LGM
Logos Global Management Portfolio holdings
AUM
$749M
This Quarter Return
+46.13%
1 Year Return
+18.94%
3 Year Return
+431.72%
5 Year Return
+481.1%
10 Year Return
–
AUM
$899M
AUM Growth
+$899M
(+28%)
Cap. Flow
+$9.42M
Cap. Flow
% of AUM
1.05%
Top 10 Holdings %
Top 10 Hldgs %
62.68%
Holding
71
New
17
Increased
10
Reduced
14
Closed
22
Top Buys
| 1 |
argenx
ARGX
|
$55.2M |
| 2 |
RYZB
RayzeBio, Inc. Common Stock
RYZB
|
$35.3M |
| 3 |
Cytokinetics
CYTK
|
$31.3M |
| 4 |
AMAM
Ambrx Biopharma, Inc. Common Stock
AMAM
|
$28.3M |
| 5 |
Structure Therapeutics
GPCR
|
$23.2M |
Top Sells
| 1 |
ICVX
Icosavax, Inc. Common Stock
ICVX
|
$38.9M |
| 2 |
Sarepta Therapeutics
SRPT
|
$24.2M |
| 3 |
Rocket Pharmaceuticals
RCKT
|
$21M |
| 4 |
Neurocrine Biosciences
NBIX
|
$16.9M |
| 5 |
Immunovant
IMVT
|
$16.9M |
Sector Composition
| 1 | Healthcare | 100% |
