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PALO ALTO INVESTORS LP (Data extracted from 13F, 13D, 13G and Form 4)

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PALO ALTO INVESTORS LP

AUM: $1.06 B

13-F Portfolio Value: $723.72 M

Last 13-F Filed: Q2 2026

Concentration in top 10: 61.29%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
MIRM	MIRUM PHARMACEUTICALS INC	5.64%	348,808	$40,834,953	23,633	7.27%	$117.07	13F
IRON	DISC MEDICINE INC	4.21%	416,646	$30,473,488	14,927	3.72%	$73.14	13F
CLDX	CELLDEX THERAPEUTICS INC	2.06%	399,856	$14,878,642	103,448	34.9%	$37.21	13F
CMPX	COMPASS THERAPEUTICS INC	1.76%	5,831,813	$12,771,670	4,317,309	285.06%	$2.19	13F
VSTM	VERASTEM INC	0.16%	309,685	$1,182,997	63,592	25.84%	$3.82	13F