Palo Alto Investors LP
PALO ALTO CA · SEC CIK 0001306923
$6.54亿2026Q1 申报市值
51持仓数
63.8%前十大占比 · 第一大 10.4%
5 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
MIRM 加仓+$1,558.95万
CLDX 新建仓+$940.21万
ACAD 加仓+$865.17万
IRON 加仓+$538.78万
BCAX 加仓+$500.90万
2026Q1 卖出最多 按季末市值估算
AMICUS THERAPEUT 减仓-$5,918.08万
GOSSAMER BIO INC 清仓-$1,386.19万
INSM 减仓-$1,213.53万
BIIB 减仓-$785.61万
DNLI 减仓-$780.78万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| INSM | INSMED INC | $6,790.48万 | 10.39% | 415,269 | -74,213 | -15.2% | -$1,213.53万 | 减仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $6,394.62万 | 9.78% | 2,872,695 | 388,664 | 15.6% | $865.17万 | 加仓 |
| PTCT | PTC THERAPEUTICS INC | $6,278.91万 | 9.60% | 921,607 | 17,691 | 2.0% | $120.53万 | 加仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $3,870.59万 | 5.92% | 685,182 | -61,074 | -8.2% | -$345.01万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP | $3,724.45万 | 5.70% | 62,809 | 4,623 | 7.9% | $274.13万 | 加仓 |
| ANAB | ANAPTYSBIO INC | $3,539.24万 | 5.41% | 638,161 | -51,871 | -7.5% | -$287.68万 | 减仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $3,003.97万 | 4.59% | 325,175 | 168,754 | 107.9% | $1,558.95万 | 加仓 |
| DYN | DYNE THERAPEUTICS INC | $2,996.84万 | 4.58% | 1,652,972 | 180,775 | 12.3% | $327.75万 | 加仓 |
| BIIB | BIOGEN INC | $2,579.80万 | 3.95% | 140,719 | -42,852 | -23.3% | -$785.61万 | 减仓 |
| IRON | DISC MEDICINE INC | $2,568.59万 | 3.93% | 401,719 | 84,263 | 26.5% | $538.78万 | 加仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $2,228.70万 | 3.41% | 6,349,563 | -767,113 | -10.8% | -$269.26万 | 减仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $2,020.61万 | 3.09% | 864,986 | 70,479 | 8.9% | $164.64万 | 加仓 |
| ANNX | ANNEXON INC | $1,633.24万 | 2.50% | 2,948,090 | 563,898 | 23.7% | $312.40万 | 加仓 |
| — | AMICUS THERAPEUTICS INC | $1,609.46万 | 2.46% | 1,113,045 | -4,092,722 | -78.6% | -$5,918.08万 | 减仓 |
| NVCR | NOVOCURE LTD | $1,395.68万 | 2.13% | 1,280,439 | -18,525 | -1.4% | -$20.19万 | 减仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $1,249.66万 | 1.91% | 596,495 | 135,201 | 29.3% | $283.25万 | 加仓 |
| PRTA | PROTHENA CORP PLC | $1,174.73万 | 1.80% | 1,208,568 | -111,942 | -8.5% | -$108.81万 | 减仓 |
| BCAX | BICARA THERAPEUTICS INC | $1,094.76万 | 1.67% | 550,408 | 251,833 | 84.3% | $500.90万 | 加仓 |
| CLDX | CELLDEX THERAPEUTICS INC | $940.21万 | 1.44% | 296,408 | 296,408 | — | $940.21万 | 新建仓 |
| CDNA | CAREDX INC | $923.33万 | 1.41% | 531,870 | 53,650 | 11.2% | $93.14万 | 加仓 |
| ALKS | ALKERMES PLC | $857.69万 | 1.31% | 242,560 | 0 | 0.0% | — | 不变 |
| CMPX | COMPASS THERAPEUTICS INC | $801.17万 | 1.23% | 1,514,504 | -1,017,915 | -40.2% | -$538.48万 | 减仓 |
| AGIO | AGIOS PHARMACEUTICALS INC | $722.61万 | 1.11% | 213,601 | 1,102 | 0.5% | $3.73万 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $711.78万 | 1.09% | 41,520 | 0 | 0.0% | — | 不变 |
