PAI
Palo Alto Investors Portfolio holdings
AUM
$540M
1-Year Est. Return
26.48%
1 Year Est. Return
+26.48%
AUM
$470M
AUM Growth
-$55.1M
(-11%)
Holding
50
Top Buys
| 1 | +$7.72M | |
| 2 | +$4.48M | |
| 3 | +$3.38M | |
| 4 |
Denali Therapeutics
DNLI
|
+$3.35M |
| 5 |
CRISPR Therapeutics
CRSP
|
+$2.17M |
Top Sells
| 1 | +$13.4M | |
| 2 | +$12.3M | |
| 3 | +$9.94M | |
| 4 |
BioMarin Pharmaceuticals
BMRN
|
+$8.29M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1
Insmed
INSM
$34.6B
| $87.1M | 18.52% |
865,113
-122,040
|
|
||
2
Acadia Pharmaceuticals
ACAD
$4.55B
| $55.3M | 11.76% |
2,563,209
-100,716
|
|
||
|
3
BioMarin Pharmaceuticals
BMRN
$10.6B
| $46.2M | 9.83% |
840,470
-150,737
|
|
||
4
Amicus Therapeutics
FOLD
$4.44B
| $32.1M | 6.84% |
5,610,513
-1,734,489
|
|
||
5
United Therapeutics
UTHR
$20.4B
| $27.4M | 5.84% |
95,482
-9,746
|
|
||
6
Biogen
BIIB
$24.7B
| $25.8M | 5.5% |
205,759
+836
|
|
||
7
Alnylam Pharmaceuticals
ALNY
$48B
| $24.6M | 5.24% |
75,535
-7,953
|
|
||
8
PTC Therapeutics
PTCT
$6.14B
| $19.9M | 4.22% |
406,469
+2,273
|
|
||
|
9
AnaptysBio
ANAB
$1.33B
| $18M | 3.84% |
812,821
-207,892
|
|
||
10
NovoCure
NVCR
$1.54B
| $17.1M | 3.64% |
962,396
-39,665
|
|
||
11
STAAR Surgical
STAA
$1.04B
| $13.3M | 2.83% |
791,879
+266,862
|
|
||
12
Agios Pharmaceuticals
AGIO
$1.64B
| $8.94M | 1.9% |
268,783
-7,795
|
|
||
13
Prothena Corp
PRTA
$488M
| $7.74M | 1.65% |
1,274,753
-384,981
|
|
||
14
Disc Medicine
IRON
$2.72B
| $7.72M | 1.64% |
+145,691
|
|
||
15
Align Technology
ALGN
$12.3B
| $7.15M | 1.52% |
37,772
|
|
||
16
Gossamer Bio
GOSS
$572M
| $7.06M | 1.5% |
5,739,013
-537,880
|
|
||
17
eHealth
EHTH
$119M
| $6.86M | 1.46% |
1,577,850
-106,486
|
|
||
18
Alkermes
ALKS
$5.21B
| $6.32M | 1.35% |
221,021
-492
|
|
||
19
Iovance Biotherapeutics
IOVA
$917M
| $5.9M | 1.26% |
3,429,329
+218,015
|
|
||
20
Syndax Pharmaceuticals
SNDX
$1.84B
| $4.16M | 0.89% |
444,367
|
|
||
21
Avidity Biosciences
RNA
$10.9B
| $3.38M | 0.72% |
+118,886
|
|
||
|
22
Denali Therapeutics
DNLI
$2.92B
| $3.35M | 0.71% |
+239,809
|
|
||
23
Mirum Pharmaceuticals
MIRM
$4.7B
| $3.29M | 0.7% |
64,700
|
|
||
24
Edwards Lifesciences
EW
$48.5B
| $3.09M | 0.66% |
39,473
|
|
||
25
Taysha Gene Therapies
TSHA
$1.37B
| $2.88M | 0.61% |
1,246,033
-173,435
|
|