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Angela Nguyen Dinh

Palo Alto Investors Lp

Assets Managed
$653.863M
Holdings
51
Last Quarter
2026 - Q1
Filed Date
14d ago
Growth Rate
-8.97%(2Q avg: 11.98%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Palo Alto Investors Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 51 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 2026 - Q1, they manage 653.863M in assets, with a quarterly growth rate of -8.97% and a 2-quarter average growth rate of 11.98%. The portfolio is managed by Angela Nguyen Dinh, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
INSM
Insmed Inc
Recent Activity
Decreased -15.16%
10.39%
$67.905M
415,269 shares@ $163.53 avg price
ACAD
Acadia Pharmaceuticals Inc
Recent Activity
Increased 15.65%
9.78%
$63.946M
2.873M shares@ $22.27 avg price
PTCT
Ptc Therapeutics Inc
Recent Activity
Increased 1.96%
9.61%
$62.789M
921,607 shares@ $68.14 avg price
BMRN
Biomarin Pharmaceutical Inc
Recent Activity
Decreased -8.18%
5.92%
$38.706M
685,182 shares@ $56.49 avg price
UTHR
United Therapeutics Corp
Recent Activity
Increased 7.95%
5.7%
$37.244M
62,809 shares@ $592.99 avg price
ANAB
Anaptysbio Inc
Recent Activity
Decreased -7.51%
5.42%
$35.392M
638,161 shares@ $55.46 avg price
MIRM
Mirum Pharmaceuticals Inc
Recent Activity
Increased 107.89%
4.6%
$30.04M
325,175 shares@ $92.39 avg price
DYN
Dyne Therapeutics Inc
Recent Activity
Increased 12.28%
4.59%
$29.968M
1.653M shares@ $18.13 avg price
BIIB
Biogen Inc
Recent Activity
Decreased -23.34%
3.95%
$25.798M
140,719 shares@ $183.33 avg price
IRON
Disc Medicine Inc
Recent Activity
Increased 26.55%
3.93%
$25.686M
401,719 shares@ $63.95 avg price

1-10 of 51