PAI

Palo Alto Investors Portfolio holdings

AUM $470M
1-Year Return 2.57%
This Quarter Return
+10.49%
1 Year Return
+2.57%
3 Year Return
+93.77%
5 Year Return
+190.64%
10 Year Return
+955.02%
AUM
$1.11B
AUM Growth
+$53M
Cap. Flow
-$3.7M
Cap. Flow %
-0.33%
Top 10 Hldgs %
81.32%
Holding
36
New
7
Increased
8
Reduced
10
Closed
2

Top Buys

1
ALNY icon
Alnylam Pharmaceuticals
ALNY
+$29.6M
2
IOVA icon
Iovance Biotherapeutics
IOVA
+$17.1M
3
SRPT icon
Sarepta Therapeutics
SRPT
+$10.3M
4
VERV
Verve Therapeutics
VERV
+$8.03M
5
NVRO
NEVRO CORP.
NVRO
+$7.82M

Top Sells

1
UTHR icon
United Therapeutics
UTHR
+$39.6M
2
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$31.8M
3
INSM icon
Insmed
INSM
+$11.7M
4
FOLD icon
Amicus Therapeutics
FOLD
+$2.13M
5
NVCR icon
NovoCure
NVCR
+$1.47M

Sector Composition

1 Healthcare 97.85%
2 Financials 2.15%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
RLMD icon
26
Relmada Therapeutics
RLMD
$53.1M
$3.03M 0.27%
732,400
– –
MIRM icon
27
Mirum Pharmaceuticals
MIRM
$3.71B
$1.91M 0.17%
64,700
– –
VNDA icon
28
Vanda Pharmaceuticals
VNDA
$264M
$1.18M 0.11%
278,985
– –
VYNE icon
29
VYNE Therapeutics
VYNE
$7.79M
$1.04M 0.09%
+445,434
New +$1.04M
TVTX icon
30
Travere Therapeutics
TVTX
$2.03B
$995K 0.09%
110,719
-55,350
-33% -$498K
TSHA icon
31
Taysha Gene Therapies
TSHA
$775M
$938K 0.08%
+529,861
New +$938K
SGHT icon
32
Sight Sciences
SGHT
$183M
$897K 0.08%
+173,790
New +$897K
ALDX icon
33
Aldeyra Therapeutics
ALDX
$298M
$791K 0.07%
225,465
+64,665
+40% +$227K
URGN icon
34
UroGen Pharma
URGN
$836M
$368K 0.03%
24,500
– –
KZR icon
35
Kezar Life Sciences
KZR
$27.5M
– –
-65,620
Closed -$781K
TCMD icon
36
Tactile Systems Technology
TCMD
$308M
– –
-27,100
Closed -$381K
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