Palo Alto Investors LP
PALO ALTO CA · SEC CIK 0001306923
$7.24亿2026Q2 申报市值
52持仓数
61.3%前十大占比 · 第一大 10.4%
3 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
TRAX 新建仓+$1,214.22万
CMPX 加仓+$945.49万
CLDX 加仓+$384.93万
MIRM 加仓+$276.67万
SGMT 新建仓+$193.25万
2026Q2 卖出最多 按季末市值估算
AMICUS THERAPEUT 清仓-$1,609.46万
DNLI 清仓-$450.40万
IOVA 减仓-$438.20万
TVTX 减仓-$357.49万
ORKA 减仓-$251.62万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | AMICUS THERAPEUTICS INC | $0 | 0.00% | 0 | -1,113,045 | -100.0% | -$1,609.46万 | 清仓 |
| DNLI | DENALI THERAPEUTICS INC | $0 | 0.00% | 0 | -234,582 | -100.0% | -$450.40万 | 清仓 |
| — | ALDEYRA THERAPEUTICS INC | $33.17万 | 0.05% | 155,709 | 0 | 0.0% | — | 不变 |
| — | PROQR THERAPEUTICS NV | $35.12万 | 0.05% | 188,807 | 0 | 0.0% | — | 不变 |
| INSP | INSPIRE MEDICAL SYSTEMS INC | $39.13万 | 0.05% | 8,772 | 0 | 0.0% | — | 不变 |
| ABEO | ABEONA THERAPEUTICS INC | $67.28万 | 0.09% | 108,865 | 0 | 0.0% | — | 不变 |
| XERS | XERIS BIOPHARMA HOLDINGS INC | $82.69万 | 0.11% | 104,410 | 0 | 0.0% | — | 不变 |
| BCYC | BICYCLE THERAPEUTICS PLC-ADR | $85.60万 | 0.12% | 201,890 | 0 | 0.0% | — | 不变 |
| URGN | UROGEN PHARMA LTD | $90.16万 | 0.12% | 24,500 | 0 | 0.0% | — | 不变 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $95.95万 | 0.13% | 1,787 | 0 | 0.0% | — | 不变 |
| VSTM | VERASTEM INC | $118.30万 | 0.16% | 309,685 | 63,592 | 25.8% | $24.29万 | 加仓 |
| NAMS | NEWAMSTERDAM PHARMA CO NV | $150.33万 | 0.21% | 44,359 | 44,359 | — | $150.33万 | 新建仓 |
| HUM | HUMANA INC | $158.29万 | 0.22% | 3,985 | 0 | 0.0% | — | 不变 |
| CMPS | COMPASS PATHWAYS PLC ADR | $163.60万 | 0.23% | 115,616 | 0 | 0.0% | — | 不变 |
| BNTX | BIONTECH SE-ADR | $182.51万 | 0.25% | 19,614 | 0 | 0.0% | — | 不变 |
| NUVB | NUVATION BIO INC | $185.51万 | 0.26% | 326,609 | -182,237 | -35.8% | -$103.51万 | 减仓 |
| SGMT | SAGIMET BIOSCIENCES INC-A | $193.25万 | 0.27% | 250,000 | 250,000 | — | $193.25万 | 新建仓 |
| CRSP | CRISPR THERAPEUTICS AG | $216.01万 | 0.30% | 39,605 | 0 | 0.0% | — | 不变 |
| — | EHEALTH INC | $220.94万 | 0.31% | 1,482,797 | 0 | 0.0% | — | 不变 |
| — | PYXIS ONCOLOGY INC | $260.15万 | 0.36% | 864,277 | -146,233 | -14.5% | -$44.02万 | 减仓 |
| CYTK | CYTOKINETICS INC | $274.27万 | 0.38% | 32,195 | 0 | 0.0% | — | 不变 |
| STOK | STOKE THERAPEUTICS INC | $276.91万 | 0.38% | 84,631 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $304.31万 | 0.42% | 33,640 | 0 | 0.0% | — | 不变 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $305.33万 | 0.42% | 18,117 | 0 | 0.0% | — | 不变 |
| XENE | XENON PHARMACEUTICALS INC | $309.92万 | 0.43% | 51,345 | 0 | 0.0% | — | 不变 |
| ORKA | ORUKA THERAPEUTICS INC - Restricted | $319.26万 | 0.44% | 33,546 | -26,439 | -44.1% | -$251.62万 | 减仓 |
