PAI
Palo Alto Investors Portfolio holdings
AUM
$470M
This Quarter Return
+20.62%
1 Year Return
+2.57%
3 Year Return
+93.77%
5 Year Return
+190.64%
10 Year Return
+955.02%
AUM
$954M
AUM Growth
+$954M
(+13%)
Cap. Flow
-$47.8M
Cap. Flow
% of AUM
-5.01%
Top 10 Holdings %
Top 10 Hldgs %
71.6%
Holding
36
New
4
Increased
11
Reduced
10
Closed
2
Top Buys
| 1 |
AUXL
AUXILIUM PHARAMCEUTICALS INC
AUXL
|
$31.2M |
| 2 |
ITMN
INTERMUNE INC
ITMN
|
$28M |
| 3 |
CBST
CUBIST PHARMACEUTICALS INC
CBST
|
$16.4M |
| 4 |
United Therapeutics
UTHR
|
$12.8M |
| 5 |
KYTH
KYTHERA BIOPHARMACEUTICALS, INC COM
KYTH
|
$10.6M |
Top Sells
| 1 |
ONXX
ONYX PHARMACEUTICALS INC
ONXX
|
$122M |
| 2 |
VPHM
VIROPHARMA INC
VPHM
|
$34.4M |
| 3 |
BioMarin Pharmaceuticals
BMRN
|
$16.1M |
| 4 |
AEGR
Aegerion Pharmaceuticals, Inc.
AEGR
|
$3.11M |
| 5 |
QCOR
QUESTCOR PHARMA INC
QCOR
|
$2.34M |
Sector Composition
| 1 | Healthcare | 36.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
VPHM
1
DELISTED
VIROPHARMA INC
VPHM
| $121M | 12.73% | 3,093,291 -875,527 | -22% | -$34.4M |
|
|
CYBX
2
DELISTED
CYBERONICS INC
CYBX
| $97.4M | 10.21% | 1,919,518 +56,400 | +3% | +$2.86M |
|
|
3
United Therapeutics
UTHR
$13.8B
| $83.9M | 8.79% | 1,063,442 +162,664 | +18% | +$12.8M |
|
|
AUXL
4
DELISTED
AUXILIUM PHARAMCEUTICALS INC
AUXL
| $83.1M | 8.7% | 4,563,520 +1,715,678 | +60% | +$31.2M |
|
|
CBST
5
DELISTED
CUBIST PHARMACEUTICALS INC
CBST
| $64.5M | 6.76% | 1,014,611 +257,790 | +34% | +$16.4M |
|
|
ITMN
6
DELISTED
INTERMUNE INC
ITMN
| $55.3M | 5.8% | 3,595,756 +1,820,271 | +103% | +$28M |
|
|
ABMD
7
DELISTED
Abiomed Inc
ABMD
| $50.6M | 5.3% | 2,654,347 +334,949 | +14% | +$6.38M |
|
8
STAAR Surgical
STAA
$1.36B
| $43.5M | 4.56% | 3,211,318 | – | – |
|
|
ONXX
9
DELISTED
ONYX PHARMACEUTICALS INC
ONXX
| $42.8M | 4.49% | 343,473 -981,642 | -74% | -$122M |
|
|
10
BioMarin Pharmaceuticals
BMRN
$11.2B
| $40.7M | 4.27% | 564,287 -222,832 | -28% | -$16.1M |
|
|
QCOR
11
DELISTED
QUESTCOR PHARMA INC
QCOR
| $38M | 3.99% | 655,997 -40,300 | -6% | -$2.34M |
|
|
AMAG
12
DELISTED
AMAG Pharmaceuticals, Inc.
AMAG
| $36.8M | 3.86% | 1,715,377 +34,506 | +2% | +$741K |
|
13
Vanda Pharmaceuticals
VNDA
$279M
| $31.8M | 3.34% | 2,908,314 +526,438 | +22% | +$5.76M |
|
14
Rigel Pharmaceuticals
RIGL
$697M
| $22.6M | 2.36% | 6,299,664 +2,364,088 | +60% | +$8.46M |
|
|
SQNM
15
DELISTED
SEQUENOM INC NEW
SQNM
| $21.9M | 2.3% | 8,202,254 -438 | -0% | -$1.17K |
|
|
ANAC
16
DELISTED
ANACOR PHARMACEUTICALS INC COM
ANAC
| $17M | 1.78% | 1,600,178 -17,473 | -1% | -$186K |
|
|
MNTA
17
DELISTED
Momenta Pharmaceuticals, Inc.
MNTA
| $16.4M | 1.71% | 1,136,676 -38,400 | -3% | -$553K |
|
|
KYTH
18
DELISTED
KYTHERA BIOPHARMACEUTICALS, INC COM
KYTH
| $14.5M | 1.52% | 319,113 +232,912 | +270% | +$10.6M |
|
|
ALIM
19
DELISTED
Alimera Sciences, Inc.
ALIM
| $13.7M | 1.43% | 3,634,984 | – | – |
|
20
Amicus Therapeutics
FOLD
$2.34B
| $10.7M | 1.12% | 4,622,230 | – | – |
|
|
QLTI
21
DELISTED
QLT Inc
QLTI
| $9.5M | 1% | 2,052,411 +101,775 | +5% | +$471K |
|
22
Exact Sciences
EXAS
$8.98B
| $9.2M | 0.96% | +779,876 | New | +$9.2M |
|
|
AVEO
23
DELISTED
AVEO Pharmaceuticals, Inc.
AVEO
| $7.23M | 0.76% | 3,509,205 | – | – |
|
|
SVNT
24
DELISTED
SAVIENT PHARMACEUTICALS INC
SVNT
| $5.47M | 0.57% | 8,752,981 -991,852 | -10% | -$619K |
|
25
Insmed
INSM
$28.8B
| $4.16M | 0.44% | 266,299 | – | – |
|