PAI
Palo Alto Investors Portfolio holdings
AUM
$470M
1-Year Est. Return
2.57%
1 Year Est. Return
+2.57%
AUM
$525M
AUM Growth
-$120M
(-19%)
Holding
46
Top Buys
| 1 | +$8.1M | |
| 2 | +$3.49M | |
| 3 | +$3.35M | |
| 4 |
AnaptysBio
ANAB
|
+$3.29M |
| 5 |
Biogen
BIIB
|
+$2.02M |
Top Sells
| 1 | +$47M | |
| 2 | +$15.6M | |
| 3 | +$15.4M | |
| 4 |
BioMarin Pharmaceuticals
BMRN
|
+$5.38M |
| 5 |
NVRO
NEVRO CORP.
NVRO
|
+$2.79M |
Sector Composition
| 1 | Healthcare | 97.86% |
| 2 | Financials | 2.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Insmed
INSM
$39.9B
| $75.3M | 14.34% |
987,153
-616,312
|
|
||
|
2
BioMarin Pharmaceuticals
BMRN
$10.1B
| $70.1M | 13.34% |
991,207
-76,059
|
|
||
3
Amicus Therapeutics
FOLD
$2.84B
| $59.9M | 11.41% |
7,345,002
-317,477
|
|
||
4
Acadia Pharmaceuticals
ACAD
$3.77B
| $44.2M | 8.43% |
2,663,925
-84,674
|
|
||
5
United Therapeutics
UTHR
$19.3B
| $32.4M | 6.18% |
105,228
-50,486
|
|
||
|
6
Biogen
BIIB
$22.5B
| $28M | 5.34% |
204,923
+14,775
|
|
||
7
Alnylam Pharmaceuticals
ALNY
$57.4B
| $22.5M | 4.29% |
83,488
-57,193
|
|
||
8
PTC Therapeutics
PTCT
$5.7B
| $20.6M | 3.92% |
404,196
+17,783
|
|
||
9
Prothena Corp
PRTA
$553M
| $20.5M | 3.91% |
1,659,734
-78,230
|
|
||
|
10
AnaptysBio
ANAB
$1.01B
| $19M | 3.61% |
1,020,713
+176,742
|
|
||
11
NovoCure
NVCR
$1.3B
| $17.9M | 3.4% |
1,002,061
+187,870
|
|
||
12
Sarepta Therapeutics
SRPT
$1.96B
| $13.4M | 2.56% |
210,258
|
|
||
13
eHealth
EHTH
$151M
| $11.3M | 2.14% |
1,684,336
-193,791
|
|
||
14
Iovance Biotherapeutics
IOVA
$655M
| $10.7M | 2.04% |
3,211,314
+169,629
|
|
||
15
STAAR Surgical
STAA
$1.25B
| $9.26M | 1.76% |
525,017
+24,242
|
|
||
16
Agios Pharmaceuticals
AGIO
$2.36B
| $8.1M | 1.54% |
+276,578
|
|
||
17
Alkermes
ALKS
$5.13B
| $7.31M | 1.39% |
221,513
-67,795
|
|
||
18
Gossamer Bio
GOSS
$542M
| $6.9M | 1.31% |
6,276,893
-200
|
|
||
19
Align Technology
ALGN
$9.95B
| $6M | 1.14% |
37,772
|
|
||
20
Syndax Pharmaceuticals
SNDX
$1.31B
| $5.46M | 1.04% |
444,367
+39,174
|
|
||
|
SLRN
21
DELISTED
ACELYRIN
SLRN
| $4.43M | 0.84% |
1,792,895
|
|
||
22
Dyne Therapeutics
DYN
$2.97B
| $3.49M | 0.66% |
+333,391
|
|
||
23
Mirum Pharmaceuticals
MIRM
$3.52B
| $2.91M | 0.56% |
64,700
|
|
||
24
Edwards Lifesciences
EW
$48.6B
| $2.86M | 0.54% |
39,473
|
|
||
|
VERV
25
DELISTED
Verve Therapeutics
VERV
| $2.63M | 0.5% |
575,817
|
|