PALO ALTO INVESTORS LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | IOVA | 7.12M | $19.43M |
 | FOLD | 5.21M | $74.13M |
 | GOSS | 4.47M | $13.86M |
 | CMPX | 2.53M | $13.60M |
 | ACAD | 2.48M | $66.35M |
 | ANNX | 2.38M | $11.97M |
 | ACRS | 1.57M | $4.72M |
 | EHTH | 1.53M | $7.04M |
 | DYN | 1.47M | $28.80M |
 | PRTA | 1.32M | $12.61M |
 | NVCR | 1.30M | $16.80M |
 | TSHA | 1.18M | $6.51M |
 | PYXS | 1.04M | $1.19M |
 | PTCT | 904K | $68.66M |
 | SNDX | 795K | $16.69M |
 | BMRN | 746K | $44.35M |
 | ANAB | 690K | $33.45M |
 | DNLI | 641K | $10.59M |
 | NUVB | 538K | $4.82M |
 | INSM | 489K | $85.19M |
Iovance Biotherapeutics, Inc.
IOVA
Shares Held
7.12M
Value
$19.43M
Amicus Therapeutics, Inc.
FOLD
Shares Held
5.21M
Value
$74.13M
Gossamer Bio, Inc.
GOSS
Shares Held
4.47M
Value
$13.86M
Compass Therapeutics, Inc.
CMPX
Shares Held
2.53M
Value
$13.60M
ACADIA Pharmaceuticals Inc.
ACAD
Shares Held
2.48M
Value
$66.35M
Annexon, Inc.
ANNX
Shares Held
2.38M
Value
$11.97M
Aclaris Therapeutics, Inc.
ACRS
Shares Held
1.57M
Value
$4.72M
eHealth, Inc.
EHTH
Shares Held
1.53M
Value
$7.04M
Dyne Therapeutics, Inc.
DYN
Shares Held
1.47M
Value
$28.80M
Prothena Corporation plc
PRTA
Shares Held
1.32M
Value
$12.61M
NovoCure Limited
NVCR
Shares Held
1.30M
Value
$16.80M
Taysha Gene Therapies, Inc.
TSHA
Shares Held
1.18M
Value
$6.51M
Pyxis Oncology, Inc.
PYXS
Shares Held
1.04M
Value
$1.19M
PTC Therapeutics, Inc.
PTCT
Shares Held
904K
Value
$68.66M
Syndax Pharmaceuticals, Inc.
SNDX
Shares Held
795K
Value
$16.69M
BioMarin Pharmaceutical Inc.
BMRN
Shares Held
746K
Value
$44.35M
AnaptysBio, Inc.
ANAB
Shares Held
690K
Value
$33.45M
Denali Therapeutics Inc.
DNLI
Shares Held
641K
Value
$10.59M
Nuvation Bio Inc.
NUVB
Shares Held
538K
Value
$4.82M
Insmed Incorporated
INSM
Shares Held
489K
Value
$85.19M