StockDriftsStockDriftsTop 50 Palo Alto Investors LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PTCT | PTC THERAPEUTICS INC | 10.36% | 918.8K | $75.0M | -0.30%(-2.76K) | $47.94(+50.96%) | 2026-06-30 | |
| ACHC | ACADIA PHARMACEUTICALS INC | 10.01% | 2.86M | $72.5M | new | $26.18(+16.00%) | 2026-06-30 | |
| INSM | INSMED INC | 6.1% | 414.0K | $44.1M | -0.31%(-1.29K) | $18.99(+551.47%) | 2026-06-30 | |
| ANAB | ANAPTYSBIO INC | 5.63% | 603.5K | $40.7M | -36.96%(-353.75K) | $13.94(+319.33%) | 2026-06-30 | |
| BMRN | BIOMARIN PHARMACEUTICAL INC | 5.4% | 682.8K | $39.1M | -0.35%(-2.40K) | $78.54(-14.24%) | 2026-06-30 | |
| DYN | DYNE THERAPEUTICS INC | 5.06% | 1.65M | $36.6M | -0.33%(-5.45K) | $13.52(+90.09%) | 2026-06-30 | |
| UTHR | UNITED THERAPEUTICS CORP | 4.69% | 62.6K | $33.9M | -0.35%(-222) | $83.26(+507.45%) | 2026-06-30 | |
| IRON | DISC MEDICINE INC | 4.21% | 416.6K | $30.5M | +3.72%(+14.93K) | $62.80(+25.54%) | 2026-06-30 | |
| BIIB | BIOGEN INC | 4.19% | 140.3K | $30.3M | -0.31%(-440) | $256.88(-18.32%) | 2026-06-30 | |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | 3.04% | 5.30M | $22.0M | -16.59%(-1.05M) | $4.09(+70.68%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.54% | +31.44% | +0.95% | +4.82% |
| Top 20 Holdings Unweighted | +6.32% | +20.17% | -2.93% | -13.80% |
Palo Alto Investors LP reports $723.72M in US-listed equity holdings across 52 positions in its most recent 13F filing. Its largest disclosed positions are PTCT (10.4%), ACHC (10.0%) and INSM (6.1%). The top 20 holdings account for 80.54% of reported assets. Its disclosed equity book has returned +31.44% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Palo Alto Investors LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1306923). View Palo Alto Investors LP’s 13F filings on SEC