Palo Alto Investors LP
Follow13F filer, CIK 1306923, PALO ALTO, CA
Palo Alto Investors LP reported $723,718,198 across 52 holdings for the quarter ended 2026-06-30, in a 13F-HR/A filed 2026-08-19. Its ten largest share positions make up 61.28% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR/A 0002073679-26-000102
- Period
- 2026-06-30
- Reported value
- $724M
- Holdings
- 52
- Top 10 weight
- 61.28%
- New
- 3
- Sold out
- 2
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| TRAXnew | +603,489 | $12.1M |
| CMPXadded | +4,317,309 | $9.45M |
| CLDXadded | +103,448 | $3.85M |
| MIRMadded | +23,633 | $2.77M |
| SGMTnew | +250,000 | $1.93M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| FOLDexited | -1,113,045 | -$16.1M |
| DNLIexited | -234,582 | -$4.5M |
| IOVAreduced | -1,053,354 | -$4.38M |
| TVTXreduced | -62,928 | -$3.57M |
| ORKAreduced | -26,439 | -$2.52M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q2 2026
Share positions as resolved from 13F-HR/A 0002073679-26-000102, largest first. % of portfolio is the value over $723,718,198, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| PTCTPTC THERAPEUTICS INC | 918,846 | $75M | 10.36% | -2,761 | Timeline | ||
| ACADACADIA PHARMACEUTICALS INC | 2,864,096 | $72.5M | 10.01% | -8,599 | Timeline | ||
| INSMINSMED INC | 413,980 | $44.1M | 6.1% | -1,289 | Timeline | ||
| MIRMMIRUM PHARMACEUTICALS INC | 348,808 | $40.8M | 5.64% | +23,633 | Timeline | ||
| ANABANAPTYSBIO INC | 603,489 | $40.7M | 5.63% | -34,672 | Timeline | ||
| BMRNBIOMARIN PHARMACEUTICAL INC | 682,777 | $39.1M | 5.4% | -2,405 | Timeline | ||
| DYNDYNE THERAPEUTICS INC | 1,647,521 | $36.6M | 5.06% | -5,451 | Timeline | ||
| UTHRUNITED THERAPEUTICS CORP DEL | 62,587 | $33.9M | 4.69% | -222 | Timeline | ||
| IRONDISC MEDICINE INC | 416,646 | $30.5M | 4.21% | +14,927 | Timeline | ||
| BIIBBIOGEN INC | 140,279 | $30.3M | 4.19% | -440 | Timeline | ||
| IOVAIOVANCE BIOTHERAPEUTICS INC | 5,296,209 | $22M | 3.04% | -1,053,354 | Timeline | ||
| RAREULTRAGENYX PHARMACEUTICAL IN | 596,495 | $19.9M | 2.75% | 0 | Timeline | ||
| NVCRNOVOCURE LTD | 1,280,439 | $19.4M | 2.68% | 0 | Timeline | ||
| SNDXSYNDAX PHARMACEUTICALS INC | 864,986 | $18.9M | 2.61% | 0 | Timeline | ||
| ANNXANNEXON INC | 2,948,090 | $16.8M | 2.33% | 0 | Timeline | ||
| BCAXBICARA THERAPEUTICS INC | 550,408 | $16.3M | 2.26% | 0 | Timeline | ||
| CDNACAREDX INC | 531,870 | $15.2M | 2.09% | 0 | Timeline | ||
| CLDXCELLDEX THERAPEUTICS INC NEW | 399,856 | $14.9M | 2.06% | +103,448 | Timeline | ||
| CMPXCOMPASS THERAPEUTICS INC | 5,831,813 | $12.8M | 1.76% | +4,317,309 | Timeline | ||
| ALKSALKERMES PLC | 242,560 | $12.7M | 1.76% | 0 | Timeline | ||
| TRAXFIRST TRACKS BIOTHERAPEUTICS | 603,489 | $12.1M | 1.68% | new | Timeline | ||
