PAI
Palo Alto Investors Portfolio holdings
AUM
$718M
1-Year Est. Return
67.9%
This Fund
S&P 500
1 Year Est. Return
+67.9%
AUM
$540M
AUM Growth
+$70.4M
(+15%)
Holding
48
Top Buys
| 1 | +$23.8M | |
| 2 | +$11.4M | |
| 3 | +$9.89M | |
| 4 |
Ultragenyx Pharmaceutical
RARE
|
+$9.62M |
| 5 |
Disc Medicine
IRON
|
+$4.68M |
Top Sells
| 1 | +$45.7M | |
| 2 | +$17.6M | |
| 3 | +$13.3M | |
| 4 |
United Therapeutics
UTHR
|
+$12.5M |
| 5 |
BioMarin Pharmaceuticals
BMRN
|
+$4.94M |
Sector Composition
| 1 | Healthcare | 98.77% |
| 2 | Financials | 1.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Insmed
INSM
$30.8B
| $70.8M | 13.11% |
491,805
-373,308
|
|
||
2
PTC Therapeutics
PTCT
$5.93B
| $52.9M | 9.8% |
862,613
+456,144
|
|
||
3
Acadia Pharmaceuticals
ACAD
$3.62B
| $52.6M | 9.74% |
2,466,684
-96,525
|
|
||
4
Amicus Therapeutics
FOLD
$4.54B
| $42.3M | 7.83% |
5,367,798
-242,715
|
|
||
|
5
BioMarin Pharmaceuticals
BMRN
$10.4B
| $40.8M | 7.56% |
754,007
-86,463
|
|
||
6
Biogen
BIIB
$25.8B
| $26M | 4.81% |
185,661
-20,098
|
|
||
|
7
United Therapeutics
UTHR
$25.4B
| $24.4M | 4.51% |
58,186
-37,296
|
|
||
8
AnaptysBio
ANAB
$1.92B
| $20.6M | 3.82% |
673,520
-139,301
|
|
||
9
Iovance Biotherapeutics
IOVA
$1.57B
| $16.5M | 3.06% |
7,618,132
+4,188,803
|
|
||
10
NovoCure
NVCR
$1.44B
| $16.2M | 3% |
1,256,159
+293,763
|
|
||
11
Dyne Therapeutics
DYN
$3.29B
| $16M | 2.96% |
1,262,674
+997,698
|
|
||
|
12
Disc Medicine
IRON
$2.65B
| $14.8M | 2.74% |
224,300
+78,609
|
|
||
13
Alnylam Pharmaceuticals
ALNY
$42.7B
| $14.7M | 2.73% |
32,320
-43,215
|
|
||
14
Gossamer Bio
GOSS
$103M
| $14.4M | 2.66% |
5,464,349
-274,664
|
|
||
15
Prothena Corp
PRTA
$566M
| $12.9M | 2.39% |
1,324,028
+49,275
|
|
||
|
16
Ultragenyx Pharmaceutical
RARE
$2.41B
| $11.1M | 2.06% |
369,531
+320,781
|
|
||
17
Agios Pharmaceuticals
AGIO
$2.05B
| $10.7M | 1.97% |
265,497
-3,286
|
|
||
18
Syndax Pharmaceuticals
SNDX
$2.1B
| $10.1M | 1.86% |
654,930
+210,563
|
|
||
19
eHealth
EHTH
$55.9M
| $6.66M | 1.23% |
1,544,619
-33,231
|
|
||
20
Denali Therapeutics
DNLI
$3.28B
| $5.92M | 1.1% |
408,006
+168,197
|
|
||
21
Align Technology
ALGN
$13.3B
| $5.73M | 1.06% |
45,735
+7,963
|
|
||
22
Alkermes
ALKS
$5.61B
| $5.52M | 1.02% |
183,938
-37,083
|
|
||
|
RNAM
23
DELISTED
Avidity Biosciences
RNAM
| $4.79M | 0.89% |
109,831
-9,055
|
|
||
24
Mirum Pharmaceuticals
MIRM
$5.78B
| $4.74M | 0.88% |
64,700
|
|
||
25
CareDx
CDNA
$1.15B
| $4.6M | 0.85% |
+316,204
|
|