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PALO ALTO INVESTORS LP

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PALO ALTO CA Investment Advisor Hedge Fund
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

Palo Alto Investors is based out of Palo Alto. Palo Alto Investors is a hedge fund with 12 clients and discretionary assets under management (AUM) of $1,277,000,000 (Form ADV from 2023-06-02). Their last reported 13F filing for Q4 2023 included $1,109,907,525 in managed 13F securities and a top 10 holdings concentration of 81.32%. Palo Alto Investors's largest holding is Insmed Inc with shares held of 5,511,721. Whalewisdom has at least 101 13F filings, 72 13D filings, 381 13G filings, and 1 Form 4 filings

2023-12-31

Top Buys (13F)

Name % Change
ALNY Alnylam Pharmaceutic 2.66%
ACAD Acadia Pharmaceutica 2.05%
IOVA Iovance Biotherapeut 1.54%
NVRO Nevro Corp 0.75%
VERV Verve Therapeutics I 0.72%

2023-12-31

Top Sells (13F)

Name % Change
UTHR United Therapeutics 4.47%
BMRN BioMarin Pharmaceuti 2.29%
BIIB Biogen Inc 0.4%
KPTI Karyopharm Therapeut 0.32%
NVCR NovoCure Ltd 0.25%

2023-12-31

13F Holdings Summary

Name $ Change
INSM Insmed Inc 15.39%
FOLD Amicus Therapeutics 13.26%
BMRN BioMarin Pharmaceuti 13.04%
BIIB Biogen Inc 8.87%
UTHR United Therapeutics 7.84%

2023-12-31

13F Activity

Market Value $1.11b, Prior: $1.06b
New Purchases 7 stocks
Added To 8 stocks
Sold out of 2 stocks
Reduced holdings in 10 stocks
Top 10 Holdings % 81.32%
Turnover %[1] 26.47%
Turnover Alt %[2] 7.77%
Time Held Top 20 18.9 quarters
Time Held Top 10 20.8 quarters
Time Held All 22.91 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance