Fund Universe

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☆Palo Alto Investors LP

CIK 0001306923 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.631
AUM ($M)
724
Positions
52
Turnover
0.11
Top-10 wt
61%
Herfindahl
0.049
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 56 positions · portfolio value $724M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆PTCT funds › PTC THERAPEUTICS INC TRIM — 10.4% +0.8% 75.0 918,846 -2,761 5 —
☆ACHC funds › ACADIA PHARMACEUTICALS INC NEW — 10.0% +10.0% 72.5 2,864,096 +2,864,096 1 —
☆INSM funds › INSMED INC TRIM — 6.1% -4.3% 44.1 413,980 -1,289 5 —
☆CUSIP:604749AB7 funds › MIRUM PHARMACEUTICALS INC NEW — 5.6% +5.6% 40.8 348,808 +348,808 1 —
☆ANAB funds › ANAPTYSBIO INC TRIM — 5.6% +0.2% 40.7 603,489 -34,672 5 —
☆BMRN funds › BIOMARIN PHARMACEUTICAL INC TRIM — 5.4% -0.5% 39.1 682,777 -2,405 5 —
☆DYN funds › DYNE THERAPEUTICS INC TRIM — 5.1% +0.5% 36.6 1,647,521 -5,451 5 —
☆UTHR funds › UNITED THERAPEUTICS CORP TRIM — 4.7% -1.0% 33.9 62,587 -222 5 —
☆IRON funds › DISC MEDICINE INC ADD — 4.2% +0.3% 30.5 416,646 +14,927 5 —
☆BIIB funds › BIOGEN INC TRIM — 4.2% +0.2% 30.3 140,279 -440 5 —
☆IOVA funds › IOVANCE BIOTHERAPEUTICS INC TRIM — 3.0% -0.4% 22.0 5,296,209 -1,053,354 5 —
☆RARE funds › ULTRAGENYX PHARMACEUTICAL IN HOLD — 2.8% +0.8% 19.9 596,495 +0 5 —
☆NVCR funds › NOVOCURE LTD HOLD — 2.7% +0.5% 19.4 1,280,439 +0 5 —
☆SNDX funds › SYNDAX PHARMACEUTICALS INC HOLD — 2.6% -0.5% 18.9 864,986 +0 5 —
☆ANNX funds › ANNEXON INC HOLD — 2.3% -0.2% 16.8 2,948,090 +0 3 —
☆BCAX funds › BICARA THERAPEUTICS INC HOLD — 2.3% +0.6% 16.3 550,408 +0 3 —
☆CDNA funds › CAREDX INC HOLD — 2.1% +0.7% 15.2 531,870 +0 4 —
☆CLDX funds › CELLDEX THERAPEUTICS INC ADD — 2.1% +0.6% 14.9 399,856 +103,448 2 —
☆CMPX funds › COMPASS THERAPEUTICS INC ADD — 1.8% +0.5% 12.8 5,831,813 +4,317,309 3 —
☆ALKS funds › ALKERMES PLC HOLD — 1.8% +0.4% 12.7 242,560 +0 5 —
☆TRAX funds › FIRST TRACKS BIOTHERAPEUTICS NEW — 1.7% +1.7% 12.1 603,489 +603,489 1 —
☆PRTA funds › PROTHENA CORP PLC TRIM — 1.5% -0.3% 11.2 1,143,155 -65,413 5 —
☆TVTX funds › TRAVERE THERAPEUTICS INC TRIM — 1.3% +0.3% 9.5 167,525 -62,928 5 —
☆TSHA funds › TAYSHA GENE THERAPIES INC HOLD — 1.3% +0.4% 9.5 1,391,382 +0 5 —
☆ACRS funds › ACLARIS THERAPEUTICS INC HOLD — 1.2% +0.3% 8.5 1,613,430 +0 5 —
☆AGIO funds › AGIOS PHARMACEUTICALS INC HOLD — 1.1% -0.0% 7.9 213,601 +0 5 —
☆CAPR funds › CAPRICOR THERAPEUTICS INC HOLD — 0.8% -0.3% 5.5 229,763 +0 3 —
