PAI

Palo Alto Investors Portfolio holdings

AUM $470M
1-Year Return 2.57%
This Quarter Return
+24.47%
1 Year Return
+2.57%
3 Year Return
+93.77%
5 Year Return
+190.64%
10 Year Return
+955.02%
AUM
$1.91B
AUM Growth
+$85.7M
Cap. Flow
-$225M
Cap. Flow %
-11.82%
Top 10 Hldgs %
76.45%
Holding
46
New
3
Increased
22
Reduced
1
Closed
5

Top Buys

1
BIIB icon
Biogen
BIIB
+$57.4M
2
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$37M
3
ACAD icon
Acadia Pharmaceuticals
ACAD
+$25.1M
4
EHTH icon
eHealth
EHTH
+$21.6M
5
RVNC
Revance Therapeutics, Inc.
RVNC
+$19.2M

Top Sells

1
IMMU
Immunomedics Inc
IMMU
+$413M
2
AMAG
AMAG Pharmaceuticals, Inc.
AMAG
+$28.2M
3
TCDA
Tricida, Inc. Common Stock
TCDA
+$1.55M
4
EOLS icon
Evolus
EOLS
+$1.04M
5
AIMT
Aimmune Therapeutics, Inc.
AIMT
+$682K

Sector Composition

1 Healthcare 97.42%
2 Financials 2.17%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
ZGNX
26
DELISTED
Zogenix, Inc.
ZGNX
$4.29M 0.23%
214,700
+51,100
+31% +$1.02M
ATNX
27
DELISTED
Athenex, Inc. Common Stock
ATNX
$3.52M 0.18%
15,910
+3,070
+24% +$679K
RIGL icon
28
Rigel Pharmaceuticals
RIGL
$681M
$3.49M 0.18%
99,816
-18,593
-16% -$651K
DNTH icon
29
Dianthus Therapeutics
DNTH
$1.48B
$3.35M 0.18%
26,694
+5,213
+24% +$654K
ALKS icon
30
Alkermes
ALKS
$4.45B
$3M 0.16%
+150,598
New +$3M
KZR icon
31
Kezar Life Sciences
KZR
$28.9M
$2.86M 0.15%
54,821
+5,889
+12% +$307K
CYTK icon
32
Cytokinetics
CYTK
$6.12B
$2.57M 0.13%
123,686
– –
TCMD icon
33
Tactile Systems Technology
TCMD
$301M
$1.22M 0.06%
+27,100
New +$1.22M
ALDX icon
34
Aldeyra Therapeutics
ALDX
$324M
$1.1M 0.06%
160,800
+42,800
+36% +$294K
ALIM
35
DELISTED
Alimera Sciences, Inc.
ALIM
$848K 0.04%
200,919
– –
APRE icon
36
Aprea Therapeutics
APRE
$8.97M
$634K 0.03%
6,439
+449
+7% +$44.2K
URGN icon
37
UroGen Pharma
URGN
$869M
$441K 0.02%
24,500
– –
MRNS
38
DELISTED
Marinus Pharmaceuticals, Inc
MRNS
$382K 0.02%
31,330
– –
ACGN
39
DELISTED
Aceragen, Inc. Common Stock
ACGN
$283K 0.01%
4,537
– –
VIRX
40
DELISTED
Viracta Therapeutics, Inc. Common Stock
VIRX
$231K 0.01%
33,213
– –
NERV icon
41
Minerva Neurosciences
NERV
$15.2M
$85K ﹤0.01%
4,540
– –
EOLS icon
42
Evolus
EOLS
$465M
– –
-265,700
Closed -$1.04M
TCDA
43
DELISTED
Tricida, Inc. Common Stock
TCDA
– –
-170,800
Closed -$1.55M
AMAG
44
DELISTED
AMAG Pharmaceuticals, Inc.
AMAG
– –
-3,003,875
Closed -$28.2M
IMMU
45
DELISTED
Immunomedics Inc
IMMU
– –
-4,852,383
Closed -$413M
AIMT
46
DELISTED
Aimmune Therapeutics, Inc.
AIMT
– –
-19,800
Closed -$682K
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