Logos Global Management LP
- SEC CIK
- 0001792126
- Latest filing
- Aug 14, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 47
- −6 vs. Q3 2024
- Portfolio value
- $854.6M
- −$38.0M (−4.3%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| IDYAIDEAYA Biosciences, Inc. | COM | 3,000,000 | $77.1M | 9.0% | +900,000+42.9% | Added | History |
| JANXJanux Therapeutics, Inc. | COM | 1,250,000 | $66.9M | 7.8% | +250,000+25.0% | Added | History |
| RVMDRevolution Medicines, Inc. | COM | 1,450,000 | $63.4M | 7.4% | +250,000+20.8% | Added | History |
| CYTKCytokinetics Inc | COM NEW | 900,000 | $42.3M | 5.0% | +500,000+125.0% | Added | History |
| VERAVera Therapeutics, Inc. | CL A | 875,000 | $37.0M | 4.3% | +375,000+75.0% | Added | History |
| BNTXBioNTech SE | SPONSORED ADS | 300,000 | $34.2M | 4.0% | +300,000 | New | History |
| MRUSMerus N.V. | COM | 750,000 | $31.5M | 3.7% | +175,000+30.4% | Added | History |
| ERASErasca, Inc. | COM | 12,500,000 | $31.4M | 3.7% | +1,600,000+14.7% | Added | History |
| INSMINSMED Inc | COM PAR $.01 | 450,000 | $31.1M | 3.6% | +450,000 | New | History |
| OCULOcular Therapeutix, Inc | COM | 3,500,000 | $29.9M | 3.5% | 00.0% | Unchanged | History |
| NBIXNeurocrine Biosciences Inc | Stock | 200,000 | $27.3M | 3.2% | +200,000 | New | History |
| DSGNDesign Therapeutics, Inc. | COM | 4,217,627 | $26.0M | 3.0% | 00.0% | Unchanged | History |
| PCVXVaxcyte, Inc. | COM | 300,000 | $24.6M | 2.9% | 00.0% | Unchanged | History |
| AKROAkero Therapeutics, Inc. | COM | 800,000 | $22.3M | 2.6% | 00.0% | Unchanged | History |
| JAZZJazz Pharmaceuticals plc | SHS USD | 175,000 | $21.6M | 2.5% | +175,000 | New | History |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 700,000 | $19.0M | 2.2% | −550,000−44.0% | Reduced | History |
| OLMAOlema Pharmaceuticals, Inc. | COM | 3,208,875 | $18.7M | 2.2% | 00.0% | Unchanged | History |
| BPMCBlueprint Medicines Corp | COM | 200,000 | $17.4M | 2.0% | +200,000 | New | History |
| TVTXTravere Therapeutics, Inc. | COM | 1,000,000 | $17.4M | 2.0% | −100,000−9.1% | Reduced | History |
| APLSApellis Pharmaceuticals, Inc. | COM | 500,000 | $16.0M | 1.9% | +500,000 | New | History |
| SLNOSoleno Therapeutics Inc | COM | 350,000 | $15.7M | 1.8% | +350,000 | New | History |
| ALKSAlkermes plc. | SHS | 500,000 | $14.4M | 1.7% | +500,000 | New | History |
| APGEApogee Therapeutics, Inc. | COM | 300,000 | $13.6M | 1.6% | +300,000 | New | History |
| ARVNArvinas, Inc. | COM | 700,000 | $13.4M | 1.6% | +300,000+75.0% | Added | History |
| ANNXAnnexon, Inc. | COM | 2,550,000 | $13.1M | 1.5% | −50,000−1.9% | Reduced | History |
| IRONDisc Medicine, Inc. | COM | 200,000 | $12.7M | 1.5% | −735,000−78.6% | Reduced | History |
| SYRESpyre Therapeutics, Inc. | COM NEW | 500,000 | $11.6M | 1.4% | +300,000+150.0% | Added | History |
| EWTXEdgewise Therapeutics, Inc. | COM | 400,000 | $10.7M | 1.2% | −50,000−11.1% | Reduced | History |
| DYNDyne Therapeutics, Inc. | COM | 450,000 | $10.6M | 1.2% | +290,000+181.3% | Added | History |
| PLRXPliant Therapeutics, Inc. | COM | 750,000 | $9.88M | 1.2% | +750,000 | New | History |
| DRUGBright Minds Biosciences Inc. | COM NEW | 245,000 | $8.82M | 1.0% | +245,000 | New | History |
| YMABY-mAbs Therapeutics, Inc. | COM | 1,000,000 | $7.83M | 0.9% | +200,000+25.0% | Added | History |
