LGM
Logos Global Management Portfolio holdings
AUM
$749M
This Quarter Return
+3.1%
1 Year Return
+18.94%
3 Year Return
+431.72%
5 Year Return
+481.1%
10 Year Return
–
AUM
$1.39B
AUM Growth
+$1.39B
(+19%)
Cap. Flow
+$232M
Cap. Flow
% of AUM
16.7%
Top 10 Holdings %
Top 10 Hldgs %
54.77%
Holding
73
New
16
Increased
17
Reduced
14
Closed
16
Top Buys
| 1 |
IDEAYA Biosciences
IDYA
|
$45.2M |
| 2 |
DICE
DICE Therapeutics, Inc. Common Stock
DICE
|
$38M |
| 3 |
Apellis Pharmaceuticals
APLS
|
$36.3M |
| 4 |
PMV Pharmaceuticals
PMVP
|
$35.6M |
| 5 |
BCYC
Bicycle Therapeutics
BCYC
|
$31.6M |
Top Sells
| 1 |
TPTX
Turning Point Therapeutics, Inc. Common Stock
TPTX
|
$31.2M |
| 2 |
KNTE
Kinnate Biopharma Inc. Common Stock
KNTE
|
$28.4M |
| 3 |
ISEE
IVERIC bio, Inc. Common Stock
ISEE
|
$15.8M |
| 4 |
Iovance Biotherapeutics
IOVA
|
$15.4M |
| 5 |
VERV
Verve Therapeutics
VERV
|
$14.8M |
Sector Composition
| 1 | Healthcare | 99.99% |
| 2 | Financials | 0% |