| ALGN | ALIGN TECHNOLOGY INC | $529.41万 | 0.73% | 31,389 | -10,131 | -24.4% | -$170.87万 | 减仓 |
| CAPR | CAPRICOR THERAPEUTICS INC | $553.27万 | 0.76% | 229,763 | 0 | 0.0% | — | 不变 |
| AGIO | AGIOS PHARMACEUTICALS INC | $792.67万 | 1.10% | 213,601 | 0 | 0.0% | — | 不变 |
| ACRS | ACLARIS THERAPEUTICS INC | $853.50万 | 1.18% | 1,613,430 | 0 | 0.0% | — | 不变 |
| TSHA | TAYSHA GENE THERAPIES INC | $947.53万 | 1.31% | 1,391,382 | 0 | 0.0% | — | 不变 |
| TVTX | TRAVERE THERAPEUTICS INC | $951.71万 | 1.32% | 167,525 | -62,928 | -27.3% | -$357.49万 | 减仓 |
| PRTA | PROTHENA CORP PLC | $1,119.15万 | 1.55% | 1,143,155 | -65,413 | -5.4% | -$64.04万 | 减仓 |
| TRAX | FIRST TRACKS BIOTHERAPEUTICS | $1,214.22万 | 1.68% | 603,489 | 603,489 | — | $1,214.22万 | 新建仓 |
| ALKS | ALKERMES PLC | $1,270.89万 | 1.76% | 242,560 | 0 | 0.0% | — | 不变 |
| CMPX | COMPASS THERAPEUTICS INC | $1,277.17万 | 1.76% | 5,831,813 | 4,317,309 | 285.1% | $945.49万 | 加仓 |
| CLDX | CELLDEX THERAPEUTICS INC | $1,487.86万 | 2.06% | 399,856 | 103,448 | 34.9% | $384.93万 | 加仓 |
| CDNA | CAREDX INC | $1,515.83万 | 2.09% | 531,870 | 0 | 0.0% | — | 不变 |
| BCAX | BICARA THERAPEUTICS INC | $1,634.16万 | 2.26% | 550,408 | 0 | 0.0% | — | 不变 |
| ANNX | ANNEXON INC | $1,683.36万 | 2.33% | 2,948,090 | 0 | 0.0% | — | 不变 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $1,890.86万 | 2.61% | 864,986 | 0 | 0.0% | — | 不变 |
| NVCR | NOVOCURE LTD | $1,939.87万 | 2.68% | 1,280,439 | 0 | 0.0% | — | 不变 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $1,991.70万 | 2.75% | 596,495 | 0 | 0.0% | — | 不变 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $2,203.22万 | 3.04% | 5,296,209 | -1,053,354 | -16.6% | -$438.20万 | 减仓 |
| BIIB | BIOGEN INC | $3,030.87万 | 4.19% | 140,279 | -440 | -0.3% | -$9.51万 | 减仓 |
| IRON | DISC MEDICINE INC | $3,047.35万 | 4.21% | 416,646 | 14,927 | 3.7% | $109.18万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP | $3,391.15万 | 4.69% | 62,587 | -222 | -0.4% | -$12.03万 | 减仓 |
| DYN | DYNE THERAPEUTICS INC | $3,659.14万 | 5.06% | 1,647,521 | -5,451 | -0.3% | -$12.11万 | 减仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $3,906.85万 | 5.40% | 682,777 | -2,405 | -0.4% | -$13.76万 | 减仓 |
| ANAB | ANAPTYSBIO INC | $4,073.55万 | 5.63% | 603,489 | -34,672 | -5.4% | -$234.04万 | 减仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $4,083.50万 | 5.64% | 348,808 | 23,633 | 7.3% | $276.67万 | 加仓 |
| INSM | INSMED INC | $4,413.85万 | 6.10% | 413,980 | -1,289 | -0.3% | -$13.74万 | 减仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $7,246.16万 | 10.01% | 2,864,096 | -8,599 | -0.3% | -$21.76万 | 减仓 |
| PTCT | PTC THERAPEUTICS INC | $7,495.03万 | 10.36% | 918,846 | -2,761 | -0.3% | -$22.52万 | 减仓 |