| IMVTImmunovant, Inc. | COM | 300,000 | $7.43M | 0.9% | −800,000−72.7% | Reduced | History |
| GERNGeron Corp | COM | 2,000,000 | $7.08M | 0.8% | +2,000,000 | New | History |
| ACRSAclaris Therapeutics, Inc. | COM | 2,222,222 | $5.51M | 0.6% | +2,222,222 | New | History |
| TRVITrevi Therapeutics, Inc. | COM | 1,250,000 | $5.15M | 0.6% | −1,500,000−54.5% | Reduced | History |
| ATXSAstria Therapeutics, Inc. | COM | 500,000 | $4.47M | 0.5% | 00.0% | Unchanged | History |
| UNCYUnicycive Therapeutics, Inc. | COM | 5,078,927 | $4.03M | 0.5% | 00.0% | Unchanged | History |
| JBIOJade Biosciences, Inc. | COM | 1,400,000 | $3.71M | 0.4% | +1,400,000 | New | History |
| RAPPRapport Therapeutics, Inc. | COM | 208,910 | $3.71M | 0.4% | 00.0% | Unchanged | History |
| ATYRaTYR PHARMA INC | COM NEW | 1,000,000 | $3.62M | 0.4% | −1,000,000−50.0% | Reduced | History |
| ALLKAllakos Inc. | COM | 2,900,000 | $3.51M | 0.4% | 00.0% | Unchanged | History |
| ELVNEnliven Therapeutics, Inc. | COM | 140,000 | $3.15M | 0.4% | −355,000−71.7% | Reduced | History |
| SEPNSepterna, Inc. | COM | 134,202 | $3.07M | 0.4% | +134,202 | New | History |
| ARTVArtiva Biotherapeutics, Inc. | COM | 145,089 | $1.46M | 0.2% | 00.0% | Unchanged | History |
| CBIOCrescent Biopharma, Inc. | COM | 5,400,000 | $1.34M | 0.2% | +5,400,000 | New | History |
| Nuvation Bio Inc.67080N119 | *W EXP 07/07/202 | 66,666 | $15.3K | <0.1% | +66,666 | New | – |
Sold out since Q3 2024 (23)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| CLDXCelldex Therapeutics, Inc. | COM NEW | 900,000 | $30.6M | 3.4% | History |
| IONSIonis Pharmaceuticals Inc | COM | 750,000 | $30.0M | 3.4% | History |
| LKFTLakefront Biotherapeutics NV | SPON ADR | 800,000 | $23.0M | 2.6% | History |
| COGTCogent Biosciences, Inc. | COM | 2,000,000 | $21.6M | 2.4% | History |
| BCAXBicara Therapeutics Inc. | COM | 800,000 | $20.4M | 2.3% | History |
| SRPTSarepta Therapeutics, Inc. | COM | 150,000 | $18.7M | 2.1% | History |
| BEAMBeam Therapeutics Inc. | COM | 500,000 | $12.3M | 1.4% | History |
| BCYCBicycle Therapeutics PLC | SPONSORED ADS | 500,000 | $11.3M | 1.3% | History |
| NUVLNuvalent, Inc. | COM | 75,000 | $7.67M | 0.9% | History |
| CMPSCOMPASS Pathways plc | SPONSORED ADS | 1,159,030 | $7.30M | 0.8% | History |
| ORKAOruka Therapeutics, Inc. | COM | 257,330 | $6.31M | 0.7% | History |
| RCKTRocket Pharmaceuticals, Inc. | COM | 325,000 | $6.00M | 0.7% | History |
| HELPHelus Pharma Inc. | COM NEW | 600,000 | $5.33M | 0.6% | History |
| ENGNenGene Therapeutics Inc. | COM | 800,000 | $5.28M | 0.6% | History |
| AVTXAvalo Therapeutics, Inc. | COM NEW | 539,079 | $5.12M | 0.6% | History |
| LCTXLineage Cell Therapeutics, Inc. | COM | 5,000,000 | $4.53M | 0.5% | History |
| SLNSilence Therapeutics plc | ADS | 200,000 | $3.64M | 0.4% | History |
| NXTCNextCure, Inc. | COM | 2,500,000 | $3.42M | 0.4% | History |
| ADVMAdverum Biotechnologies, Inc. | COM NEW | 416,666 | $2.92M | 0.3% | History |
| NMRANeumora Therapeutics, Inc. | COM | 100,000 | $1.32M | 0.1% | History |
| IOBTIO Biotech, Inc. | COM | 493,827 | $518.5K | 0.1% | History |
| SKYESkye Bioscience, Inc. | COM NEW | 100,000 | $391.0K | <0.1% | History |
| BOLDBoundless Bio, Inc. | COM | 58,903 | $204.4K | <0.1% | History |