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Palo Alto Investors LP

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Palo Alto Investors

2026 Q1 vs 2025 Q4 · filed 15 May · all filings · sitewide activity

New 5
Add 17
Reduce 17
Exit 3

moves

42 shown

ticker action Δ port detail period
CLDX New +1.44 pp opened 1.4% 2025Q4→2026Q1
CYTK New +0.32 pp opened 0.3% 2025Q4→2026Q1
— New +0.20 pp opened 0.2% 2025Q4→2026Q1
— New +0.14 pp opened 0.1% 2025Q4→2026Q1
— New +0.09 pp opened 0.1% 2025Q4→2026Q1
— Exit −1.93 pp was 1.9% 2025Q4→2026Q1
— Exit −0.01 pp was 0.0% 2025Q4→2026Q1
— Exit −0.01 pp was 0.0% 2025Q4→2026Q1
— Add +2.87 pp +107.9% sh 2025Q4→2026Q1
UTHR Add +1.75 pp +7.9% sh 2025Q4→2026Q1
BCAX Add +0.97 pp +84.3% sh 2025Q4→2026Q1
ANNX Add +0.83 pp +23.7% sh 2025Q4→2026Q1
— Add +0.77 pp +8.9% sh 2025Q4→2026Q1
DYN Add +0.57 pp +12.3% sh 2025Q4→2026Q1
ACAD Add +0.54 pp +15.6% sh 2025Q4→2026Q1
— Add +0.46 pp +108.1% sh 2025Q4→2026Q1
— Add +0.43 pp +29.3% sh 2025Q4→2026Q1
IRON Add +0.42 pp +26.5% sh 2025Q4→2026Q1
AGIO Add +0.30 pp +0.5% sh 2025Q4→2026Q1
ACRS Add +0.27 pp +3.0% sh 2025Q4→2026Q1
CAPR Add +0.16 pp +1.5% sh 2025Q4→2026Q1
CDNA Add +0.16 pp +11.2% sh 2025Q4→2026Q1
— Add +0.10 pp +17.5% sh 2025Q4→2026Q1
— Add +0.05 pp +17.6% sh 2025Q4→2026Q1
PTC Add +0.04 pp +2.0% sh 2025Q4→2026Q1
AM6 Reduce −7.86 pp −78.6% sh 2025Q4→2026Q1
INSM Reduce −1.47 pp −15.2% sh 2025Q4→2026Q1
DNLI Reduce −0.78 pp −63.4% sh 2025Q4→2026Q1
ANAB Reduce +0.76 pp −7.5% sh 2025Q4→2026Q1
— Reduce +0.70 pp −10.8% sh 2025Q4→2026Q1
— Reduce −0.69 pp −3.2% sh 2025Q4→2026Q1
CMPX Reduce −0.67 pp −40.2% sh 2025Q4→2026Q1
BIIB Reduce −0.55 pp −23.3% sh 2025Q4→2026Q1
— Reduce −0.34 pp −5.4% sh 2025Q4→2026Q1
BMRN Reduce −0.25 pp −8.2% sh 2025Q4→2026Q1
— Reduce −0.20 pp −1.4% sh 2025Q4→2026Q1
— Reduce −0.15 pp −46.8% sh 2025Q4→2026Q1
ALDX Reduce −0.12 pp −30.9% sh 2025Q4→2026Q1
BCYC Reduce −0.07 pp −8.7% sh 2025Q4→2026Q1
— Reduce +0.06 pp −2.6% sh 2025Q4→2026Q1
— Reduce +0.04 pp −8.5% sh 2025Q4→2026Q1
— Reduce −0.01 pp −3.9% sh 2025Q4→2026Q1