| PRTAPROTHENA CORP PLC | 1,143,155 | $11.2M | 1.55% | -65,413 | Timeline | ||
| TVTXTRAVERE THERAPEUTICS INC | 167,525 | $9.52M | 1.32% | -62,928 | Timeline | ||
| TSHATAYSHA GENE THERAPIES INC | 1,391,382 | $9.48M | 1.31% | 0 | Timeline | ||
| ACRSACLARIS THERAPEUTICS INC | 1,613,430 | $8.54M | 1.18% | 0 | Timeline | ||
| AGIOAGIOS PHARMACEUTICALS INC | 213,601 | $7.93M | 1.1% | 0 | Timeline | ||
| CAPRCAPRICOR THERAPEUTICS INC | 229,763 | $5.53M | 0.76% | 0 | Timeline | ||
| ALGNALIGN TECHNOLOGY INC | 31,389 | $5.29M | 0.73% | -10,131 | Timeline | ||
| ORKAORUKA THERAPEUTICS INC | 33,546 | $3.19M | 0.44% | -26,439 | Timeline | ||
| XENEXENON PHARMACEUTICALS INC | 51,345 | $3.1M | 0.43% | 0 | Timeline | ||
| NBIXNEUROCRINE BIOSCIENCES INC | 18,117 | $3.05M | 0.42% | 0 | Timeline | ||
| EWEDWARDS LIFESCIENCES CORP | 33,640 | $3.04M | 0.42% | 0 | Timeline | ||
| STOKSTOKE THERAPEUTICS INC | 84,631 | $2.77M | 0.38% | 0 | Timeline | ||
| CYTKCYTOKINETICS INC | 32,195 | $2.74M | 0.38% | 0 | Timeline | ||
| PYXSPYXIS ONCOLOGY INC | 864,277 | $2.6M | 0.36% | -146,233 | Timeline | ||
| EHTHEHEALTH INC | 1,482,797 | $2.21M | 0.31% | 0 | Timeline | ||
| CRSPCRISPR THERAPEUTICS AG | 39,605 | $2.16M | 0.3% | 0 | Timeline | ||
| SGMTSAGIMET BIOSCIENCES INC | 250,000 | $1.93M | 0.27% | new | Timeline | ||
| NUVBNUVATION BIO INC | 326,609 | $1.86M | 0.26% | -182,237 | Timeline | ||
| BNTXBIONTECH SE | 19,614 | $1.83M | 0.25% | 0 | Timeline | ||
| CMPSCOMPASS PATHWAYS PLC | 115,616 | $1.64M | 0.23% | 0 | Timeline | ||
| HUMHUMANA INC | 3,985 | $1.58M | 0.22% | 0 | Timeline | ||
| NAMSNEWAMSTERDAM PHARMA COMPANY | 44,359 | $1.5M | 0.21% | new | Timeline | ||
| VSTMVERASTEM INC | 309,685 | $1.18M | 0.16% | +63,592 | Timeline | ||
| MDGLMADRIGAL PHARMACEUTICALS INC | 1,787 | $960K | 0.13% | 0 | Timeline | ||
| URGNUROGEN PHARMA LTD | 24,500 | $902K | 0.12% | 0 | Timeline | ||
| BCYCBICYCLE THERAPEUTICS PLC | 201,890 | $856K | 0.12% | 0 | Timeline | ||
| XERSXERIS BIOPHARMA HOLDINGS INC | 104,410 | $827K | 0.11% | 0 | Timeline | ||
| ABEOABEONA THERAPEUTICS INC | 108,865 | $673K | 0.09% | 0 | Timeline | ||
| INSPINSPIRE MED SYS INC | 8,772 | $391K | 0.05% | 0 | Timeline | ||
| PRQRPROQR THRAPEUTICS N V | 188,807 | $351K | 0.05% | 0 | Timeline | ||
| ALDXALDEYRA THERAPEUTICS INC | 155,709 | $332K | 0.05% | 0 | Timeline |
Sold out in Q2 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
How Q2 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | 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 | superseded | restatement | 2026-08-18 | acceptance time not in the bulk data set | |
| 13F-HR/A 0002073679-26-000102 | base | restatement | 2026-08-19 | acceptance time not in the bulk data set |
Filings
Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.
| Filing | Subject | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR/A 0002073679-26-000102 | Quarter ended 2026-06-30 | 2026-08-19 | acceptance time not in the bulk data set | |
| 13F-HR/A 0002073679-26-000101 | Quarter ended 2026-06-30 | 2026-08-18 | acceptance time not in the bulk data set | |
| 13F-HR 0002073679-26-000096 | Quarter ended 2026-06-30 | 2026-08-17 | acceptance time not in the bulk data set | |
| 13F-HR 0001306923-26-000004 | Quarter ended 2026-03-31 | 2026-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001306923-26-000002 | Quarter ended 2025-12-31 | 2026-02-17 | acceptance time not in the bulk data set | |
| 13F-HR 0001306923-25-000019 | Quarter ended 2025-09-30 | 2025-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001306923-25-000016 | Quarter ended 2025-06-30 | 2025-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001306923-25-000014 | Quarter ended 2025-03-31 | 2025-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001306923-25-000010 | Quarter ended 2024-12-31 | 2025-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001306923-24-000012 | Quarter ended 2024-09-30 | 2024-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001306923-24-000010 | Quarter ended 2024-06-30 | 2024-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001306923-24-000008 | Quarter ended 2024-03-31 | 2024-05-15 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001306923-24-000007 | Quarter ended 2023-12-31 | 2024-02-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001306923-24-000002 | Quarter ended 2023-12-31 | 2024-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001306923-23-000014 | Quarter ended 2023-09-30 | 2023-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001306923-23-000012 | Quarter ended 2023-06-30 | 2023-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001306923-23-000011 | Quarter ended 2023-03-31 | 2023-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001306923-23-000009 | Quarter ended 2022-12-31 | 2023-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001306923-22-000016 | Quarter ended 2022-09-30 | 2022-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001306923-22-000015 | Quarter ended 2022-06-30 | 2022-08-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001306923-22-000014 | Quarter ended 2022-03-31 | 2022-05-16 | acceptance time not in the bulk data set | |
| 13F-HR 0001306923-22-000004 | Quarter ended 2021-12-31 | 2022-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001306923-21-000026 | Quarter ended 2021-09-30 | 2021-11-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001306923-21-000024 | Quarter ended 2021-06-30 | 2021-08-16 | acceptance time not in the bulk data set | |
| 13F-HR 0001306923-21-000022 | Quarter ended 2021-03-31 | 2021-05-17 | acceptance time not in the bulk data set | |
| 13F-HR 0001306923-21-000016 | Quarter ended 2020-12-31 | 2021-02-16 | acceptance time not in the bulk data set | |
| 13F-HR 0001306923-20-000017 | Quarter ended 2020-09-30 | 2020-11-16 | acceptance time not in the bulk data set | |
| 13F-HR 0001306923-20-000015 | Quarter ended 2020-06-30 | 2020-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001777813-20-000006 | Quarter ended 2020-03-31 | 2020-05-15 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001306923-20-000014 | Quarter ended 2019-12-31 | 2020-04-08 | acceptance time not in the bulk data set | |
| 13F-HR 0001306923-20-000013 | Quarter ended 2019-12-31 | 2020-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001306923-19-000017 | Quarter ended 2019-09-30 | 2019-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001306923-19-000015 | Quarter ended 2019-06-30 | 2019-08-14 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001306923-19-000014 | Quarter ended 2019-03-31 | 2019-07-30 | acceptance time not in the bulk data set | |
| 13F-HR 0001306923-19-000012 | Quarter ended 2019-03-31 | 2019-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001306923-19-000004 | Quarter ended 2018-12-31 | 2019-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001306923-18-000018 | Quarter ended 2018-09-30 | 2018-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001306923-18-000016 | Quarter ended 2018-06-30 | 2018-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001306923-18-000014 | Quarter ended 2018-03-31 | 2018-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001306923-18-000011 | Quarter ended 2017-12-31 | 2018-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001306923-17-000025 | Quarter ended 2017-09-30 | 2017-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001306923-17-000021 | Quarter ended 2017-06-30 | 2017-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001306923-17-000019 | Quarter ended 2017-03-31 | 2017-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001306923-17-000015 | Quarter ended 2016-12-31 | 2017-02-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001306923-16-000052 | Quarter ended 2016-09-30 | 2016-11-14 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001306923-16-000050 | Quarter ended 2016-06-30 | 2016-08-16 | acceptance time not in the bulk data set | |
| 13F-HR 0001306923-16-000049 | Quarter ended 2016-06-30 | 2016-08-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001306923-16-000048 | Quarter ended 2016-03-31 | 2016-05-16 | acceptance time not in the bulk data set | |
| 13F-HR 0001306923-16-000045 | Quarter ended 2015-12-31 | 2016-02-16 | acceptance time not in the bulk data set | |
| 13F-HR 0001306923-15-000020 | Quarter ended 2015-09-30 | 2015-11-16 | acceptance time not in the bulk data set | |
| 13F-HR 0001306923-15-000019 | Quarter ended 2015-06-30 | 2015-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001306923-15-000016 | Quarter ended 2015-03-31 | 2015-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001306923-15-000001 | Quarter ended 2014-12-31 | 2015-02-17 | acceptance time not in the bulk data set | |
| 13F-HR 0001306923-14-000010 | Quarter ended 2014-09-30 | 2014-11-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001306923-14-000006 | Quarter ended 2014-06-30 | 2014-08-14 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001306923-14-000004 | Quarter ended 2014-03-31 | 2014-05-16 | acceptance time not in the bulk data set | |
| 13F-HR 0001306923-14-000003 | Quarter ended 2014-03-31 | 2014-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001140361-14-007018 | Quarter ended 2013-12-31 | 2014-02-13 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001140361-13-043590 | Quarter ended 2013-09-30 | 2013-11-20 | acceptance time not in the bulk data set | |
| 13F-HR 0001140361-13-042137 | Quarter ended 2013-09-30 | 2013-11-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001140361-13-032185 | Quarter ended 2013-06-30 | 2013-08-14 | acceptance time not in the bulk data set |