PAI
Palo Alto Investors Portfolio holdings
AUM
$654M
1-Year Est. Return
77.8%
This Fund
S&P 500
1 Year Est. Return
+77.8%
AUM
$654M
AUM Growth
-$64.5M
(-9%)
Holding
54
Top Buys
| 1 | +$15.9M | |
| 2 | +$9.29M | |
| 3 | +$8.08M | |
| 4 |
Disc Medicine
IRON
|
+$5.85M |
| 5 |
BCAX
Bicara Therapeutics
BCAX
|
+$4.33M |
Top Sells
| 1 | +$58.7M | |
| 2 | +$13.9M | |
| 3 | +$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
$23.2B
| $67.9M | 10.39% |
415,269
-74,213
|
|
||
2
Acadia Pharmaceuticals
ACAD
$3.71B
| $63.9M | 9.78% |
2,872,695
+388,664
|
|
||
3
PTC Therapeutics
PTCT
$6.13B
| $62.8M | 9.6% |
921,607
+17,691
|
|
||
4
BioMarin Pharmaceuticals
BMRN
$11.1B
| $38.7M | 5.92% |
685,182
-61,074
|
|
||
5
United Therapeutics
UTHR
$23.6B
| $37.2M | 5.7% |
62,809
+4,623
|
|
||
6
AnaptysBio
ANAB
$1.62B
| $35.4M | 5.41% |
638,161
-51,871
|
|
||
7
Mirum Pharmaceuticals
MIRM
$6.19B
| $30M | 4.59% |
325,175
+168,754
|
|
||
8
Dyne Therapeutics
DYN
$3.2B
| $30M | 4.58% |
1,652,972
+180,775
|
|
||
|
9
Biogen
BIIB
$28.9B
| $25.8M | 3.95% |
140,719
-42,852
|
|
||
|
10
Disc Medicine
IRON
$2.66B
| $25.7M | 3.93% |
401,719
+84,263
|
|
||
11
Iovance Biotherapeutics
IOVA
$1.83B
| $22.3M | 3.41% |
6,349,563
-767,113
|
|
||
12
Syndax Pharmaceuticals
SNDX
$1.74B
| $20.2M | 3.09% |
864,986
+70,479
|
|
||
13
Annexon
ANNX
$888M
| $16.3M | 2.5% |
2,948,090
+563,898
|
|
||
|
FOLD
14
DELISTED
Amicus Therapeutics
FOLD
| $16.1M | 2.46% |
1,113,045
-4,092,722
|
|
||
15
NovoCure
NVCR
$1.97B
| $14M | 2.13% |
1,280,439
-18,525
|
|
||
16
Ultragenyx Pharmaceutical
RARE
$2.36B
| $12.5M | 1.91% |
596,495
+135,201
|
|
||
17
Prothena Corp
PRTA
$533M
| $11.7M | 1.8% |
1,208,568
-111,942
|
|
||
|
BCAX
18
Bicara Therapeutics
BCAX
$1.43B
| $10.9M | 1.67% |
550,408
+251,833
|
|
||
19
Celldex Therapeutics
CLDX
$2.47B
| $9.4M | 1.44% |
+296,408
|
|
||
20
CareDx
CDNA
$1.18B
| $9.23M | 1.41% |
531,870
+53,650
|
|
||
21
Alkermes
ALKS
$7.03B
| $8.58M | 1.31% |
242,560
|
|
||
22
Compass Therapeutics
CMPX
$429M
| $8.01M | 1.23% |
1,514,504
-1,017,915
|
|
||
23
Agios Pharmaceuticals
AGIO
$1.75B
| $7.23M | 1.11% |
213,601
+1,102
|
|
||
24
Align Technology
ALGN
$12.5B
| $7.12M | 1.09% |
41,520
|
|
||
25
Capricor Therapeutics
CAPR
$1.74B
| $6.98M | 1.07% |
229,763
+3,459
|
|