Palo Alto Investors LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| INSMED INC(INSM) | 0 | 415,269 | +415,269 | 0 | 67,904,787 | 10.39% | +67,904,787 |
| DYNE THERAPEUTICS INC(DYN) | 0 | 1,652,972 | +1,652,972 | 0 | 29,968,382 | 4.58% | +29,968,382 |
| BIOGEN INC(BIIB) | 0 | 140,719 | +140,719 | 0 | 25,798,014 | 3.95% | +25,798,014 |
| IOVANCE BIOTHERAPEUTICS INC(IOVA) | 0 | 6,349,563 | +6,349,563 | 0 | 22,286,966 | 3.41% | +22,286,966 |
| MIRUM PHARMACEUTICALS INC(MIRM) | 156,421 | 325,175 | +168,754 | 12,355,695 | 30,039,667 | 4.59% | +17,683,972 |
| NOVOCURE LTD(NVCR) | 0 | 1,280,439 | +1,280,439 | 0 | 13,956,785 | 2.13% | +13,956,785 |
| PROTHENA CORP PLC SHS | 0 | 1,208,568 | +1,208,568 | 0 | 11,747,281 | 1.80% | +11,747,281 |
| CELLDEX THERAPEUTICS INC(CLDX) | 0 | 296,408 | +296,408 | 0 | 9,402,062 | 1.44% | +9,402,062 |
| UNITED THERAPEUTICS CORP(UTHR) | 58,186 | 62,809 | +4,623 | 28,351,129 | 37,244,481 | 5.70% | +8,893,352 |
| ALKERMES PLC(ALKS) | 0 | 242,560 | +242,560 | 0 | 8,576,922 | 1.31% | +8,576,922 |
| TRAVERE THERAPEUTICS INC(TVTX) | 0 | 230,453 | +230,453 | 0 | 6,846,759 | 1.05% | +6,846,759 |
| TAYSHA GENE THERAPIES INC(TSHA) | 0 | 1,391,382 | +1,391,382 | 0 | 6,219,478 | 0.95% | +6,219,478 |
| BICARA THERAPEUTICS INC | 298,575 | 550,408 | +251,833 | 5,025,017 | 10,947,615 | 1.67% | +5,922,598 |
| ANNEXON INC(ANNX) | 2,384,192 | 2,948,090 | +563,898 | 11,968,644 | 16,332,419 | 2.50% | +4,363,775 |
| SYNDAX PHARMACEUTICALS INC(SNDX) | 794,507 | 864,986 | +70,479 | 16,692,592 | 20,206,073 | 3.09% | +3,513,481 |
| CYTOKINETICS INC(CYTK) | 0 | 32,195 | +32,195 | 0 | 2,121,972 | 0.32% | +2,121,972 |
| ANAPTYSBIO INC | 690,032 | 638,161 | -51,871 | 33,452,751 | 35,392,409 | 5.41% | +1,939,658 |
| ULTRAGENYX PHARMACEUTICAL IN(RARE) | 461,294 | 596,495 | +135,201 | 10,609,762 | 12,496,570 | 1.91% | +1,886,808 |
| BIONTECH SE-ADR(BNTX) | 0 | 19,614 | +19,614 | 0 | 1,743,292 | 0.27% | +1,743,292 |
| PYXIS ONCOLOGY INC | 0 | 1,010,510 | +1,010,510 | 0 | 1,475,345 | 0.23% | +1,475,345 |
| AGIOS PHARMACEUTICALS INC(AGIO) | 212,499 | 213,601 | +1,102 | 5,784,223 | 7,226,122 | 1.11% | +1,441,899 |
| ACLARIS THERAPEUTICS INC | 1,566,840 | 1,613,430 | +46,590 | 4,716,188 | 6,050,363 | 0.93% | +1,334,175 |
| VERASTEM INC | 0 | 246,093 | +246,093 | 0 | 1,304,293 | 0.20% | +1,304,293 |
| ORUKA THERAPEUTICS INC(ORKA) | 59,985 | 59,985 | 0 | 1,818,145 | 2,942,264 | 0.45% | +1,124,119 |
| BICYCLE THERAPEUTICS PLC-ADR | 0 | 201,890 | +201,890 | 0 | 936,770 | 0.14% | +936,770 |
| MADRIGAL PHARMACEUTICALS INC(MDGL) | 0 | 1,787 | +1,787 | 0 | 935,441 | 0.14% | +935,441 |
| ALIGN TECHNOLOGY INC | 41,520 | 41,520 | 0 | 6,483,348 | 7,117,774 | 1.09% | +634,426 |
| XERIS BIOPHARMA HOLDINGS INC | 0 | 104,410 | +104,410 | 0 | 605,578 | 0.09% | +605,578 |
| DISC MEDICINE INC(IRON) | 317,456 | 401,719 | +84,263 | 25,209,181 | 25,685,913 | 3.93% | +476,732 |
| STOKE THERAPEUTICS INC(STOK) | 72,022 | 84,631 | +12,609 | 2,285,978 | 2,755,585 | 0.42% | +469,607 |
| CAPRICOR THERAPEUTICS INC(CAPR) | 226,304 | 229,763 | +3,459 | 6,531,133 | 6,984,795 | 1.07% | +453,662 |
| ALDEYRA THERAPEUTICS INC | 0 | 155,709 | +155,709 | 0 | 263,148 | 0.04% | +263,148 |
| CAREDX INC(CDNA) | 478,220 | 531,870 | +53,650 | 9,009,665 | 9,233,263 | 1.41% | +223,598 |
