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Palo Alto Investors LP 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Palo Alto Investors LP

报告期 2026-03-31 · CIK 0001306923

持仓数

51

前50大市值合计

$653.6M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

INSM INSMED INC

COM PAR $.01

$67.9M

415,269

10.4%

ACAD ACADIA PHARMACEUTICALS INC

COM

$63.9M

2,872,695

9.8%

PTCT PTC THERAPEUTICS INC

COM

$62.8M

921,607

9.6%

BMRN BIOMARIN PHARMACEUTICAL INC

COM

$38.7M

685,182

5.9%

UTHR UNITED THERAPEUTICS CORP

COM

$37.2M

62,809

5.7%

ANAB ANAPTYSBIO INC

COM

$35.4M

638,161

5.4%

MIRM MIRUM PHARMACEUTICALS INC

COM

$30.0M

325,175

4.6%

DYN DYNE THERAPEUTICS INC

COM

$30.0M

1,652,972

4.6%

BIIB BIOGEN INC

COM

$25.8M

140,719

3.9%

IRON DISC MEDICINE INC

COM

$25.7M

401,719

3.9%

IOVA IOVANCE BIOTHERAPEUTICS INC

COM

$22.3M

6,349,563

3.4%

SNDX SYNDAX PHARMACEUTICALS INC

COM

$20.2M

864,986

3.1%

ANNX ANNEXON INC

COM

$16.3M

2,948,090

2.5%

— AMICUS THERAPEUTICS INC

COM

$16.1M

1,113,045

2.5%

— NOVOCURE LTD

ORD SHS

$14.0M

1,280,439

2.1%

RARE ULTRAGENYX PHARMACEUTICAL IN

COM

$12.5M

596,495

1.9%

— PROTHENA CORP PLC

SHS

$11.7M

1,208,568

1.8%

BCAX BICARA THERAPEUTICS INC

COM

$10.9M

550,408

1.7%

CLDX CELLDEX THERAPEUTICS INC

COM NEW

$9.4M

296,408

1.4%

CDNA CAREDX INC

COM

$9.2M

531,870

1.4%

— ALKERMES PLC

SHS

$8.6M

242,560

1.3%

CMPX COMPASS THERAPEUTICS INC

COM

$8.0M

1,514,504

1.2%

AGIO AGIOS PHARMACEUTICALS INC

COM

$7.2M

213,601

1.1%

ALGN ALIGN TECHNOLOGY INC

COM

$7.1M

41,520

1.1%

CAPR CAPRICOR THERAPEUTICS INC

COM NEW

$7.0M

229,763

1.1%

TVTX TRAVERE THERAPEUTICS INC

COM

$6.8M

230,453

1.0%

TSHA TAYSHA GENE THERAPIES INC

COM SHS

$6.2M

1,391,382

1.0%

ACRS ACLARIS THERAPEUTICS INC

COM

$6.1M

1,613,430

0.9%

DNLI DENALI THERAPEUTICS INC

COM

$4.5M

234,582

0.7%

XENE XENON PHARMACEUTICALS INC

COM

$3.0M

51,345

0.5%

ORKA ORUKA THERAPEUTICS INC

COM

$2.9M

59,985

0.5%

STOK STOKE THERAPEUTICS INC

COM

$2.8M

84,631

0.4%

EW EDWARDS LIFESCIENCES CORP

COM

$2.7M

33,640

0.4%

NBIX NEUROCRINE BIOSCIENCES INC

COM

$2.4M

18,117

0.4%

NUVB NUVATION BIO INC

COM CL A

$2.2M

508,846

0.3%

CYTK CYTOKINETICS INC

COM NEW

$2.1M

32,195

0.3%

EHTH EHEALTH INC

COM

$1.9M

1,482,797

0.3%

— CRISPR THERAPEUTICS AG

NAMEN AKT

$1.9M

39,605

0.3%

BNTX BIONTECH SE-ADR

SPONSORED ADS

$1.7M

19,614

0.3%

PYXS PYXIS ONCOLOGY INC

COMMON STOCK

$1.5M

1,010,510

0.2%

VSTM VERASTEM INC

COM NEW

$1.3M

246,093

0.2%

BCYC BICYCLE THERAPEUTICS PLC-ADR

SPONSORED ADS

$936.8K

201,890

0.1%

MDGL MADRIGAL PHARMACEUTICALS INC

COM

$935.4K

1,787

0.1%

HUM HUMANA INC

COM

$691.0K

3,985

0.1%

CMPS COMPASS PATHWAYS PLC ADR

SPONSORED ADS

$639.4K

115,616

0.1%

XERS XERIS BIOPHARMA HOLDINGS INC

COM

$605.6K

104,410

0.1%

ABEO ABEONA THERAPEUTICS INC

COM NEW

$487.7K

108,865

0.1%

INSP INSPIRE MEDICAL SYSTEMS INC

COM

$452.5K

8,772

0.1%

— UROGEN PHARMA LTD

COM

$440.5K

24,500

0.1%

— PROQR THERAPEUTICS NV

SHS EURO

$305.9K

188,807

0.0%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

47%前 6 大占比

INSM10.4%ACAD9.8%PTCT9.6%BMRN5.9%UTHR5.7%ANAB5.4%