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 | $85K |
AM6AMICUS THERAPEUTICS INC | $74K |
PTCTPTC THERAPEUTICS INC | $69K |
ACADACADIA PHARMACEUTICALS INC | $66K |
BMRNBIOMARIN PHARMACEUTICAL INC | $44K |
ANABANAPTYSBIO INC | $33K |
BIIBBIOGEN INC | $32K |
DYNDYNE THERAPEUTICS INC | $29K |
UTHUNITED THERAPEUTICS CORP | $28K |
IRONDISC MEDICINE INC | $25K |
IOVAIOVANCE BIOTHERAPEUTICS INC | $19K |
NVCRNOVOCURE LTD | $17K |
SNDXSYNDAX PHARMACEUTICALS INC | $17K |
GOSSGOSSAMER BIO INC | $14K |
CMPXCOMPASS THERAPEUTICS INC | $14K |
PRTAPROTHENA CORP PLC | $13K |
MIRMMIRUM PHARMACEUTICALS INC | $12K |
ANNXANNEXON INC | $12K |
RAREULTRAGENYX PHARMACEUTICAL IN | $11K |
DNLIDENALI THERAPEUTICS INC | $11K |
CDNACAREDX INC | $9K |
EHTHEHEALTH INC | $7K |
ALKSALKERMES PLC | $7K |
CAPRCAPRICOR THERAPEUTICS INC | $7K |
TSHATAYSHA GENE THERAPIES INC | $7K |
AFWALIGN TECHNOLOGY INC | $6K |
AGIOAGIOS PHARMACEUTICALS INC | $6K |
BCAXBICARA THERAPEUTICS INC | $5K |
NUVBNUVATION BIO INC | $5K |
ACRSACLARIS THERAPEUTICS INC | $5K |
XENEXENON PHARMACEUTICALS INC | $4K |
TVTXTRAVERE THERAPEUTICS INC | $4K |
EWEDWARDS LIFESCIENCES CORP | $3K |
NBIXNEUROCRINE BIOSCIENCES INC | $3K |
STOKSTOKE THERAPEUTICS INC | $2K |
CRSPCRISPR THERAPEUTICS AG | $2K |
BNTXBIONTECH SE-ADR | $2K |
ORKAORUKA THERAPEUTICS INC | $2K |
BCYCBICYCLE THERAPEUTICS PLC-ADR | $2K |
PYXSPYXIS ONCOLOGY INC | $1K |
ALDXALDEYRA THERAPEUTICS INC | $1K |
HUMHUMANA INC | $1K |
INSPINSPIRE MEDICAL SYSTEMS INC | $809 |
CMPSCOMPASS PATHWAYS PLC ADR | $797 |
ABEOABEONA THERAPEUTICS INC | $573 |
URGNUROGEN PHARMA LTD | $573 |
PRQRPROQR THERAPEUTICS NV | $381 |
GBIOGENERATION BIO CO | $85 |
AKTXAKARI THERAPEUTICS PLC-ADR | $42 |