Logos Global Management LP
- SEC CIK
- 0001792126
- Latest filing
- Aug 14, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 14, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 47
- −5 vs. Q3 2023
- Portfolio value
- $899.3M
- +$198.3M (+28.3%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CYTKCytokinetics Inc | COM NEW | 1,625,000 | $135.7M | 15.1% | +375,000+30.0% | Added | History |
| IDYAIDEAYA Biosciences, Inc. | COM | 1,800,000 | $64.0M | 7.1% | −450,000−20.0% | Reduced | History |
| APLSApellis Pharmaceuticals, Inc. | COM | 950,000 | $56.9M | 6.3% | +200,000+26.7% | Added | History |
| ARGXArgenx SE | SPONSORED ADR | 145,000 | $55.2M | 6.1% | +145,000 | New | History |
| OLMAOlema Pharmaceuticals, Inc. | COM | 4,383,875 | $54.4M | 6.0% | +640,000+17.1% | Added | History |
| IMVTImmunovant, Inc. | COM | 1,200,000 | $50.6M | 5.6% | −400,000−25.0% | Reduced | History |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 1,070,058 | $43.6M | 4.8% | +570,058+114.0% | Added | History |
| RCKTRocket Pharmaceuticals, Inc. | COM | 1,275,000 | $38.2M | 4.2% | −700,000−35.4% | Reduced | History |
| RYZBRayzeBio, Inc. | COM | 568,173 | $35.3M | 3.9% | +568,173 | New | History |
| AMAMAmbrx Biopharma, Inc. | COM | 2,100,000 | $29.9M | 3.3% | +1,985,000+1,726.1% | Added | History |
| KRTXKaruna Therapeutics, Inc. | COM | 90,000 | $28.5M | 3.2% | −25,000−21.7% | Reduced | History |
| IMCRImmunocore Holdings plc | ADS | 400,000 | $27.3M | 3.0% | −50,000−11.1% | Reduced | History |
| DYNDyne Therapeutics, Inc. | COM | 1,880,000 | $25.0M | 2.8% | −300,000−13.8% | Reduced | History |
| ANNXAnnexon, Inc. | COM | 4,950,000 | $22.5M | 2.5% | −350,000−6.6% | Reduced | History |
| AKROAkero Therapeutics, Inc. | COM | 800,000 | $18.7M | 2.1% | +200,000+33.3% | Added | History |
| OCULOcular Therapeutix, Inc | COM | 4,000,000 | $17.8M | 2.0% | +4,000,000 | New | History |
| Morphosys AG617760202 | SPONSORED ADS | 1,475,000 | $14.6M | 1.6% | +525,000+55.3% | Added | – |
| DSGNDesign Therapeutics, Inc. | COM | 5,032,501 | $13.3M | 1.5% | 00.0% | Unchanged | History |
| VRDNViridian Therapeutics, Inc. | COM | 600,000 | $13.1M | 1.5% | −450,000−42.9% | Reduced | History |
| EWTXEdgewise Therapeutics, Inc. | COM | 950,000 | $10.4M | 1.2% | +950,000 | New | History |
| RVMDRevolution Medicines, Inc. | COM | 350,000 | $10.0M | 1.1% | +100,000+40.0% | Added | History |
| SLRNACELYRIN, Inc. | COM | 1,250,000 | $9.32M | 1.0% | +1,250,000 | New | History |
| MLTXMoonLake Immunotherapeutics | CLASS A ORD | 150,000 | $9.06M | 1.0% | +150,000 | New | History |
| ATYRaTYR PHARMA INC | COM NEW | 5,850,000 | $8.25M | 0.9% | +5,850,000 | New | History |
| FULCFulcrum Therapeutics, Inc. | COM | 1,200,000 | $8.10M | 0.9% | +1,200,000 | New | History |
| ALLKAllakos Inc. | COM | 2,900,000 | $7.92M | 0.9% | −1,750,000−37.6% | Reduced | History |
| TRMLTourmaline Bio, Inc. | COM | 284,372 | $7.44M | 0.8% | +284,372 | New | History |
| Avidity Biosciences, Inc.05370A108 | COM | 775,000 | $7.01M | 0.8% | +775,000 | New | – |
| SLNSilence Therapeutics plc | ADS | 400,000 | $6.95M | 0.8% | +400,000 | New | History |
| XENEXenon Pharmaceuticals Inc. | COM | 150,000 | $6.91M | 0.8% | −300,000−66.7% | Reduced | History |
| NMRANeumora Therapeutics, Inc. | COM | 382,345 | $6.52M | 0.7% | +382,345 | New | History |
| RCUSArcus Biosciences, Inc. | COM | 325,000 | $6.21M | 0.7% | +325,000 | New | History |
| MORFMorphic Holding, Inc. | COM | 200,000 | $5.78M | 0.6% | +200,000 | New | History |
| APLTApplied Therapeutics, Inc. | COM | 1,660,000 | $5.56M | 0.6% | +1,660,000 | New | History |
