PALO ALTO INVESTORS LP

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Palo Alto Investors is based out of Palo Alto. Palo Alto Investors is a large advisory firm with 14 clients and discretionary assets under management (AUM) of $1,994,000,000 (Form ADV from 2019-05-01). Their last reported 13F filing for Q3 2019 included $1,501,359,000 in managed 13F securities and a top 10 holdings concentration of 68.56%. Palo Alto Investors's largest holding is BioMarin Pharmaceutical Inc with shares held of 2,209,504. Whalewisdom has at least 82 13F filings, 48 13D filings, and 275 13G filings

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Download 13F Summary to Excel Create Email Alert

09/30/2019

Top Buys

  • Name% Change

09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $1.501 Billion
  • Prior Market Value $2.057 Billion
  • New Purchases0 stocks
  • Additional Purchases0 stocks
  • Sold out of2 stocks
  • Reduced holdings in23 stocks
  • Top 10 Holdings % 68.56 %
  • Turnover % [1]:5.41%
  • Turnover Alt % [2]: 15.52 %
  • Time Held Top20:18.55 quarters
  • Time Held Top10:13.50 quarters
  • Time Held All:24.51 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.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14

Performance for Q3 2019: 13.66%
Performance Last 4 Quarters: 7.25%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
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Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR/A (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR/A (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR/A (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR/A (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR/A (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR (Subscription required)
  • 2007-06-30 - 13F-HR (Subscription required)
  • 2007-03-31 - 13F-HR/A (Subscription required)
  • 2007-03-31 - 13F-HR (Subscription required)
  • 2006-12-31 - 13F-HR (Subscription required)
  • 2006-09-30 - 13F-HR (Subscription required)
  • 2006-06-30 - 13F-HR (Subscription required)
  • 2006-03-31 - 13F-HR/A (Subscription required)
  • 2006-03-31 - 13F-HR (Subscription required)
  • 2005-12-31 - 13F-HR/A (Subscription required)
  • 2005-12-31 - 13F-HR (Subscription required)
  • 2005-09-30 - 13F-HR (Subscription required)
  • 2005-06-30 - 13F-HR (Subscription required)
  • 2005-03-31 - 13F-HR (Subscription required)
  • 2004-12-31 - 13F-HR (Subscription required)
  • 2004-12-31 - 13F-HR (Subscription required)
  • 2004-09-30 - 13F-HR (Subscription required)
  • 2004-06-30 - 13F-HR (Subscription required)
  • 2004-03-31 - 13F-HR (Subscription required)
  • 2003-12-31 - 13F-HR (Subscription required)
  • 2003-09-30 - 13F-HR (Subscription required)
  • 2003-06-30 - 13F-HR (Subscription required)
  • 2003-03-31 - 13F-HR/A (Subscription required)
  • 2003-03-31 - 13F-HR (Subscription required)
  • 2002-12-31 - 13F-HR (Subscription required)
  • 2002-09-30 - 13F-HR (Subscription required)
  • 2002-06-30 - 13F-HR (Subscription required)
  • 2002-03-31 - 13F-HR (Subscription required)
  • 2001-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

PALO ALTO INVESTORS LP
Classified as Hedge Fund
470 UNIVERSITY AVENUE
PALO ALTO CA    94301-1812
Country: United States

Business Phone: 650-325-0772
Fax: 650-325-5028
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Partnership
Organized in: CA
Number of employees: 12
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities:
Total Number of Clients: 14
Amount of client funds and securities by related persons: 1,994,000,000
Total Number of clients from related persons: 14
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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PALO ALTO INVESTORS LP

ownership team - last updated 2019-05-01
Name Title Start Date Direct/Indirect % Ownership
LEE, PATRICK, Y CO-MANAGING MEMBER 01/01/2013 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
PALO ALTO INVESTORS, LLC MEMBER direct 2004-01-01
PALO ALTO INVESTORS, LLC CO-MANAGING MEMBER direct 2013-01-01
YUN, ANTHONY, JOONKYOO CO-MANAGING MEMBER 01/01/2013 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
PALO ALTO INVESTORS, LLC CO-MANAGING MEMBER direct 2013-01-01
PALO ALTO INVESTORS, LLC MEMBER direct 2000-11-01 2010-06-02
PALO ALTO INVESTORS, LLC PRESIDENT OF PALO ALTO INVESTORS, LLC, PRESIDENT OF PALO ALTO INVESTORS, MANAGER, MEMBER direct 2000-11-01 2012-05-17
NGUYEN-DINH, ANGELA, E CHIEF COMPLIANCE OFFICER 04/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
PALO ALTO INVESTORS, LLC CHIEF COMPLIANCE OFFICER direct 2016-04-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
PALO ALTO HEALTHCARE MASTER FUND, L.P. Cayman Islands 805-1843426087 Hedge Fund 485,000,000 1,000,000 Master Fund
LAGUNITA, LP Cayman Islands 805-4815150783 Hedge Fund 259,000,000 100,000 Master Fund
PALO ALTO PE FUND, L.P. United States 805-2262473693 Hedge Fund 5,500,000 1,000,000
PALO ALTO HEALTHCARE MASTER FUND II, L.P. Cayman Islands 805-9698386413 Hedge Fund 1,039,000,000 1,000,000 Master Fund
MICRO CAP PARTNERS, L.P. United States 805-6986817957 Hedge Fund 52,000,000 1,000,000
PALO ALTO KOREA FUND, L.P. United States 805-4567520406 Hedge Fund 14,000,000 250,000
PALO ALTO ADVANCED LIFE SCIENCES MASTER FUND, L.P. Cayman Islands 805-5339200980 Hedge Fund 138,000,000 5,000,000 Master Fund

