Palo Alto Investors LP 13F 持仓 · 2026年Q2
Palo Alto Investors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 52 只证券，申报市值合计 7.24 亿美元。前几大持仓：PTCT（10.36%）、ACAD（10.01%）、INSM（6.10%）。本季前 25 大持仓中：新建仓 1 只、增持 4 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | PTCT | PTC THERAPEUTICS INC | $75.0M | 10.36% | 918,846 | 减持 |
| 2 | ACAD | ACADIA PHARMACEUTICALS INC | $72.5M | 10.01% | 2.9M | 减持 |
| 3 | INSM | INSMED INC | $44.1M | 6.10% | 413,980 | 减持 |
| 4 | MIRM | MIRUM PHARMACEUTICALS INC | $40.8M | 5.64% | 348,808 | 增持 |
| 5 | ANAB | ANAPTYSBIO INC | $40.7M | 5.63% | 603,489 | 减持 |
| 6 | BMRN | BIOMARIN PHARMACEUTICAL INC | $39.1M | 5.40% | 682,777 | 减持 |
| 7 | DYN | DYNE THERAPEUTICS INC | $36.6M | 5.06% | 1.6M | 减持 |
| 8 | UTHR | UNITED THERAPEUTICS CORP | $33.9M | 4.69% | 62,587 | 减持 |
| 9 | IRON | DISC MEDICINE INC | $30.5M | 4.21% | 416,646 | 增持 |
| 10 | BIIB | BIOGEN INC | $30.3M | 4.19% | 140,279 | 减持 |
| 11 | IOVA | IOVANCE BIOTHERAPEUTICS INC | $22.0M | 3.04% | 5.3M | 减持 |
| 12 | RARE | ULTRAGENYX PHARMACEUTICAL IN | $19.9M | 2.75% | 596,495 | 持平 |
| 13 | NVCR | NOVOCURE LTD | $19.4M | 2.68% | 1.3M | 持平 |
| 14 | SNDX | SYNDAX PHARMACEUTICALS INC | $18.9M | 2.61% | 864,986 | 持平 |
| 15 | ANNX | ANNEXON INC | $16.8M | 2.33% | 2.9M | 持平 |
| 16 | BCAX | BICARA THERAPEUTICS INC | $16.3M | 2.26% | 550,408 | 持平 |
| 17 | CDNA | CAREDX INC | $15.2M | 2.09% | 531,870 | 持平 |
| 18 | CLDX | CELLDEX THERAPEUTICS INC | $14.9M | 2.06% | 399,856 | 增持 |
| 19 | ALKS | ALKERMES PLC | $12.7M | 1.76% | 242,560 | 持平 |
| 20 | CMPX | COMPASS THERAPEUTICS INC | $12.8M | 1.76% | 5.8M | 增持 |
| 21 | TRAX | FIRST TRACKS BIOTHERAPEUTICS | $12.1M | 1.68% | 603,489 | 新建仓 |
| 22 | PRTA | PROTHENA CORP PLC | $11.2M | 1.55% | 1.1M | 减持 |
| 23 | TVTX | TRAVERE THERAPEUTICS INC | $9.5M | 1.32% | 167,525 | 减持 |
| 24 | TSHA | TAYSHA GENE THERAPIES INC | $9.5M | 1.31% | 1.4M | 持平 |
| 25 | ACRS | ACLARIS THERAPEUTICS INC | $8.5M | 1.18% | 1.6M | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR