Equal-WT
WhaleScore 2.0
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PALO ALTO INVESTORS LP
PALO ALTO CA
Investment Advisor
Hedge Fund
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