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 |
---|---|---|---|
IDYAIdeaya Biosciences Inc
| 7.18% | $66.528M 2.1M shares@ $31.68 avg price | Decreased -38.23% |
GPCRStructure Therapeutics Inc
| 5.92% | $54.863M 1.25M shares@ $43.89 avg price | Decreased -59.67% |
RVMDRevolution Medicines Inc
| 5.88% | $54.42M 1.2M shares@ $45.35 avg price | Decreased -50% |
IRONDisc Medicine Inc
| 4.96% | $45.946M 935,000 shares@ $49.14 avg price | Decreased -49.45% |
JANXJanux Therapeutics Inc
| 4.91% | $45.43M 1M shares@ $45.43 avg price | Decreased -33.33% |
OLMAOlema Pharmaceuticals Inc
| 4.14% | $38.314M 3.209M shares@ $11.95 avg price | Decreased -50% |
PCVXVaxcyte Inc
| 3.7% | $34.281M 300,000 shares@ $114.27 avg price | New Position |
IMVTImmunovant Inc
| 3.39% | $31.361M 1.1M shares@ $28.51 avg price | Decreased -4.34% |
CLDXCelldex Therapeutics Inc New
| 3.31% | $30.591M 900,000 shares@ $33.99 avg price | New Position |
OCULOcular Therapeutix Inc
| 3.29% | $30.45M 3.5M shares@ $8.7 avg price | Decreased -66.01% |