13F-HR/A filed by Palo Alto Investors LP
Palo Alto Investors LP filed this 13F-HR/A for the quarter ended 2026-06-30, filed 2026-08-18, with 52 holding rows worth $723,718,198.
- Accession
- 0002073679-26-000101
- Filer
- CIK 1306923
- Filed
- 2026-08-18
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, amendment of type restatement, 52 entries on the cover page, a total value of $723,718,198 stated on the cover page (in dollars after the unit check, H1), rows summing to $723,718,198 with VALUE read as dollars as filed, 13F file number 028-11013. A later restatement replaced it, so the quarter does not use it. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| PTC THERAPEUTICS INC | 69366J200 | COM | 918,846 | $74,950,268 | dollars as filed | |
| ACADIA PHARMACEUTICALS INC | 004225108 | COM | 2,864,096 | $72,461,629 | dollars as filed | |
| INSMED INC COM PAR $.01 | 457669307 | Stock | 413,980 | $44,138,548 | dollars as filed | |
| MIRUM PHARMACEUTICALS INC | 604749AB7 | NOTE 4.000% 5/0 | 348,808 | $40,834,953 | dollars as filed | principal |
| ANAPTYSBIO INC | 032724106 | COM | 603,489 | $40,735,508 | dollars as filed | |
| BIOMARIN PHARMACEUTICAL INC | 09061G101 | COM | 682,777 | $39,068,500 | dollars as filed | |
| DYNE THERAPEUTICS INC COM | 26818M108 | Stock | 1,647,521 | $36,591,441 | dollars as filed | |
| UNITED THERAPEUTICS CORP DEL COM | 91307C102 | Stock | 62,587 | $33,911,514 | dollars as filed | |
| DISC MEDICINE INC COM | 254604101 | Stock | 416,646 | $30,473,488 | dollars as filed | |
| BIOGEN INC COM | 09062X103 | Stock | 140,279 | $30,308,681 | dollars as filed | |
| IOVANCE BIOTHERAPEUTICS INC | 462260100 | COM | 5,296,209 | $22,032,229 | dollars as filed | |
| ULTRAGENYX PHARMACEUTICAL IN | 90400D108 | COM | 596,495 | $19,916,968 | dollars as filed | |
| NOVOCURE LTD | G6674U108 | ORD SHS | 1,280,439 | $19,398,651 | dollars as filed | |
| SYNDAX PHARMACEUTICALS INC | 87164F105 | COM | 864,986 | $18,908,594 | dollars as filed | |
| ANNEXON INC | 03589W102 | COM | 2,948,090 | $16,833,594 | dollars as filed | |
| BICARA THERAPEUTICS INC | 055477103 | COM | 550,408 | $16,341,614 | dollars as filed | |
| CAREDX INC | 14167L103 | COM | 531,870 | $15,158,295 | dollars as filed | |
| CELLDEX THERAPEUTICS INC NEW | 15117B202 | COM NEW | 399,856 | $14,878,642 | dollars as filed | |
| COMPASS THERAPEUTICS INC | 20454B104 | COM | 5,831,813 | $12,771,670 | dollars as filed | |
| ALKERMES PLC | G01767105 | SHS | 242,560 | $12,708,931 | dollars as filed | |
| FIRST TRACKS BIOTHERAPEUTICS | 337185102 | ORD SHS *A* | 603,489 | $12,142,199 | dollars as filed | |
| PROTHENA CORP PLC SHS | G72800108 | Stock | 1,143,155 | $11,191,487 | dollars as filed | |
| TRAVERE THERAPEUTICS INC | 89422G107 | COM | 167,525 | $9,517,095 | dollars as filed | |
| TAYSHA GENE THERAPIES INC | 877619106 | COMMON STOCK | 1,391,382 | $9,475,311 | dollars as filed | |
