Logos Global Management LP
- SEC CIK
- 0001792126
- Latest filing
- Aug 14, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 14, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 66
- +9 vs. Q3 2021
- Portfolio value
- $969.6M
- −$417.2M (−30.1%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ALXOAlx Oncology Holdings Inc | COM | 2,906,352 | $62.5M | 6.4% | −250,629−7.9% | Reduced | History |
| CYTKCytokinetics Inc | COM NEW | 1,325,000 | $60.4M | 6.2% | +325,000+32.5% | Added | History |
| DSGNDesign Therapeutics, Inc. | COM | 2,772,501 | $59.4M | 6.1% | 00.0% | Unchanged | History |
| BCYCBicycle Therapeutics PLC | SPONSORED ADS | 870,000 | $53.0M | 5.5% | −605,000−41.0% | Reduced | History |
| APLSApellis Pharmaceuticals, Inc. | COM | 1,000,000 | $47.3M | 4.9% | −450,000−31.0% | Reduced | History |
| DICEDICE Therapeutics, Inc. | COM | 1,664,251 | $42.1M | 4.3% | +504,000+43.4% | Added | History |
| KRTXKaruna Therapeutics, Inc. | COM | 300,000 | $39.3M | 4.1% | −160,000−34.8% | Reduced | History |
| DYNDyne Therapeutics, Inc. | COM | 3,234,392 | $38.5M | 4.0% | −385,000−10.6% | Reduced | History |
| ALGSAligos Therapeutics, Inc. | COM | 3,112,785 | $36.9M | 3.8% | +1,150,000+58.6% | Added | History |
| IDYAIDEAYA Biosciences, Inc. | COM | 1,550,000 | $36.6M | 3.8% | −225,000−12.7% | Reduced | History |
| VTYXVentyx Biosciences, Inc. | COM | 1,824,280 | $36.2M | 3.7% | +1,824,280 | New | History |
| RPTXRepare Therapeutics Inc. | COM | 1,700,000 | $35.9M | 3.7% | +1,680,000+8,400.0% | Added | History |
| OLMAOlema Pharmaceuticals, Inc. | COM | 3,743,875 | $35.0M | 3.6% | 00.0% | Unchanged | History |
| KZRKezar Life Sciences, Inc. | COM | 1,450,000 | $24.2M | 2.5% | −2,650,000−64.6% | Reduced | History |
| FMTXForma Therapeutics Holdings, Inc. | SHS | 1,600,000 | $22.8M | 2.3% | −515,000−24.3% | Reduced | History |
| GBTGlobal Blood Therapeutics, Inc. | COM | 750,000 | $22.0M | 2.3% | +750,000 | New | History |
| ISEEIVERIC bio, Inc. | COM | 1,300,000 | $21.7M | 2.2% | +1,300,000 | New | History |
| LONALeonaBio, Inc. | COM | 1,630,744 | $21.2M | 2.2% | −225,068−12.1% | Reduced | History |
| VERVVerve Therapeutics, Inc. | COM | 443,265 | $16.3M | 1.7% | 00.0% | Unchanged | History |
| ALPNAlpine Immune Sciences, Inc. | COM | 1,120,000 | $15.5M | 1.6% | +695,000+163.5% | Added | History |
| HARPHarpoon Therapeutics, Inc. | COM | 1,930,000 | $14.6M | 1.5% | +1,930,000 | New | History |
| EWTXEdgewise Therapeutics, Inc. | COM | 850,000 | $13.0M | 1.3% | +168,188+24.7% | Added | History |
| KYMRKymera Therapeutics, Inc. | COM | 200,000 | $12.7M | 1.3% | +200,000 | New | History |
| EPIXESSA Pharma Inc. | COM NEW | 865,000 | $12.3M | 1.3% | −135,000−13.5% | Reduced | History |
