StockDriftsStockDriftsTop 50 Palo Alto Investors LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| INSM | INSMED INC | 10.39% | 415.3K | $67.9M | -15.16%(-74.21K) | $18.99(+487.56%) | 2026-03-31 | |
| ACAD | ACADIA PHARMACEUTICALS INC | 9.78% | 2.87M | $63.9M | +15.65%(+388.66K) | $26.72(-2.82%) | 2026-03-31 | |
| PTCT | PTC THERAPEUTICS INC | 9.6% | 921.6K | $62.8M | +1.96%(+17.69K) | $47.94(+73.78%) | 2026-03-31 | |
| BMRN | BIOMARIN PHARMACEUTICAL INC | 5.92% | 685.2K | $38.7M | -8.18%(-61.07K) | $78.54(-24.90%) | 2026-03-31 | |
| UTHR | UNITED THERAPEUTICS CORP | 5.7% | 62.8K | $37.2M | +7.95%(+4.62K) | $116.67(+376.48%) | 2026-03-31 | |
| ANAB | ANAPTYSBIO INC | 5.41% | 638.2K | $35.4M | -7.52%(-51.87K) | $13.94(+354.82%) | 2026-03-31 | |
| MIRM | MIRUM PHARMACEUTICALS INC | 4.59% | 325.2K | $30.0M | +107.88%(+168.75K) | $69.52(+80.67%) | 2026-03-31 | |
| DYN | DYNE THERAPEUTICS INC | 4.58% | 1.65M | $30.0M | +12.28%(+180.78K) | $13.52(+70.64%) | 2026-03-31 | |
| BIIB | BIOGEN INC | 3.95% | 140.7K | $25.8M | -23.34%(-42.85K) | $256.88(-15.87%) | 2026-03-31 | |
| IRON | DISC MEDICINE INC | 3.93% | 401.7K | $25.7M | +26.54%(+84.26K) | $62.65(+21.73%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.29% | +13.43% |
| Top 20 Holdings Unweighted | -1.98% | -5.84% |
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