PAI
Palo Alto Investors Portfolio holdings
AUM
$470M
This Quarter Return
+10.21%
1 Year Return
+2.57%
3 Year Return
+93.77%
5 Year Return
+190.64%
10 Year Return
+955.02%
AUM
$847M
AUM Growth
–
Cap. Flow
+$847M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
74.89%
Holding
32
New
32
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
ONXX
ONYX PHARMACEUTICALS INC
ONXX
|
$115M |
| 2 |
VPHM
VIROPHARMA INC
VPHM
|
$114M |
| 3 |
CYBX
CYBERONICS INC
CYBX
|
$96.8M |
| 4 |
United Therapeutics
UTHR
|
$59.3M |
| 5 |
ABMD
Abiomed Inc
ABMD
|
$50M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 34.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ONXX
1
DELISTED
ONYX PHARMACEUTICALS INC
ONXX
| $115M | 13.58% | +1,325,115 | New | +$115M |
|
|
VPHM
2
DELISTED
VIROPHARMA INC
VPHM
| $114M | 13.42% | +3,968,818 | New | +$114M |
|
|
CYBX
3
DELISTED
CYBERONICS INC
CYBX
| $96.8M | 11.43% | +1,863,118 | New | +$96.8M |
|
|
4
United Therapeutics
UTHR
$13.8B
| $59.3M | 7% | +900,778 | New | +$59.3M |
|
|
ABMD
5
DELISTED
Abiomed Inc
ABMD
| $50M | 5.9% | +2,319,398 | New | +$50M |
|
|
AUXL
6
DELISTED
AUXILIUM PHARAMCEUTICALS INC
AUXL
| $47.4M | 5.59% | +2,847,842 | New | +$47.4M |
|
7
BioMarin Pharmaceuticals
BMRN
$11.2B
| $43.9M | 5.18% | +787,119 | New | +$43.9M |
|
|
AMAG
8
DELISTED
AMAG Pharmaceuticals, Inc.
AMAG
| $37.4M | 4.41% | +1,680,871 | New | +$37.4M |
|
|
CBST
9
DELISTED
CUBIST PHARMACEUTICALS INC
CBST
| $36.5M | 4.31% | +756,821 | New | +$36.5M |
|
|
SQNM
10
DELISTED
SEQUENOM INC NEW
SQNM
| $34.5M | 4.08% | +8,202,692 | New | +$34.5M |
|
11
STAAR Surgical
STAA
$1.36B
| $32.6M | 3.85% | +3,211,318 | New | +$32.6M |
|
|
QCOR
12
DELISTED
QUESTCOR PHARMA INC
QCOR
| $31.6M | 3.73% | +696,297 | New | +$31.6M |
|
13
Vanda Pharmaceuticals
VNDA
$279M
| $19.2M | 2.27% | +2,381,876 | New | +$19.2M |
|
|
ALIM
14
DELISTED
Alimera Sciences, Inc.
ALIM
| $17.7M | 2.09% | +3,634,984 | New | +$17.7M |
|
|
MNTA
15
DELISTED
Momenta Pharmaceuticals, Inc.
MNTA
| $17.7M | 2.09% | +1,175,076 | New | +$17.7M |
|
|
ITMN
16
DELISTED
INTERMUNE INC
ITMN
| $17.1M | 2.02% | +1,775,485 | New | +$17.1M |
|
17
Rigel Pharmaceuticals
RIGL
$697M
| $13.1M | 1.55% | +3,935,576 | New | +$13.1M |
|
18
Amicus Therapeutics
FOLD
$2.34B
| $10.8M | 1.27% | +4,622,230 | New | +$10.8M |
|
|
ANAC
19
DELISTED
ANACOR PHARMACEUTICALS INC COM
ANAC
| $9.04M | 1.07% | +1,617,651 | New | +$9.04M |
|
|
AVEO
20
DELISTED
AVEO Pharmaceuticals, Inc.
AVEO
| $8.77M | 1.04% | +3,509,205 | New | +$8.77M |
|
|
QLTI
21
DELISTED
QLT Inc
QLTI
| $8.56M | 1.01% | +1,950,636 | New | +$8.56M |
|
|
SVNT
22
DELISTED
SAVIENT PHARMACEUTICALS INC
SVNT
| $5.46M | 0.64% | +9,744,833 | New | +$5.46M |
|
23
Insmed
INSM
$28.8B
| $3.19M | 0.38% | +266,299 | New | +$3.19M |
|
|
AEGR
24
DELISTED
Aegerion Pharmaceuticals, Inc.
AEGR
| $3.11M | 0.37% | +49,040 | New | +$3.11M |
|
25
Cytokinetics
CYTK
$4.23B
| $3.03M | 0.36% | +261,544 | New | +$3.03M |
|