Long-term investor
Palo Alto Investors LP @paloaltoinvestorslp
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001306923).
Record
- Tracked since 2025-06-30 (462 days), 89 trades recorded
- Returns: week n/a · month n/a · 90 days -8.4% · 6 months +5.4% · 1 year +30.1% · all +30.1%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- PTCT · 10.4% · long · since 2025-06-30
- 00404A109 · 10.0% · long · since 2026-06-30
- INSM · 6.1% · long · since 2025-06-30
- 604749AB7 · 5.6% · long · since 2026-06-30
- ANAB · 5.6% · long · since 2025-06-30
- BMRN · 5.4% · long · since 2025-06-30
- DYN · 5.1% · long · since 2025-06-30
- UTHR · 4.7% · long · since 2025-06-30
- IRON · 4.2% · long · since 2025-06-30
- BIIB · 4.2% · long · since 2025-06-30
- IOVA · 3.0% · long · since 2025-06-30
- RARE · 2.8% · long · since 2025-06-30