LGM

Logos Global Management Portfolio holdings

AUM $1.5B
1-Year Est. Return 197.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+197.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$563M
AUM Growth
-$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$30.4M
3
+$24.7M
4
KROS icon
Keros Therapeutics
KROS
+$23.2M
5
ETNB
89bio
ETNB
+$21.9M

Top Sells

1
+$42.3M
2
+$37M
3
+$31.5M
4
INSM icon
Insmed
INSM
+$31.1M
5
NBIX icon
Neurocrine Biosciences
NBIX
+$27.3M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-750,000
52
– –
-500,000
53
– –
-1,000,000
54
– –
-875,000
55
– –
-1,000,000
56
– –
-1,000,000
57
– –
-200,000
58
– –
-900,000
1 2
3