Follow-The-Filings

Featured 13F manager

Palo Alto Investors LP Palo Alto Investors

Palo Alto, CA 23 processed 13Fs on this site · 2021 Q3–2026 Q2

  • $724M
  • 52 Positions
  • 2026 Q2
  • +10.7% QoQ
  • Top 5 37.7%

Palo Alto Investors files Palo Alto Investors LP as a Form 13F. The latest book is 2026 Q2 at $724M, up 10.7% QoQ, led by Ptc Therapeutics, Acadia Pharmaceuticals, and Insmed.

Portfolio

2026 Q2 · filed 8/19/2026 · 52 long · top 12 shown

top 5 37.7% · top 10 61.3%

AUM over time

2026 Q2 $724M +10.7% QoQ
2021 Q3 · $1.7B 2021 Q3 · $1.7B
Q3 2021
2021 Q4 · $1.6B · −5.6% QoQ 2021 Q4 · $1.6B · −5.6% QoQ
Q4
2022 Q1 · $1.3B · −17.4% QoQ 2022 Q1 · $1.3B · −17.4% QoQ
Q1 2022
2022 Q2 · $1.1B · −11.3% QoQ 2022 Q2 · $1.1B · −11.3% QoQ
Q2
2022 Q3 · $1.3B · +10.3% QoQ 2022 Q3 · $1.3B · +10.3% QoQ
Q3
2022 Q4 · $1.2B · −7.3% QoQ 2022 Q4 · $1.2B · −7.3% QoQ
Q4
2023 Q1 · $1.2B · +2.9% QoQ 2023 Q1 · $1.2B · +2.9% QoQ
Q1 2023
2023 Q2 · $1.2B · +2.6% QoQ 2023 Q2 · $1.2B · +2.6% QoQ
Q2
2023 Q3 · $1.1B · −14.6% QoQ 2023 Q3 · $1.1B · −14.6% QoQ
Q3
2023 Q4 · $1.1B · +4.7% QoQ 2023 Q4 · $1.1B · +4.7% QoQ
Q4
2024 Q1 · $887M · −19.9% QoQ 2024 Q1 · $887M · −19.9% QoQ
Q1 2024
2024 Q2 · $863M · −2.7% QoQ 2024 Q2 · $863M · −2.7% QoQ
Q2
2024 Q3 · $770M · −10.8% QoQ 2024 Q3 · $770M · −10.8% QoQ
Q3
2024 Q4 · $645M · −16.2% QoQ 2024 Q4 · $645M · −16.2% QoQ
Q4
2025 Q1 · $525M · −18.6% QoQ 2025 Q1 · $525M · −18.6% QoQ
Q1 2025
2025 Q2 · $470M · −10.5% QoQ 2025 Q2 · $470M · −10.5% QoQ
Q2
2025 Q3 · $540M · +14.9% QoQ 2025 Q3 · $540M · +14.9% QoQ
Q3
2025 Q4 · $718M · +33.0% QoQ 2025 Q4 · $718M · +33.0% QoQ
Q4
2026 Q1 · $654M · −8.9% QoQ 2026 Q1 · $654M · −8.9% QoQ
Q1 2026
2026 Q2 · $724M · +10.7% QoQ 2026 Q2 · $724M · +10.7% QoQ
Q2

