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Livermore
Livermore
ZHEN

Logos Global Management LP

SEC CIK
0001792126
Latest filing
Aug 14, 2026

Holdings in Q2 2021

Holdings as of Jun 30, 2021, filed Aug 17, 2021. Long positions only; changes compare share counts with Q1 2021.

Institution overview
Positions
57
+4 vs. Q1 2021
Portfolio value
$1.17B
+$141.4M (+13.8%) vs. Q1 2021
Filed
Aug 17, 2021
AmendedSEC
Holdings of Logos Global Management LP in Q2 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
ALXOAlx Oncology Holdings IncCOM3,156,981$172.6M14.8%00.0%UnchangedHistory
OLMAOlema Pharmaceuticals, Inc.COM3,743,875$104.8M9.0%00.0%UnchangedHistory
DSGNDesign Therapeutics, Inc.COM2,732,501$54.3M4.7%00.0%UnchangedHistory
VERVVerve Therapeutics, Inc.COM758,265$45.7M3.9%+758,265NewHistory
DYNDyne Therapeutics, Inc.COM2,054,392$43.2M3.7%−1,150,000−35.9%ReducedHistory
DCPHDeciphera Pharmaceuticals, Inc.COM1,100,000$40.3M3.5%+1,038,000+1,674.2%AddedHistory
KRTXKaruna Therapeutics, Inc.COM325,000$37.0M3.2%+125,000+62.5%AddedHistory
LENZLENZ Therapeutics, Inc.COM1,070,762$32.9M2.8%+1,070,762NewHistory
TILInstil Bio, Inc.COM1,696,850$32.8M2.8%−150,000−8.1%ReducedHistory
CMPSCOMPASS Pathways plcSPONSORED ADS850,000$32.4M2.8%+600,000+240.0%AddedHistory
NKTXNkarta, Inc.COM1,002,382$31.8M2.7%−258,495−20.5%ReducedHistory
TPTXTurning Point Therapeutics, Inc.COM400,000$31.2M2.7%+260,000+185.7%AddedHistory
KNTEKinnate Biopharma Inc.COM1,329,602$31.0M2.7%+395,000+42.3%AddedHistory
FMTXForma Therapeutics Holdings, Inc.SHS1,215,000$30.2M2.6%−195,000−13.8%ReducedHistory
IOVAIovance Biotherapeutics, Inc.COM1,125,000$29.3M2.5%+1,125,000NewHistory
IPSCCentury Therapeutics, Inc.COM989,095$29.0M2.5%+989,095NewHistory
CYTKCytokinetics IncCOM NEW1,400,000$27.7M2.4%+700,000+100.0%AddedHistory
EWTXEdgewise Therapeutics, Inc.COM1,231,812$26.3M2.3%+175,000+16.6%AddedHistory
APLSApellis Pharmaceuticals, Inc.COM350,000$22.1M1.9%+350,000NewHistory
BCYCBicycle Therapeutics PLCSPONSORED ADS715,000$21.7M1.9%−85,000−10.6%ReducedHistory
CNTACentessa Pharmaceuticals plcSPONSORED ADS939,545$20.9M1.8%+939,545NewHistory
BMEABiomea Fusion, Inc.COM1,162,320$18.1M1.6%+1,162,320NewHistory
ISEEIVERIC bio, Inc.COM2,500,000$15.8M1.4%+1,300,000+108.3%AddedHistory
GHRSGH Research PLCORDINARY SHARES724,333$15.7M1.3%+724,333NewHistory
LONALeonaBio, Inc.COM1,410,812$14.4M1.2%+400,000+39.6%AddedHistory
JANXJanux Therapeutics, Inc.COM547,122$13.7M1.2%+547,122NewHistory
KZRKezar Life Sciences, Inc.COM2,300,000$12.5M1.1%+1,500,000+187.5%AddedHistory
Rain Oncology Inc.75082Q105COM780,331$12.1M1.0%+780,331New–
ACRSAclaris Therapeutics, Inc.COM675,000$11.9M1.0%+675,000NewHistory
COGTCogent Biosciences, Inc.COM1,420,500$11.5M1.0%00.0%UnchangedHistory
PRLDPrelude Therapeutics IncCOM400,000$11.5M1.0%+400,000NewHistory
KNSAKiniksa Pharmaceuticals International, plcCOM CL A800,000$11.1M1.0%+400,000+100.0%AddedHistory
HARPHarpoon Therapeutics, Inc.COM800,000$11.1M1.0%+500,000+166.7%AddedHistory
ELDNEledon Pharmaceuticals, Inc.COM1,339,793$10.6M0.9%+1,115,722+497.9%AddedHistory
LABPLandos Biopharma, Inc.COM899,106$10.4M0.9%+165,106+22.5%AddedHistory
RPTXRepare Therapeutics Inc.COM330,000$10.3M0.9%−570,000−63.3%ReducedHistory
RAPTRAPT Therapeutics, Inc.COM270,000$8.58M0.7%+270,000NewHistory
TRMLTourmaline Bio, Inc.COM507,923$7.46M0.6%+507,923NewHistory
CGEMCullinan Therapeutics, Inc.COM288,458$7.43M0.6%−125,000−30.2%ReducedHistory
PMVPPMV Pharmaceuticals, Inc.COM206,564$7.06M0.6%+6,564+3.3%AddedHistory
GLUEMonte Rosa Therapeutics, Inc.COM300,000$6.81M0.6%+300,000NewHistory
Catabasis Pharmaceuticals IN14875P206COM NEW3,190,000$6.73M0.6%+3,190,000New–
Aslan Pharmaceuticals Ltd04522R101ADS2,000,000$6.60M0.6%−300,000−13.0%Reduced–
ALGSAligos Therapeutics, Inc.COM212,785$4.34M0.4%−263,762−55.3%ReducedHistory
CCCCC4 Therapeutics, Inc.COM STK112,928$4.27M0.4%00.0%UnchangedHistory
IMAImageneBio, Inc.COM299,853$4.21M0.4%−120,000−28.6%ReducedHistory
ANNXAnnexon, Inc.COM159,622$3.59M0.3%00.0%UnchangedHistory
BCTG Acquisition Corp05492W103COM200,000$2.28M0.2%00.0%Unchanged–
ARYDARYA Sciences Acquisition Corp IVCL A200,000$2.14M0.2%00.0%UnchangedHistory
PASGPassage BIO, Inc.COM125,010$1.66M0.1%00.0%UnchangedHistory
FS Development Corp II30318F100COM CL A123,543$1.23M0.1%−176,457−58.8%Reduced–
OBIOOrchestra BioMed Holdings, Inc.ORD SHS100,000$1.02M0.1%−200,000−66.7%ReducedHistory
RACBResearch Alliance Corp. IICOM CL A100,000$1.01M0.1%−200,000−66.7%ReducedHistory
DAWNDay One Biopharmaceuticals, Inc.Stock37,069$844.0K0.1%+37,069NewHistory
MLTXMoonLake ImmunotherapeuticsCOM CL A50,000$518.0K<0.1%−150,000−75.0%ReducedHistory
Nuvation Bio Inc.67080N119*W EXP 07/07/20266,666$173.0K<0.1%00.0%Unchanged–
MREOMereo BioPharma Group plcSPON ADS46,984$149.0K<0.1%+46,984NewHistory

