PALO ALTO INVESTORS LP Holdings
PALO ALTO INVESTORS LP is an investment fund managing more than 1.26B US dollars. The largest holdings include BioMarin Pharmaceutical, United Therapeutics and Insmed Incorporated. In Q3 2022 the fund bought assets of total value of -5.95M US dollars and sold assets of total value of 24.83M US dollars.
PALO ALTO INVESTORS LP portfolio value:
$1.26B
portfolio value
PALO ALTO INVESTORS LP quarter portfolio value change:
+12.20%
quarter
PALO ALTO INVESTORS LP 1 year portfolio value change:
-17.80%
1 year
PALO ALTO INVESTORS LP 3 years portfolio value change:
+53.85%
3 years
PALO ALTO INVESTORS LP 5 years portfolio value change:
+10.12%
5 years
PALO ALTO INVESTORS LP portfolio changes
| Period | Buy | Sel |
|---|---|---|
| Q1 2016 | -160809000 | 126359000 |
| Q2 2016 | 158865000 | 2270000 |
| Q3 2016 | 298778000 | 52484000 |
| Q4 2016 | 108958000 | 103939000 |
| Q2 2017 | 88179000 | 50183000 |
| Q3 2017 | 228543000 | 10496000 |
| Q4 2017 | 6050000 | 5123000 |
| Q1 2018 | -90168000 | 115775000 |
| Q2 2018 | 187811000 | 19447000 |
| Q3 2018 | -93291000 | 51496000 |
| Q4 2018 | -460940000 | 122023000 |
| Q1 2019 | 280698000 | 9013000 |
| Q2 2019 | -124935000 | 192585000 |
| Q4 2019 | 51645000 | 300172000 |
| Q1 2020 | 5419000 | 623428000 |
| Q2 2020 | 54506000 | 411154000 |
| Q3 2020 | 46650000 | 104692000 |
| Q4 2020 | 397609000 | 1934000 |
| Q1 2021 | -58277000 | 93339000 |
| Q2 2021 | 8996000 | 28829000 |
| Q3 2021 | 18230000 | 18997000 |
| Q4 2021 | -18194000 | 69278000 |
| Q1 2022 | -14883000 | 251648000 |
| Q2 2022 | -5067000 | 44766000 |
| Q3 2022 | -5945000 | 24831000 |
PALO ALTO INVESTORS LP 13F holdings
| Stock |
|---|
| Portfolio share: 13.25% Portfolio value: 167.52M Avg. open price: $89.25 Current price: $103.53 P/L: +16.00% Sold -4.13% shares Q3 2022 |
| Portfolio share: 10.49% Portfolio value: 132.64M Avg. open price: $116.63 Current price: $273.72 P/L: +134.70% Sold -0.20% shares Q3 2022 |
| Portfolio share: 9.95% Portfolio value: 125.80M Avg. open price: $23.28 Current price: $19.89 P/L: -14.57% Sold -0.70% shares Q2 2022 |
| Portfolio share: 9.53% Portfolio value: 120.55M Avg. open price: $225.77 Current price: $378.26 P/L: +67.55% Sold -0.74% shares Q3 2022 |
| Portfolio share: 9.40% Portfolio value: 118.93M Avg. open price: $22.44 Current price: $21.1 P/L: -5.96% Sold -0.24% shares Q2 2022 |
| Portfolio share: 8.13% Portfolio value: 102.81M Avg. open price: $11.48 Current price: $12.37 P/L: +7.75% Sold -0.57% shares Q2 2022 |
| Portfolio share: 7.91% Portfolio value: 100.02M Avg. open price: $20.33 Current price: $60.39 P/L: +197.00% Sold -1.89% shares Q3 2022 |
| Portfolio share: 7.62% Portfolio value: 96.38M Avg. open price: $255.04 Current price: $292.75 P/L: +14.79% Sold -6.24% shares Q1 2022 |
| Portfolio share: 6.12% Portfolio value: 77.38M Avg. open price: $25.99 Current price: $62.33 P/L: +139.81% Sold -0.88% shares Q3 2022 |
| Portfolio share: 2.64% Portfolio value: 33.34M Avg. open price: $44.04 Current price: $43.52 P/L: -1.18% Sold -0.04% shares Q2 2022 |
| Portfolio share: 2.43% Portfolio value: 30.69M Avg. open price: $13.14 Current price: $5.23 P/L: -60.18% Bought +2.76% shares Q1 2022 |
| Portfolio share: 2.17% Portfolio value: 27.45M Avg. open price: $30.92 Current price: $15.24 P/L: -50.71% Sold -25.47% shares Q2 2022 |
| Portfolio share: 1.69% Portfolio value: 21.40M Avg. open price: $21.42 Current price: $10.61 P/L: -50.48% Sold -13.05% shares Q3 2022 |
| Portfolio share: 1.66% Portfolio value: 20.97M Avg. open price: $12.68 Current price: $9.29 P/L: -26.73% Sold -0.35% shares Q2 2022 |
| Portfolio share: 1.16% Portfolio value: 14.72M Avg. open price: $17.84 Current price: $25.44 P/L: +42.61% Bought +2.29% shares Q1 2022 |