| FULCFulcrum Therapeutics, Inc. | COM | 685,000 | $12.1M | 1.2% | +685,000 | New | History |
| JNCEJounce Therapeutics, Inc. | COM | 1,350,000 | $11.3M | 1.2% | −650,000−32.5% | Reduced | History |
| IPSCCentury Therapeutics, Inc. | COM | 614,095 | $9.74M | 1.0% | −25,000−3.9% | Reduced | History |
| RLMDRelmada Therapeutics, Inc. | COM | 400,000 | $9.01M | 0.9% | +400,000 | New | History |
| PTGXProtagonist Therapeutics, Inc | COM | 250,000 | $8.55M | 0.9% | +250,000 | New | History |
| NGMNGM Biopharmaceuticals Inc | COM | 475,000 | $8.41M | 0.9% | +475,000 | New | History |
| MRTXMirati Therapeutics, Inc. | COM | 50,000 | $7.33M | 0.8% | +50,000 | New | History |
| FOLDAmicus Therapeutics, Inc. | COM | 625,000 | $7.22M | 0.7% | +625,000 | New | History |
| TYRATyra Biosciences, Inc. | COM | 473,394 | $6.66M | 0.7% | −530,000−52.8% | Reduced | History |
| CMPSCOMPASS Pathways plc | SPONSORED ADS | 300,000 | $6.63M | 0.7% | −1,100,000−78.6% | Reduced | History |
| LABPLandos Biopharma, Inc. | COM | 1,375,000 | $6.60M | 0.7% | −30,000−2.1% | Reduced | History |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 35,000 | $5.93M | 0.6% | +35,000 | New | History |
| ELDNEledon Pharmaceuticals, Inc. | COM | 1,339,793 | $5.91M | 0.6% | 00.0% | Unchanged | History |
| ZGNXZogenix, Inc. | COM NEW | 350,000 | $5.69M | 0.6% | +350,000 | New | History |
| FATEFate Therapeutics Inc | COM | 94,000 | $5.50M | 0.6% | +94,000 | New | History |
| ARQTArcutis Biotherapeutics, Inc. | COM | 250,000 | $5.18M | 0.5% | +250,000 | New | History |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 454,545 | $5.12M | 0.5% | −615,000−57.5% | Reduced | History |
| LENZLENZ Therapeutics, Inc. | COM | 406,308 | $5.05M | 0.5% | −800,000−66.3% | Reduced | History |
| TRMLTourmaline Bio, Inc. | COM | 329,013 | $5.03M | 0.5% | −178,910−35.2% | Reduced | History |
| SPRBSpruce Biosciences, Inc. | COM | 1,100,000 | $4.91M | 0.5% | +1,100,000 | New | History |
| CGEMCullinan Therapeutics, Inc. | COM | 288,458 | $4.45M | 0.5% | 00.0% | Unchanged | History |
| YMABY-mAbs Therapeutics, Inc. | COM | 250,000 | $4.05M | 0.4% | +250,000 | New | History |
| VTGNVistagen Therapeutics, Inc. | COM NEW | 2,000,000 | $3.90M | 0.4% | +2,000,000 | New | History |
| IMAImageneBio, Inc. | COM | 299,853 | $3.76M | 0.4% | 00.0% | Unchanged | History |
| JANXJanux Therapeutics, Inc. | COM | 185,196 | $3.65M | 0.4% | −61,926−25.1% | Reduced | History |
| Rain Oncology Inc.75082Q105 | COM | 245,161 | $3.16M | 0.3% | −220,170−47.3% | Reduced | – |
| PYXSPyxis Oncology, Inc. | COMMON STOCK | 286,652 | $3.14M | 0.3% | +286,652 | New | History |
| TVTXTravere Therapeutics, Inc. | COM | 100,000 | $3.10M | 0.3% | +100,000 | New | History |
| NUVLNuvalent, Inc. | COM | 134,650 | $2.56M | 0.3% | 00.0% | Unchanged | History |
