Derek Gould
@Logos Global Management Lp
Latest period2024 - Q3ReportedManaged Assets$926.849MTotal holdings55
Assets growth rate-62.55%Assets growth rate (2-Q avg)18.89%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Logos Global Management Lp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 55 positions.
Assets under management
The assets under management (AUM) of Logos Global Management Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 926.849M in assets, with a quarterly growth rate of -62.55% and a 2-quarter average growth rate of 18.89%. The portfolio is managed by Derek Gould, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
BCAXBicara Therapeutics Inc
| 2.2% | $20.376M 800,000 shares@ $25.47 avg price | New Position |
SRPTSarepta Therapeutics Inc
| 2.03% | $18.733M 150,000 shares@ $124.89 avg price | Decreased -88.46% |
ANNXAnnexon Inc
| 1.67% | $15.392M 2.6M shares@ $5.92 avg price | Decreased -72.91% |
TVTXTravere Therapeutics Inc
| 1.67% | $15.389M 1.1M shares@ $13.99 avg price | New Position |
ELVNEnliven Therapeutics Inc
| 1.37% | $12.642M 495,000 shares@ $25.54 avg price | Decreased -58.4% |
BEAMBeam Therapeutics Inc
| 1.33% | $12.25M 500,000 shares@ $24.5 avg price | New Position |
EWTXEdgewise Therapeutics Inc
| 1.3% | $12.011M 450,000 shares@ $26.69 avg price | New Position |
BCYCBicycle Therapeutics Plc
| 1.23% | $11.315M 500,000 shares@ $22.63 avg price | New Position |
YMABY-mabs Therapeutics Inc
| 1.14% | $10.52M 800,000 shares@ $13.15 avg price | New Position |
ARVNArvinas Inc
| 1.07% | $9.852M 400,000 shares@ $24.63 avg price | New Position |