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
TSHA icon
26
Taysha Gene Therapies
TSHA
$1.37B
$4.07M 0.75%
1,246,033
NUVB icon
27
Nuvation Bio
NUVB
$2.15B
$3.78M 0.7%
1,020,547
+247,895
ACRS icon
28
Aclaris Therapeutics
ACRS
$294M
$2.98M 0.55%
1,566,840
+176,812
CRSP icon
29
CRISPR Therapeutics
CRSP
$5.28B
$2.67M 0.49%
41,226
-3,399
TVTX icon
30
Travere Therapeutics
TVTX
$2.53B
$2.65M 0.49%
110,719
EW icon
31
Edwards Lifesciences
EW
$48.5B
$2.62M 0.48%
33,640
-5,833
NBIX icon
32
Neurocrine Biosciences
NBIX
$13.2B
$2.54M 0.47%
18,117
+4,783
STOK icon
33
Stoke Therapeutics
STOK
$1.79B
$2.48M 0.46%
105,427
-20,434
PYXS icon
34
Pyxis Oncology
PYXS
$116M
$2.3M 0.43%
1,037,421
BNTX icon
35
BioNTech
BNTX
$26.8B
$1.93M 0.36%
19,614
-5,592
BCYC
36
Bicycle Therapeutics
BCYC
$448M
$1.71M 0.32%
221,071
-27,863
ALDX icon
37
Aldeyra Therapeutics
ALDX
$257M
$1.18M 0.22%
225,465
HUM icon
38
Humana
HUM
$34.1B
$1.04M 0.19%
3,985
ORKA
39
Oruka Therapeutics
ORKA
$1.54B
$791K 0.15%
+59,985
ABEO icon
40
Abeona Therapeutics
ABEO
$296M
$575K 0.11%
108,865
URGN icon
41
UroGen Pharma
URGN
$875M
$489K 0.09%
24,500
PRQR icon
42
ProQR Therapeutics
PRQR
$176M
$402K 0.07%
+188,807
AKTX
43
Akari Therapeutics
AKTX
$9.69M
$147K 0.03%
146,024
GBIO icon
44
Generation Bio
GBIO
$38.2M
$92.1K 0.02%
15,047
-1
KPTI icon
45
Karyopharm Therapeutics
KPTI
$126M
– –
-187,911
STAA icon
46
STAAR Surgical
STAA
$1.04B
– –
-791,879
VYNE icon
47
VYNE Therapeutics
VYNE
$19.1M
– –
-445,434
ALMS
48
Alumis Inc
ALMS
$2.98B
– –
-143,437
1
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