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PAI
Palo Alto Investors Portfolio holdings
AUM
$654M
1-Year Est. Return
77.8%
This Fund
S&P 500
This Quarter
Est. Return
+0.3%
1 Year Est. Return
+77.8%
3 Year Est. Return
+127.05%
5 Year Est. Return
+199.24%
10 Year Est. Return
+2,229.57%
AUM
$654M
AUM Growth
-$64.5M
(-9%)
Cap. Flow
-$49.7M
Cap. Flow
% of AUM
-7.6%
Top 10 Holdings %
Top 10 Hldgs %
63.85%
Holding
54
New
5
Increased
17
Reduced
17
Closed
3
Top Buys
| 1 |
Mirum Pharmaceuticals
MIRM
|
+$15.9M |
| 2 |
Acadia Pharmaceuticals
ACAD
|
+$9.29M |
| 3 |
Celldex Therapeutics
CLDX
|
+$8.08M |
| 4 |
Disc Medicine
IRON
|
+$5.85M |
| 5 |
BCAX
Bicara Therapeutics
BCAX
|
+$4.33M |
Top Sells
| 1 |
FOLD
Amicus Therapeutics
FOLD
|
+$58.7M |
| 2 |
Gossamer Bio
GOSS
|
+$13.9M |
| 3 |
Insmed
INSM
|
+$11.4M |
| 4 |
Denali Therapeutics
DNLI
|
+$8.09M |
| 5 |
Biogen
BIIB
|
+$7.9M |
Sector Composition
| 1 | Healthcare | 99.71% |
| 2 | Financials | 0.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Insmed
INSM
$23.8B
| $67.9M | 10.39% |
415,269
-74,213
| -15% | -$11.4M |
|
|
2
Acadia Pharmaceuticals
ACAD
$4.44B
| $63.9M | 9.78% |
2,872,695
+388,664
| +16% | +$9.29M |
|
3
PTC Therapeutics
PTCT
$6.54B
| $62.8M | 9.6% |
921,607
+17,691
| +2% | +$1.25M |
|
4
BioMarin Pharmaceuticals
BMRN
$11.4B
| $38.7M | 5.92% |
685,182
-61,074
| -8% | -$3.56M |
|
5
United Therapeutics
UTHR
$22.6B
| $37.2M | 5.7% |
62,809
+4,623
| +8% | +$2.3M |
|
6
AnaptysBio
ANAB
$1.65B
| $35.4M | 5.41% |
638,161
-51,871
| -8% | -$2.79M |
|
|
7
Mirum Pharmaceuticals
MIRM
$7.38B
| $30M | 4.59% |
325,175
+168,754
| +108% | +$15.9M |
|
8
Dyne Therapeutics
DYN
$3.97B
| $30M | 4.58% |
1,652,972
+180,775
| +12% | +$3.12M |
|
|
9
Biogen
BIIB
$29.1B
| $25.8M | 3.95% |
140,719
-42,852
| -23% | -$7.9M |
|
|
10
Disc Medicine
IRON
$2.9B
| $25.7M | 3.93% |
401,719
+84,263
| +27% | +$5.85M |
|
11
Iovance Biotherapeutics
IOVA
$2.12B
| $22.3M | 3.41% |
6,349,563
-767,113
| -11% | -$2.45M |
|
12
Syndax Pharmaceuticals
SNDX
$2.08B
| $20.2M | 3.09% |
864,986
+70,479
| +9% | +$1.53M |
|
13
Annexon
ANNX
$1.06B
| $16.3M | 2.5% |
2,948,090
+563,898
| +24% | +$3.17M |
|
|
FOLD
14
DELISTED
Amicus Therapeutics
FOLD
| $16.1M | 2.46% |
1,113,045
-4,092,722
| -79% | -$58.7M |
|
15
NovoCure
NVCR
$1.86B
| $14M | 2.13% |
1,280,439
-18,525
| -1% | -$231K |
|
16
Ultragenyx Pharmaceutical
RARE
$3.12B
| $12.5M | 1.91% |
596,495
+135,201
| +29% | +$3.04M |
|
17
Prothena Corp
PRTA
$441M
| $11.7M | 1.8% |
1,208,568
-111,942
| -8% | -$1.03M |
|
|
BCAX
18
Bicara Therapeutics
BCAX
$1.85B
| $10.9M | 1.67% |
550,408
+251,833
| +84% | +$4.33M |
|
|
19
Celldex Therapeutics
CLDX
$3.01B
| $9.4M | 1.44% |
+296,408
| New | +$8.08M |
|
20
CareDx
CDNA
$1.54B
| $9.23M | 1.41% |
531,870
+53,650
| +11% | +$1.02M |
|
21
Alkermes
ALKS
$8.66B
| $8.58M | 1.31% |
242,560
| – | – |
|
22
Compass Therapeutics
CMPX
$385M
| $8.01M | 1.23% |
1,514,504
-1,017,915
| -40% | -$5.88M |
|
23
Agios Pharmaceuticals
AGIO
$2.37B
| $7.23M | 1.11% |
213,601
+1,102
| +0.5% | +$31.2K |
|
24
Align Technology
ALGN
$13B
| $7.12M | 1.09% |
41,520
| – | – |
|
25
Capricor Therapeutics
CAPR
$1.18B
| $6.98M | 1.07% |
229,763
+3,459
| +2% | +$92.2K |
|
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