Latest book

2026 Q2 2026 Q1 · filed 19 Aug · long equity

PTC - Ptc Therapeutics 10.36% Reduce −0.3% 918,846 $81.57 $75M −2,761 +$12M
ACAD - Acadia Pharmaceuticals 10.01% Reduce −0.3% 2,864,096 $25.30 $72M −8,599 +$9M
INSM - Insmed 6.10% Reduce −0.3% 413,980 $106.62 $44M −1,289 −$24M
MIRM - Mirum Pharmaceuticals 5.64% Add +7.3% 348,808 $117.07 $41M +23,633 +$11M
ANAB - Anaptysbio 5.63% Reduce −5.4% 603,489 $67.50 $41M −34,672 +$5M
BMRN - Biomarin Pharmaceutical 5.40% Reduce −0.4% 682,777 $57.22 $39M −2,405 +$363K
DYN - Dyne Therapeutics 5.06% Reduce −0.3% 1,647,521 $22.21 $37M −5,451 +$7M
UTHR - United Therapeutics 4.69% Reduce −0.4% 62,587 $541.83 $34M −222 −$3M
IRON - Disc Medicine 4.21% Add +3.7% 416,646 $73.14 $30M +14,927 +$5M
BIIB - Biogen 4.19% Reduce −0.3% 140,279 $216.06 $30M −440 +$5M
IOVA - Iovance Biotherapeutics 3.04% Reduce −16.6% 5,296,209 $4.16 $22M −1,053,354 −$255K
RARE — 2.75% Hold 596,495 $33.39 $20M
NVCR - Novocure 2.68% Hold 1,280,439 $15.15 $19M
SNDX - Syndax Pharmaceuticals 2.61% Hold 864,986 $21.86 $19M
ANNX - Annexon 2.33% Hold 2,948,090 $5.71 $17M
BCAX - Bicara Therapeutics 2.26% Hold 550,408 $29.69 $16M
CDNA - Caredx 2.09% Hold 531,870 $28.50 $15M
CLDX - Celldex Therapeutics 2.06% Add +34.9% 399,856 $37.21 $15M +103,448 +$5M
CMPX - Compass Therapeutics 1.76% Add +285.1% 5,831,813 $2.19 $13M +4,317,309 +$5M
ALKS - Alkermes 1.76% Hold 242,560 $52.39 $13M
TRAX - First Tracks 1.68% New 603,489 $20.12 $12M +603,489 +$12M
PRTA - Prothena 1.55% Reduce −5.4% 1,143,155 $9.79 $11M −65,413 −$556K
TVTX - Travere Therapeutics 1.32% Reduce −27.3% 167,525 $56.81 $10M −62,928 +$3M
TSHA - Taysha Gene Therapies 1.31% Hold 1,391,382 $6.81 $9M
ACRS - Aclaris Therapeutics 1.18% Hold 1,613,430 $5.29 $9M
AGIO - Agios Pharmaceuticals 1.10% Hold 213,601 $37.11 $8M
CAPR — 0.76% Hold 229,763 $24.08 $6M
ALGN - Align Technology 0.73% Reduce −24.4% 31,389 $168.66 $5M −10,131 −$2M
ORKA - Oruka Therapeutics 0.44% Reduce −44.1% 33,546 $95.17 $3M −26,439 +$250K
XENE - Xenon Pharmaceuticals 0.43% Hold 51,345 $60.36 $3M
NBIX - Neurocrine Biosciences 0.42% Hold 18,117 $168.54 $3M
EW - Edwards Lifesciences 0.42% Hold 33,640 $90.46 $3M
STOK - Stoke Therapeutics 0.38% Hold 84,631 $32.72 $3M
CYTK - Cytokinetics 0.38% Hold 32,195 $85.19 $3M
PYXS - Pyxis Oncology 0.36% Reduce −14.5% 864,277 $3.01 $3M −146,233 +$1M
EHTH - Ehealth 0.31% Hold 1,482,797 $1.49 $2M
CRSP - Crispr Therapeutics AG 0.30% Hold 39,605 $54.54 $2M
SGMT - Sagimet Biosciences -A 0.27% New 250,000 $7.73 $2M +250,000 +$2M
NUVB - Nuvation Bio · CL A 0.26% Reduce −35.8% 326,609 $5.68 $2M −182,237 −$328K
BNTX - Biontech Se- 0.25% Hold 19,614 $93.05 $2M
CMPS - Compass Pathways 0.23% Hold 115,616 $14.15 $2M
HUM - Humana 0.22% Hold 3,985 $397.22 $2M
NAMS - Newamsterdam Pharma 0.21% New 44,359 $33.89 $2M +44,359 +$2M
VSTM - Verastem 0.16% Add +25.8% 309,685 $3.82 $1M +63,592 −$121K
MDGL - Madrigal Pharmaceuticals 0.13% Hold 1,787 $536.95 $960K
URGN - Urogen Pharma 0.12% Hold 24,500 $36.80 $902K
BCYC — 0.12% Hold 201,890 $4.24 $856K
XERS - Xeris Biopharma 0.11% Hold 104,410 $7.92 $827K
ABEO - Abeona Therapeutics 0.09% Hold 108,865 $6.18 $673K
INSP - Inspire Medical Systems 0.05% Hold 8,772 $44.61 $391K