PALO ALTO INVESTORS LP

ownership team - last updated 2019-03-27
Name Title Start Date Direct/Indirect % Ownership
YUN, ANTHONY, JOONKYOO CO-MANAGING MEMBER 01/01/2013 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
PALO ALTO INVESTORS, LLC CO-MANAGING MEMBER direct 2013-01-01
PALO ALTO INVESTORS, LLC MEMBER direct 2000-11-01 2010-06-02
PALO ALTO INVESTORS, LLC PRESIDENT OF PALO ALTO INVESTORS, LLC, PRESIDENT OF PALO ALTO INVESTORS, MANAGER, MEMBER direct 2000-11-01 2012-05-17
LEE, PATRICK, Y CO-MANAGING MEMBER 01/01/2013 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
PALO ALTO INVESTORS, LLC MEMBER direct 2004-01-01
PALO ALTO INVESTORS, LLC CO-MANAGING MEMBER direct 2013-01-01
NGUYEN-DINH, ANGELA, E CHIEF COMPLIANCE OFFICER 04/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
PALO ALTO INVESTORS, LLC CHIEF COMPLIANCE OFFICER direct 2016-04-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
PALO ALTO HEALTHCARE MASTER FUND, L.P. Cayman Islands 805-1843426087 Hedge Fund 485,000,000 1,000,000 Master Fund
LAGUNITA, LP Cayman Islands 805-4815150783 Hedge Fund 259,000,000 100,000 Master Fund
PALO ALTO PE FUND, L.P. United States 805-2262473693 Hedge Fund 5,500,000 1,000,000
PALO ALTO HEALTHCARE MASTER FUND II, L.P. Cayman Islands 805-9698386413 Hedge Fund 1,039,000,000 1,000,000 Master Fund
MICRO CAP PARTNERS, L.P. United States 805-6986817957 Hedge Fund 52,000,000 1,000,000
PALO ALTO KOREA FUND, L.P. United States 805-4567520406 Hedge Fund 14,000,000 250,000
PALO ALTO ADVANCED LIFE SCIENCES MASTER FUND, L.P. Cayman Islands 805-5339200980 Hedge Fund 138,000,000 5,000,000 Master Fund

PALO ALTO INVESTORS, LLC

ownership team - last updated 2017-03-17
Name Title Start Date Direct/Indirect % Ownership
NGUYEN-DINH, ANGELA, E CHIEF COMPLIANCE OFFICER 04/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
PALO ALTO INVESTORS, LLC CHIEF COMPLIANCE OFFICER direct 2016-04-01
YUN, ANTHONY, JOONKYOO CO-MANAGING MEMBER 01/01/2013 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
PALO ALTO INVESTORS, LLC CO-MANAGING MEMBER direct 2013-01-01
PALO ALTO INVESTORS, LLC MEMBER direct 2000-11-01 2010-06-02
PALO ALTO INVESTORS, LLC PRESIDENT OF PALO ALTO INVESTORS, LLC, PRESIDENT OF PALO ALTO INVESTORS, MANAGER, MEMBER direct 2000-11-01 2012-05-17
LEE, PATRICK, Y CO-MANAGING MEMBER 01/01/2013 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
PALO ALTO INVESTORS, LLC MEMBER direct 2004-01-01
PALO ALTO INVESTORS, LLC CO-MANAGING MEMBER direct 2013-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
PALO ALTO HEALTHCARE MASTER FUND, L.P. Cayman Islands 805-1843426087 Hedge Fund 503,000,000 1,000,000 Master Fund
PALO ALTO MICRO CAP LIQUIDATING FUND, L.P. United States 805-1406725268 Hedge Fund 2,887,000 1,000,000
LAGUNITA, LP Cayman Islands 805-4815150783 Hedge Fund 252,647,000 100,000 Master Fund
PALO ALTO PE FUND, L.P. United States 805-2262473693 Private Equity Fund 3,591,000 1,000,000
PALO ALTO HEALTHCARE MASTER FUND II, L.P. Cayman Islands 805-9698386413 Hedge Fund 1,043,000,000 1,000,000 Master Fund
MICRO CAP PARTNERS, L.P. United States 805-6986817957 Hedge Fund 44,521,000 1,000,000
PALO ALTO CROSSOVER FUND, L.P. United States 805-3894996268 Hedge Fund 150,000 1,000,000
PALO ALTO FUND II, L.P. United States 805-2658041108 Hedge Fund 5,950,000 250,000
PALO ALTO KOREA FUND, L.P. United States 805-4567520406 Hedge Fund 11,609,000 250,000
PALO ALTO SMALL CAP MASTER FUND, L.P. Cayman Islands 805-3655099892 Hedge Fund 2,332,000 1,000,000 Master Fund
PALO ALTO ADVANCED LIFE SCIENCES MASTER FUND, L.P. Cayman Islands 805-5339200980 Hedge Fund 77,167,000 5,000,000 Master Fund

WhaleScore history for PALO ALTO INVESTORS LP

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**EXPERIMENTAL** Current UK Positions

Updated daily

Contains transactions from January 1st, 2015 on.

Holder Issuer Transaction Date Number of Voting Rights % of Voting Rights
PALO ALTO INVESTORS LP EG Solutions PLC 2016-04-28 689,615 3.04%
PALO ALTO INVESTORS LP Instem PLC 2016-02-22 823,692 5.3%

Position History

Holder Issuer Transaction Date Number of Voting Rights % of Voting Rights

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