account_balance
Investment manager · 13F filer · SEC CIK 1306923
Palo Alto Investors LP
Reported value$724Mas of Jun 30, 2026
Positions52 5 new, 4 sold out
Top 10 weight61.3%PTCT alone is 10%
FiledAug 1748 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
PTCTPTC Therapeutics Inc
10.4%
ACHCAcadia Pharmaceuticals Inc
10.0%New
INSMInsmed Inc
6.1%
Mirum Pharmaceuticals Inc
5.6%New
ANABAnaptysbio Inc
5.6%Trimmed −5%
BMRNBiomarin Pharmaceutical Inc
5.4%
DYNDyne Therapeutics Inc
5.1%
UTHRUnited Therapeutics Corp
4.7%
IRONDisc Medicine Inc
4.2%Added +4%
BIIBBiogen Inc
4.2%
IOVAIovance Biotherapeutics Inc
3.0%Trimmed −17%
RAREUltragenyx Pharmaceutical In
2.8%
PTCTPTC Therapeutics Inc
10.4%
ACHCAcadia Pharmaceuticals Inc
10.0%New
INSMInsmed Inc
6.1%
Mirum Pharmaceuticals Inc
5.6%New
ANABAnaptysbio Inc
5.6%Trimmed −5%
BMRN5.4%DYN5.1%UTHR4.7%IRON4.2%BIIB4.2%IOVA3.0%RARE2.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
PTCT PTC Therapeutics Inc 10.4% HeldACHC Acadia Pharmaceuticals Inc 10.0% NewINSM Insmed Inc 6.1% Held
Mirum Pharmaceuticals Inc 5.6% New
ANAB Anaptysbio Inc 5.6% Trimmed −5%BMRN Biomarin Pharmaceutical Inc 5.4% HeldDYN Dyne Therapeutics Inc 5.1% HeldUTHR United Therapeutics Corp 4.7% HeldIRON Disc Medicine Inc 4.2% Added +4%BIIB Biogen Inc 4.2% HeldIOVA Iovance Biotherapeutics Inc 3.0% Trimmed −17%RARE Ultragenyx Pharmaceutical In 2.8% HeldWhat changed