LGM

Logos Global Management Portfolio holdings

AUM $1.01B
1-Year Est. Return 90.41%
This Quarter Est. Return
1 Year Est. Return
+90.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.01B
AUM Growth
+$264M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$35.2M
2
+$26.9M
3
+$22.5M
4
PTGX icon
Protagonist Therapeutics
PTGX
+$19.9M
5
AMLX icon
Amylyx Pharmaceuticals
AMLX
+$19.7M

Top Sells

1
+$33M
2
+$29.8M
3
+$24.4M
4
NBIX icon
Neurocrine Biosciences
NBIX
+$18.9M
5
KROS icon
Keros Therapeutics
KROS
+$18.2M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QURE icon
26
uniQure
QURE
$1.66B
$17.5M 1.57%
+300,000
KYMR icon
27
Kymera Therapeutics
KYMR
$4.81B
$14.2M 1.27%
+250,000
BIIB icon
28
Biogen
BIIB
$26.1B
$14M 1.26%
100,000
-100,000
ACLX icon
29
Arcellx
ACLX
$4.06B
$13.5M 1.21%
+165,000
KROS icon
30
Keros Therapeutics
KROS
$523M
$13.4M 1.21%
850,000
-1,150,000
CNTA
31
Centessa Pharmaceuticals
CNTA
$4.21B
$12.7M 1.14%
+525,000
TNGX icon
32
Tango Therapeutics
TNGX
$1.4B
$7.98M 0.72%
+950,000
DNTH icon
33
Dianthus Therapeutics
DNTH
$1.85B
$7.87M 0.71%
+200,000
COGT icon
34
Cogent Biosciences
COGT
$6.1B
$7.18M 0.64%
+500,000
CMPX icon
35
Compass Therapeutics
CMPX
$971M
$7.17M 0.64%
+2,050,000
CBIO
36
Crescent Biopharma
CBIO
$239M
$7.13M 0.64%
600,000
+46,314
ELVN icon
37
Enliven Therapeutics
ELVN
$1.18B
$6.96M 0.62%
340,000
-10,000
IMRX icon
38
Immuneering
IMRX
$458M
$6.65M 0.6%
+950,000
PRAX icon
39
Praxis Precision Medicines
PRAX
$4.62B
$6.63M 0.59%
125,000
-100,000
SRRK icon
40
Scholar Rock
SRRK
$4.28B
$6.52M 0.58%
+175,000
JBIO
41
Jade Biosciences
JBIO
$557M
$5.39M 0.48%
625,000
EPRX
42
Eupraxia Pharmaceuticals
EPRX
$302M
$5.31M 0.48%
+900,000
IMVT icon
43
Immunovant
IMVT
$3.99B
$4.43M 0.4%
275,000
PHVS icon
44
Pharvaris
PHVS
$1.69B
$3.74M 0.34%
+150,000
ATXS icon
45
Astria Therapeutics
ATXS
$720M
$3.64M 0.33%
500,000
-200,000
PEPG icon
46
PepGen
PEPG
$398M
$3.46M 0.31%
+750,000
ACRS icon
47
Aclaris Therapeutics
ACRS
$283M
$2.85M 0.26%
1,500,000
-350,000
UNCY icon
48
Unicycive Therapeutics
UNCY
$129M
$2.06M 0.19%
473,563
+1
ESPR icon
49
Esperion Therapeutics
ESPR
$882M
$1.99M 0.18%
+750,000
SEPN
50
Septerna Inc
SEPN
$1.24B
$1.57M 0.14%
83,548
-25,654
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