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Livermore
Livermore
ZHEN

Logos Global Management LP

SEC CIK
0001792126
Latest filing
Aug 14, 2026

Holdings in Q2 2023

Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.

Institution overview
Positions
50
+7 vs. Q1 2023
Portfolio value
$724.0M
+$25.3M (+3.6%) vs. Q1 2023
Filed
Aug 14, 2023
SEC
Holdings of Logos Global Management LP in Q2 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
APLSApellis Pharmaceuticals, Inc.COM625,000$56.9M7.9%−175,000−21.9%ReducedHistory
CYTKCytokinetics IncCOM NEW1,650,000$53.8M7.4%+400,000+32.0%AddedHistory
IMVTImmunovant, Inc.COM2,250,000$42.7M5.9%−250,000−10.0%ReducedHistory
IDYAIDEAYA Biosciences, Inc.COM1,750,000$41.1M5.7%−1,850,000−51.4%ReducedHistory
SRPTSarepta Therapeutics, Inc.COM300,000$34.4M4.7%+80,000+36.4%AddedHistory
OLMAOlema Pharmaceuticals, Inc.COM3,743,875$33.8M4.7%00.0%UnchangedHistory
IMCRImmunocore Holdings plcADS500,000$30.0M4.1%00.0%UnchangedHistory
BIIBBiogen Inc.COM100,000$28.5M3.9%00.0%UnchangedHistory
NBIXNeurocrine Biosciences IncStock300,000$28.3M3.9%+100,000+50.0%AddedHistory
VRDNViridian Therapeutics, Inc.COM1,125,000$26.8M3.7%+175,000+18.4%AddedHistory
AKROAkero Therapeutics, Inc.COM520,000$24.3M3.4%+120,000+30.0%AddedHistory
ALLKAllakos Inc.COM5,250,000$22.9M3.2%−286,666−5.2%ReducedHistory
ICVXIcosavax, Inc.COM2,165,741$21.5M3.0%+2,165,741NewHistory
DYNDyne Therapeutics, Inc.COM1,780,000$20.0M2.8%+80,000+4.7%AddedHistory
DSGNDesign Therapeutics, Inc.COM2,797,501$17.6M2.4%00.0%UnchangedHistory
GPCRStructure Therapeutics Inc.SPONSORED ADS400,000$16.6M2.3%+50,000+14.3%AddedHistory
ACLXArcellx, Inc.COMMON STOCK500,000$15.8M2.2%+500,000NewHistory
RCUSArcus Biosciences, Inc.COM750,000$15.2M2.1%+750,000NewHistory
BCYCBicycle Therapeutics PLCSPONSORED ADS520,000$13.3M1.8%−230,000−30.7%ReducedHistory
ANNXAnnexon, Inc.COM3,500,000$12.3M1.7%+3,500,000NewHistory
XENEXenon Pharmaceuticals Inc.COM275,000$10.6M1.5%−625,000−69.4%ReducedHistory
LKFTLakefront Biotherapeutics NVSPON ADR250,000$10.2M1.4%−100,000−28.6%ReducedHistory
COGTCogent Biosciences, Inc.COM800,000$9.47M1.3%−200,000−20.0%ReducedHistory
MRSNMersana Therapeutics, Inc.COM2,800,000$9.21M1.3%+2,800,000NewHistory
Morphosys AG617760202SPONSORED ADS1,200,000$8.96M1.2%−300,000−20.0%Reduced–
BMRNBiomarin Pharmaceutical IncCOM100,000$8.67M1.2%−50,000−33.3%ReducedHistory
VTYXVentyx Biosciences, Inc.COM250,000$8.20M1.1%−20,000−7.4%ReducedHistory
DAWNDay One Biopharmaceuticals, Inc.Stock650,000$7.76M1.1%+650,000NewHistory
KRTXKaruna Therapeutics, Inc.COM35,000$7.59M1.0%−65,000−65.0%ReducedHistory
ALXOAlx Oncology Holdings IncCOM1,000,000$7.51M1.0%−500,000−33.3%ReducedHistory
GERNGeron CorpCOM2,200,000$7.06M1.0%−1,350,000−38.0%ReducedHistory
DCTHDelcath Systems, Inc.COM NEW1,178,787$6.87M0.9%+1,178,787NewHistory
Gracell Biotechnologies Inc38406L103SPONSORED ADS1,800,000$6.86M0.9%+1,800,000New–
ELVNEnliven Therapeutics, Inc.COM307,076$6.27M0.9%−94,153−23.5%ReducedHistory
IMTXImmatics N.V.SHS500,000$5.77M0.8%+500,000NewHistory
MRNSMarinus Pharmaceuticals, Inc.COM NEW525,000$5.70M0.8%+525,000NewHistory
ACRSAclaris Therapeutics, Inc.COM525,000$5.44M0.8%+525,000NewHistory
KURAKura Oncology, Inc.COM500,000$5.29M0.7%+500,000NewHistory
BBIOBridgeBio Pharma, Inc.COM300,000$5.16M0.7%+300,000NewHistory
RCKTRocket Pharmaceuticals, Inc.COM250,000$4.97M0.7%−650,000−72.2%ReducedHistory
VIRVir Biotechnology, Inc.COM200,000$4.91M0.7%+200,000NewHistory
ATXSAstria Therapeutics, Inc.COM544,960$4.54M0.6%−500,000−47.8%ReducedHistory
TNYATenaya Therapeutics, Inc.COM600,000$3.52M0.5%+600,000NewHistory
DBVTDBV Technologies S.A.SPONSORED ADR1,200,000$2.28M0.3%+1,200,000NewHistory
VIGLVigil Neuroscience, Inc.COM188,390$1.77M0.2%00.0%UnchangedHistory
SYRESpyre Therapeutics, Inc.COM3,142,880$1.42M0.2%+3,142,880NewHistory
IMUXImmunic, Inc.COM421,184$1.06M0.1%00.0%UnchangedHistory
LIANYLianBioSPONSORED ADS280,000$638.4K0.1%00.0%UnchangedHistory
TYRATyra Biosciences, Inc.COM31,872$542.8K0.1%−55,801−63.6%ReducedHistory
Nuvation Bio Inc.67080N119*W EXP 07/07/20266,666$11.0K<0.1%00.0%Unchanged–

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 2023
SecurityClassPutsCalls
BBIOBridgeBio Pharma, Inc.COM–$11.2M

Sold out since Q1 2023 (10)

Positions held at the end of Q1 2023 that are gone from this filing.

Positions of Logos Global Management LP sold out since Q1 2023
SecurityClassShares in Q1 2023Value in Q1 2023% of portfolio in Q1 2023History
ISEEIVERIC bio, Inc.COM1,520,000$37.0M5.3%History
ASNDAscendis Pharma A/SSPONSORED ADR150,000$16.1M2.3%History
MDGLMadrigal Pharmaceuticals, Inc.COM50,000$12.1M1.7%History
DICEDICE Therapeutics, Inc.COM410,000$11.7M1.7%History
IRONDisc Medicine, Inc.COM525,000$11.1M1.6%History
BHVNBiohaven Ltd.COM700,000$9.56M1.4%History
KYNBKyntra Bio, Inc.COM300,000$5.60M0.8%History
MLYSMineralys Therapeutics, Inc.COM300,000$4.70M0.7%History
CBAYCymaBay Therapeutics, Inc.COM400,000$3.49M0.5%History
ALGSAligos Therapeutics, Inc.COM1,000,000$874.0K0.1%History