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Palo Alto Investors LP
Track Palo Alto Investors LP's latest SEC 13F filing: top biotech and life-sciences stock positions, portfolio weights, largest holdings, and quarter-over-quarter changes.
Updated quarterly · Last refreshed Sep 18, 2026
Showing 6 Stocks Out Of 51. Click On The Tickers For More Details
| Stock | Compnay Name | Shares Held | Market Value | % of Portfolio | QoQ Change |
|---|---|---|---|---|---|
 CDNA | CAREDX INC | 531.87 K | 15.16 M | 2.1 | |
 IOVA | IOVANCE BIOTHERAPEUTICS INC | 5.30 M | 22.03 M | 3 | |
 ORKA | ORUKA THERAPEUTICS INC - Restricted | 33.55 K | 3.19 M | 0.4 | |
 URGN | UROGEN PHARMA LTD | 24.50 K | 901.00 K | 0.1 | |
 SGMT | SAGIMET BIOSCIENCES INC-A | 250.00 K | 1.93 M | 0.3 | |
 VSTM | VERASTEM INC | 309.69 K | 1.18 M | 0.2 |
Market Value
$ 682.86 M
Holdings
51
Period
Q2 2026
Holdings in Top 20
%
QoQ Changes
10.68 %