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Livermore
ZHEN

Logos Global Management LP

SEC CIK
0001792126
Latest filing
Aug 14, 2026

Holdings in Q3 2021

Holdings as of Sep 30, 2021, filed Nov 15, 2021. Long positions only; changes compare share counts with Q2 2021.

Institution overview
Positions
57
0 vs. Q2 2021
Portfolio value
$1.39B
+$220.8M (+18.9%) vs. Q2 2021
Filed
Nov 15, 2021
SEC
Holdings of Logos Global Management LP in Q3 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
ALXOAlx Oncology Holdings IncCOM3,156,981$233.2M16.8%00.0%UnchangedHistory
OLMAOlema Pharmaceuticals, Inc.COM3,743,875$103.2M7.4%00.0%UnchangedHistory
DCPHDeciphera Pharmaceuticals, Inc.COM1,850,000$62.9M4.5%+750,000+68.2%AddedHistory
BCYCBicycle Therapeutics PLCSPONSORED ADS1,475,000$61.3M4.4%+760,000+106.3%AddedHistory
DYNDyne Therapeutics, Inc.COM3,619,392$58.8M4.2%+1,565,000+76.2%AddedHistory
KRTXKaruna Therapeutics, Inc.COM460,000$56.3M4.1%+135,000+41.5%AddedHistory
FMTXForma Therapeutics Holdings, Inc.SHS2,115,000$49.0M3.5%+900,000+74.1%AddedHistory
APLSApellis Pharmaceuticals, Inc.COM1,450,000$47.8M3.4%+1,100,000+314.3%AddedHistory
IDYAIDEAYA Biosciences, Inc.COM1,775,000$45.2M3.3%+1,775,000NewHistory
CMPSCOMPASS Pathways plcSPONSORED ADS1,400,000$41.8M3.0%+550,000+64.7%AddedHistory
PMVPPMV Pharmaceuticals, Inc.COM1,400,000$41.7M3.0%+1,193,436+577.8%AddedHistory
DSGNDesign Therapeutics, Inc.COM2,772,501$40.7M2.9%+40,000+1.5%AddedHistory
DICEDICE Therapeutics, Inc.COM1,160,251$38.0M2.7%+1,160,251NewHistory
CYTKCytokinetics IncCOM NEW1,000,000$35.7M2.6%−400,000−28.6%ReducedHistory
NKTXNkarta, Inc.COM1,275,777$35.5M2.6%+273,395+27.3%AddedHistory
KZRKezar Life Sciences, Inc.COM4,100,000$35.4M2.6%+1,800,000+78.3%AddedHistory
ALGSAligos Therapeutics, Inc.COM1,962,785$30.4M2.2%+1,750,000+822.4%AddedHistory
ARNAArena Pharmaceuticals IncCOM NEW510,000$30.4M2.2%+510,000NewHistory
VRDNViridian Therapeutics, Inc.COM1,500,000$24.7M1.8%+1,500,000NewHistory
TILInstil Bio, Inc.COM1,277,091$22.8M1.6%−419,759−24.7%ReducedHistory
VERVVerve Therapeutics, Inc.COM443,265$20.8M1.5%−315,000−41.5%ReducedHistory
LABPLandos Biopharma, Inc.COM1,405,000$20.5M1.5%+505,894+56.3%AddedHistory
LENZLENZ Therapeutics, Inc.COM1,206,308$19.8M1.4%+135,546+12.7%AddedHistory
CNTACentessa Pharmaceuticals plcSPONSORED ADS1,069,545$17.9M1.3%+130,000+13.8%AddedHistory
TYRATyra Biosciences, Inc.COM1,003,394$17.6M1.3%+1,003,394NewHistory
LONALeonaBio, Inc.COM1,855,812$17.4M1.3%+445,000+31.5%AddedHistory
IPSCCentury Therapeutics, Inc.COM639,095$16.1M1.2%−350,000−35.4%ReducedHistory
JNCEJounce Therapeutics, Inc.COM2,000,000$14.9M1.1%+2,000,000NewHistory
PRLDPrelude Therapeutics IncCOM400,000$12.5M0.9%00.0%UnchangedHistory
IOVAIovance Biotherapeutics, Inc.COM500,000$12.3M0.9%−625,000−55.6%ReducedHistory
EWTXEdgewise Therapeutics, Inc.COM681,812$10.8M0.8%−550,000−44.6%ReducedHistory
BMEABiomea Fusion, Inc.COM702,320$8.41M0.6%−460,000−39.6%ReducedHistory
ELDNEledon Pharmaceuticals, Inc.COM1,339,793$8.28M0.6%00.0%UnchangedHistory
EPIXESSA Pharma Inc.COM NEW1,000,000$8.00M0.6%+1,000,000NewHistory
ALTAltimmune, Inc.COM NEW700,000$7.92M0.6%+700,000NewHistory
COGTCogent Biosciences, Inc.COM925,000$7.78M0.6%−495,500−34.9%ReducedHistory
BCELAtreca, Inc.CL A COM1,175,000$7.32M0.5%+1,175,000NewHistory
TRMLTourmaline Bio, Inc.COM507,923$6.89M0.5%00.0%UnchangedHistory
Rain Oncology Inc.75082Q105COM465,331$6.61M0.5%−315,000−40.4%Reduced–
CGEMCullinan Therapeutics, Inc.COM288,458$6.51M0.5%00.0%UnchangedHistory
GHRSGH Research PLCORDINARY SHARES324,333$6.44M0.5%−400,000−55.2%ReducedHistory
JANXJanux Therapeutics, Inc.COM247,122$4.81M0.3%−300,000−54.8%ReducedHistory
SYBXSynlogic, Inc.COM1,500,000$4.58M0.3%+1,500,000NewHistory
ALPNAlpine Immune Sciences, Inc.COM425,000$4.54M0.3%+425,000NewHistory
STTKShattuck Labs, Inc.COM200,000$4.08M0.3%+200,000NewHistory
IMAImageneBio, Inc.COM299,853$3.78M0.3%00.0%UnchangedHistory
DAWNDay One Biopharmaceuticals, Inc.Stock52,069$2.80M0.2%+15,000+40.5%AddedHistory
NUVLNuvalent, Inc.COM134,650$2.73M0.2%+134,650NewHistory
SLGCSomaLogic, Inc.CLASS A COM200,493$2.24M0.2%+200,493NewHistory
KNTEKinnate Biopharma Inc.COM94,345$2.17M0.2%−1,235,257−92.9%ReducedHistory
OMGAOmega Therapeutics, Inc.COMMON STOCK88,235$1.66M0.1%+88,235NewHistory
PASGPassage BIO, Inc.COM125,010$1.25M0.1%00.0%UnchangedHistory
GLUEMonte Rosa Therapeutics, Inc.COM50,000$1.11M0.1%−250,000−83.3%ReducedHistory
KROSKeros Therapeutics, Inc.COM15,000$593.0K<0.1%+15,000NewHistory
RPTXRepare Therapeutics Inc.COM20,000$525.0K<0.1%−310,000−93.9%ReducedHistory
Nuvation Bio Inc.67080N119*W EXP 07/07/20266,666$177.0K<0.1%00.0%Unchanged–
MREOMereo BioPharma Group plcSPON ADS46,984$114.0K<0.1%00.0%UnchangedHistory

