LGM
Logos Global Management Portfolio holdings
AUM
$749M
This Quarter Return
+9.87%
1 Year Return
+18.94%
3 Year Return
+431.72%
5 Year Return
+481.1%
10 Year Return
–
AUM
$893M
AUM Growth
+$24.8M
(+2.9%)
Cap. Flow
-$12.7M
Cap. Flow
% of AUM
-1.42%
Top 10 Holdings %
Top 10 Hldgs %
48.42%
Holding
67
New
14
Increased
9
Reduced
18
Closed
12
Top Buys
| 1 |
Vaxcyte
PCVX
|
$34.3M |
| 2 |
Celldex Therapeutics
CLDX
|
$30.6M |
| 3 |
Galapagos
GLPG
|
$23M |
| 4 |
Cogent Biosciences
COGT
|
$21.6M |
| 5 |
Cytokinetics
CYTK
|
$21.1M |
Top Sells
| 1 |
argenx
ARGX
|
$58.1M |
| 2 |
MoonLake Immunotherapeutics
MLTX
|
$33M |
| 3 |
Xencor
XNCR
|
$28.4M |
| 4 |
SLN
Silence Therapeutics
SLN
|
$23.2M |
| 5 |
Vera Therapeutics
VERA
|
$19.9M |
Sector Composition
| 1 | Healthcare | 100% |
