Palo Alto Investors LP

Source: SEC Form 13F · as of Mar 2026

Palo Alto Investors LP holds 45 biotech & pharma companies tracked by BioSniper, totaling $618.3M in value as of Mar 2026 (SEC Form 13F).

Companies held

45

Total value held

$618.3M

CompanySharesValue
INSMINSMED Inc415,269$67.9M
ACADACADIA PHARMACEUTICALS INC2,872,695$63.9M
PTCTPTC THERAPEUTICS, INC.921,607$62.8M
BMRNBIOMARIN PHARMACEUTICAL INC685,182$38.7M
UTHRUNITED THERAPEUTICS Corp62,809$37.2M
ANABANAPTYSBIO, INC638,161$35.4M
MIRMMirum Pharmaceuticals, Inc.325,175$30.0M
DYNDyne Therapeutics, Inc.1,652,972$30.0M
BIIBBIOGEN INC.140,719$25.8M
IRONDisc Medicine, Inc.401,719$25.7M
IOVAIOVANCE BIOTHERAPEUTICS, INC.6,349,563$22.3M
SNDXSyndax Pharmaceuticals Inc864,986$20.2M
ANNXAnnexon, Inc.2,948,090$16.3M
FOLDAMICUS THERAPEUTICS, INC.1,113,045$16.1M
RAREUltragenyx Pharmaceutical Inc.596,495$12.5M
PRTAPROTHENA CORP PUBLIC LTD CO1,208,568$11.7M
BCAXBicara Therapeutics Inc.550,408$10.9M
CLDXCelldex Therapeutics, Inc.296,408$9.4M
ALKSAlkermes plc.242,560$8.6M
CMPXCompass Therapeutics, Inc.1,514,504$8.0M
AGIOAGIOS PHARMACEUTICALS, INC.213,601$7.2M
CAPRCAPRICOR THERAPEUTICS, INC.229,763$7.0M
TVTXTravere Therapeutics, Inc.230,453$6.8M
TSHATaysha Gene Therapies, Inc.1,391,382$6.2M
ACRSAclaris Therapeutics, Inc.1,613,430$6.1M
DNLIDenali Therapeutics Inc.234,582$4.5M
XENEXenon Pharmaceuticals Inc.51,345$3.0M
ORKAOruka Therapeutics, Inc.59,985$2.9M
STOKStoke Therapeutics, Inc.84,631$2.8M
NBIXNEUROCRINE BIOSCIENCES INC18,117$2.4M
NUVBNuvation Bio Inc.508,846$2.2M
CYTKCYTOKINETICS INC32,195$2.1M
CRSPCRISPR Therapeutics AG39,605$1.9M
BNTXBioNTech SE19,614$1.7M
PYXSPyxis Oncology, Inc.1,010,510$1.5M
VSTMVerastem, Inc.246,093$1.3M
BCYCBICYCLE THERAPEUTICS PLC201,890$937K
MDGLMADRIGAL PHARMACEUTICALS, INC.1,787$935K
CMPSCOMPASS Pathways plc115,616$639K
XERSXeris Biopharma Holdings, Inc.104,410$606K
ABEOABEONA THERAPEUTICS INC.108,865$488K
INSPInspire Medical Systems Inc.8,772$452K
URGNUroGen Pharma Ltd.24,500$441K
PRQRProQR Therapeutics N.V.188,807$306K
ALDXAldeyra Therapeutics, Inc.155,709$263K

13F holdings reflect long positions in U.S.-listed securities as reported to the SEC. Values are point-in-time for the most recent reported quarter.