Palo Alto Investors LP activity
Every position Palo Alto Investors opened, added to, trimmed or closed between 2026 Q1 and 2026 Q2.
New
3
Add
5
Reduce
15
Exit
2
25 shown
| Ticker | Action | Δ weight | Detail | Period |
|---|---|---|---|---|
| TRAX | New | 0% to 1.7% | $12M | Q1→Q2 |
| SGMT | New | 0% to 0.27% | $1.9M | Q1→Q2 |
| NAMS | New | 0% to 0.21% | $1.5M | Q1→Q2 |
| FOLD | Exit | 2.5% to 0% | $16M | Q1→Q2 |
| DNLI | Exit | 0.69% to 0% | $4.5M | Q1→Q2 |
| MIRM | Add | 4.6% to 5.6% | +7.3% sh | Q1→Q2 |
| CLDX | Add | 1.4% to 2.1% | +34.9% sh | Q1→Q2 |
| CMPX | Add | 1.2% to 1.8% | +285.1% sh | Q1→Q2 |
| IRON | Add | 3.9% to 4.2% | +3.7% sh | Q1→Q2 |
| VSTM | Add | 0.20% to 0.16% | +25.8% sh | Q1→Q2 |
| INSM | Reduce | 10.4% to 6.1% | −0.3% sh | Q1→Q2 |
| UTHR | Reduce | 5.7% to 4.7% | −0.4% sh | Q1→Q2 |
| PTC | Reduce | 9.6% to 10.4% | −0.3% sh | Q1→Q2 |
| BMRN | Reduce | 5.9% to 5.4% | −0.4% sh | Q1→Q2 |
| DYN | Reduce | 4.6% to 5.1% | −0.3% sh | Q1→Q2 |
| ALGN | Reduce | 1.1% to 0.73% | −24.4% sh | Q1→Q2 |
| IOVA | Reduce | 3.4% to 3.0% | −16.6% sh | Q1→Q2 |
| TVTX | Reduce | 1.1% to 1.3% | −27.3% sh | Q1→Q2 |
| PRTA | Reduce | 1.8% to 1.6% | −5.4% sh | Q1→Q2 |
| BIIB | Reduce | 4.0% to 4.2% | −0.3% sh | Q1→Q2 |
| ACAD | Reduce | 9.8% to 10.0% | −0.3% sh | Q1→Q2 |
| ANAB | Reduce | 5.4% to 5.6% | −5.4% sh | Q1→Q2 |
| PYXS | Reduce | 0.23% to 0.36% | −14.5% sh | Q1→Q2 |
| NUVB | Reduce | 0.33% to 0.26% | −35.8% sh | Q1→Q2 |
| ORKA | Reduce | 0.45% to 0.44% | −44.1% sh | Q1→Q2 |