Logos Global Management LP
- SEC CIK
- 0001792126
2026 年第 2 季 持倉
持倉截至 2026/6/30，申報日 2026/8/14。SEC
- 持股檔數
- 68
- 較 2026 年第 1 季 +5
- 總值
- $23.23 億
- 較 2026 年第 1 季 +$3.81 億 (+19.6%)
持股
只含多頭部位。變化是跟 2026 年第 1 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| ERASERASCA INC | COM | 12,150,000 | $2.23 億 | 9.58% | +1,000,000+9.0% | 加碼 | 查看 |
| ABVXABIVAX SA | SPONSORED ADS | 1,024,000 | $1.36 億 | 5.87% | +349,000+51.7% | 加碼 | 查看 |
| RVMDREVOLUTION MEDICINES INC | COM | 700,000 | $1.31 億 | 5.64% | −1,300,000−65.0% | 減碼 | 查看 |
| IDYAIDEAYA BIOSCIENCES INC | COM | 3,000,000 | $1.12 億 | 4.81% | −450,000−13.0% | 減碼 | 查看 |
| BNTXBIONTECH SE | SPONSORED ADS | 1,015,000 | $9,444.58 萬 | 4.07% | +1,015,000 | 新進 | 查看 |
| VERAVERA THERAPEUTICS INC | CL A | 2,200,000 | $9,440.2 萬 | 4.06% | +2,200,000 | 新進 | 查看 |
| TNGXTANGO THERAPEUTICS INC | COM | 2,850,000 | $8,909.1 萬 | 3.84% | −150,000−5.0% | 減碼 | 查看 |
| PRAXPRAXIS PRECISION MEDICINES I | COM NEW | 260,000 | $8,704.54 萬 | 3.75% | −25,000−8.8% | 減碼 | 查看 |
| CLDXCELLDEX THERAPEUTICS INC NEW | COM NEW | 2,100,000 | $7,814.1 萬 | 3.36% | +1,650,000+366.7% | 加碼 | 查看 |
| DNTHDIANTHUS THERAPEUTICS INC | COM | 800,000 | $7,798.4 萬 | 3.36% | +400,000+100.0% | 加碼 | 查看 |
| CGONCG ONCOLOGY INC | COM | 1,000,000 | $7,105 萬 | 3.06% | +425,000+73.9% | 加碼 | 查看 |
| IRONDISC MEDICINE INC | COM | 875,000 | $6,399.75 萬 | 2.76% | +315,000+56.3% | 加碼 | 查看 |
| MAZEMAZE THERAPEUTICS INC | COM | 1,935,000 | $5,774.04 萬 | 2.49% | +700,000+56.7% | 加碼 | 查看 |
| DYNDYNE THERAPEUTICS INC | COM | 2,550,000 | $5,663.55 萬 | 2.44% | +1,150,000+82.1% | 加碼 | 查看 |
| MLTXMOONLAKE IMMUNOTHERAPEUTICS | CLASS A ORD | 2,675,000 | $5,208.23 萬 | 2.24% | +1,175,000+78.3% | 加碼 | 查看 |
| OCULOCULAR THERAPEUTIX INC | COM | 5,300,000 | $5,204.6 萬 | 2.24% | +1,450,000+37.7% | 加碼 | 查看 |
| DSGNDESIGN THERAPEUTICS INC | COM | 3,000,000 | $4,341 萬 | 1.87% | +1,050,000+53.8% | 加碼 | 查看 |
| OLMAOLEMA PHARMACEUTICALS INC | COM | 3,208,875 | $4,014.3 萬 | 1.73% | 00.0% | 不變 | 查看 |
| BLTEBELITE BIO INC | SPONSORED ADS | 250,000 | $3,849.63 萬 | 1.66% | +250,000 | 新進 | 查看 |
| ACHVACHIEVE LIFE SCIENCE INC | COM | 5,425,000 | $3,542.53 萬 | 1.53% | +5,425,000 | 新進 | 查看 |
| TRVITREVI THERAPEUTICS INC | COM | 1,880,000 | $3,506.2 萬 | 1.51% | −520,000−21.7% | 減碼 | 查看 |
| COGTCOGENT BIOSCIENCES INC | COM | 900,000 | $3,483 萬 | 1.50% | +900,000 | 新進 | 查看 |
| AVBPARRIVENT BIOPHARMA INC | COM | 1,000,000 | $3,474 萬 | 1.50% | +650,000+185.7% | 加碼 | 查看 |
| CBIOCRESCENT BIOPHARMA INC. | COM | 1,900,000 | $3,420 萬 | 1.47% | +1,417,500+293.8% | 加碼 | 查看 |
| CMPSCOMPASS PATHWAYS PLC | SPONSORED ADS | 2,250,000 | $3,183.75 萬 | 1.37% | +2,250,000 | 新進 | 查看 |
| MLYSMINERALYS THERAPEUTICS INC | COM | 1,050,000 | $2,832.9 萬 | 1.22% | +1,050,000 | 新進 | 查看 |
