The Analysis of Palo Alto Investors LP's Holdings
Currently, Palo Alto Investors LP holds 49 types of securities in its portfolio with a total value $718.4M. In the most recent quarter, they have increased their positions in CMPX (+2.5M shares, valued at $13.6M), ANNX (+2.4M shares, valued at $12.0M), IRON (+93.2K shares, valued at $7.4M); decreased their positions in NUVB (-482.5K shares, valued at $4.3M), GOSS (-992.8K shares, valued at $3.1M), FOLD (-162.0K shares, valued at $2.3M); initiated new positions in CMPX (+2.5M shares, valued at $13.6M), ANNX (+2.4M shares, valued at $12.0M), CAPR (+226.3K shares, valued at $6.5M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
INSM INSMED INC489.5K shares-0.47%2025-12-312026-02-17
FOLD AMICUS THERAPEUTICS INC5.2M shares-3.02%2025-12-312026-02-17 PTCT PTC THERAPEUTICS INC903.9K shares4.79%2025-12-312026-02-17 ACAD ACADIA PHARMACEUTICALS INC2.5M shares0.70%2025-12-312026-02-17 BMRN BIOMARIN PHARMACEUTICAL INC746.3K shares-1.03%2025-12-312026-02-17 ANAB ANAPTYSBIO INC690.0K shares2.45%2025-12-312026-02-17 BIIB BIOGEN INC183.6K shares-1.13%2025-12-312026-02-17 DYN DYNE THERAPEUTICS INC1.5M shares16.59%2025-12-312026-02-17 UTHR UNITED THERAPEUTICS CORP58.2K shares0.00%2025-12-312026-02-17 IRON DISC MEDICINE INC317.5K shares41.53%2025-12-312026-02-17 IOVA IOVANCE BIOTHERAPEUTICS INC7.1M shares-6.58%2025-12-312026-02-17 NVCR NOVOCURE LTD1.3M shares3.41%2025-12-312026-02-17 SNDX SYNDAX PHARMACEUTICALS INC794.5K shares21.31%2025-12-312026-02-17 GOSS GOSSAMER BIO INC4.5M shares-18.17%2025-12-312026-02-17 CMPX COMPASS THERAPEUTICS INC2.5M sharesnew addition2025-12-312026-02-17 PRTA PROTHENA CORP PLC1.3M shares-0.27%2025-12-312026-02-17 MIRM MIRUM PHARMACEUTICALS INC156.4K shares141.76%2025-12-312026-02-17 ANNX ANNEXON INC2.4M sharesnew addition2025-12-312026-02-17 RARE ULTRAGENYX PHARMACEUTICAL IN461.3K shares24.83%2025-12-312026-02-17 DNLI DENALI THERAPEUTICS INC641.2K shares57.16%2025-12-312026-02-17 CDNA CAREDX INC478.2K shares51.24%2025-12-312026-02-17 EHTH EHEALTH INC1.5M shares-0.85%2025-12-312026-02-17 ALKS ALKERMES PLC242.6K shares31.87%2025-12-312026-02-17 CAPR CAPRICOR THERAPEUTICS INC226.3K sharesnew addition2025-12-312026-02-17 TSHA TAYSHA GENE THERAPIES INC1.2M shares-5.04%2025-12-312026-02-17 ALGN ALIGN TECHNOLOGY INC41.5K shares-9.22%2025-12-312026-02-17 AGIO AGIOS PHARMACEUTICALS INC212.5K shares-19.96%2025-12-312026-02-17 BCAX BICARA THERAPEUTICS INC298.6K sharesnew addition2025-12-312026-02-17 NUVB NUVATION BIO INC538.1K shares-47.28%2025-12-312026-02-17 ACRS ACLARIS THERAPEUTICS INC1.6M shares0.00%2025-12-312026-02-17 XENE XENON PHARMACEUTICALS INC96.5K sharesnew addition2025-12-312026-02-17 TVTX TRAVERE THERAPEUTICS INC110.7K shares0.00%2025-12-312026-02-17 EW EDWARDS LIFESCIENCES CORP33.6K shares0.00%2025-12-312026-02-17 NBIX NEUROCRINE BIOSCIENCES INC18.1K shares0.00%2025-12-312026-02-17 STOK STOKE THERAPEUTICS INC72.0K shares-31.69%2025-12-312026-02-17 CRSP CRISPR THERAPEUTICS AG41.2K shares0.00%2025-12-312026-02-17 BNTX BIONTECH SE-ADR19.6K shares0.00%2025-12-312026-02-17 ORKA ORUKA THERAPEUTICS INC60.0K shares0.00%2025-12-312026-02-17 BCYC BICYCLE THERAPEUTICS PLC-ADR221.1K shares0.00%2025-12-312026-02-17 PYXS PYXIS ONCOLOGY INC1.0M shares0.00%2025-12-312026-02-17 ALDX ALDEYRA THERAPEUTICS INC225.5K shares0.00%2025-12-312026-02-17 HUM HUMANA INC4.0K shares0.00%2025-12-312026-02-17 INSP INSPIRE MEDICAL SYSTEMS INC8.8K sharesnew addition2025-12-312026-02-17 CMPS COMPASS PATHWAYS PLC ADR115.6K sharesnew addition2025-12-312026-02-17 URGN UROGEN PHARMA LTD24.5K shares0.00%2025-12-312026-02-17 PRQR PROQR THERAPEUTICS NV188.8K shares0.00%2025-12-312026-02-17 GBIO GENERATION BIO CO15.0K sharesnew addition2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available