Sold out since Q2 2021 (16)

Positions held at the end of Q2 2021 that are gone from this filing.

Positions of Logos Global Management LP sold out since Q2 2021
SecurityClassShares in Q2 2021Value in Q2 2021% of portfolio in Q2 2021History
TPTXTurning Point Therapeutics, Inc.COM400,000$31.2M2.7%History
ISEEIVERIC bio, Inc.COM2,500,000$15.8M1.4%History
ACRSAclaris Therapeutics, Inc.COM675,000$11.9M1.0%History
KNSAKiniksa Pharmaceuticals International, plcCOM CL A800,000$11.1M1.0%History
HARPHarpoon Therapeutics, Inc.COM800,000$11.1M1.0%History
RAPTRAPT Therapeutics, Inc.COM270,000$8.58M0.7%History
Catabasis Pharmaceuticals IN14875P206COM NEW3,190,000$6.73M0.6%–
Aslan Pharmaceuticals Ltd04522R101ADS2,000,000$6.60M0.6%–
CCCCC4 Therapeutics, Inc.COM STK112,928$4.27M0.4%History
ANNXAnnexon, Inc.COM159,622$3.59M0.3%History
BCTG Acquisition Corp05492W103COM200,000$2.28M0.2%–
ARYDARYA Sciences Acquisition Corp IVCL A200,000$2.14M0.2%History
FS Development Corp II30318F100COM CL A123,543$1.23M0.1%–
OBIOOrchestra BioMed Holdings, Inc.ORD SHS100,000$1.02M0.1%History
RACBResearch Alliance Corp. IICOM CL A100,000$1.01M0.1%History
MLTXMoonLake ImmunotherapeuticsCOM CL A50,000$518.0K<0.1%History