PAI

Palo Alto Investors Portfolio holdings

AUM $470M
1-Year Return 2.57%
This Quarter Return
+15.32%
1 Year Return
+2.57%
3 Year Return
+93.77%
5 Year Return
+190.64%
10 Year Return
+955.02%
AUM
$1.07B
AUM Growth
+$118M
Cap. Flow
-$38.4M
Cap. Flow %
-3.58%
Top 10 Hldgs %
72.05%
Holding
37
New
3
Increased
23
Reduced
6
Closed
3

Top Buys

1
ARIA
Ariad Pharmaceuticals Inc
ARIA
+$23.5M
2
CBST
CUBIST PHARMACEUTICALS INC
CBST
+$22.1M
3
KYTH
KYTHERA BIOPHARMACEUTICALS, INC COM
KYTH
+$21.7M
4
QCOR
QUESTCOR PHARMA INC
QCOR
+$16.8M
5
NPSP
NPS PHARMACEUTICALS INC
NPSP
+$13.3M

Top Sells

1
VPHM
VIROPHARMA INC
VPHM
+$140M
2
ONXX
ONYX PHARMACEUTICALS INC
ONXX
+$42.8M
3
SVNT
SAVIENT PHARMACEUTICALS INC
SVNT
+$5.47M
4
AVEO
AVEO Pharmaceuticals, Inc.
AVEO
+$3.81M
5
RIGL icon
Rigel Pharmaceuticals
RIGL
+$3.09M

Sector Composition

1 Healthcare 44.41%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
INSM icon
26
Insmed
INSM
$30.8B
$4.97M 0.46%
292,199
+25,900
+10% +$440K
SPPI
27
DELISTED
Spectrum Pharmaceuticals Inc
SPPI
$3.56M 0.33%
402,285
+6,300
+2% +$55.8K
AVEO
28
DELISTED
AVEO Pharmaceuticals, Inc.
AVEO
$2.62M 0.24%
142,917
-208,004
-59% -$3.81M
XOMA icon
29
Xoma
XOMA
$458M
$1.72M 0.16%
12,805
-8,104
-39% -$1.09M
CYTK icon
30
Cytokinetics
CYTK
$6.39B
$1.51M 0.14%
232,808
-28,736
-11% -$187K
HPTX
31
DELISTED
HYPERION THERAPEUTICS INC COM STK (DE)
HPTX
$1.27M 0.12%
62,700
– –
SPHS
32
DELISTED
Sophiris Bio, Inc.
SPHS
$1.08M 0.1%
292,900
+237,900
+433% +$880K
CELG
33
DELISTED
Celgene Corp
CELG
$438K 0.04%
5,180
+1,800
+53% +$152K
NXTM
34
DELISTED
NxStage Medical Inc.
NXTM
– –
-44,129
Closed -$581K
SVNT
35
DELISTED
SAVIENT PHARMACEUTICALS INC
SVNT
– –
-8,752,981
Closed -$5.47M
ONXX
36
DELISTED
ONYX PHARMACEUTICALS INC
ONXX
– –
-343,473
Closed -$42.8M
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