§ 13F · FUND PROFILE
Palo Alto Investors LP.
AUM · $540M (13F)Positions · 44Turnover · n/a · Q2Filed · Aug 19, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$12M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 19, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | PTCT | PTC THERAPEUTICS INC | 919K | $75M | 3.5% | — |
| 2 | ACAD | ACADIA PHARMACEUTICALS INC | 2.86M | $72M | 3.3% | — |
| 3 | INSM | INSMED INC | 414K | $44M | 2.0% | — |
| 4 | MIRM | MIRUM PHARMACEUTICALS INC | 349K | $41M | 1.9% | +7% |
| 5 | ANAB | ANAPTYSBIO INC | 603K | $41M | 1.9% | — |
| 6 | BMRN | BIOMARIN PHARMACEUTICAL INC | 683K | $39M | 1.8% | — |
| 7 | DYN | DYNE THERAPEUTICS INC | 1.65M | $37M | 1.7% | — |
| 8 | UTHR | UNITED THERAPEUTICS CORP | 63K | $34M | 1.6% | +199% |
| 9 | IRON | DISC MEDICINE INC | 417K | $30M | 1.4% | — |
| 10 | BIIB | BIOGEN INC | 140K | $30M | 1.4% | — |
§ 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 $540 million in assets. The fund runs a portfolio of 44 positions.
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