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Palo Alto Investors LP · 13F 持仓分析
期权收益计算器 机构排行

Palo Alto Investors LP

No.3518 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$6.84亿
环比变动 Q1 2026
+$3,041.5万+4.7%
持仓股票数
52
新买入
5
加仓
4
减仓
14
清仓
4
持股不变
29
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
PTC THERAPEUTICSPTCT
10.95%9.6%$7,495.0万91.9万股$6,278.9万92.2万股-2,761股-0.30%减仓
ACADIA HEALTHCARE INACHC
10.59%$7,246.2万286.4万股$00股+286.4万股新买入
InsmedINSM
6.45%10.39%$4,413.9万41.4万股$6,790.5万41.5万股-1,289股-0.31%减仓
AANAPTYSBIOANAB
5.95%5.41%$4,073.6万60.3万股$3,539.2万63.8万股-3.5万股-5.43%减仓
BioMarin制药BMRN
5.71%5.92%$3,906.9万68.3万股$3,870.6万68.5万股-2,405股-0.35%减仓
DDYNE THERAPEUTICSDYN
5.35%4.58%$3,659.1万164.8万股$2,996.8万165.3万股-5,451股-0.33%减仓
United TherapeuticsUTHR
4.96%5.7%$3,391.2万6.3万股$3,724.4万6.3万股-222股-0.35%减仓
DISC MEDICINEIRON
4.45%3.93%$3,047.3万41.7万股$2,568.6万40.2万股+1.5万股+3.72%加仓
渤健BIIB
4.43%3.95%$3,030.9万14.0万股$2,579.8万14.1万股-440股-0.31%减仓
IIOVANCE BIOTHERAPEUTICSIOVA
3.22%3.41%$2,203.2万529.6万股$2,228.7万635.0万股-105.3万股-16.59%减仓
UULTRAGENYX PHARMACEUTICAL INRARE
2.91%1.91%$1,991.7万59.6万股$1,249.7万59.6万股00.00%持仓不变
NNOVOCURENVCR
2.83%2.13%$1,939.9万128.0万股$1,395.7万128.0万股00.00%持仓不变
SYNDAX PHARMACEUTICALSSNDX
2.76%3.09%$1,890.9万86.5万股$2,020.6万86.5万股00.00%持仓不变
ANNEXONANNX
2.46%2.5%$1,683.4万294.8万股$1,633.2万294.8万股00.00%持仓不变
BBICARA THERAPEUTICSBCAX
2.39%1.67%$1,634.2万55.0万股$1,094.8万55.0万股00.00%持仓不变
CCAREDXCDNA
2.22%1.41%$1,515.8万53.2万股$923.3万53.2万股00.00%持仓不变
CCELLDEX THERAPEUTICS NEWCLDX
2.17%1.44%$1,487.9万40.0万股$940.2万29.6万股+10.3万股+34.90%加仓
CCOMPASS THERAPEUTICSCMPX
1.87%1.23%$1,277.2万583.2万股$801.2万151.5万股+431.7万股+285.06%加仓
ALKERMESALKS
1.86%1.31%$1,270.9万24.3万股$857.7万24.3万股00.00%持仓不变
FFIRST TRACKS BIOTHERAPEUTICSTRAX
1.77%$1,214.2万60.3万股$00股+60.3万股新买入
PROTHENAPRTA
1.64%1.8%$1,119.1万114.3万股$1,174.7万120.9万股-6.5万股-5.41%减仓
TTRAVERE THERAPEUTICSTVTX
1.39%1.05%$951.7万16.8万股$684.7万23.0万股-6.3万股-27.31%减仓
TAYSHA GENE THERAPIESTSHA
1.38%0.95%$947.5万139.1万股$621.9万139.1万股00.00%持仓不变
AACLARIS THERAPEUTICS INC COMACRS
1.25%0.93%$853.5万161.3万股$605.0万161.3万股00.00%持仓不变
AGIOS PHARMACEUTICALSAGIO
1.16%1.11%$792.7万21.4万股$722.6万21.4万股00.00%持仓不变
CCAPRICOR THERAPEUTICS INC COM NEWCAPR
0.81%1.07%$553.3万23.0万股$698.5万23.0万股00.00%持仓不变
ALIGN TECHNOLOGY INC COM USD0.0001ALGN
0.77%1.09%$529.4万3.1万股$711.8万4.2万股-1.0万股-24.40%减仓
OORUKA THERAPEUTICS INC COMORKA
0.47%0.45%$319.3万3.4万股$294.2万6.0万股-2.6万股-44.08%减仓
XENON PHARMACEUTICALSXENE
0.45%0.46%$309.9万5.1万股$298.6万5.1万股00.00%持仓不变
NeurocrineNBIX
0.45%0.37%$305.3万1.8万股$238.7万1.8万股00.00%持仓不变
爱德华生命科学EW
0.44%0.41%$304.3万3.4万股$269.4万3.4万股00.00%持仓不变
STOKE THERAPEUTICSSTOK
0.4%0.42%$276.9万8.5万股$275.6万8.5万股00.00%持仓不变
CYTOKINETICSCYTK
0.4%0.32%$274.3万3.2万股$212.2万3.2万股00.00%持仓不变
PPYXIS ONCOLOGY INC COMMON STOCKPYXS
0.38%0.23%$260.1万86.4万股$147.5万101.1万股-14.6万股-14.47%减仓
EEHEALTH INC COMEHTH
0.32%0.29%$220.9万148.3万股$191.3万148.3万股00.00%持仓不变
CRISPR THERAPEUTICSCRSP
0.32%0.29%$216.0万4.0万股$188.4万4.0万股00.00%持仓不变
SSAGIMET BIOSCIENCESSGMT
0.28%$193.3万25.0万股$00股+25.0万股新买入
NNUVATION BIONUVB
0.27%0.33%$185.5万32.7万股$218.3万50.9万股-18.2万股-35.81%减仓
BIONTECH SE FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSBNTX
0.27%0.27%$182.5万2.0万股$174.3万2.0万股00.00%持仓不变
COMPASS PATHWAYS ADR A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSCMPS
0.24%0.1%$163.6万11.6万股$63.9万11.6万股00.00%持仓不变
HUMANA COMHUM
0.23%0.11%$158.3万3,985股$69.1万3,985股00.00%持仓不变
NNEWAMSTERDAM PHARMANAMS
0.22%$150.3万4.4万股$00股+4.4万股新买入
MMIRUM PHARMACEUTICALSMIRM
0.2%$139.5万34.9万股$00股+34.9万股新买入
VVERASTEM INC COM NEWVSTM
0.17%0.2%$118.3万31.0万股$130.4万24.6万股+6.4万股+25.84%加仓
MADRIGAL PHARMACEUTICALSMDGL
0.14%0.14%$96.0万1,787股$93.5万1,787股00.00%持仓不变
UUROGEN PHARMAURGN
0.13%0.07%$90.2万2.5万股$44.1万2.5万股00.00%持仓不变
BICYCLE THERAPEUTICS PLC SPON ADS EACH REP 1 ORD SHSBCYC
0.13%0.14%$85.6万20.2万股$93.7万20.2万股00.00%持仓不变
XERIS BIOPHARMA HLDGS INXERS
0.12%0.09%$82.7万10.4万股$60.6万10.4万股00.00%持仓不变
AABEONA THERAPEUTICS INC COM NEWABEO
0.1%0.07%$67.3万10.9万股$48.8万10.9万股00.00%持仓不变
IINSPIRE MED SYSINSP
0.06%0.07%$39.1万8,772股$45.2万8,772股00.00%持仓不变

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