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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
TRAX	FIRST TRACKS BIOTHERAPEUTICS	1.68%	603,489	$12,142,199	603,489	New	$20.12	13F
SGMT	SAGIMET BIOSCIENCES INC-A	0.27%	250,000	$1,932,500	250,000	New	$7.73	13F
NAMS	NEWAMSTERDAM PHARMA CO NV	0.21%	44,359	$1,503,327	44,359	New	$33.89	13F