| REPLREPLIMUNE GROUP INC | COM | 2,500,000 | $2,767.5 萬 | 1.19% | +2,500,000 | 新進 | 查看 |
| XENEXENON PHARMACEUTICALS INC | COM | 450,000 | $2,716.2 萬 | 1.17% | 00.0% | 不變 | 查看 |
| GPCRSTRUCTURE THERAPEUTICS INC | SPONSORED ADS | 500,000 | $2,683.5 萬 | 1.16% | 00.0% | 不變 | 查看 |
| IMVTIMMUNOVANT INC | COM | 665,000 | $2,562.25 萬 | 1.10% | −410,000−38.1% | 減碼 | 查看 |
| JBIOJADE BIOSCIENCES INC | COM NEW | 1,125,000 | $2,499.75 萬 | 1.08% | +725,000+181.3% | 加碼 | 查看 |
| ELVNENLIVEN THERAPEUTICS INC | COM | 465,000 | $2,359.88 萬 | 1.02% | −75,000−13.9% | 減碼 | 查看 |
| MANEVERADERMICS INC | COMMON STOCK | 180,000 | $2,212.92 萬 | 0.95% | +155,000+620.0% | 加碼 | 查看 |
| AVTXAVALO THERAPEUTICS INC | COM NEW | 1,150,000 | $2,125.2 萬 | 0.91% | +850,000+283.3% | 加碼 | 查看 |
| RCUSARCUS BIOSCIENCES INC | COM | 650,000 | $2,003.95 萬 | 0.86% | −550,000−45.8% | 減碼 | 查看 |
| SMMTSUMMIT THERAPEUTICS INC | COM | 1,350,000 | $1,966.95 萬 | 0.85% | +1,350,000 | 新進 | 查看 |
| IMCRIMMUNOCORE HLDGS PLC | ADS | 600,000 | $1,905 萬 | 0.82% | −900,000−60.0% | 減碼 | 查看 |
| LBRXLB PHARMACEUTICALS INC | COM SHS | 585,000 | $1,898.62 萬 | 0.82% | −330,000−36.1% | 減碼 | 查看 |
| NERVMINERVA NEUROSCIENCES INC | COM NEW | 3,288,777 | $1,825.27 萬 | 0.79% | +73,777+2.3% | 加碼 | 查看 |
| FTHSENSEI BIOTHERAPEUTICS INC | COM NEW | 722,020 | $1,805.05 萬 | 0.78% | +692,020+2,306.7% | 加碼 | 查看 |
| CRSPCRISPR THERAPEUTICS AG | NAMEN AKT | 300,000 | $1,636.2 萬 | 0.70% | +300,000 | 新進 | 查看 |
| DBVTDBV TECHNOLOGIES S A | SPONSORED ADS | 915,000 | $1,500.6 萬 | 0.65% | +915,000 | 新進 | 查看 |
| PBLSPARABILIS MEDICINES INC COM | Stock | 525,000 | $1,436.93 萬 | 0.62% | +525,000 | 新進 | 查看 |
| RYTMRHYTHM PHARMACEUTICALS INC | COM | 125,000 | $1,387.88 萬 | 0.60% | −325,000−72.2% | 減碼 | 查看 |
| VORVOR BIOPHARMA INC | COM NEW | 650,000 | $1,196.65 萬 | 0.52% | −100,000−13.3% | 減碼 | 查看 |
| SRRKSCHOLAR ROCK HLDG CORP | COM | 200,000 | $1,100 萬 | 0.47% | +200,000 | 新進 | 查看 |
| IMMXIMMIX BIOPHARMA INC | COM | 1,000,000 | $1,031 萬 | 0.44% | −225,000−18.4% | 減碼 | 查看 |
| QTTBQ32 BIO INC | COM | 800,000 | $1,019.2 萬 | 0.44% | +800,000 | 新進 | 查看 |
| ODTXODYSSEY THERAPEUTICS INC | COMMON STOCK | 521,736 | $976.17 萬 | 0.42% | +521,736 | 新進 | 查看 |
| ANNXANNEXON INC | COM | 1,500,000 | $856.5 萬 | 0.37% | +1,500,000 | 新進 | 查看 |
| EDITEDITAS MEDICINE INC | COM | 2,222,000 | $719.93 萬 | 0.31% | +2,222,000 | 新進 | 查看 |
| RLAYRELAY THERAPEUTICS INC | COM | 350,000 | $654.85 萬 | 0.28% | −400,000−53.3% | 減碼 | 查看 |
| ACADACADIA PHARMACEUTICALS INC | COM | 250,000 | $632.5 萬 | 0.27% | −500,000−66.7% | 減碼 | 查看 |
| AMLXAMYLYX PHARMACEUTICALS INC | COM | 350,000 | $628.6 萬 | 0.27% | −350,000−50.0% | 減碼 | 查看 |
