PAI

Palo Alto Investors Portfolio holdings

AUM $540M
1-Year Est. Return 26.48%
This Quarter Est. Return
1 Year Est. Return
+26.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$645M
AUM Growth
-$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$6.58M
2
+$5.5M
3
+$4.12M
4
BCYC
Bicycle Therapeutics
BCYC
+$2.65M
5
PYXS icon
Pyxis Oncology
PYXS
+$1.35M

Top Sells

1
+$23.3M
2
+$14.4M
3
+$9.71M
4
RVNC
Revance Therapeutics, Inc.
RVNC
+$8.37M
5
SAGE
Sage Therapeutics
SAGE
+$7.3M

Sector Composition

1 Healthcare 97.26%
2 Financials 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.79M 0.43%
750,371
27
$2.68M 0.41%
64,700
28
$2.06M 0.32%
772,652
29
$1.93M 0.3%
110,719
30
$1.62M 0.25%
1,037,421
+867,421
31
$1.49M 0.23%
445,434
32
$1.41M 0.22%
569,832
33
$1.4M 0.22%
811,268
34
$1.39M 0.22%
125,861
35
$1.13M 0.17%
225,465
36
$1.01M 0.16%
3,985
37
$655K 0.1%
+30,651
38
$606K 0.09%
108,865
+96,000
39
$261K 0.04%
24,500
40
$257K 0.04%
495,146
-237,254
41
$213K 0.03%
11,165
42
$178K 0.03%
+146,024
43
$160K 0.02%
15,048
44
– –
-30,213
45
– –
-1,298,097
46
– –
-1,010,833
47
– –
-1,611,787
1
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