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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 $1,057,000,000 (Form ADV from 2024-03-28). Their last reported 13F filing for Q1 2024 included $886,726,077 in managed 13F securities and a top 10 holdings concentration of 73.36%. Palo Alto Investors's largest holding is Insmed Inc with shares held of 4,423,369. Whalewisdom has at least 102 13F filings, 72 13D filings, 381 13G filings, and 1 Form 4 filings

2024-03-31

Top Buys (13F)

Name % Change
STAA Staar Surgical Co. 2.08%
IOVA Iovance Biotherapeut 1.99%
SLRN Acelyrin Inc 1.31%
SRPT Sarepta Therapeutics 1.19%
ELEV Elevation Oncology I 0.78%

2024-03-31

Top Sells (13F)

Name % Change
BMRN BioMarin Pharmaceuti 1.86%
INSM Insmed Inc 1.86%
BIIB Biogen Inc 1.82%
UTHR United Therapeutics 0.9%
FOLD Amicus Therapeutics 0.85%

2024-03-31

13F Holdings Summary

Name $ Change
INSM Insmed Inc 13.53%
FOLD Amicus Therapeutics 12.41%
BMRN BioMarin Pharmaceuti 11.18%
BIIB Biogen Inc 7.05%
UTHR United Therapeutics 6.94%

2024-03-31

13F Activity

Market Value $0.89b, Prior: $1.11b
Inflows (Outflows) as % of Total MV (-10.7752)%
New Purchases 6 stocks
Added To 12 stocks
Sold out of 2 stocks
Reduced holdings in 9 stocks
Top 10 Holdings % 73.36%
Turnover %[1] 20%
Turnover Alt %[2] 4%
Time Held Top 20 19.85 quarters
Time Held Top 10 20.5 quarters
Time Held All 19.68 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.

2024-03-31

13F Sector Allocation Over Time

2024-03-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2024-03-31

Portfolio Performance