PAI

Palo Alto Investors Portfolio holdings

AUM $470M
1-Year Return 2.57%
This Quarter Return
+24.77%
1 Year Return
+2.57%
3 Year Return
+93.77%
5 Year Return
+190.64%
10 Year Return
+955.02%
AUM
$1.21B
AUM Growth
+$138M
Cap. Flow
+$290K
Cap. Flow %
0.02%
Top 10 Hldgs %
71.65%
Holding
41
New
7
Increased
11
Reduced
13
Closed
2

Top Buys

1
ITMN
INTERMUNE INC
ITMN
+$20.1M
2
EIGR
Eiger BioPharmaceuticals, Inc.
EIGR
+$17.8M
3
OREX
Orexigen Therapeutics, Inc.
OREX
+$10.8M
4
RVNC
Revance Therapeutics, Inc.
RVNC
+$2.89M
5
CBST
CUBIST PHARMACEUTICALS INC
CBST
+$2.42M

Top Sells

1
CYBX
CYBERONICS INC
CYBX
+$15.7M
2
VPHM
VIROPHARMA INC
VPHM
+$14.5M
3
ABMD
Abiomed Inc
ABMD
+$12.6M
4
STAA icon
STAAR Surgical
STAA
+$11.7M
5
AMAG
AMAG Pharmaceuticals, Inc.
AMAG
+$2.84M

Sector Composition

1 Healthcare 41.91%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
FOLD icon
26
Amicus Therapeutics
FOLD
$2.46B
$8.22M 0.68%
3,971,576
-37,000
-0.9% -$76.6K
INSM icon
27
Insmed
INSM
$30.8B
$6.03M 0.5%
316,699
+24,500
+8% +$466K
SPPI
28
DELISTED
Spectrum Pharmaceuticals Inc
SPPI
$3.15M 0.26%
402,285
– –
RVNC
29
DELISTED
Revance Therapeutics, Inc.
RVNC
$2.89M 0.24%
+91,669
New +$2.89M
CYTK icon
30
Cytokinetics
CYTK
$6.12B
$2.35M 0.19%
247,186
+14,378
+6% +$137K
AVEO
31
DELISTED
AVEO Pharmaceuticals, Inc.
AVEO
$2.14M 0.18%
142,917
– –
HPTX
32
DELISTED
HYPERION THERAPEUTICS INC COM STK (DE)
HPTX
$1.62M 0.13%
62,700
– –
XOMA icon
33
Xoma
XOMA
$452M
$1.33M 0.11%
12,805
– –
GERN icon
34
Geron
GERN
$810M
$1.06M 0.09%
+536,723
New +$1.06M
SPHS
35
DELISTED
Sophiris Bio, Inc.
SPHS
$975K 0.08%
292,900
– –
ALGN icon
36
Align Technology
ALGN
$9.54B
$403K 0.03%
+7,788
New +$403K
CELG
37
DELISTED
Celgene Corp
CELG
$362K 0.03%
5,180
– –
SHPG
38
DELISTED
Shire pic
SHPG
$267K 0.02%
+1,800
New +$267K
GILD icon
39
Gilead Sciences
GILD
$142B
$255K 0.02%
+3,600
New +$255K
VPHM
40
DELISTED
VIROPHARMA INC
VPHM
– –
-290,916
Closed -$14.5M
1
2