Options (1)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Logos Global Management LP in Q2 2021
SecurityClassPutsCalls
RAPTRAPT Therapeutics, Inc.COM–$23.8M

Sold out since Q1 2021 (14)

Positions held at the end of Q1 2021 that are gone from this filing.

Positions of Logos Global Management LP sold out since Q1 2021
SecurityClassShares in Q1 2021Value in Q1 2021% of portfolio in Q1 2021History
BTAIQBioXcel Therapeutics, Inc.COM400,000$17.3M1.7%History
KYMRKymera Therapeutics, Inc.COM260,920$10.1M1.0%History
VINCVincerx Pharma, Inc.COM NEW480,000$9.26M0.9%History
VRDNViridian Therapeutics, Inc.COM550,000$9.19M0.9%History
SPRYARS Pharmaceuticals, Inc.COM125,000$5.45M0.5%History
Therapeutics Acquisition Cor88339T103COM CL A500,000$5.25M0.5%–
BOLTBolt Biotherapeutics, Inc.COM150,000$4.94M0.5%History
VIRXViracta Therapeutics, Inc.COM470,000$4.35M0.4%History
LRMRLarimar Therapeutics, Inc.COM230,000$3.36M0.3%History
HRMYHarmony Biosciences Holdings, Inc.COM100,000$3.30M0.3%History
LHDXLucira Health, Inc.COM250,000$3.02M0.3%History
CNTBConnect Biopharma Holdings LtdADS150,000$2.77M0.3%History
EAREargo, Inc.COM50,000$2.50M0.2%History
Cerevel Therapeutics HLDNG I15678U102*W EXP 06/09/20233,333$144.0K<0.1%–