Palo Alto Investors LP Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$718.4M
Holdings
49
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (49 positions)
| Stock | Value |
|---|---|
IM8NINSMED INC | $85.2M |
AM6AMICUS THERAPEUTICS INC | $74.1M |
PTCTPTC THERAPEUTICS INC | $68.7M |
ACADACADIA PHARMACEUTICALS INC | $66.3M |
BMRNBIOMARIN PHARMACEUTICAL INC | $44.3M |
ANABANAPTYSBIO INC | $33.5M |
BIIBBIOGEN INC | $32.3M |
DYNDYNE THERAPEUTICS INC | $28.8M |
UTHUNITED THERAPEUTICS CORP | $28.4M |
IRONDISC MEDICINE INC | $25.2M |
IOVAIOVANCE BIOTHERAPEUTICS INC | $19.4M |
NVCRNOVOCURE LTD | $16.8M |
SNDXSYNDAX PHARMACEUTICALS INC | $16.7M |
GOSSGOSSAMER BIO INC | $13.9M |
CMPXCOMPASS THERAPEUTICS INC | $13.6M |
PRTAPROTHENA CORP PLC | $12.6M |
MIRMMIRUM PHARMACEUTICALS INC | $12.4M |
ANNXANNEXON INC | $12.0M |
RAREULTRAGENYX PHARMACEUTICAL IN | $10.6M |
DNLIDENALI THERAPEUTICS INC | $10.6M |
CDNACAREDX INC | $9.0M |
EHTHEHEALTH INC | $7.0M |
ALKSALKERMES PLC | $6.8M |
CAPRCAPRICOR THERAPEUTICS INC | $6.5M |
TSHATAYSHA GENE THERAPIES INC | $6.5M |
AFWALIGN TECHNOLOGY INC | $6.5M |
AGIOAGIOS PHARMACEUTICALS INC | $5.8M |
BCAXBICARA THERAPEUTICS INC | $5.0M |
NUVBNUVATION BIO INC | $4.8M |
ACRSACLARIS THERAPEUTICS INC | $4.7M |
XENEXENON PHARMACEUTICALS INC | $4.3M |
TVTXTRAVERE THERAPEUTICS INC | $4.2M |
EWEDWARDS LIFESCIENCES CORP | $2.9M |
NBIXNEUROCRINE BIOSCIENCES INC | $2.6M |
STOKSTOKE THERAPEUTICS INC | $2.3M |
CRSPCRISPR THERAPEUTICS AG | $2.2M |
BNTXBIONTECH SE-ADR | $1.9M |
ORKAORUKA THERAPEUTICS INC | $1.8M |
BCYCBICYCLE THERAPEUTICS PLC-ADR | $1.6M |
PYXSPYXIS ONCOLOGY INC | $1.2M |
ALDXALDEYRA THERAPEUTICS INC | $1.2M |
HUMHUMANA INC | $1.0M |
INSPINSPIRE MEDICAL SYSTEMS INC | $809K |
CMPSCOMPASS PATHWAYS PLC ADR | $797K |
ABEOABEONA THERAPEUTICS INC | $573K |
URGNUROGEN PHARMA LTD | $573K |
PRQRPROQR THERAPEUTICS NV | $381K |
GBIOGENERATION BIO CO | $85K |
AKTXAKARI THERAPEUTICS PLC-ADR | $42K |