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 | |
|---|---|---|---|---|---|---|
1
IDEAYA Biosciences
IDYA
$2.43B
| $57.3M | 10.19% |
3,500,000
+500,000
|
|
||
2
Revolution Medicines
RVMD
$9.29B
| $56.6M | 10.06% |
1,600,000
+150,000
|
|
||
3
Akero Therapeutics
AKRO
$4.3B
| $48.6M | 8.64% |
1,200,000
+400,000
|
|
||
4
Janux Therapeutics
JANX
$1.63B
| $44.5M | 7.92% |
1,650,000
+400,000
|
|
||
5
Nuvalent
NUVL
$6.52B
| $35.5M | 6.3% |
+500,000
|
|
||
6
Teva Pharmaceuticals
TEVA
$22.5B
| $26.1M | 4.64% |
+1,700,000
|
|
||
7
Xenon Pharmaceuticals
XENE
$3.25B
| $21.8M | 3.88% |
+650,000
|
|
||
|
8
Keros Therapeutics
KROS
$418M
| $20.4M | 3.62% |
+2,000,000
|
|
||
9
Disc Medicine
IRON
$2.59B
| $19.6M | 3.48% |
394,342
+194,342
|
|
||
10
BioNTech
BNTX
$25.3B
| $18.2M | 3.24% |
200,000
-100,000
|
|
||
|
11
89bio
ETNB
$2.19B
| $18.2M | 3.23% |
+2,500,000
|
|
||
12
Soleno Therapeutics
SLNO
$3.61B
| $17.9M | 3.18% |
250,000
-100,000
|
|
||
13
Erasca
ERAS
$718M
| $17.8M | 3.17% |
13,000,000
+500,000
|
|
||
14
Ocular Therapeutix
OCUL
$2.59B
| $16.9M | 3% |
2,300,000
-1,200,000
|
|
||
15
Design Therapeutics
DSGN
$351M
| $16.3M | 2.89% |
4,217,627
|
|
||
16
MoonLake Immunotherapeutics
MLTX
$596M
| $13.7M | 2.43% |
+350,000
|
|
||
17
Geron
GERN
$785M
| $12.7M | 2.26% |
8,000,000
+6,000,000
|
|
||
18
Olema Pharmaceuticals
OLMA
$659M
| $12.1M | 2.14% |
3,208,875
|
|
||
19
Crinetics Pharmaceuticals
CRNX
$3.98B
| $11.7M | 2.09% |
+350,000
|
|
||
20
Avidity Biosciences
RNA
$7.12B
| $10.3M | 1.84% |
+350,000
|
|
||
|
MAZE
21
Maze Therapeutics
MAZE
$1.25B
| $10.3M | 1.83% |
+936,914
|
|
||
22
Annexon
ANNX
$348M
| $7.72M | 1.37% |
4,000,000
+1,450,000
|
|
||
23
Structure Therapeutics
GPCR
$1.59B
| $7.36M | 1.31% |
425,000
-275,000
|
|
||
|
CMPS
24
Compass Pathways
CMPS
$615M
| $5.72M | 1.02% |
+2,000,000
|
|
||
25
Dyne Therapeutics
DYN
$2.34B
| $5.23M | 0.93% |
500,000
+50,000
|
|