☆ALGN funds › ALIGN TECHNOLOGY INC TRIM — 0.7% -0.4% 5.3 31,389 -10,131 5 —
☆ORKA funds › ORUKA THERAPEUTICS INC - Restricted TRIM — 0.4% -0.0% 3.2 33,546 -26,439 4 —
☆XENE funds › XENON PHARMACEUTICALS INC HOLD — 0.4% -0.0% 3.1 51,345 +0 3 —
☆NBIX funds › NEUROCRINE BIOSCIENCES INC HOLD — 0.4% +0.1% 3.1 18,117 +0 5 —
☆EW funds › EDWARDS LIFESCIENCES CORP HOLD — 0.4% +0.0% 3.0 33,640 +0 5 —
☆STOK funds › STOKE THERAPEUTICS INC HOLD — 0.4% -0.0% 2.8 84,631 +0 5 —
☆CYTK funds › CYTOKINETICS INC HOLD — 0.4% +0.1% 2.7 32,195 +0 2 —
☆PYXS funds › PYXIS ONCOLOGY INC TRIM — 0.4% +0.1% 2.6 864,277 -146,233 5 —
☆EHTH funds › EHEALTH INC HOLD — 0.3% +0.0% 2.2 1,482,797 +0 5 —
☆CRSP funds › CRISPR THERAPEUTICS AG HOLD — 0.3% +0.0% 2.2 39,605 +0 5 —
☆SGMT funds › SAGIMET BIOSCIENCES INC-A NEW — 0.3% +0.3% 1.9 250,000 +250,000 1 —
☆NUVB funds › NUVATION BIO INC TRIM — 0.3% -0.1% 1.9 326,609 -182,237 5 —
☆BNTX funds › BIONTECH SE-ADR HOLD — 0.3% -0.0% 1.8 19,614 +0 5 —
☆CMPS funds › COMPASS PATHWAYS PLC ADR HOLD — 0.2% +0.1% 1.6 115,616 +0 3 —
☆HUM funds › HUMANA INC HOLD — 0.2% +0.1% 1.6 3,985 +0 5 —
☆NAMS funds › NEWAMSTERDAM PHARMA CO NV NEW — 0.2% +0.2% 1.5 44,359 +44,359 1 —
☆VSTM funds › VERASTEM INC ADD — 0.2% -0.0% 1.2 309,685 +63,592 2 —
☆MDGL funds › MADRIGAL PHARMACEUTICALS INC HOLD — 0.1% -0.0% 1.0 1,787 +0 2 —
☆URGN funds › UROGEN PHARMA LTD HOLD — 0.1% +0.1% 0.9 24,500 +0 5 —
☆BCYC funds › BICYCLE THERAPEUTICS PLC-ADR HOLD — 0.1% -0.0% 0.9 201,890 +0 5 —
☆XERS funds › XERIS BIOPHARMA HOLDINGS INC HOLD — 0.1% +0.0% 0.8 104,410 +0 2 —
☆ABEO funds › ABEONA THERAPEUTICS INC HOLD — 0.1% +0.0% 0.7 108,865 +0 5 —
☆INSP funds › INSPIRE MEDICAL SYSTEMS INC HOLD — 0.1% -0.0% 0.4 8,772 +0 3 —
☆PRQR funds › PROQR THERAPEUTICS NV HOLD — 0.0% +0.0% 0.4 188,807 +0 4 —
☆ALDX funds › ALDEYRA THERAPEUTICS INC HOLD — 0.0% +0.0% 0.3 155,709 +0 5 —
☆CUSIP:03152W109 funds › AMICUS THERAPEUTICS INC EXIT — 0.0% -2.5% 0.0 0 -1,113,045 0 —
☆ACAD funds › ACADIA PHARMACEUTICALS INC EXIT — 0.0% -9.8% 0.0 0 -2,872,695 0 —
☆DNLI funds › DENALI THERAPEUTICS INC EXIT — 0.0% -0.7% 0.0 0 -234,582 0 —
☆MIRM funds › MIRUM PHARMACEUTICALS INC EXIT — 0.0% -4.6% 0.0 0 -325,175 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 724 52 0.26 61% 0.049 0.333 — in
2026Q1 654 51 0.15 64% 0.053 0.572 — in
2025Q4 718 49 0.14 68% 0.060 0.605 — in
2025Q3 540 44 0.20 67% 0.062 0.437 — in
2025Q2 470 45 0.17 75% 0.079 0.599 — entered
2025Q1 525 44 0.00 75% 0.076 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status