PAI

Palo Alto Investors Portfolio holdings

AUM $718M
1-Year Est. Return 67.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+67.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$718M
AUM Growth
+$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$9.11M
3
+$7.87M
4
MIRM icon
Mirum Pharmaceuticals
MIRM
+$6.58M
5
BCAX
Bicara Therapeutics
BCAX
+$5.1M

Top Sells

1
+$14.7M
2
+$4.79M
3
+$2.99M
4
GOSS icon
Gossamer Bio
GOSS
+$2.83M
5
AGIO icon
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
ALGN icon
26
Align Technology
ALGN
$13.6B
$6.48M 0.9%
41,520
-4,215
AGIO icon
27
Agios Pharmaceuticals
AGIO
$1.77B
$5.78M 0.81%
212,499
-52,998
BCAX
28
Bicara Therapeutics
BCAX
$919M
$5.03M 0.7%
+298,575
NUVB icon
29
Nuvation Bio
NUVB
$2.03B
$4.82M 0.67%
538,079
-482,468
ACRS icon
30
Aclaris Therapeutics
ACRS
$311M
$4.72M 0.66%
1,566,840
XENE icon
31
Xenon Pharmaceuticals
XENE
$3.34B
$4.33M 0.6%
+96,519
TVTX icon
32
Travere Therapeutics
TVTX
$2.67B
$4.23M 0.59%
110,719
EW icon
33
Edwards Lifesciences
EW
$50.2B
$2.87M 0.4%
33,640
NBIX icon
34
Neurocrine Biosciences
NBIX
$13.3B
$2.57M 0.36%
18,117
STOK icon
35
Stoke Therapeutics
STOK
$2.08B
$2.29M 0.32%
72,022
-33,405
CRSP icon
36
CRISPR Therapeutics
CRSP
$5.77B
$2.16M 0.3%
41,226
BNTX icon
37
BioNTech
BNTX
$27.7B
$1.87M 0.26%
19,614
ORKA
38
Oruka Therapeutics
ORKA
$1.67B
$1.82M 0.25%
59,985
BCYC
39
Bicycle Therapeutics
BCYC
$397M
$1.57M 0.22%
221,071
PYXS icon
40
Pyxis Oncology
PYXS
$91.5M
$1.19M 0.17%
1,037,421
ALDX icon
41
Aldeyra Therapeutics
ALDX
$328M
$1.17M 0.16%
225,465
HUM icon
42
Humana
HUM
$22.9B
$1.02M 0.14%
3,985
INSP icon
43
Inspire Medical Systems
INSP
$1.84B
$809K 0.11%
+8,772
CMPS
44
Compass Pathways
CMPS
$783M
$798K 0.11%
+115,616
URGN icon
45
UroGen Pharma
URGN
$1.02B
$574K 0.08%
24,500
ABEO icon
46
Abeona Therapeutics
ABEO
$277M
$574K 0.08%
108,865
PRQR icon
47
ProQR Therapeutics
PRQR
$167M
$381K 0.05%
188,807
GBIO
48
DELISTED
Generation Bio
GBIO
$85.5K 0.01%
15,047
AKTX
49
Akari Therapeutics
AKTX
$10.8M
$42.2K 0.01%
146,024
ALNY icon
50
Alnylam Pharmaceuticals
ALNY
$44.2B
– –
-32,320
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