Showing top 50 of 52 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2026 Q1

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
FOLD - Amicus 2.46% Exit 0 $14.46 $16M −1,113,045 −$16M
DNLI - Denali Therapeutics 0.69% Exit 0 $19.20 $5M −234,582 −$5M

* Reported price is value ÷ shares from the 13F as of period end — not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Share change and $ change are vs 2026 Q1. Click column headers to sort · click New / Hold / Add / Reduce to promote that move type to the top. Exit opens the last-held block below.

Filings history

20 periods · normalized AUM · open a period for holdings

Period Holdings AUM QoQ Form Filed Filing ID
2026 Q2 52 $724M +10.7% RESTATEMENT 8/19/2026 000207367926000102
2026 Q2 52 $724M RESTATEMENT 8/18/2026 000207367926000101
2026 Q2 52 $724M 13F-HR 8/17/2026 000207367926000096
2026 Q1 51 $654M −8.9% 13F-HR 5/15/2026 000130692326000004
2025 Q4 49 $718M +33.0% 13F-HR 2/17/2026 000130692326000002
2025 Q3 44 $540M +14.9% 13F-HR 11/14/2025 000130692325000019
2025 Q2 45 $470M −10.5% 13F-HR 8/14/2025 000130692325000016
2025 Q1 44 $525M −18.6% 13F-HR 5/15/2025 000130692325000014
2024 Q4 43 $645M −16.2% 13F-HR 2/14/2025 000130692325000010
2024 Q3 45 $770M −10.8% 13F-HR 11/14/2024 000130692324000012
2024 Q2 39 $863M −2.7% 13F-HR 8/14/2024 000130692324000010
2024 Q1 38 $887M −19.9% 13F-HR 5/15/2024 000130692324000008
2023 Q4 34 $1.1B RESTATEMENT 2/15/2024 000130692324000007
2023 Q4 34 $1.1B +4.7% 13F-HR 2/14/2024 000130692324000002
2023 Q3 29 $1.1B −14.6% 13F-HR 11/14/2023 000130692323000014
2023 Q2 30 $1.2B +2.6% 13F-HR 8/14/2023 000130692323000012
2023 Q1 30 $1.2B +2.9% 13F-HR 5/15/2023 000130692323000011
2022 Q4 29 $1.2B −7.3% 13F-HR 2/14/2023 000130692323000009
2022 Q3 32 $1.3B +10.3% 13F-HR 11/14/2022 000130692322000016
2022 Q2 33 $1.1B −11.3% 13F-HR 8/15/2022 000130692322000015
2022 Q1 35 $1.3B −17.4% 13F-HR 5/16/2022 000130692322000014
2021 Q4 37 $1.6B −5.6% 13F-HR 2/14/2022 000130692322000004
2021 Q3 42 $1.7B 13F-HR 11/15/2021 000130692321000026

About

Palo Alto Investors LP

23 processed 13Fs on this site · 2021 Q3–2026 Q2

Entity
Palo Alto Investors LP
Notable person
Palo Alto Investors
Location
Palo Alto, CA
All SEC filings
View on sec.gov