| LIANYLianBio | SPONSORED ADS | 412,837 | $2.54M | 0.3% | +412,837 | New | History |
| WVEWave Life Sciences, Inc. | SHS | 800,000 | $2.51M | 0.3% | +800,000 | New | History |
| SLGCSomaLogic, Inc. | CLASS A COM | 200,493 | $2.33M | 0.2% | 00.0% | Unchanged | History |
| BMEABiomea Fusion, Inc. | COM | 252,320 | $1.88M | 0.2% | −450,000−64.1% | Reduced | History |
| MRNSMarinus Pharmaceuticals, Inc. | COM NEW | 130,000 | $1.54M | 0.2% | +130,000 | New | History |
| VERAVera Therapeutics, Inc. | CL A | 50,000 | $1.34M | 0.1% | +50,000 | New | History |
| COGTCogent Biosciences, Inc. | COM | 150,000 | $1.29M | 0.1% | −775,000−83.8% | Reduced | History |
| OMGAOmega Therapeutics, Inc. | COMMON STOCK | 88,235 | $999.0K | 0.1% | 00.0% | Unchanged | History |
| VRNAVerona Pharma plc | SPONSORED ADS | 122,000 | $820.0K | 0.1% | +122,000 | New | History |
| DAWNDay One Biopharmaceuticals, Inc. | Stock | 37,069 | $624.0K | 0.1% | −15,000−28.8% | Reduced | History |
| IVVDInvivyd, Inc. | COM | 70,000 | $508.0K | 0.1% | +70,000 | New | History |
| Nuvation Bio Inc.67080N119 | *W EXP 07/07/202 | 66,666 | $126.0K | <0.1% | 00.0% | Unchanged | – |
| MREOMereo BioPharma Group plc | SPON ADS | 46,984 | $75.0K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q3 2021 (17)
Positions held at the end of Q3 2021 that are gone from this filing.
| Security | Class | Shares in Q3 2021 | Value in Q3 2021 | % of portfolio in Q3 2021 | History |
|---|---|---|---|---|---|
| DCPHDeciphera Pharmaceuticals, Inc. | COM | 1,850,000 | $62.9M | 4.5% | History |
| PMVPPMV Pharmaceuticals, Inc. | COM | 1,400,000 | $41.7M | 3.0% | History |
| NKTXNkarta, Inc. | COM | 1,275,777 | $35.5M | 2.6% | History |
| ARNAArena Pharmaceuticals Inc | COM NEW | 510,000 | $30.4M | 2.2% | History |
| VRDNViridian Therapeutics, Inc. | COM | 1,500,000 | $24.7M | 1.8% | History |
| TILInstil Bio, Inc. | COM | 1,277,091 | $22.8M | 1.6% | History |
| PRLDPrelude Therapeutics Inc | COM | 400,000 | $12.5M | 0.9% | History |
| IOVAIovance Biotherapeutics, Inc. | COM | 500,000 | $12.3M | 0.9% | History |
| ALTAltimmune, Inc. | COM NEW | 700,000 | $7.92M | 0.6% | History |
| BCELAtreca, Inc. | CL A COM | 1,175,000 | $7.32M | 0.5% | History |
| GHRSGH Research PLC | ORDINARY SHARES | 324,333 | $6.44M | 0.5% | History |
| SYBXSynlogic, Inc. | COM | 1,500,000 | $4.58M | 0.3% | History |
| STTKShattuck Labs, Inc. | COM | 200,000 | $4.08M | 0.3% | History |
| KNTEKinnate Biopharma Inc. | COM | 94,345 | $2.17M | 0.2% | History |
| PASGPassage BIO, Inc. | COM | 125,010 | $1.25M | 0.1% | History |
| GLUEMonte Rosa Therapeutics, Inc. | COM | 50,000 | $1.11M | 0.1% | History |
| KROSKeros Therapeutics, Inc. | COM | 15,000 | $593.0K | <0.1% | History |