LGM
Logos Global Management Portfolio holdings
AUM
$749M
1-Year Est. Return
18.94%
1 Year Est. Return
+18.94%
AUM
$563M
AUM Growth
-$292M
(-34%)
Holding
58
Top Buys
| 1 | +$35.5M | |
| 2 | +$26.1M | |
| 3 | +$21.8M | |
| 4 |
Keros Therapeutics
KROS
|
+$20.4M |
| 5 |
89bio
ETNB
|
+$18.2M |
Top Sells
| 1 | +$42.3M | |
| 2 | +$37M | |
| 3 | +$31.5M | |
| 4 |
Insmed
INSM
|
+$31.1M |
| 5 |
Neurocrine Biosciences
NBIX
|
+$27.3M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Travere Therapeutics
TVTX
$2.44B
| – | – |
-1,000,000
|
|
||
52
Vera Therapeutics
VERA
$1.98B
| – | – |
-875,000
|
|
||
|
YMAB
53
DELISTED
Y-mAbs Therapeutics
YMAB
| – | – |
-1,000,000
|
|
||
|
ATYR
54
aTyr Pharma
ATYR
$99M
| – | – |
-1,000,000
|
|
||
|
BPMC
55
DELISTED
Blueprint Medicines
BPMC
| – | – |
-200,000
|
|
||
56
Cytokinetics
CYTK
$7.01B
| – | – |
-900,000
|
|
||
|
DRUG
57
Bright Minds Biosciences
DRUG
$460M
| – | – |
-245,000
|
|
||
58
Edgewise Therapeutics
EWTX
$1.57B
| – | – |
-400,000
|
|