LGM
Logos Global Management Portfolio holdings
AUM
$749M
This Quarter Return
+3.52%
1 Year Return
+18.94%
3 Year Return
+431.72%
5 Year Return
+481.1%
10 Year Return
–
AUM
$781M
AUM Growth
+$781M
(+56%)
Cap. Flow
+$283M
Cap. Flow
% of AUM
36.26%
Top 10 Holdings %
Top 10 Hldgs %
66.38%
Holding
71
New
25
Increased
8
Reduced
8
Closed
25
Top Buys
| 1 |
ALX Oncology
ALXO
|
$118M |
| 2 |
Nkarta
NKTX
|
$61.5M |
| 3 |
Keros Therapeutics
KROS
|
$46.3M |
| 4 |
GBT
Global Blood Therapeutics, Inc.
GBT
|
$39.4M |
| 5 |
Sarepta Therapeutics
SRPT
|
$38.6M |
Top Sells
| 1 |
RETA
Reata Pharmaceuticals, Inc. Class A Common Stock
RETA
|
$31.2M |
| 2 |
BioNTech
BNTX
|
$19.7M |
| 3 |
ARNA
Arena Pharmaceuticals Inc
ARNA
|
$16.9M |
| 4 |
AMTI
Applied Molecular Transport Inc. Common Stock
AMTI
|
$16.7M |
| 5 |
Akebia Therapeutics
AKBA
|
$16.3M |
Sector Composition
| 1 | Healthcare | 97% |