| Portfolio share: 1.07% Portfolio value: 13.47M Avg. open price: $23.69 Current price: $25.51 P/L: +7.67% Sold -10.42% shares Q2 2022 |
| Portfolio share: 0.87% Portfolio value: 10.99M Avg. open price: $16.77 Current price: $28.65 P/L: +70.85% Sold -1.28% shares Q1 2022 |
| Portfolio share: 0.73% Portfolio value: 9.17M Avg. open price: $115.26 Current price: $187.96 P/L: +63.07% Sold -20.03% shares Q1 2022 |
| Portfolio share: 0.61% Portfolio value: 7.73M Avg. open price: $51.18 Current price: $4.63 P/L: -90.95% Bought +19.54% shares Q3 2022 |
| Portfolio share: 0.47% Portfolio value: 5.98M Avg. open price: $9.43 Current price: $2.87 P/L: -69.57% Sold -1.09% shares Q1 2022 |
| Portfolio share: 0.45% Portfolio value: 5.65M Avg. open price: $5.15 Current price: $7.07 P/L: +37.41% Bought +19.70% shares Q1 2021 |
| Portfolio share: 0.43% Portfolio value: 5.41M Avg. open price: N/A Current price: $38.12 P/L: N/A Sold -9.68% shares Q1 2022 |
| Portfolio share: 0.42% Portfolio value: 5.32M Avg. open price: $37.6 Current price: $0.29 P/L: -99.22% Bought +11.91% shares Q1 2022 |
| Portfolio share: 0.32% Portfolio value: 4.09M Avg. open price: $27.26 Current price: $20.01 P/L: -26.58% Bought +5.17% shares Q1 2021 |
| Portfolio share: 0.14% Portfolio value: 1.75M Avg. open price: N/A Current price: $8.94 P/L: N/A N/A Q3 2022 |
| Portfolio share: 0.11% Portfolio value: 1.35M Avg. open price: N/A Current price: $18.33 P/L: N/A N/A Q4 2021 |
| Portfolio share: 0.08% Portfolio value: 1.02M Avg. open price: N/A Current price: $3.58 P/L: N/A N/A Q2 2020 |
| Portfolio share: 0.07% Portfolio value: 859K Avg. open price: $5.76 Current price: $6.46 P/L: +12.18% Bought +36.27% shares Q4 2020 |
| Portfolio share: 0.05% Portfolio value: 610K Avg. open price: $7.27 Current price: $1.24 P/L: -82.94% Bought +1.22% shares Q1 2021 |
| Portfolio share: 0.02% Portfolio value: 211K Avg. open price: N/A Current price: $10.05 P/L: N/A N/A Q4 2020 |
| Portfolio share: 0.02% Portfolio value: 208K Avg. open price: $18.1 Current price: $4.63 P/L: -74.43% N/A Q1 2021 |
| Portfolio share: 0.02% Portfolio value: 204K Avg. open price: N/A Current price: $8.31 P/L: N/A N/A Q1 2020 |
| Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $12.15 Current price: $1.46 P/L: -87.99% Sold -100.00% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $17.61 P/L: N/A Sold -100.00% shares Q3 2022 |
Showing TOP 34 PALO ALTO INVESTORS LP's 13F holdings.
Frequently Asked Questions (FAQ)
What is the biggest position of PALO ALTO INVESTORS LP?
The biggest position of the PALO ALTO INVESTORS LP is BioMarin Pharmaceutical Inc. (BMRN) with 13.25% portfolio share worth of 167.53M US dollars.
Top 5 PALO ALTO INVESTORS LP's holdings represent 52.62% of the portfolio:
- BioMarin Pharmaceutical Inc. (BMRN) – 13.25%
- United Therapeutics Corporation (UTHR) – 10.49%
- Insmed Incorporated (INSM) – 9.95%
- Abiomed, Inc. (ABMD) – 9.53%
- Revance Therapeutics, Inc. (RVNC) – 9.4%
Who is the portfolio manager of PALO ALTO INVESTORS LP?
The portfolio manager of the PALO ALTO INVESTORS LP is .
What is the total asset value of the PALO ALTO INVESTORS LP portfolio?
PALO ALTO INVESTORS LP total asset value (portfolio value) is 1.26B US dollars.
Who is ?
is the portfolio manager of the PALO ALTO INVESTORS LP.
What is (PALO ALTO INVESTORS LP) fund performance?
PALO ALTO INVESTORS LP's quarterly performance is +12.20%, annualy -17.80%. In the past 3 years, the value of 's portfolio has increased by +54%. In the past 5 years, the value of the portfolio has increased by +10%.
What is the PALO ALTO INVESTORS LP CIK?
PALO ALTO INVESTORS LP's Central Index Key is 0001306923 .