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
$868M
AUM Growth
-$82.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1 +$58.1M
2 +$50.3M
3 +$46.6M
4
IRON icon
Disc Medicine
IRON
+$41.7M
5
MLTX icon
MoonLake Immunotherapeutics
MLTX
+$33M

Top Sells

1 +$58.5M
2 +$51.7M
3 +$39.5M
4
IMVT icon
Immunovant
IMVT
+$31.7M
5
GERN icon
Geron
GERN
+$29.7M

Sector Composition

1 Healthcare 100%
2 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$10.7K ﹤0.01%
66,666
52
0
53
-1,000,000
54
-421,184
55
0
56
-700,000
57
-300,000
58
-650,000
59
-100,000
60
0
61
-9,000,000
62
-900,000
63
-300,000
64
-39,500
65
0
66
-150,000
67
-350,000
68
-99,208
69
-700,000
70
-500,000