticals $63,946,191PTC Therapeutics $62,789,085BioMarin Pharmaceutical $38,705,931United Therapeutics $37,244,481 Largest New Holdings this Quarter 15117B202 - Celldex Therapeutics $9,402,062 Holding23282W605 - Cytokinetics $2,121,972 Holding92337C203 - Verastem $1,304,293 Holding558868105 - Madrigal Pharmaceuticals $935,441 Holding98422E103 - Xeris Biopharma $605,578 Holding Largest Purchases this Quarter Mirum Pharmaceuticals 168,754 shares (about $15.59M)Celldex Therapeutics 296,408 shares (about $9.40M)ACADIA Pharmaceuticals 388,664 shares (about $8.65M)Disc Medicine 84,263 shares (about $5.39M)BICARA THERAPEUTICS INC 251,833 shares (about $5.01M) Largest Sales this Quarter Amicus Therapeutics 4,092,722 shares (about $59.18M)Insmed 74,213 shares (about $12.14M)Biogen 42,852 shares (about $7.86M)Denali Therapeutics 406,657 shares (about $7.81M)Compass Therapeutics 1,017,915 shares (about $5.38M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPalo Alto Investors Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorINSMInsmed$67,904,787$12,135,310 â–¼-15.2%415,26910.4%MedicalACADACADIA Pharmaceuticals$63,946,191$8,651,661 â–²15.6%2,872,6959.8%MedicalPTCTPTC Therapeutics$62,789,085$1,205,288 â–²2.0%921,6079.6%MedicalBMRNBioMarin Pharmaceutical$38,705,931$3,450,070 â–¼-8.2%685,1825.9%MedicalUTHRUnited Therapeutics$37,244,481$2,741,347 â–²7.9%62,8095.7%MedicalANABAnaptysBio$35,392,409$2,876,766 â–¼-7.5%638,1615.4%MedicalMIRMMirum Pharmaceuticals$30,039,667$15,589,495 â–²107.9%325,1754.6%MedicalDYNE THERAPEUTICS INC$29,968,382$3,277,451 â–²12.3%1,652,9724.6%COMBIIBBiogen$25,798,014$7,856,057 â–¼-23.3%140,7193.9%MedicalIRONDisc Medicine$25,685,913$5,387,776 â–²26.5%401,7193.9%MedicalIOVAIovance Biotherapeutics$22,286,966$2,692,567 â–¼-10.8%6,349,5633.4%MedicalSNDXSyndax Pharmaceuticals$20,206,073$1,646,389 â–²8.9%864,9863.1%MedicalANNXAnnexon$16,332,419$3,123,995 â–²23.7%2,948,0902.5%MedicalFOLDAmicus Therapeutics$16,094,631$59,180,761 â–¼-78.6%1,113,0452.5%MedicalNVCRNovoCure$13,956,785$201,922 â–¼-1.4%1,280,4392.1%MedicalRAREUltragenyx Pharmaceutical$12,496,570$2,832,461 â–²29.3%596,4951.9%MedicalPRTAProthena$11,747,281$1,088,076 â–¼-8.5%1,208,5681.8%MedicalBICARA THERAPEUTICS INC$10,947,615$5,008,958 â–²84.3%550,4081.7%COMCLDXCelldex Therapeutics$9,402,062$9,402,062 â–²New Holding296,4081.4%MedicalCDNACareDx$9,233,263$931,364 â–²11.2%531,8701.4%MedicalALKSAlkermes$8,576,9220.0%242,5601.3%MedicalCMPXCompass Therapeutics$8,011,726$5,384,770 â–¼-40.2%1,514,5041.2%MedicalAGIOAgios Pharmaceuticals$7,226,122$37,281 â–²0.5%213,6011.1%MedicalALGNAlign Technology$7,117,7740.0%41,5201.1%MedicalCAPRCapricor Therapeutics$6,984,795$105,154 â–²1.5%229,7631.1%MedicalTVTXTravere Therapeutics$6,846,759$3,557,297 â–²108.1%230,4531.0%MedicalTSHATaysha Gene Therapies$6,219,478$930,596 â–²17.6%1,391,3821.0%MedicalACRSAclaris Therapeutics$6,050,363$174,713 â–²3.0%1,613,4300.9%MedicalDNLIDenali Therapeutics$4,503,974$7,807,814 â–¼-63.4%234,5820.7%MedicalXENEXenon Pharmaceuticals$2,985,712$2,626,868 â–¼-46.8%51,3450.5%MedicalORUKA THERAPEUTICS INC$2,942,2640.0%59,9850.4%COMSTOKStoke Therapeutics$2,755,585$410,549 â–²17.5%84,6310.4%MedicalEWEdwards Lifesciences$2,693,8910.0%33,6400.4%MedicalNBIXNeurocrine Biosciences$2,386,7340.0%18,1170.4%MedicalNUVBNuvation Bio$2,182,949$125,410 â–¼-5.4%508,8460.3%MedicalCYTKCytokinetics$2,121,972$2,121,972 â–²New Holding32,1950.3%MedicalEHTHeHealth$1,912,808$62,735 â–¼-3.2%1,482,7970.3%FinanceCRSPCRISPR Therapeutics$1,884,010$77,111 â–¼-3.9%39,6050.3%MedicalBNTXBioNTech$1,743,2920.0%19,6140.3%MedicalPYXSPyxis Oncology$1,475,345$39,290 â–¼-2.6%1,010,5100.2%MedicalVSTMVerastem$1,304,293$1,304,293 â–²New Holding246,0930.2%MedicalBCYCBicycle Therapeutics$936,770$89,000 â–¼-8.7%201,8900.1%MedicalMDGLMadrigal Pharmaceuticals$935,441$935,441 â–²New Holding1,7870.1%MedicalHUMHumana$690,9590.0%3,9850.1%MedicalCMPSCompass Pathways$639,3560.0%115,6160.1%MedicalXERSXeris Biopharma$605,578$605,578 â–²New Holding104,4100.1%MedicalABEOAbeona Therapeutics$487,7150.0%108,8650.1%MedicalINSPInspire Medical Systems$452,4600.0%8,7720.1%MedicalURGNUrogen Pharma$440,5100.0%24,5000.1%MedicalPRQRProQR Therapeutics$305,8670.0%188,8070.0%MedicalALDXAldeyra Therapeutics$263,148$117,888 â–¼-30.9%155,7090.0%MedicalGOSSGossamer Bio$0$13,861,935 â–¼-100.0%00.0%MedicalGENERATION BIO CO$0$85,467 â–¼-100.0%00.0%COMAKARI THERAPEUTICS PLC-ADR$0$42,201 â–¼-100.0%00.0%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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