Logos Global Management LP
- SEC CIK
- 0001792126
- Latest filing
- Aug 14, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 14, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 40
- +2 vs. Q3 2022
- Portfolio value
- $853.6M
- +$42.7M (+5.3%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| IDYAIDEAYA Biosciences, Inc. | COM | 3,900,000 | $70.9M | 8.3% | −235,000−5.7% | Reduced | History |
| APLSApellis Pharmaceuticals, Inc. | COM | 1,350,000 | $69.8M | 8.2% | +50,000+3.8% | Added | History |
| CYTKCytokinetics Inc | COM NEW | 1,500,000 | $68.7M | 8.1% | −200,000−11.8% | Reduced | History |
| IMVTImmunovant, Inc. | COM | 3,150,000 | $55.9M | 6.6% | +3,150,000 | New | History |
| ALLKAllakos Inc. | COM | 5,286,666 | $44.5M | 5.2% | −650,000−10.9% | Reduced | History |
| BCYCBicycle Therapeutics PLC | SPONSORED ADS | 1,435,000 | $42.5M | 5.0% | −565,000−28.2% | Reduced | History |
| XENEXenon Pharmaceuticals Inc. | COM | 900,000 | $35.5M | 4.2% | +400,000+80.0% | Added | History |
| ISEEIVERIC bio, Inc. | COM | 1,500,000 | $32.1M | 3.8% | 00.0% | Unchanged | History |
| KRTXKaruna Therapeutics, Inc. | COM | 150,000 | $29.5M | 3.5% | 00.0% | Unchanged | History |
| VRDNViridian Therapeutics, Inc. | COM | 1,000,000 | $29.2M | 3.4% | 00.0% | Unchanged | History |
| DSGNDesign Therapeutics, Inc. | COM | 2,797,501 | $28.7M | 3.4% | 00.0% | Unchanged | History |
| IMCRImmunocore Holdings plc | ADS | 500,000 | $28.5M | 3.3% | +150,000+42.9% | Added | History |
| SRPTSarepta Therapeutics, Inc. | COM | 220,000 | $28.5M | 3.3% | −130,000−37.1% | Reduced | History |
| ALXOAlx Oncology Holdings Inc | COM | 2,349,600 | $26.5M | 3.1% | −621,752−20.9% | Reduced | History |
| DYNDyne Therapeutics, Inc. | COM | 2,150,000 | $24.9M | 2.9% | −137,321−6.0% | Reduced | History |
| AKROAkero Therapeutics, Inc. | COM | 400,000 | $21.9M | 2.6% | 00.0% | Unchanged | History |
| VTYXVentyx Biosciences, Inc. | COM | 657,016 | $21.5M | 2.5% | −740,664−53.0% | Reduced | History |
| ARQTArcutis Biotherapeutics, Inc. | COM | 1,400,000 | $20.7M | 2.4% | −125,000−8.2% | Reduced | History |
| DICEDICE Therapeutics, Inc. | COM | 660,000 | $20.6M | 2.4% | −425,251−39.2% | Reduced | History |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 60,000 | $17.4M | 2.0% | +60,000 | New | History |
| RCKTRocket Pharmaceuticals, Inc. | COM | 750,000 | $14.7M | 1.7% | +750,000 | New | History |
| FULCFulcrum Therapeutics, Inc. | COM | 2,000,000 | $14.6M | 1.7% | +50,000+2.6% | Added | History |
| ATXSAstria Therapeutics, Inc. | COM | 864,960 | $12.9M | 1.5% | +864,960 | New | History |
| COGTCogent Biosciences, Inc. | COM | 1,100,000 | $12.7M | 1.5% | +1,100,000 | New | History |
| GERNGeron Corp | COM | 4,000,000 | $9.68M | 1.1% | +2,000,000+100.0% | Added | History |
| OLMAOlema Pharmaceuticals, Inc. | COM | 3,743,875 | $9.17M | 1.1% | 00.0% | Unchanged | History |
| KYNBKyntra Bio, Inc. | COM | 525,000 | $8.41M | 1.0% | +525,000 | New | History |
| CERECerevel Therapeutics Holdings, Inc. | COM | 260,000 | $8.20M | 1.0% | +260,000 | New | History |
| CBAYCymaBay Therapeutics, Inc. | COM | 1,250,000 | $7.84M | 0.9% | +1,250,000 | New | History |
| ANABAnaptysbio, Inc | COM | 250,000 | $7.75M | 0.9% | +250,000 | New | History |
| RETAReata Pharmaceuticals Inc | CL A | 180,000 | $6.84M | 0.8% | +180,000 | New | History |
| VERAVera Therapeutics, Inc. | CL A | 285,000 | $5.51M | 0.6% | +285,000 | New | History |
| RXDXPrometheus Biosciences, Inc. | COM | 50,000 | $5.50M | 0.6% | +50,000 | New | History |
| RAPTRAPT Therapeutics, Inc. | COM | 200,000 | $3.96M | 0.5% | +200,000 | New | History |
| Morphosys AG617760202 | SPONSORED ADS | 900,000 | $3.22M | 0.4% | +900,000 | New | – |
| VIGLVigil Neuroscience, Inc. | COM | 188,390 | $2.35M | 0.3% | −17,205−8.4% | Reduced | History |
| SPRBSpruce Biosciences, Inc. | COM | 1,000,000 | $1.10M | 0.1% | 00.0% | Unchanged | History |
| TYRATyra Biosciences, Inc. | COM | 110,856 | $842.5K | 0.1% | −16,460−12.9% | Reduced | History |
| LIANYLianBio | SPONSORED ADS | 280,000 | $459.2K | 0.1% | −27,908−9.1% | Reduced | History |
| Nuvation Bio Inc.67080N119 | *W EXP 07/07/202 | 66,666 | $9.63K | <0.1% | 00.0% | Unchanged | – |
Sold out since Q3 2022 (12)
Positions held at the end of Q3 2022 that are gone from this filing.
| Security | Class | Shares in Q3 2022 | Value in Q3 2022 | % of portfolio in Q3 2022 | History |
|---|---|---|---|---|---|
| ASNDAscendis Pharma A/S | SPONSORED ADR | 250,000 | $25.8M | 3.2% | History |
| NGMNGM Biopharmaceuticals Inc | COM | 850,000 | $11.1M | 1.4% | History |
| TCDATricida, Inc. | COM | 950,000 | $9.96M | 1.2% | History |
| ALTAltimmune, Inc. | COM NEW | 750,000 | $9.58M | 1.2% | History |
| Bellus Health Inc New07987C204 | COM NEW | 800,000 | $8.45M | 1.0% | – |
| KZRKezar Life Sciences, Inc. | COM | 950,000 | $8.18M | 1.0% | History |
| CMPSCOMPASS Pathways plc | SPONSORED ADS | 510,000 | $5.47M | 0.7% | History |
| IPSCCentury Therapeutics, Inc. | COM | 460,075 | $4.55M | 0.6% | History |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 399,801 | $1.61M | 0.2% | History |
| TILInstil Bio, Inc. | COM | 331,872 | $1.61M | 0.2% | History |
| TRMLTourmaline Bio, Inc. | COM | 197,913 | $521.0K | 0.1% | History |
| PYXSPyxis Oncology, Inc. | COMMON STOCK | 220,434 | $434.0K | 0.1% | History |