PAI
Palo Alto Investors Portfolio holdings
AUM
$470M
1-Year Return
2.57%
This Quarter Return
+10.21%
1 Year Return
+2.57%
3 Year Return
+93.77%
5 Year Return
+190.64%
10 Year Return
+955.02%
AUM
$847M
AUM Growth
–
Cap. Flow
+$847M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
74.89%
Holding
32
New
32
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
ONXX
ONYX PHARMACEUTICALS INC
ONXX
|
+$115M |
| 2 |
VPHM
VIROPHARMA INC
VPHM
|
+$114M |
| 3 |
CYBX
CYBERONICS INC
CYBX
|
+$96.8M |
| 4 |
United Therapeutics
UTHR
|
+$59.3M |
| 5 |
ABMD
Abiomed Inc
ABMD
|
+$50M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 34.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
SPPI
26
DELISTED
Spectrum Pharmaceuticals Inc
SPPI
| $2.95M | 0.35% |
+395,985
| New | +$2.95M |
|
|
KYTH
27
DELISTED
KYTHERA BIOPHARMACEUTICALS, INC COM
KYTH
| $2.33M | 0.28% |
+86,201
| New | +$2.33M |
|
28
Xoma
XOMA
$456M
| $1.9M | 0.22% |
+26,134
| New | +$1.9M |
|
|
HPTX
29
DELISTED
HYPERION THERAPEUTICS INC COM STK (DE)
HPTX
| $1.84M | 0.22% |
+83,600
| New | +$1.84M |
|
30
Prothena Corp
PRTA
$454M
| $1.14M | 0.13% |
+88,500
| New | +$1.14M |
|
|
DNDN
31
DELISTED
DENDREON CORPORATION
DNDN
| $856K | 0.1% |
+207,800
| New | +$856K |
|
|
NXTM
32
DELISTED
NxStage Medical Inc.
NXTM
| $630K | 0.07% |
+44,129
| New | +$630K |
|