Fund Holdings

Palo Alto Investors LP

Filing Period:

Comparing Q4 2025 vs Q3 2025

Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.

Showing 1–52 of 52 holdings (page size 100)
Issuer
▲▼
SharesValue ($K)
Q3 2025
▲▼
Q4 2025
▲▼
Change
▲▼
Q3 2025
▲▼
Q4 2025
▲▼
Change
▲▼
AMICUS THERAPEUTICS INC5,367,7985,205,767-162,03142,298,24874,130,122+31,831,874
PTC THERAPEUTICS INC862,613903,916+41,30352,938,56068,661,459+15,722,899
INSMED INC491,805489,482-2,32370,824,83885,189,447+14,364,609
ACADIA PHARMACEUTICALS INC2,466,6842,484,031+17,34752,639,03766,348,468+13,709,431
COMPASS THERAPEUTICS INC02,532,419+2,532,419013,599,090+13,599,090
ANAPTYSBIO INC673,520690,032+16,51220,623,18233,452,751+12,829,569
DYNE THERAPEUTICS INC1,262,6741,472,197+209,52315,972,82628,796,173+12,823,347
ANNEXON INC02,384,192+2,384,192011,968,644+11,968,644
DISC MEDICINE INC224,300317,456+93,15614,821,74425,209,181+10,387,437
MIRUM PHARMACEUTICALS INC64,700156,421+91,7214,743,15712,355,695+7,612,538
SYNDAX PHARMACEUTICALS INC654,930794,507+139,57710,076,09816,692,592+6,616,494
CAPRICOR THERAPEUTICS INC0226,304+226,30406,531,133+6,531,133
BIOGEN INC185,661183,571-2,09026,007,39332,306,660+6,299,267
BICARA THERAPEUTICS INC0298,575+298,57505,025,017+5,025,017
DENALI THERAPEUTICS INC408,006641,239+233,2335,924,24710,586,856+4,662,609
CAREDX INC316,204478,220+162,0164,597,6069,009,665+4,412,059
XENON PHARMACEUTICALS INC096,519+96,51904,325,982+4,325,982
UNITED THERAPEUTICS CORP58,18658,186024,392,15328,351,129+3,958,976
BIOMARIN PHARMACEUTICAL INC754,007746,256-7,75140,837,01944,349,994+3,512,975
IOVANCE BIOTHERAPEUTICS INC7,618,1327,116,676-501,45616,531,34619,428,525+2,897,179
TAYSHA GENE THERAPIES INC1,246,0331,183,195-62,8384,074,5286,507,573+2,433,045
ACLARIS THERAPEUTICS INC1,566,8401,566,84002,976,9964,716,188+1,739,192
TRAVERE THERAPEUTICS INC110,719110,71902,646,1844,230,573+1,584,389
ALKERMES PLC183,938242,560+58,6225,518,1406,786,829+1,268,689
NUVATION BIO INC1,020,547538,079-482,4683,776,0244,821,188+1,045,164
ORUKA THERAPEUTICS INC59,98559,9850791,3101,818,145+1,026,835
INSPIRE MEDICAL SYSTEMS INC08,772+8,7720809,042+809,042
COMPASS PATHWAYS PLC ADR0115,616+115,6160797,750+797,750
ALIGN TECHNOLOGY INC45,73541,520-4,2155,726,9376,483,348+756,411
NOVOCURE LTD1,256,1591,298,964+42,80516,229,57416,795,605+566,031
EHEALTH INC1,544,6191,531,429-13,1906,657,3087,044,573+387,265
EDWARDS LIFESCIENCES CORP33,64033,64002,616,1832,867,810+251,627
GENERATION BIO CO015,047+15,047085,467+85,467
UROGEN PHARMA LTD24,50024,5000488,775573,790+85,015
NEUROCRINE BIOSCIENCES INC18,11718,11702,543,2642,569,534+26,270
ABEONA THERAPEUTICS INC108,865108,8650574,807573,719-1,088
ALDEYRA THERAPEUTICS INC225,465225,46501,176,9271,167,909-9,018
HUMANA INC3,9853,98501,036,7771,020,678-16,099
PROQR THERAPEUTICS NV188,807188,8070402,159381,390-20,769
BIONTECH SE-ADR19,61419,61401,934,3331,867,253-67,080
GENERATION BIO CO15,0470-15,04792,0880-92,088
AKARI THERAPEUTICS PLC-ADR146,024146,0240147,48442,201-105,283
BICYCLE THERAPEUTICS PLC-ADR221,071221,07101,711,0901,565,183-145,907
STOKE THERAPEUTICS INC105,42772,022-33,4052,477,5352,285,978-191,557
PROTHENA CORP PLC1,324,0281,320,510-3,51812,922,51312,610,871-311,642
ULTRAGENYX PHARMACEUTICAL IN369,531461,294+91,76311,115,49210,609,762-505,730
GOSSAMER BIO INC5,464,3494,471,592-992,75714,371,23813,861,935-509,303
CRISPR THERAPEUTICS AG41,22641,22602,671,8572,161,891-509,966
PYXIS ONCOLOGY INC1,037,4211,037,42102,303,0751,193,034-1,110,041
AVIDITY BIOSCIENCES INC109,8310-109,8314,785,3370-4,785,337
AGIOS PHARMACEUTICALS INC265,497212,499-52,99810,657,0505,784,223-4,872,827
ALNYLAM PHARMACEUTICALS INC32,3200-32,32014,737,9200-14,737,920
Page 1 of 1