PAI

Palo Alto Investors Portfolio holdings

AUM $540M
1-Year Est. Return 26.48%
This Quarter Est. Return
1 Year Est. Return
+26.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$540M
AUM Growth
+$70.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$12.6M
3
+$9.65M
4
IOVA icon
Iovance Biotherapeutics
IOVA
+$9.09M
5
IRON icon
Disc Medicine
IRON
+$5.19M

Top Sells

1
+$53.8M
2
+$19.7M
3
+$15.6M
4
STAA icon
STAAR Surgical
STAA
+$13.3M
5
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$4.68M

Sector Composition

1 Healthcare 98.77%
2 Financials 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INSM icon
1
Insmed
INSM
$44.3B
$70.8M 13.11%
491,805
-373,308
PTCT icon
2
PTC Therapeutics
PTCT
$6.9B
$52.9M 9.8%
862,613
+456,144
ACAD icon
3
Acadia Pharmaceuticals
ACAD
$4.24B
$52.6M 9.74%
2,466,684
-96,525
FOLD icon
4
Amicus Therapeutics
FOLD
$3.06B
$42.3M 7.83%
5,367,798
-242,715
BMRN icon
5
BioMarin Pharmaceuticals
BMRN
$10.7B
$40.8M 7.56%
754,007
-86,463
BIIB icon
6
Biogen
BIIB
$26.7B
$26M 4.81%
185,661
-20,098
UTHR icon
7
United Therapeutics
UTHR
$20.9B
$24.4M 4.51%
58,186
-37,296
ANAB icon
8
AnaptysBio
ANAB
$1.15B
$20.6M 3.82%
673,520
-139,301
IOVA icon
9
Iovance Biotherapeutics
IOVA
$981M
$16.5M 3.06%
7,618,132
+4,188,803
NVCR icon
10
NovoCure
NVCR
$1.43B
$16.2M 3%
1,256,159
+293,763
DYN icon
11
Dyne Therapeutics
DYN
$3.13B
$16M 2.96%
1,262,674
+997,698
IRON icon
12
Disc Medicine
IRON
$3.52B
$14.8M 2.74%
224,300
+78,609
ALNY icon
13
Alnylam Pharmaceuticals
ALNY
$59.6B
$14.7M 2.73%
32,320
-43,215
GOSS icon
14
Gossamer Bio
GOSS
$773M
$14.4M 2.66%
5,464,349
-274,664
PRTA icon
15
Prothena Corp
PRTA
$579M
$12.9M 2.39%
1,324,028
+49,275
RARE icon
16
Ultragenyx Pharmaceutical
RARE
$3.35B
$11.1M 2.06%
369,531
+320,781
AGIO icon
17
Agios Pharmaceuticals
AGIO
$1.7B
$10.7M 1.97%
265,497
-3,286
SNDX icon
18
Syndax Pharmaceuticals
SNDX
$1.72B
$10.1M 1.86%
654,930
+210,563
EHTH icon
19
eHealth
EHTH
$126M
$6.66M 1.23%
1,544,619
-33,231
DNLI icon
20
Denali Therapeutics
DNLI
$2.86B
$5.92M 1.1%
408,006
+168,197
ALGN icon
21
Align Technology
ALGN
$10.6B
$5.73M 1.06%
45,735
+7,963
ALKS icon
22
Alkermes
ALKS
$4.88B
$5.52M 1.02%
183,938
-37,083
RNA icon
23
Avidity Biosciences
RNA
$10.8B
$4.79M 0.89%
109,831
-9,055
MIRM icon
24
Mirum Pharmaceuticals
MIRM
$3.75B
$4.74M 0.88%
64,700
CDNA icon
25
CareDx
CDNA
$919M
$4.6M 0.85%
+316,204
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