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
$470M
AUM Growth
-$55.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$7.72M
2
+$4.48M
3
+$3.38M
4
DNLI icon
Denali Therapeutics
DNLI
+$3.35M
5
CRSP icon
CRISPR Therapeutics
CRSP
+$2.17M

Top Sells

1
+$13.4M
2
+$12.3M
3
+$9.94M
4
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$8.29M
5
ANAB icon
AnaptysBio
ANAB
+$4.62M

Sector Composition

1 Healthcare 98.54%
2 Financials 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BNTX icon
26
BioNTech
BNTX
$26.7B
$2.68M 0.57%
25,206
DYN icon
27
Dyne Therapeutics
DYN
$2.73B
$2.52M 0.54%
264,976
-68,415
CRSP icon
28
CRISPR Therapeutics
CRSP
$5.25B
$2.17M 0.46%
+44,625
ACRS icon
29
Aclaris Therapeutics
ACRS
$289M
$1.97M 0.42%
1,390,028
+614,000
RARE icon
30
Ultragenyx Pharmaceutical
RARE
$2.28B
$1.77M 0.38%
+48,750
BCYC
31
Bicycle Therapeutics
BCYC
$445M
$1.73M 0.37%
248,934
NBIX icon
32
Neurocrine Biosciences
NBIX
$13.2B
$1.68M 0.36%
13,334
TVTX icon
33
Travere Therapeutics
TVTX
$2.54B
$1.64M 0.35%
110,719
NUVB icon
34
Nuvation Bio
NUVB
$2.15B
$1.51M 0.32%
772,652
STOK icon
35
Stoke Therapeutics
STOK
$1.75B
$1.43M 0.3%
125,861
PYXS icon
36
Pyxis Oncology
PYXS
$115M
$1.14M 0.24%
1,037,421
HUM icon
37
Humana
HUM
$34.1B
$974K 0.21%
3,985
ALDX icon
38
Aldeyra Therapeutics
ALDX
$260M
$864K 0.18%
225,465
KPTI icon
39
Karyopharm Therapeutics
KPTI
$121M
$810K 0.17%
187,911
-136,121
VYNE icon
40
VYNE Therapeutics
VYNE
$19.2M
$735K 0.16%
445,434
ABEO icon
41
Abeona Therapeutics
ABEO
$295M
$618K 0.13%
108,865
ALMS
42
Alumis Inc
ALMS
$2.98B
$430K 0.09%
+143,437
URGN icon
43
UroGen Pharma
URGN
$907M
$336K 0.07%
24,500
AKTX
44
Akari Therapeutics
AKTX
$9.56M
$171K 0.04%
146,024
GBIO icon
45
Generation Bio
GBIO
$38M
$48.2K 0.01%
15,048
RLMD icon
46
Relmada Therapeutics
RLMD
$276M
– –
-495,146
SLRN
47
DELISTED
ACELYRIN
SLRN
– –
-1,792,895
SRPT icon
48
Sarepta Therapeutics
SRPT
$2.25B
– –
-210,258
TIL icon
49
Instil Bio
TIL
$48.2M
– –
-11,165
VERV
50
DELISTED
Verve Therapeutics
VERV
– –
-575,817
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