| ACLARIS THERAPEUTICS INC COM | 00461U105 | Stock | 1,613,430 | $8,535,045 | dollars as filed | |
| AGIOS PHARMACEUTICALS INC | 00847X104 | COM | 213,601 | $7,926,733 | dollars as filed | |
| CAPRICOR THERAPEUTICS INC | 14070B309 | COMMON STOCK | 229,763 | $5,532,693 | dollars as filed | |
| ALIGN TECHNOLOGY INC COM | 016255101 | Stock | 31,389 | $5,294,069 | dollars as filed | |
| ORUKA THERAPEUTICS INC COM | 687604108 | Stock | 33,546 | $3,192,573 | dollars as filed | |
| XENON PHARMACEUTICALS INC COM | 98420N105 | Stock | 51,345 | $3,099,184 | dollars as filed | |
| NEUROCRINE BIOSCIENCES INC | 64125C109 | COM | 18,117 | $3,053,349 | dollars as filed | |
| EDWARDS LIFESCIENCES CORP COM | 28176E108 | Stock | 33,640 | $3,043,074 | dollars as filed | |
| STOKE THERAPEUTICS INC | 86150R107 | COM | 84,631 | $2,769,126 | dollars as filed | |
| CYTOKINETICS INC | 23282W605 | COM NEW | 32,195 | $2,742,692 | dollars as filed | |
| PYXIS ONCOLOGY INC COMMON STOCK | 747324101 | Stock | 864,277 | $2,601,474 | dollars as filed | |
| EHEALTH INC | 28238P109 | COM | 1,482,797 | $2,209,368 | dollars as filed | |
| CRISPR THERAPEUTICS AG NAMEN AKT | H17182108 | Stock | 39,605 | $2,160,057 | dollars as filed | |
| SAGIMET BIOSCIENCES INC A | 786700104 | COMMON STOCK | 250,000 | $1,932,500 | dollars as filed | |
| NUVATION BIO INC COM CL A | 67080N101 | Stock | 326,609 | $1,855,139 | dollars as filed | |
| BIONTECH SE SPONSORED ADS | 09075V102 | ADR | 19,614 | $1,825,083 | dollars as filed | |
| COMPASS PATHWAYS PLC | 20451W101 | SPONSORED ADS | 115,616 | $1,635,966 | dollars as filed | |
| HUMANA INC COM | 444859102 | Stock | 3,985 | $1,582,922 | dollars as filed | |
| NEWAMSTERDAM PHARMA CO NV | N62509109 | COMMON STOCK | 44,359 | $1,503,327 | dollars as filed | |
| VERASTEM INC | 92337C203 | COMMON STOCK | 309,685 | $1,182,997 | dollars as filed | |
| MADRIGAL PHARMACEUTICALS INC COM | 558868105 | Stock | 1,787 | $959,530 | dollars as filed | |
| UROGEN PHARMA LTD | M96088105 | COMMON STOCK | 24,500 | $901,600 | dollars as filed | |
| BICYCLE THERAPEUTICS PLC-ADR | 088786108 | SPONSORED ADS | 201,890 | $856,014 | dollars as filed | |
| XERIS BIOPHARMA HOLDINGS INC | 98422E103 | COM | 104,410 | $826,927 | dollars as filed | |
| ABEONA THERAPEUTICS INC | 00289Y206 | COM NEW | 108,865 | $672,786 | dollars as filed | |
| INSPIRE MED SYS INC COM | 457730109 | Stock | 8,772 | $391,319 | dollars as filed | |
| PROQR THERAPEUTICS NV | N71542109 | SHS EURO | 188,807 | $351,181 | dollars as filed | |
| ALDEYRA THERAPEUTICS INC | 01438T106 | COM | 155,709 | $331,660 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002073679-26-000096 | superseded | 2026-08-17 | acceptance time not in the bulk data set | |
| 13F-HR/A 0002073679-26-000101 | this filing | 2026-08-18 | acceptance time not in the bulk data set | |
| 13F-HR/A 0002073679-26-000102 | base | 2026-08-19 | acceptance time not in the bulk data set |