LGM
Logos Global Management Portfolio holdings
AUM
$749M
This Quarter Return
+8.76%
1 Year Return
+18.94%
3 Year Return
+431.72%
5 Year Return
+481.1%
10 Year Return
–
AUM
$701M
AUM Growth
+$701M
(-3.2%)
Cap. Flow
-$35.3M
Cap. Flow
% of AUM
-5.03%
Top 10 Holdings %
Top 10 Hldgs %
53.83%
Holding
68
New
17
Increased
15
Reduced
11
Closed
15
Top Buys
| 1 |
Rocket Pharmaceuticals
RCKT
|
$35.3M |
| 2 |
CERE
Cerevel Therapeutics Holdings, Inc. Common Stock
CERE
|
$15.3M |
| 3 |
Roivant Sciences
ROIV
|
$14M |
| 4 |
KRTX
Karuna Therapeutics, Inc. Common Stock
KRTX
|
$13.5M |
| 5 |
IDEAYA Biosciences
IDYA
|
$13.5M |
Top Sells
| 1 |
Spyre Therapeutics
SYRE
|
$35.9M |
| 2 |
Biogen
BIIB
|
$28.5M |
| 3 |
Immunovant
IMVT
|
$25M |
| 4 |
Neurocrine Biosciences
NBIX
|
$16.9M |
| 5 |
Arcellx
ACLX
|
$15.8M |
Sector Composition
| 1 | Healthcare | 100% |
