PAI

Palo Alto Investors Portfolio holdings

AUM $470M
1-Year Return 2.57%
This Quarter Return
+16.29%
1 Year Return
+2.57%
3 Year Return
+93.77%
5 Year Return
+190.64%
10 Year Return
+955.02%
AUM
$2.37B
AUM Growth
+$232M
Cap. Flow
+$5.73M
Cap. Flow %
0.24%
Top 10 Hldgs %
74.03%
Holding
40
New
2
Increased
10
Reduced
8
Closed
–

Top Buys

1
INSM icon
Insmed
INSM
+$17.2M
2
EPZM
Epizyme, Inc
EPZM
+$13.3M
3
BIVV
Bioverativ Inc. Common Stock
BIVV
+$12.1M
4
ALXN
Alexion Pharmaceuticals Inc
ALXN
+$6.93M
5
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$5.01M

Top Sells

1
SAGE
Sage Therapeutics
SAGE
+$15.3M
2
GILD icon
Gilead Sciences
GILD
+$14.2M
3
UTHR icon
United Therapeutics
UTHR
+$12.3M
4
FOLD icon
Amicus Therapeutics
FOLD
+$7.85M
5
ABMD
Abiomed Inc
ABMD
+$2.69M

Sector Composition

1 Healthcare 94.08%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
RIGL icon
26
Rigel Pharmaceuticals
RIGL
$614M
$9.79M 0.41%
385,502
– –
TLPH icon
27
Talphera
TLPH
$19.3M
$4.75M 0.2%
51,636
– –
ALIM
28
DELISTED
Alimera Sciences, Inc.
ALIM
$4.07M 0.17%
200,920
– –
DRNA
29
DELISTED
Dicerna Pharmaceuticals, Inc.
DRNA
$2.88M 0.12%
500,913
– –
VIRX
30
DELISTED
Viracta Therapeutics, Inc. Common Stock
VIRX
$2.26M 0.1%
33,214
– –
CYTK icon
31
Cytokinetics
CYTK
$5.69B
$1.79M 0.08%
123,686
– –
ACGN
32
DELISTED
Aceragen, Inc. Common Stock
ACGN
$1.37M 0.06%
4,537
– –
CEMP
33
DELISTED
Cempra, Inc.
CEMP
$1.11M 0.05%
340,320
– –
ZGNX
34
DELISTED
Zogenix, Inc.
ZGNX
$1.03M 0.04%
29,500
– –
TRVN
35
DELISTED
Trevena, Inc.
TRVN
$870K 0.04%
546
– –
ALDR
36
DELISTED
Alder Biopharmaceuticals, Inc.
ALDR
$789K 0.03%
+64,400
New +$789K
OCGN icon
37
Ocugen
OCGN
$412M
$600K 0.03%
5,049
– –
SPHS
38
DELISTED
Sophiris Bio, Inc.
SPHS
$530K 0.02%
247,000
– –
ARCT icon
39
Arcturus Therapeutics
ARCT
$490M
$276K 0.01%
38,970
– –
SLNO icon
40
Soleno Therapeutics
SLNO
$2.71B
$220K 0.01%
1,130
-4,520
-80% -$880K
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