PAI
Palo Alto Investors Portfolio holdings
AUM
$470M
This Quarter Return
+10.98%
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
+$1.21B
(+2.9%)
Cap. Flow
+$8.35M
Cap. Flow
% of AUM
0.69%
Top 10 Holdings %
Top 10 Hldgs %
87.78%
Holding
31
New
2
Increased
12
Reduced
3
Closed
1
Top Buys
| 1 |
STAAR Surgical
STAA
|
$6.86M |
| 2 |
Gossamer Bio
GOSS
|
$4.32M |
| 3 |
NovoCure
NVCR
|
$1.97M |
| 4 |
eHealth
EHTH
|
$1.92M |
| 5 |
Relmada Therapeutics
RLMD
|
$1.23M |
Top Sells
| 1 |
BioMarin Pharmaceuticals
BMRN
|
$5.33M |
| 2 |
Vanda Pharmaceuticals
VNDA
|
$4.11M |
| 3 |
ALIM
Alimera Sciences, Inc.
ALIM
|
$544K |
| 4 |
RVNC
Revance Therapeutics, Inc.
RVNC
|
$432K |
Sector Composition
| 1 | Healthcare | 97.91% |
| 2 | Financials | 2.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Mirum Pharmaceuticals
MIRM
$3.71B
| $1.55M | 0.13% | 64,700 | – | – |
|
|
27
Relmada Therapeutics
RLMD
$37.2M
| $1.23M | 0.1% | +542,100 | New | +$1.23M |
|
28
Tactile Systems Technology
TCMD
$297M
| $445K | 0.04% | 27,100 | – | – |
|
|
PKBO
29
DELISTED
Peak Bio, Inc. Common Stock
PKBO
| $314K | 0.03% | 497,528 | – | – |
|
30
UroGen Pharma
URGN
$900M
| $226K | 0.02% | 24,500 | – | – |
|
|
ALIM
31
DELISTED
Alimera Sciences, Inc.
ALIM
| – | – | -200,919 | Closed | -$544K |
|