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Angela Nguyen Dinh

@Palo Alto Investors Lp

Latest period2024 - Q3ReportedManaged Assets$769.868MTotal holdings45
Assets growth rate-10.78%Assets growth rate (2-Q avg)-6.73%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Palo Alto Investors Lp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 45 positions.

Assets under management

The assets under management (AUM) of Palo Alto Investors Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 769.868M in assets, with a quarterly growth rate of -10.78% and a 2-quarter average growth rate of -6.73%. The portfolio is managed by Angela Nguyen Dinh, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
INSMInsmed Inc
Recent Activity
Decreased -9.25%
18.41%
$141.692M
1.941M shares@ $73.0 avg price
FOLDAmicus Therapeutics Inc
Recent Activity
Decreased -9.79%
11.3%
$86.992M
8.145M shares@ $10.68 avg price
BMRNBiomarin Pharmaceutical Inc
Recent Activity
Decreased -3.54%
9.96%
$76.62M
1.09M shares@ $70.29 avg price
UTHRUnited Therapeutics Corp
Recent Activity
Decreased -31.34%
8.53%
$65.666M
183,246 shares@ $358.35 avg price
BIIBBiogen Inc
Recent Activity
Decreased -20.8%
5.77%
$44.373M
228,916 shares@ $193.84 avg price
STAAStaar Surgical Co
Recent Activity
Decreased -20.99%
5.27%
$40.553M
1.092M shares@ $37.15 avg price
ACADAcadia Pharmaceuticals Inc
Recent Activity
Increased 4.35%
5.05%
$38.818M
2.524M shares@ $15.38 avg price
ALNYAlnylam Pharmaceuticals Inc
Recent Activity
New Position
5.03%
$38.691M
140,681 shares@ $275.03 avg price
PRTAProthena Corp Plc
Recent Activity
Increased 4.3%
3.78%
$29.076M
1.738M shares@ $16.74 avg price
IOVAIovance Biotherapeutics Inc
Recent Activity
Increased 43.72%
3.71%
$28.561M
3.042M shares@ $9.39 avg price