Palo Alto Investors LP quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Palo Alto Investors LP opened 3 positions, added to 5, reduced 13, sold out of 2 and left 25 unchanged. The largest increase in value was PTCT (+$12,161,183); the largest decrease was INSM (-$23,766,239).
- INSM: Country of operation United States; Class COM PAR $.01; Shares 2026-03-31 415,269; Shares 2026-06-30 413,980.
- PTCT: Country of operation United States; Class COM; Shares 2026-03-31 921,607; Shares 2026-06-30 918,846.
- ACAD: Country of operation United States; Class COM; Shares 2026-03-31 2,872,695; Shares 2026-06-30 2,864,096.
- ANAB: Country of operation United States; Class COM; Shares 2026-03-31 638,161; Shares 2026-06-30 603,489.
Two Form 13F-HR filings compared (SEC CIK 1306923): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-19). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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