Palo Alto Investors LP
Palo Alto Investors LP reported 52 positions worth $723.7M as of June 30, 2026 (13F filed August 19, 2026). Largest holding: PTCT (10.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | PTCT | SH | $75.0M | 10.36% | 918,846 | — | — | |
| ▸ 2 | ACAD | SH | $72.5M | 10.01% | 2,864,096 | — | — | |
| ▸ 3 | INSM | SH | $44.1M | 6.10% | 413,980 | — | — | |
| ▸ 4 | MIRM | SH | $40.8M | 5.64% | 348,808 | — | — | |
| ▸ 5 | ANAB | SH | $40.7M | 5.63% | 603,489 | — | — | |
| ▸ 6 | BMRN | SH | $39.1M | 5.40% | 682,777 | — | — | |
| ▸ 7 | DYN | SH | $36.6M | 5.06% | 1,647,521 | — | — | |
| ▸ 8 | UTHR | SH | $33.9M | 4.69% | 62,587 | — | — | |
| ▸ 9 | IRON | SH | $30.5M | 4.21% | 416,646 | — | — | |
| ▸ 10 | BIIB | SH | $30.3M | 4.19% | 140,279 | — | — |
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Frequently Asked Questions
What stocks does Palo Alto Investors LP hold as of Q2 2026?
Palo Alto Investors LP reported 52 positions worth $723.7M in its Q2 2026 13F filing. Largest positions: PTCT (10.4%), ACAD (10.0%), INSM (6.1%), MIRM (5.6%) and ANAB (5.6%).
What did Palo Alto Investors LP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Palo Alto Investors LP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.