LGM
Logos Global Management Portfolio holdings
AUM
$1.01B
1-Year Est. Return
90.41%
1 Year Est. Return
+90.41%
AUM
$1.01B
AUM Growth
+$264M
(+35%)
Holding
71
Top Buys
| 1 | +$35.2M | |
| 2 | +$26.9M | |
| 3 | +$22.5M | |
| 4 |
Protagonist Therapeutics
PTGX
|
+$19.9M |
| 5 |
Amylyx Pharmaceuticals
AMLX
|
+$19.7M |
Top Sells
| 1 | +$33M | |
| 2 | +$29.8M | |
| 3 | +$24.4M | |
| 4 |
Neurocrine Biosciences
NBIX
|
+$18.9M |
| 5 |
Keros Therapeutics
KROS
|
+$18.2M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Revolution Medicines
RVMD
$14.7B
| $81.7M | 7.33% |
1,750,000
+50,000
|
|
||
2
IDEAYA Biosciences
IDYA
$3.01B
| $61.2M | 5.49% |
2,250,000
-1,095,000
|
|
||
3
Akero Therapeutics
AKRO
$4.48B
| $57M | 5.11% |
1,200,000
|
|
||
4
Arvinas
ARVN
$758M
| $47.5M | 4.26% |
5,575,000
+2,275,000
|
|
||
5
Ocular Therapeutix
OCUL
$2.49B
| $38M | 3.41% |
3,250,000
+1,050,000
|
|
||
6
Cidara Therapeutics
CDTX
$6.91B
| $35.9M | 3.22% |
375,000
+185,000
|
|
||
7
Verastem
VSTM
$779M
| $35.8M | 3.21% |
4,050,000
+3,050,000
|
|
||
|
ABVX
8
Abivax
ABVX
$9.34B
| $35.2M | 3.16% |
+415,000
|
|
||
9
Erasca
ERAS
$851M
| $33M | 2.96% |
15,150,000
+150,000
|
|
||
|
MAZE
10
Maze Therapeutics
MAZE
$1.81B
| $31.8M | 2.85% |
1,227,300
+615,386
|
|
||
11
Olema Pharmaceuticals
OLMA
$2.24B
| $31.4M | 2.82% |
3,208,875
|
|
||
12
Immunocore
IMCR
$1.9B
| $30.9M | 2.77% |
850,000
+275,000
|
|
||
13
Dyne Therapeutics
DYN
$2.94B
| $30.4M | 2.72% |
2,400,000
+500,000
|
|
||
14
Disc Medicine
IRON
$3.46B
| $29.7M | 2.67% |
450,000
-250,000
|
|
||
15
Design Therapeutics
DSGN
$510M
| $27.5M | 2.47% |
3,655,000
-562,627
|
|
||
16
Jazz Pharmaceuticals
JAZZ
$10.5B
| $26.4M | 2.36% |
200,000
-250,000
|
|
||
17
Avidity Biosciences
RNA
$10.8B
| $26.1M | 2.34% |
600,000
-350,000
|
|
||
18
Structure Therapeutics
GPCR
$2.1B
| $23.8M | 2.13% |
850,000
|
|
||
19
Janux Therapeutics
JANX
$2.04B
| $22.9M | 2.05% |
935,000
-65,000
|
|
||
20
Vaxcyte
PCVX
$5.96B
| $22.5M | 2.02% |
+625,000
|
|
||
21
Rhythm Pharmaceuticals
RYTM
$7.01B
| $20.2M | 1.81% |
200,000
+70,000
|
|
||
22
Trevi Therapeutics
TRVI
$1.71B
| $20.1M | 1.8% |
2,200,000
+1,350,000
|
|
||
|
23
Protagonist Therapeutics
PTGX
$5.35B
| $19.9M | 1.79% |
+300,000
|
|
||
|
24
Amylyx Pharmaceuticals
AMLX
$1.56B
| $19.7M | 1.77% |
+1,450,000
|
|
||
|
LBRX
25
LB Pharmaceuticals
LBRX
$441M
| $17.8M | 1.6% |
+1,130,000
|
|