LGM
Logos Global Management Portfolio holdings
AUM
$1.94B
1-Year Est. Return
444.09%
This Fund
S&P 500
1 Year Est. Return
+444.09%
AUM
$1.94B
AUM Growth
+$441M
(+29%)
Holding
78
Top Buys
| 1 | +$49.2M | |
| 2 | +$40.6M | |
| 3 | +$39.8M | |
| 4 |
Cytokinetics
CYTK
|
+$36.5M |
| 5 |
ABVX
Abivax
ABVX
|
+$32.5M |
Top Sells
| 1 | +$68.5M | |
| 2 | +$36.1M | |
| 3 | +$34M | |
| 4 |
Praxis Precision Medicines
PRAX
|
+$27.8M |
| 5 |
Erasca
ERAS
|
+$21.9M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Revolution Medicines
RVMD
$33.5B
| $195M | 10.02% |
2,000,000
|
|
||
|
2
Erasca
ERAS
$3.99B
| $180M | 9.29% |
11,150,000
-1,850,000
|
|
||
3
IDEAYA Biosciences
IDYA
$2.59B
| $115M | 5.92% |
3,450,000
+325,000
|
|
||
|
4
Praxis Precision Medicines
PRAX
$9.76B
| $91.8M | 4.73% |
285,000
-90,000
|
|
||
|
CNTA
5
Centessa Pharmaceuticals
CNTA
$6.15B
| $84.4M | 4.35% |
2,125,000
+1,925,000
|
|
||
|
TERN
6
DELISTED
Terns Pharmaceuticals
TERN
| $79.1M | 4.07% |
1,500,000
+750,000
|
|
||
|
ABVX
7
Abivax
ABVX
$10.6B
| $75.2M | 3.87% |
675,000
+275,000
|
|
||
8
Tango Therapeutics
TNGX
$3.18B
| $62.8M | 3.23% |
3,000,000
-1,200,000
|
|
||
|
9
Cytokinetics
CYTK
$10.4B
| $57.7M | 2.97% |
875,000
+575,000
|
|
||
10
Olema Pharmaceuticals
OLMA
$1.15B
| $47.8M | 2.46% |
3,208,875
|
|
||
11
United Therapeutics
UTHR
$23.6B
| $47.4M | 2.44% |
+80,000
|
|
||
12
Immunocore
IMCR
$1.47B
| $45.2M | 2.33% |
1,500,000
+650,000
|
|
||
13
Madrigal Pharmaceuticals
MDGL
$11.5B
| $44.5M | 2.29% |
+85,000
|
|
||
14
Rhythm Pharmaceuticals
RYTM
$6.05B
| $39.1M | 2.02% |
450,000
+260,000
|
|
||
15
CG Oncology
CGON
$5.49B
| $38.9M | 2% |
575,000
+375,000
|
|
||
|
MAZE
16
Maze Therapeutics
MAZE
$1.46B
| $36.9M | 1.9% |
1,235,000
+285,000
|
|
||
17
Biogen
BIIB
$28.9B
| $36.7M | 1.89% |
200,000
|
|
||
18
Disc Medicine
IRON
$2.66B
| $35.8M | 1.84% |
560,000
+50,000
|
|
||
19
Dianthus Therapeutics
DNTH
$5.08B
| $33.6M | 1.73% |
400,000
+85,000
|
|
||
20
Ocular Therapeutix
OCUL
$1.97B
| $32.6M | 1.68% |
3,850,000
+350,000
|
|
||
21
Tyra Biosciences
TYRA
$1.99B
| $32.6M | 1.68% |
850,000
+640,000
|
|
||
22
Trevi Therapeutics
TRVI
$2.01B
| $28.6M | 1.47% |
2,400,000
+850,000
|
|
||
23
MoonLake Immunotherapeutics
MLTX
$1.41B
| $28M | 1.44% |
1,500,000
-250,000
|
|
||
24
Immunovant
IMVT
$6.84B
| $26.7M | 1.38% |
1,075,000
-300,000
|
|
||
25
Xenon Pharmaceuticals
XENE
$5.29B
| $26.2M | 1.35% |
+450,000
|
|