PAI

Palo Alto Investors Portfolio holdings

AUM $470M
1-Year Return 2.57%
This Quarter Return
-9.48%
1 Year Return
+2.57%
3 Year Return
+93.77%
5 Year Return
+190.64%
10 Year Return
+955.02%
AUM
$2.06B
AUM Growth
-$340M
Cap. Flow
-$49.1M
Cap. Flow %
-2.38%
Top 10 Hldgs %
68.62%
Holding
39
New
2
Increased
10
Reduced
9
Closed
–

Top Buys

1
INSM icon
Insmed
INSM
+$6.07M
2
IMMU
Immunomedics Inc
IMMU
+$4.09M
3
PBYI icon
Puma Biotechnology
PBYI
+$2.86M
4
FOLD icon
Amicus Therapeutics
FOLD
+$2.2M
5
ABMD
Abiomed Inc
ABMD
+$2.01M

Top Sells

1
ALXN
Alexion Pharmaceuticals Inc
ALXN
+$26.9M
2
CELG
Celgene Corp
CELG
+$14.7M
3
SAGE
Sage Therapeutics
SAGE
+$11.5M
4
UTHR icon
United Therapeutics
UTHR
+$6.18M
5
ALGN icon
Align Technology
ALGN
+$4.9M

Sector Composition

1 Healthcare 89.7%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
KLDO
26
DELISTED
Kaleido Biosciences, Inc. Common Stock
KLDO
$10.1M 0.49%
866,666
– –
CELG
27
DELISTED
Celgene Corp
CELG
$9.88M 0.48%
106,883
-159,450
-60% -$14.7M
DRNA
28
DELISTED
Dicerna Pharmaceuticals, Inc.
DRNA
$5.23M 0.25%
331,813
-169,100
-34% -$2.66M
ALIM
29
DELISTED
Alimera Sciences, Inc.
ALIM
$2.68M 0.13%
200,920
– –
ZGNX
30
DELISTED
Zogenix, Inc.
ZGNX
$1.41M 0.07%
29,500
– –
CYTK icon
31
Cytokinetics
CYTK
$5.89B
$1.39M 0.07%
123,686
– –
VIRX
32
DELISTED
Viracta Therapeutics, Inc. Common Stock
VIRX
$845K 0.04%
33,214
– –
MRNS
33
DELISTED
Marinus Pharmaceuticals, Inc
MRNS
$520K 0.03%
31,330
+2,775
+10% +$46.1K
ALDX icon
34
Aldeyra Therapeutics
ALDX
$294M
$441K 0.02%
+73,500
New +$441K
SPHS
35
DELISTED
Sophiris Bio, Inc.
SPHS
$209K 0.01%
247,000
– –
ACGN
36
DELISTED
Aceragen, Inc. Common Stock
ACGN
$206K 0.01%
4,537
– –
NERV icon
37
Minerva Neurosciences
NERV
$15M
$204K 0.01%
+4,540
New +$204K
MLNT
38
DELISTED
Melinta Therapeutics, Inc. Common Stock
MLNT
$67K ﹤0.01%
10,137
– –
OCGN icon
39
Ocugen
OCGN
$387M
$58K ﹤0.01%
5,049
– –
1
2