Logos Global Management LP
- SEC CIK
- 0001792126
- Latest filing
- Aug 14, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 15, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 32
- −15 vs. Q1 2022
- Portfolio value
- $545.1M
- −$226.2M (−29.3%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CYTKCytokinetics Inc | COM NEW | 1,750,000 | $68.8M | 12.6% | +135,000+8.4% | Added | History |
| APLSApellis Pharmaceuticals, Inc. | COM | 1,500,000 | $67.8M | 12.4% | +600,000+66.7% | Added | History |
| IDYAIDEAYA Biosciences, Inc. | COM | 3,750,000 | $51.8M | 9.5% | +900,000+31.6% | Added | History |
| DSGNDesign Therapeutics, Inc. | COM | 2,797,501 | $39.2M | 7.2% | 00.0% | Unchanged | History |
| SRPTSarepta Therapeutics, Inc. | COM | 400,000 | $30.0M | 5.5% | +400,000 | New | History |
| NBIXNeurocrine Biosciences Inc | Stock | 300,000 | $29.2M | 5.4% | −175,000−36.8% | Reduced | History |
| BCYCBicycle Therapeutics PLC | SPONSORED ADS | 1,700,000 | $28.5M | 5.2% | +750,000+78.9% | Added | History |
| VTYXVentyx Biosciences, Inc. | COM | 2,312,680 | $28.3M | 5.2% | −201,600−8.0% | Reduced | History |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 350,000 | $27.9M | 5.1% | +350,000 | New | History |
| ALXOAlx Oncology Holdings Inc | COM | 3,136,352 | $25.4M | 4.7% | +125,000+4.2% | Added | History |
| ARQTArcutis Biotherapeutics, Inc. | COM | 1,000,000 | $21.3M | 3.9% | −500,000−33.3% | Reduced | History |
| DYNDyne Therapeutics, Inc. | COM | 2,900,000 | $19.9M | 3.7% | +165,608+6.1% | Added | History |
| KRTXKaruna Therapeutics, Inc. | COM | 150,000 | $19.0M | 3.5% | −190,000−55.9% | Reduced | History |
| DICEDICE Therapeutics, Inc. | COM | 985,251 | $15.3M | 2.8% | −400,000−28.9% | Reduced | History |
| OLMAOlema Pharmaceuticals, Inc. | COM | 3,743,875 | $15.2M | 2.8% | 00.0% | Unchanged | History |
| ChemoCentryx, Inc.16383L106 | COM | 600,000 | $14.9M | 2.7% | +600,000 | New | – |
| FULCFulcrum Therapeutics, Inc. | COM | 1,950,000 | $9.55M | 1.8% | +950,000+95.0% | Added | History |
| ACADAcadia Pharmaceuticals Inc | COM | 650,000 | $9.16M | 1.7% | +650,000 | New | History |
| KZRKezar Life Sciences, Inc. | COM | 950,000 | $7.86M | 1.4% | −664,021−41.1% | Reduced | History |
| IPSCCentury Therapeutics, Inc. | COM | 476,559 | $4.00M | 0.7% | −73,700−13.4% | Reduced | History |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 399,801 | $1.95M | 0.4% | −54,744−12.0% | Reduced | History |
| SPRBSpruce Biosciences, Inc. | COM | 1,000,000 | $1.74M | 0.3% | 00.0% | Unchanged | History |
| TILInstil Bio, Inc. | COM | 369,800 | $1.71M | 0.3% | −7,291−1.9% | Reduced | History |
| TRMLTourmaline Bio, Inc. | COM | 270,987 | $1.22M | 0.2% | −35,249−11.5% | Reduced | History |
| EWTXEdgewise Therapeutics, Inc. | COM | 150,000 | $1.19M | 0.2% | −63,744−29.8% | Reduced | History |
| TYRATyra Biosciences, Inc. | COM | 166,526 | $1.19M | 0.2% | −86,200−34.1% | Reduced | History |
| LIANYLianBio | SPONSORED ADS | 394,486 | $852.0K | 0.2% | −18,351−4.4% | Reduced | History |
| LONALeonaBio, Inc. | COM | 220,000 | $671.0K | 0.1% | −497,285−69.3% | Reduced | History |
| VIGLVigil Neuroscience, Inc. | COM | 205,595 | $530.0K | 0.1% | 00.0% | Unchanged | History |
| PYXSPyxis Oncology, Inc. | COMMON STOCK | 220,434 | $525.0K | 0.1% | −66,218−23.1% | Reduced | History |
| NUVLNuvalent, Inc. | COM | 33,887 | $460.0K | 0.1% | −100,763−74.8% | Reduced | History |
| Nuvation Bio Inc.67080N119 | *W EXP 07/07/202 | 66,666 | $19.0K | <0.1% | 00.0% | Unchanged | – |
Sold out since Q1 2022 (19)
Positions held at the end of Q1 2022 that are gone from this filing.
| Security | Class | Shares in Q1 2022 | Value in Q1 2022 | % of portfolio in Q1 2022 | History |
|---|---|---|---|---|---|
| GBTGlobal Blood Therapeutics, Inc. | COM | 1,250,000 | $43.3M | 5.6% | History |
| ISEEIVERIC bio, Inc. | COM | 1,800,000 | $30.3M | 3.9% | History |
| MRTXMirati Therapeutics, Inc. | COM | 350,000 | $28.8M | 3.7% | History |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 175,000 | $20.5M | 2.7% | History |
| IOVAIovance Biotherapeutics, Inc. | COM | 1,000,000 | $16.6M | 2.2% | History |
| JNCEJounce Therapeutics, Inc. | COM | 1,400,000 | $9.51M | 1.2% | History |
| VERAVera Therapeutics, Inc. | CL A | 385,000 | $9.04M | 1.2% | History |
| SRRKScholar Rock Holding Corp | COM | 675,000 | $8.70M | 1.1% | History |
| ANABAnaptysbio, Inc | COM | 300,000 | $7.42M | 1.0% | History |
| VERVVerve Therapeutics, Inc. | COM | 96,912 | $2.21M | 0.3% | History |
| CGEMCullinan Therapeutics, Inc. | COM | 200,000 | $2.09M | 0.3% | History |
| VRNAVerona Pharma plc | SPONSORED ADS | 300,000 | $1.50M | 0.2% | History |
| VTGNVistagen Therapeutics, Inc. | COM NEW | 1,000,000 | $1.24M | 0.2% | History |
| COGTCogent Biosciences, Inc. | COM | 150,000 | $1.12M | 0.1% | History |
| IMAImageneBio, Inc. | COM | 178,281 | $1.09M | 0.1% | History |
| BMEABiomea Fusion, Inc. | COM | 200,000 | $892.0K | 0.1% | History |
| SLGCSomaLogic, Inc. | CLASS A COM | 100,000 | $802.0K | 0.1% | History |
| Rain Oncology Inc.75082Q105 | COM | 134,194 | $680.0K | 0.1% | – |
| OMGAOmega Therapeutics, Inc. | COMMON STOCK | 12,986 | $81.0K | <0.1% | History |