PALO ALTO INVESTORS LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | IOVA | 6.35M | $22.29M |
 | ANNX | 2.95M | $16.33M |
 | ACAD | 2.87M | $63.95M |
 | DYN | 1.65M | $29.97M |
 | ACRS | 1.61M | $6.05M |
 | CMPX | 1.51M | $8.01M |
 | EHTH | 1.48M | $1.91M |
 | TSHA | 1.39M | $6.22M |
 | NVCR | 1.28M | $13.96M |
 | PRTA | 1.21M | $11.75M |
 | PYXS | 1.01M | $1.48M |
 | PTCT | 922K | $62.79M |
 | SNDX | 865K | $20.21M |
 | BMRN | 685K | $38.71M |
 | ANAB | 638K | $35.39M |
 | RARE | 596K | $12.50M |
 | BCAX | 550K | $10.95M |
 | CDNA | 532K | $9.23M |
 | NUVB | 509K | $2.18M |
 | INSM | 415K | $67.90M |
Iovance Biotherapeutics, Inc.
IOVA
Shares Held
6.35M
Value
$22.29M
Annexon, Inc.
ANNX
Shares Held
2.95M
Value
$16.33M
ACADIA Pharmaceuticals Inc.
ACAD
Shares Held
2.87M
Value
$63.95M
Dyne Therapeutics, Inc.
DYN
Shares Held
1.65M
Value
$29.97M
Aclaris Therapeutics, Inc.
ACRS
Shares Held
1.61M
Value
$6.05M
Compass Therapeutics, Inc.
CMPX
Shares Held
1.51M
Value
$8.01M
eHealth, Inc.
EHTH
Shares Held
1.48M
Value
$1.91M
Taysha Gene Therapies, Inc.
TSHA
Shares Held
1.39M
Value
$6.22M
NovoCure Limited
NVCR
Shares Held
1.28M
Value
$13.96M
Prothena Corporation plc
PRTA
Shares Held
1.21M
Value
$11.75M
Pyxis Oncology, Inc.
PYXS
Shares Held
1.01M
Value
$1.48M
PTC Therapeutics, Inc.
PTCT
Shares Held
922K
Value
$62.79M
Syndax Pharmaceuticals, Inc.
SNDX
Shares Held
865K
Value
$20.21M
BioMarin Pharmaceutical Inc.
BMRN
Shares Held
685K
Value
$38.71M
AnaptysBio, Inc.
ANAB
Shares Held
638K
Value
$35.39M
Ultragenyx Pharmaceutical Inc.
RARE
Shares Held
596K
Value
$12.50M
Bicara Therapeutics Inc. Common Stock
BCAX
Shares Held
550K
Value
$10.95M
CareDx, Inc
CDNA
Shares Held
532K
Value
$9.23M
Nuvation Bio Inc.
NUVB
Shares Held
509K
Value
$2.18M
Insmed Incorporated
INSM
Shares Held
415K
Value
$67.90M