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
$701M
AUM Growth
-$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$35.3M
2
+$15.3M
3
+$14M
4
KRTX
Karuna Therapeutics, Inc. Common Stock
KRTX
+$13.5M
5
IDYA icon
IDEAYA Biosciences
IDYA
+$13.5M

Top Sells

1
+$28.5M
2
+$25M
3
+$16.9M
4
ACLX icon
Arcellx
ACLX
+$15.8M
5
RCUS icon
Arcus Biosciences
RCUS
+$15.2M

Sector Composition

1 Healthcare 99.93%
2 Financials 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$417K 0.06%
280,000
52
$6.67K ﹤0.01%
66,666
53
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