| VTYXVentyx Biosciences, Inc. | COM | 2,000,000 | $4.94M | 0.5% | +1,775,000+788.9% | Added | History |
| ICVXIcosavax, Inc. | COM | 300,000 | $4.73M | 0.5% | −2,465,741−89.2% | Reduced | History |
| RPTXRepare Therapeutics Inc. | COM | 600,000 | $4.38M | 0.5% | +300,000+100.0% | Added | History |
| CMPSCOMPASS Pathways plc | SPONSORED ADS | 500,000 | $4.38M | 0.5% | −450,000−47.4% | Reduced | History |
| ELVNEnliven Therapeutics, Inc. | COM | 307,076 | $4.25M | 0.5% | 00.0% | Unchanged | History |
| ATXSAstria Therapeutics, Inc. | COM | 544,960 | $4.19M | 0.5% | 00.0% | Unchanged | History |
| INBXInhibrx Biosciences, Inc. | COM | 100,000 | $3.80M | 0.4% | +100,000 | New | History |
| SYRESpyre Therapeutics, Inc. | COM NEW | 150,000 | $3.23M | 0.4% | −60,000−28.6% | Reduced | History |
| KNSAKiniksa Pharmaceuticals International, plc | COM CL A | 150,000 | $2.63M | 0.3% | +150,000 | New | History |
| DCTHDelcath Systems, Inc. | COM NEW | 300,000 | $1.25M | 0.1% | −744,444−71.3% | Reduced | History |
| IOBTIO Biotech, Inc. | COM | 493,827 | $928.4K | 0.1% | 00.0% | Unchanged | History |
| IMUXImmunic, Inc. | COM | 421,184 | $631.8K | 0.1% | 00.0% | Unchanged | History |
| Nuvation Bio Inc.67080N119 | *W EXP 07/07/202 | 66,666 | $4.00K | <0.1% | 00.0% | Unchanged | – |
Options (6)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| SRPTSarepta Therapeutics, Inc. | COM | – | $67.5M |
| APLSApellis Pharmaceuticals, Inc. | COM | – | $59.9M |
| INBXInhibrx Biosciences, Inc. | COM | – | $19.0M |
| Morphosys AG617760202 | SPONSORED ADS | – | $9.90M |
| IOVAIovance Biotherapeutics, Inc. | COM | – | $8.13M |
| ZNTLZentalis Pharmaceuticals, Inc. | COM | – | $7.58M |
Sold out since Q3 2023 (22)
Positions held at the end of Q3 2023 that are gone from this filing.
| Security | Class | Shares in Q3 2023 | Value in Q3 2023 | % of portfolio in Q3 2023 | History |
|---|---|---|---|---|---|
| SRPTSarepta Therapeutics, Inc. | COM | 200,000 | $24.2M | 3.5% | History |
| NBIXNeurocrine Biosciences Inc | Stock | 150,000 | $16.9M | 2.4% | History |
| CERECerevel Therapeutics Holdings, Inc. | COM | 700,000 | $15.3M | 2.2% | History |
| ROIVRoivant Sciences Ltd. | SHS | 1,200,000 | $14.0M | 2.0% | History |
| MRTXMirati Therapeutics, Inc. | COM | 300,000 | $13.1M | 1.9% | History |
| IMTXImmatics N.V. | SHS | 1,050,000 | $12.2M | 1.7% | History |
| BBIOBridgeBio Pharma, Inc. | COM | 400,000 | $10.5M | 1.5% | History |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 400,000 | $9.17M | 1.3% | History |
| KALVKalVista Pharmaceuticals, Inc. | COM | 900,000 | $8.67M | 1.2% | History |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 250,000 | $7.43M | 1.1% | History |
| Gracell Biotechnologies Inc38406L103 | SPONSORED ADS | 2,525,000 | $7.27M | 1.0% | – |
| GERNGeron Corp | COM | 2,750,000 | $5.83M | 0.8% | History |
| MRUSMerus N.V. | COM | 245,000 | $5.78M | 0.8% | History |
| ALXOAlx Oncology Holdings Inc | COM | 1,000,000 | $4.80M | 0.7% | History |
| ETNB89bio, Inc. | COM | 310,000 | $4.79M | 0.7% | History |
| SLNOSoleno Therapeutics Inc | COM | 125,000 | $3.69M | 0.5% | History |
| VERVVerve Therapeutics, Inc. | COM | 215,000 | $2.85M | 0.4% | History |
| ZURAZura Bio Ltd | CLASS A ORD SHS | 424,000 | $2.80M | 0.4% | History |
| VIGLVigil Neuroscience, Inc. | COM | 188,390 | $1.02M | 0.1% | History |
| CYPHCypherpunk Technologies Inc. | COM NEW | 354,266 | $488.9K | 0.1% | History |
| TYRATyra Biosciences, Inc. | COM | 31,872 | $438.9K | 0.1% | History |
| LIANYLianBio | SPONSORED ADS | 280,000 | $417.2K | 0.1% | History |