Palo Alto Investors LP: 13F holdings
CIK 13069232026Q2
| Positions | 52 |
|---|
| Reported value | $723.7m |
|---|
| Filed | 2026-08-19 |
|---|
Change since last quarter
| Positions | 52 (+1 vs prior quarter) |
|---|
| Reported value | $723.7m (+10.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| PTCT PTC THERAPEUTICS INC | 918,846 | $75.0m | 10.4% |
| ACAD ACADIA PHARMACEUTICALS INC | 2,864,096 | $72.5m | 10.0% |
| INSM INSMED INC | 413,980 | $44.1m | 6.1% |
| MIRM MIRUM PHARMACEUTICALS INC | 348,808 | $40.8m | 5.6% |
| ANAB ANAPTYSBIO INC | 603,489 | $40.7m | 5.6% |
| BMRN BIOMARIN PHARMACEUTICAL INC | 682,777 | $39.1m | 5.4% |
| DYN DYNE THERAPEUTICS INC | 1,647,521 | $36.6m | 5.1% |
| UTHR UNITED THERAPEUTICS CORP | 62,587 | $33.9m | 4.7% |
| IRON DISC MEDICINE INC | 416,646 | $30.5m | 4.2% |
| BIIB BIOGEN INC | 140,279 | $30.3m | 4.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1306923")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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