LGM
Logos Global Management Portfolio holdings
AUM
$749M
This Quarter Return
-11.95%
1 Year Return
+18.94%
3 Year Return
+431.72%
5 Year Return
+481.1%
10 Year Return
–
AUM
$545M
AUM Growth
+$545M
(-29%)
Cap. Flow
-$111M
Cap. Flow
% of AUM
-20.36%
Top 10 Holdings %
Top 10 Hldgs %
72.8%
Holding
51
New
4
Increased
7
Reduced
16
Closed
19
Top Buys
| 1 |
Sarepta Therapeutics
SRPT
|
$30M |
| 2 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
$27.9M |
| 3 |
Apellis Pharmaceuticals
APLS
|
$27.1M |
| 4 |
CCXI
ChemoCentryx, Inc.
CCXI
|
$14.9M |
| 5 |
BCYC
Bicycle Therapeutics
BCYC
|
$12.6M |
Top Sells
Sector Composition
| 1 | Healthcare | 97.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
AnaptysBio
ANAB
$569M
| – | – |
-300,000
| Closed | -$7.42M |
|