§ 13F · FUND PROFILE
Palo Alto Investors LP.
AUM · $2.2B (13F)Positions · 156Turnover · n/a · Q2Filed · Aug 18, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 18, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | PTCT | PTC THERAPEUTICS INC | 919K | $75M | — | — |
| 2 | PTCT | PTC THERAPEUTICS INC | 919K | $75M | — | — |
| 3 | PTCT | PTC THERAPEUTICS INC | 919K | $75M | — | — |
| 4 | ACAD | ACADIA PHARMACEUTICALS INC | 2.86M | $72M | — | — |
| 5 | ACAD | ACADIA PHARMACEUTICALS INC | 2.86M | $72M | — | — |
| 6 | ACHC | ACADIA PHARMACEUTICALS INC | 2.86M | $72M | — | — |
| 7 | INSM | INSMED INC | 414K | $44M | — | — |
| 8 | INSM | INSMED INC | 414K | $44M | — | — |
| 9 | INSM | INSMED INC | 414K | $44M | — | — |
| 10 | MIRM | MIRUM PHARMACEUTICALS INC | 349K | $41M | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PALO SIGNAL
AC read
Palo Alto Investors LP is a Other fund managing $2.2 billion in assets. The fund runs a portfolio of 156 positions.
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