PAI
Palo Alto Investors Portfolio holdings
AUM
$718M
1-Year Est. Return
67.9%
This Fund
S&P 500
1 Year Est. Return
+67.9%
AUM
$718M
AUM Growth
+$178M
(+33%)
Holding
51
Top Buys
| 1 | +$11.7M | |
| 2 | +$9.11M | |
| 3 | +$7.87M | |
| 4 |
Mirum Pharmaceuticals
MIRM
|
+$6.58M |
| 5 |
BCAX
Bicara Therapeutics
BCAX
|
+$5.1M |
Top Sells
| 1 | +$14.7M | |
| 2 | +$4.79M | |
| 3 | +$2.99M | |
| 4 |
Gossamer Bio
GOSS
|
+$2.83M |
| 5 |
Agios Pharmaceuticals
AGIO
|
+$1.86M |
Sector Composition
| 1 | Healthcare | 99.02% |
| 2 | Financials | 0.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Insmed
INSM
$31.8B
| $85.2M | 11.86% |
489,482
-2,323
|
|
||
2
Amicus Therapeutics
FOLD
$4.51B
| $74.1M | 10.32% |
5,205,767
-162,031
|
|
||
3
PTC Therapeutics
PTCT
$5.47B
| $68.7M | 9.56% |
903,916
+41,303
|
|
||
4
Acadia Pharmaceuticals
ACAD
$4.16B
| $66.3M | 9.24% |
2,484,031
+17,347
|
|
||
5
BioMarin Pharmaceuticals
BMRN
$11.9B
| $44.3M | 6.17% |
746,256
-7,751
|
|
||
6
AnaptysBio
ANAB
$1.52B
| $33.5M | 4.66% |
690,032
+16,512
|
|
||
7
Biogen
BIIB
$28.2B
| $32.3M | 4.5% |
183,571
-2,090
|
|
||
8
Dyne Therapeutics
DYN
$2.57B
| $28.8M | 4.01% |
1,472,197
+209,523
|
|
||
9
United Therapeutics
UTHR
$21.7B
| $28.4M | 3.95% |
58,186
|
|
||
10
Disc Medicine
IRON
$2.51B
| $25.2M | 3.51% |
317,456
+93,156
|
|
||
11
Iovance Biotherapeutics
IOVA
$1.53B
| $19.4M | 2.7% |
7,116,676
-501,456
|
|
||
12
NovoCure
NVCR
$1.53B
| $16.8M | 2.34% |
1,298,964
+42,805
|
|
||
13
Syndax Pharmaceuticals
SNDX
$1.89B
| $16.7M | 2.32% |
794,507
+139,577
|
|
||
|
14
Gossamer Bio
GOSS
$98.3M
| $13.9M | 1.93% |
4,471,592
-992,757
|
|
||
15
Compass Therapeutics
CMPX
$1B
| $13.6M | 1.89% |
+2,532,419
|
|
||
16
Prothena Corp
PRTA
$467M
| $12.6M | 1.76% |
1,320,510
-3,518
|
|
||
|
17
Mirum Pharmaceuticals
MIRM
$5.53B
| $12.4M | 1.72% |
156,421
+91,721
|
|
||
18
Annexon
ANNX
$835M
| $12M | 1.67% |
+2,384,192
|
|
||
19
Ultragenyx Pharmaceutical
RARE
$2.26B
| $10.6M | 1.48% |
461,294
+91,763
|
|
||
20
Denali Therapeutics
DNLI
$3.31B
| $10.6M | 1.47% |
641,239
+233,233
|
|
||
21
CareDx
CDNA
$965M
| $9.01M | 1.25% |
478,220
+162,016
|
|
||
22
eHealth
EHTH
$40M
| $7.04M | 0.98% |
1,531,429
-13,190
|
|
||
23
Alkermes
ALKS
$4.97B
| $6.79M | 0.94% |
242,560
+58,622
|
|
||
24
Capricor Therapeutics
CAPR
$1.52B
| $6.53M | 0.91% |
+226,304
|
|
||
25
Taysha Gene Therapies
TSHA
$1.24B
| $6.51M | 0.91% |
1,183,195
-62,838
|
|