Palo Alto Investors Lp Top Holdings and 13F Report (2026) About Palo Alto Investors LpInvestment ActivityPalo Alto Investors Lp has $723.72 million in total holdings as of June 30, 2026.Palo Alto Investors Lp owns shares of 52 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 9.82% of the portfolio was purchased this quarter.About 9.44% of the portfolio was sold this quarter.This quarter, Palo Alto Investors Lp has purchased 51 new stocks and bought additional shares in 4 stocks.Palo Alto Investors Lp sold shares of 15 stocks and completely divested from 3 stocks this quarter.Largest Holdings PTC Therapeutics $74,950,268ACADIA Pharmaceuticals $72,461,629Insmed $44,138,548MIRUM PHARMACEUTICALS INC $40,834,953AnaptysBio $40,735,508 Largest New Holdings this Quarter 604749AB7 - MIRUM PHARMACEUTICALS INC $40,834,953 Holding337185102 - FIRST TRACKS BIOTHERAPEUTICS $12,142,199 Holding786700104 - SAGIMET BIOSCIENCES INC-A $1,932,500 HoldingN62509109 - NewAmsterdam Pharma $1,503,327 Holding Largest Purchases this Quarter MIRUM PHARMACEUTICALS INC 348,808 shares (about $40.83M)FIRST TRACKS BIOTHERAPEUTICS 603,489 shares (about $12.14M)Compass Therapeutics 4,317,309 shares (about $9.45M)Celldex Therapeutics 103,448 shares (about $3.85M)SAGIMET BIOSCIENCES INC-A 250,000 shares (about $1.93M) Largest Sales this Quarter Iovance Biotherapeutics 1,053,354 shares (about $4.38M)Travere Therapeutics 62,928 shares (about $3.57M)ORUKA THERAPEUTICS INC - Restricted 26,439 shares (about $2.52M)AnaptysBio 34,672 shares (about $2.34M)Align Technology 10,131 shares (about $1.71M) 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 PortfolioSectorPTCTPTC Therapeutics$74,950,268$225,215 â–¼-0.3%918,84610.4%HealthcareACADACADIA Pharmaceuticals$72,461,629$217,555 â–¼-0.3%2,864,09610.0%HealthcareINSMInsmed$44,138,548$137,433 â–¼-0.3%413,9806.1%HealthcareMIRUM PHARMACEUTICALS INC$40,834,953$40,834,953 â–²New Holding348,8085.6%NOTE 4.000% 5/0ANABAnaptysBio$40,735,508$2,340,360 â–¼-5.4%603,4895.6%HealthcareBMRNBioMarin Pharmaceutical$39,068,500$137,614 â–¼-0.4%682,7775.4%HealthcareDYNE THERAPEUTICS INC$36,591,441$121,067 â–¼-0.3%1,647,5215.1%COMUTHRUnited Therapeutics$33,911,514$120,286 â–¼-0.4%62,5874.7%HealthcareIRONDisc Medicine$30,473,488$1,091,761 â–²3.7%416,6464.2%HealthcareBIIBBiogen$30,308,681$95,066 â–¼-0.3%140,2794.2%HealthcareIOVAIovance Biotherapeutics$22,032,229$4,381,953 â–¼-16.6%5,296,2093.0%HealthcareRAREUltragenyx Pharmaceutical$19,916,9680.0%596,4952.8%HealthcareNVCRNovoCure$19,398,6510.0%1,280,4392.7%HealthcareSNDXSyndax Pharmaceuticals$18,908,5940.0%864,9862.6%HealthcareANNXAnnexon$16,833,5940.0%2,948,0902.3%HealthcareBICARA THERAPEUTICS INC$16,341,6140.0%550,4082.3%COMCDNACareDx$15,158,2950.0%531,8702.1%HealthcareCLDXCelldex Therapeutics$14,878,642$3,849,300 â–²34.9%399,8562.1%HealthcareCMPXCompass Therapeutics$12,771,670$9,454,906 â–²285.1%5,831,8131.8%HealthcareALKSAlkermes$12,708,9310.0%242,5601.8%HealthcareFIRST TRACKS BIOTHERAPEUTICS$12,142,199$12,142,199 â–²New Holding603,4891.7%ORD SHSPRTAProthena$11,191,487$640,393 â–¼-5.4%1,143,1551.5%HealthcareTVTXTravere Therapeutics$9,517,095$3,574,940 â–¼-27.3%167,5251.3%HealthcareTSHATaysha Gene Therapies$9,475,3110.0%1,391,3821.3%HealthcareACRSAclaris Therapeutics$8,535,0450.0%1,613,4301.2%HealthcareAGIOAgios Pharmaceuticals$7,926,7330.0%213,6011.1%HealthcareCAPRCapricor Therapeutics$5,532,6930.0%229,7630.8%HealthcareALGNAlign Technology$5,294,069$1,708,695 â–¼-24.4%31,3890.7%HealthcareORUKA THERAPEUTICS INC - Restricted$3,192,573$2,516,200 â–¼-44.1%33,5460.4%COMXENEXenon Pharmaceuticals$3,099,1840.0%51,3450.4%HealthcareNBIXNeurocrine Biosciences$3,053,3490.0%18,1170.4%HealthcareEWEdwards Lifesciences$3,043,0740.0%33,6400.4%HealthcareSTOKStoke Therapeutics$2,769,1260.0%84,6310.4%HealthcareCYTKCytokinetics$2,742,6920.0%32,1950.4%HealthcarePYXSPyxis Oncology$2,601,474$440,161 â–¼-14.5%864,2770.4%HealthcareEHTHeHealth$2,209,3680.0%1,482,7970.3%FinanceCRSPCRISPR Therapeutics$2,160,0570.0%39,6050.3%HealthcareSAGIMET BIOSCIENCES INC-A$1,932,500$1,932,500 â–²New Holding250,0000.3%COM SER ANUVBNuvation Bio$1,855,139$1,035,106 â–¼-35.8%326,6090.3%HealthcareBNTXBioNTech$1,825,0830.0%19,6140.3%HealthcareCMPSCompass Pathways$1,635,9660.0%115,6160.2%HealthcareHUMHumana$1,582,9220.0%3,9850.2%HealthcareNAMSNewAmsterdam Pharma$1,503,327$1,503,327 â–²New Holding44,3590.2%HealthcareVSTMVerastem$1,182,997$242,922 â–²25.8%309,6850.2%HealthcareMDGLMadrigal Pharmaceuticals$959,5300.0%1,7870.1%HealthcareURGNUrogen Pharma$901,6000.0%24,5000.1%HealthcareBCYCBicycle Therapeutics$856,0140.0%201,8900.1%HealthcareXERSXeris Biopharma$826,9270.0%104,4100.1%HealthcareABEOAbeona Therapeutics$672,7860.0%108,8650.1%HealthcareINSPInspire Medical Systems$391,3190.0%8,7720.1%HealthcarePRQRProQR Therapeutics$351,1810.0%188,8070.0%HealthcareALDXAldeyra Therapeutics$331,6600.0%155,7090.0%HealthcareMIRMMirum Pharmaceuticals$0$30,039,667 â–¼-100.0%00.0%HealthcareFOLDAmicus Therapeutics$0$16,094,631 â–¼-100.0%00.0%HealthcareDNLIDenali Therapeutics$0$4,503,974 â–¼-100.0%00.0%HealthcareShowing largest 100 holdings. 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