| AKARI THERAPEUTICS PLC-ADR | 146,024 | 0 | -146,024 | 42,201 | 0 | — | -42,201 |
| PROQR THERAPEUTICS NV SHS EURO | 188,807 | 188,807 | 0 | 381,390 | 305,867 | 0.05% | -75,523 |
| GENERATION BIO CO | 15,047 | 0 | -15,047 | 85,467 | 0 | — | -85,467 |
| ABEONA THERAPEUTICS INC | 108,865 | 108,865 | 0 | 573,719 | 487,715 | 0.07% | -86,004 |
| UROGEN PHARMA LTD(URGN) | 24,500 | 24,500 | 0 | 573,790 | 440,510 | 0.07% | -133,280 |
| COMPASS PATHWAYS PLC ADR(CMPS) | 115,616 | 115,616 | 0 | 797,750 | 639,356 | 0.10% | -158,394 |
| EDWARDS LIFESCIENCES CORP | 33,640 | 33,640 | 0 | 2,867,810 | 2,693,891 | 0.41% | -173,919 |
| NEUROCRINE BIOSCIENCES INC(NBIX) | 18,117 | 18,117 | 0 | 2,569,534 | 2,386,734 | 0.37% | -182,800 |
| CRISPR THERAPEUTICS AG(CRSP) | 41,226 | 39,605 | -1,621 | 2,161,891 | 1,884,010 | 0.29% | -277,881 |
| HUMANA INC(HUM) | 3,985 | 3,985 | 0 | 1,020,678 | 690,959 | 0.11% | -329,719 |
| INSPIRE MEDICAL SYSTEMS INC(INSP) | 8,772 | 8,772 | 0 | 809,042 | 452,460 | 0.07% | -356,582 |
| ALDEYRA THERAPEUTICS INC | 225,465 | 0 | -225,465 | 1,167,909 | 0 | — | -1,167,909 |
| PYXIS ONCOLOGY INC | 1,037,421 | 0 | -1,037,421 | 1,193,034 | 0 | — | -1,193,034 |
| XENON PHARMACEUTICALS INC(XENE) | 96,519 | 51,345 | -45,174 | 4,325,982 | 2,985,712 | 0.46% | -1,340,270 |
| BICYCLE THERAPEUTICS PLC-ADR | 221,071 | 0 | -221,071 | 1,565,183 | 0 | — | -1,565,183 |
| BIONTECH SE-ADR(BNTX) | 19,614 | 0 | -19,614 | 1,867,253 | 0 | — | -1,867,253 |
| ACADIA PHARMACEUTICALS INC | 2,484,031 | 2,872,695 | +388,664 | 66,348,468 | 63,946,191 | 9.78% | -2,402,277 |
| NUVATION BIO INC(NUVB) | 538,079 | 508,846 | -29,233 | 4,821,188 | 2,182,949 | 0.33% | -2,638,239 |
| TRAVERE THERAPEUTICS INC(TVTX) | 110,719 | 0 | -110,719 | 4,230,573 | 0 | — | -4,230,573 |
| EHEALTH INC | 1,531,429 | 1,482,797 | -48,632 | 7,044,573 | 1,912,808 | 0.29% | -5,131,765 |
| COMPASS THERAPEUTICS INC | 2,532,419 | 1,514,504 | -1,017,915 | 13,599,090 | 8,011,726 | 1.23% | -5,587,364 |
| BIOMARIN PHARMACEUTICAL INC(BMRN) | 746,256 | 685,182 | -61,074 | 44,349,994 | 38,705,931 | 5.92% | -5,644,063 |
| PTC THERAPEUTICS INC(PTCT) | 903,916 | 921,607 | +17,691 | 68,661,459 | 62,789,085 | 9.60% | -5,872,374 |
| DENALI THERAPEUTICS INC(DNLI) | 641,239 | 234,582 | -406,657 | 10,586,856 | 4,503,974 | 0.69% | -6,082,882 |
| TAYSHA GENE THERAPIES INC(TSHA) | 1,183,195 | 0 | -1,183,195 | 6,507,573 | 0 | — | -6,507,573 |
| ALKERMES PLC(ALKS) | 242,560 | 0 | -242,560 | 6,786,829 | 0 | — | -6,786,829 |
| PROTHENA CORP PLC SHS | 1,320,510 | 0 | -1,320,510 | 12,610,871 | 0 | — | -12,610,871 |
| GOSSAMER BIO INC | 4,471,592 | 0 | -4,471,592 | 13,861,935 | 0 | — | -13,861,935 |
| NOVOCURE LTD(NVCR) | 1,298,964 | 0 | -1,298,964 | 16,795,605 | 0 | — | -16,795,605 |
| IOVANCE BIOTHERAPEUTICS INC(IOVA) | 7,116,676 | 0 | -7,116,676 | 19,428,525 | 0 | — | -19,428,525 |
| DYNE THERAPEUTICS INC(DYN) | 1,472,197 | 0 | -1,472,197 | 28,796,173 | 0 | — | -28,796,173 |
| BIOGEN INC(BIIB) | 183,571 | 0 | -183,571 | 32,306,660 | 0 | — | -32,306,660 |
| AMICUS THERAPEUTICS INC COM | 5,205,767 | 1,113,045 | -4,092,722 | 74,130,122 | 16,094,631 | 2.46% | -58,035,491 |
| INSMED INC(INSM) | 489,482 | 0 | -489,482 | 85,189,447 | 0 | — | -85,189,447 |