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
top 5 37.7% · top 10 61.3%
- PTC - Ptc Therapeutics 10.4%
- ACAD - Acadia Pharmaceuticals 10.0%
- INSM - Insmed 6.1%
- MIRM - Mirum Pharmaceuticals 5.6%
- ANAB - Anaptysbio 5.6%
- BMRN - Biomarin Pharmaceutical 5.4%
- DYN - Dyne Therapeutics 5.1%
- UTHR - United Therapeutics 4.7%
- IRON - Disc Medicine 4.2%
- BIIB - Biogen 4.2%
- IOVA - Iovance Biotherapeutics 3.0%
- RARE — 2.8%
- Other 32.9%
AUM over time
Book
| Abiomed | 10.80% | Hold | 549,820 | $325.52 | $179M |
| BMRN - Biomarin Pharmaceutical | 10.32% | Hold | 2,212,950 | $77.29 | $171M |
| INSM - Insmed | 10.01% | Hold | 6,019,106 | $27.54 | $166M |
| Staar Surgical | 8.85% | Hold | 1,140,511 | $128.53 | $147M |
| UTHR - United Therapeutics | 7.66% | Hold | 687,206 | $184.58 | $127M |
| PRTA - Prothena | 7.25% | Hold | 1,685,282 | $71.23 | $120M |
| BIIB - Biogen | 6.18% | Hold | 361,600 | $282.99 | $102M |
| FOLD - Amicus | 5.83% | Hold | 10,114,043 | $9.55 | $97M |
| Revance Therapeutics | 5.38% | Hold | 3,201,866 | $27.86 | $89M |
| VNDA - Vanda Pharmaceuticals | 3.92% | Hold | 3,791,805 | $17.14 | $65M |
| EHTH - Ehealth | 2.80% | Hold | 1,145,870 | $40.50 | $46M |
| ACAD - Acadia Pharmaceuticals | 2.34% | Hold | 2,337,877 | $16.61 | $39M |
| ALGN - Align Technology | 2.23% | Hold | 55,405 | $665.43 | $37M |
| Epizyme | 2.12% | Hold | 6,856,513 | $5.12 | $35M |
| Karyopharm Therapeutics | 1.89% | Hold | 5,383,052 | $5.82 | $31M |
| Sage Therapeutics | 1.65% | Hold | 617,930 | $44.31 | $27M |
| Gritstone Oncology | 1.54% | Hold | 2,356,282 | $10.80 | $25M |
| Gossamer Bio | 1.35% | Hold | 1,772,950 | $12.57 | $22M |
| Clovis Oncology | 1.21% | Hold | 4,484,411 | $4.46 | $20M |
| ALKS - Alkermes | 1.10% | Hold | 589,900 | $30.84 | $18M |
| Dicerna Pharmaceuticals | 1.04% | Hold | 855,713 | $20.16 | $17M |
| AZNN — | 0.73% | Hold | 201,489 | $60.06 | $12M |
| ANAB - Anaptysbio | 0.71% | Hold | 436,592 | $27.12 | $12M |
| Puma Biotechnology | 0.59% | Hold | 1,392,997 | $7.01 | $10M |
| SNDX - Syndax Pharmaceuticals | 0.51% | Hold | 444,900 | $19.11 | $9M |
| Kezar Life Sciences | 0.34% | Hold | 656,200 | $8.64 | $6M |
| CYTK - Cytokinetics | 0.27% | Hold | 123,686 | $35.74 | $4M |
| Kaleido Biosciences | 0.26% | Hold | 786,400 | $5.46 | $4M |
| TVTX - Travere Therapeutics | 0.24% | Hold | 166,069 | $24.25 | $4M |
| Zogenix | 0.20% | Hold | 214,700 | $15.19 | $3M |
| Magenta Therapeutics | 0.19% | Hold | 432,300 | $7.28 | $3M |
| Rigel Pharmaceuticals | 0.14% | Hold | 652,395 | $3.63 | $2M |
| ALDX - Aldeyra Therapeutics | 0.09% | Hold | 160,800 | $8.78 | $1M |
| Holding | 0.07% | Hold | 27,100 | $44.46 | $1M |
| Athenex | 0.06% | Hold | 318,200 | $3.01 | $958K |
| Alimera Sciences | 0.05% | Hold | 200,919 | $4.22 | $848K |
| URGN - Urogen Pharma | 0.02% | Hold | 24,500 | $16.82 | $412K |
| Syros Pharmaceuticals | 0.02% | Hold | 80,600 | $4.47 | $360K |
| Marinus Pharmaceuticals | 0.02% | Hold | 31,330 | $11.39 | $357K |
| Viracta Therapeutics | 0.02% | Hold | 33,212 | $8.01 | $266K |
| Idera Pharmaceuticals | 0.00% | Hold | 77,044 | $1.03 | $79K |
| Minerva Neurosciences | 0.00% | Hold | 36,319 | $1.73 | $63K |
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