| CAPR | CAPRICOR THERAPEUTICS INC | $698.48万 | 1.07% | 229,763 | 3,459 | 1.5% | $10.52万 | 加仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $684.68万 | 1.05% | 230,453 | 119,734 | 108.1% | $355.73万 | 加仓 |
| TSHA | TAYSHA GENE THERAPIES INC | $621.95万 | 0.95% | 1,391,382 | 208,187 | 17.6% | $93.06万 | 加仓 |
| ACRS | ACLARIS THERAPEUTICS INC | $605.04万 | 0.93% | 1,613,430 | 46,590 | 3.0% | $17.47万 | 加仓 |
| DNLI | DENALI THERAPEUTICS INC | $450.40万 | 0.69% | 234,582 | -406,657 | -63.4% | -$780.78万 | 减仓 |
| XENE | XENON PHARMACEUTICALS INC | $298.57万 | 0.46% | 51,345 | -45,174 | -46.8% | -$262.69万 | 减仓 |
| ORKA | ORUKA THERAPEUTICS INC | $294.23万 | 0.45% | 59,985 | 0 | 0.0% | — | 不变 |
| STOK | STOKE THERAPEUTICS INC | $275.56万 | 0.42% | 84,631 | 12,609 | 17.5% | $41.05万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $269.39万 | 0.41% | 33,640 | 0 | 0.0% | — | 不变 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $238.67万 | 0.37% | 18,117 | 0 | 0.0% | — | 不变 |
| NUVB | NUVATION BIO INC | $218.29万 | 0.33% | 508,846 | -29,233 | -5.4% | -$12.54万 | 减仓 |
| CYTK | CYTOKINETICS INC | $212.20万 | 0.32% | 32,195 | 32,195 | — | $212.20万 | 新建仓 |
| — | EHEALTH INC | $191.28万 | 0.29% | 1,482,797 | -48,632 | -3.2% | -$6.27万 | 减仓 |
| CRSP | CRISPR THERAPEUTICS AG | $188.40万 | 0.29% | 39,605 | -1,621 | -3.9% | -$7.71万 | 减仓 |
| BNTX | BIONTECH SE-ADR | $174.33万 | 0.27% | 19,614 | 0 | 0.0% | — | 不变 |
| — | PYXIS ONCOLOGY INC | $147.53万 | 0.23% | 1,010,510 | -26,911 | -2.6% | -$3.93万 | 减仓 |
| VSTM | VERASTEM INC | $130.43万 | 0.20% | 246,093 | 246,093 | — | $130.43万 | 新建仓 |
| BCYC | BICYCLE THERAPEUTICS PLC-ADR | $93.68万 | 0.14% | 201,890 | -19,181 | -8.7% | -$8.90万 | 减仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $93.54万 | 0.14% | 1,787 | 1,787 | — | $93.54万 | 新建仓 |
| HUM | HUMANA INC | $69.10万 | 0.11% | 3,985 | 0 | 0.0% | — | 不变 |
| CMPS | COMPASS PATHWAYS PLC ADR | $63.94万 | 0.10% | 115,616 | 0 | 0.0% | — | 不变 |
| XERS | XERIS BIOPHARMA HOLDINGS INC | $60.56万 | 0.09% | 104,410 | 104,410 | — | $60.56万 | 新建仓 |
| ABEO | ABEONA THERAPEUTICS INC | $48.77万 | 0.07% | 108,865 | 0 | 0.0% | — | 不变 |
| INSP | INSPIRE MEDICAL SYSTEMS INC | $45.25万 | 0.07% | 8,772 | 0 | 0.0% | — | 不变 |
| URGN | UROGEN PHARMA LTD | $44.05万 | 0.07% | 24,500 | 0 | 0.0% | — | 不变 |
| — | PROQR THERAPEUTICS NV | $30.59万 | 0.05% | 188,807 | 0 | 0.0% | — | 不变 |
| — | ALDEYRA THERAPEUTICS INC | $26.31万 | 0.04% | 155,709 | -69,756 | -30.9% | -$11.79万 | 减仓 |
| — | GOSSAMER BIO INC | $0 | 0.00% | 0 | -4,471,592 | -100.0% | -$1,386.19万 | 清仓 |
| — | GENERATION BIO CO | $0 | 0.00% | 0 | -15,047 | -100.0% | -$8.55万 | 清仓 |
| — | AKARI THERAPEUTICS PLC-ADR | $0 | 0.00% | 0 | -146,024 | -100.0% | -$4.22万 | 清仓 |