Palo Alto Investors LP — 13F holdings

Palo Alto Investors LP reported 52 holdings worth $724M in its 13F filing for Q2 2026, filed August 19, 2026.

Largest positions

1. PTCT PTC THERAPEUTICS INC — $75.0M (10.4%)
2. ACAD ACADIA PHARMACEUTICALS INC — $72.5M (10.0%)
3. INSM INSMED INC — $44.1M (6.1%)
4. MIRM MIRUM PHARMACEUTICALS INC — $40.8M (5.6%)
5. ANAB ANAPTYSBIO INC — $40.7M (5.6%)
6. BMRN BIOMARIN PHARMACEUTICAL INC — $39.1M (5.4%)
7. DYN DYNE THERAPEUTICS INC — $36.6M (5.1%)
8. UTHR UNITED THERAPEUTICS CORP DEL — $33.9M (4.7%)
9. IRON DISC MEDICINE INC — $30.5M (4.2%)
10. BIIB BIOGEN INC — $30.3M (4.2%)