LGM
Logos Global Management Portfolio holdings
AUM
$749M
This Quarter Return
-5.41%
1 Year Return
+18.94%
3 Year Return
+431.72%
5 Year Return
+481.1%
10 Year Return
–
AUM
$868M
AUM Growth
+$868M
(-8.7%)
Cap. Flow
+$19M
Cap. Flow
% of AUM
2.19%
Top 10 Holdings %
Top 10 Hldgs %
50.33%
Holding
70
New
16
Increased
12
Reduced
15
Closed
15
Top Buys
| 1 |
argenx
ARGX
|
$58.1M |
| 2 |
Merus
MRUS
|
$50.3M |
| 3 |
Revolution Medicines
RVMD
|
$46.6M |
| 4 |
Disc Medicine
IRON
|
$41.7M |
| 5 |
MoonLake Immunotherapeutics
MLTX
|
$33M |
Top Sells
| 1 |
Immunocore
IMCR
|
$58.5M |
| 2 |
Dyne Therapeutics
DYN
|
$51.7M |
| 3 |
Sarepta Therapeutics
SRPT
|
$39.5M |
| 4 |
Immunovant
IMVT
|
$31.7M |
| 5 |
Geron
GERN
|
$29.7M |
Sector Composition
| 1 | Healthcare | 100% |
