LGM
Logos Global Management Portfolio holdings
AUM
$749M
This Quarter Return
+27.42%
1 Year Return
+18.94%
3 Year Return
+431.72%
5 Year Return
+481.1%
10 Year Return
–
AUM
$855M
AUM Growth
+$855M
(-4.3%)
Cap. Flow
+$19.6M
Cap. Flow
% of AUM
2.3%
Top 10 Holdings %
Top 10 Hldgs %
52.05%
Holding
71
New
17
Increased
11
Reduced
9
Closed
23
Top Buys
| 1 |
BioNTech
BNTX
|
$34.2M |
| 2 |
Insmed
INSM
|
$31.1M |
| 3 |
Neurocrine Biosciences
NBIX
|
$27.3M |
| 4 |
Cytokinetics
CYTK
|
$23.5M |
| 5 |
IDEAYA Biosciences
IDYA
|
$23.1M |
Top Sells
| 1 |
Disc Medicine
IRON
|
$46.6M |
| 2 |
Celldex Therapeutics
CLDX
|
$30.6M |
| 3 |
Ionis Pharmaceuticals
IONS
|
$30M |
| 4 |
Galapagos
GLPG
|
$23M |
| 5 |
Cogent Biosciences
COGT
|
$21.6M |
Sector Composition
| 1 | Healthcare | 100% |
