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IRON position history

The shares of Disc Medicine (IRON) that Palo Alto Investors LP reported in each quarter’s 13F.

Equity, COM

Shares held by quarter

New Add Reduce Exit

  1. 2025 Q2: 145,691 shares, $7.7M, 1.6% of portfolio, New
  2. 2025 Q3: 224,300 shares, $15M, 2.7% of portfolio, Add +54.0%
  3. 2025 Q4: 317,456 shares, $25M, 3.5% of portfolio, Add +41.5%
  4. 2026 Q1: 401,719 shares, $26M, 3.9% of portfolio, Add +26.5%
  5. 2026 Q2: 416,646 shares, $30M, 4.2% of portfolio, Add +3.7%
Holdings date Value % of holdings Shares Filing date All 13F holders