| HELPCYBIN INC | COM NEW | 750,000 | $495.75 萬 | 0.21% | +750,000 | 新進 | 查看 |
| OKURONKURE THERAPEUTICS INC | COM CL A | 963,855 | $439.52 萬 | 0.19% | +963,855 | 新進 | 查看 |
| TENXTENAX THERAPEUTICS INC | COM NEW | 300,000 | $436.5 萬 | 0.19% | −325,000−52.0% | 減碼 | 查看 |
| DFTXDEFINIUM THERAPEUTICS INC | COM SHS | 80,000 | $376.32 萬 | 0.16% | +80,000 | 新進 | 查看 |
| UNCYUNICYCIVE THERAPEUTICS INC | COM NEW | 473,563 | $222.1 萬 | 0.10% | 00.0% | 不變 | 查看 |
| PTNPALATIN TECHNOLOGIES INC | COM NEW | 130,000 | $140.27 萬 | 0.06% | −10,000−7.1% | 減碼 | 查看 |
| QUREUNIQURE NV | SHS | 30,000 | $138.18 萬 | 0.06% | +30,000 | 新進 | 查看 |
| JATTJATT II ACQUISITION CORP | ORD SHS | 100,000 | $113.6 萬 | 0.05% | +100,000 | 新進 | 查看 |
| RACCRESEARCH ALLIANCE CORP III | ORD SHS CL A | 100,000 | $107 萬 | 0.05% | +100,000 | 新進 | 查看 |
| ACRSACLARIS THERAPEUTICS INC | COM | 200,000 | $105.8 萬 | 0.05% | −300,000−60.0% | 減碼 | 查看 |
| LGVNLONGEVERON INC | CL A NEW | 1,287,000 | $90.48 萬 | 0.04% | +1,287,000 | 新進 | 查看 |
| GUTSFRACTYL HEALTH INC | COM | 1,000,000 | $79.44 萬 | 0.03% | 00.0% | 不變 | 查看 |
| SEPNSEPTERNA INC | COM | 23,548 | $78.86 萬 | 0.03% | 00.0% | 不變 | 查看 |
| AMANAMANAT ACQUISITION CORP | CL A ORD | 50,000 | $50.8 萬 | 0.02% | +50,000 | 新進 | 查看 |
2026 年第 1 季 之後清倉（20 檔）
2026 年第 1 季 季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季 股數 | 2026 年第 1 季 市值 | 2026 年第 1 季 佔組合 % |
|---|---|---|---|---|
| CENTESSA PHARMACEUTICALS PLC152309100 | SPONSORED ADS | 2,125,000 | $8,440.5 萬 | 4.35% |
| TERNS PHARMACEUTICALS INC880881107 | COM | 1,500,000 | $7,908 萬 | 4.07% |
| CYTKCYTOKINETICS INC | COM NEW | 875,000 | $5,767.13 萬 | 2.97% |
| UTHRUNITED THERAPEUTICS CORP DEL | COM | 80,000 | $4,743.84 萬 | 2.44% |
| MDGLMADRIGAL PHARMACEUTICALS INC | COM | 85,000 | $4,449.5 萬 | 2.29% |
| BIIBBIOGEN INC | COM | 200,000 | $3,666.6 萬 | 1.89% |
| TYRATYRA BIOSCIENCES INC | COM | 850,000 | $3,255.5 萬 | 1.68% |
| NAMSNEWAMSTERDAM PHARMA COMPANY | ORDINARY SHARES | 600,000 | $1,920.6 萬 | 0.99% |
| MIRMMIRUM PHARMACEUTICALS INC | COM | 200,000 | $1,847.6 萬 | 0.95% |
| PCVXVAXCYTE INC | COM | 300,000 | $1,743.3 萬 | 0.90% |
| CMPXCOMPASS THERAPEUTICS INC | COM | 3,150,000 | $1,666.35 萬 | 0.86% |
| JANXJANUX THERAPEUTICS INC | COM | 1,000,000 | $1,390 萬 | 0.72% |
| ALKSALKERMES PLC | SHS | 350,000 | $1,237.6 萬 | 0.64% |
| ORICORIC PHARMACEUTICALS INC | COM | 950,000 | $1,203.65 萬 | 0.62% |
| SOLENO THERAPEUTICS INC834203309 | COM | 250,000 | $837 萬 | 0.43% |
| CRVSCORVUS PHARMACEUTICALS INC | COM | 450,000 | $658.35 萬 | 0.34% |
| MGTXMEIRAGTX HLDGS PLC | COM | 700,000 | $606.2 萬 | 0.31% |
| VSTMVERASTEM INC | COM NEW | 1,000,000 | $530 萬 | 0.27% |
| IBIOIBIO INC | COM NEW | 1,300,000 | $247 萬 | 0.13% |
| PHVSPHARVARIS N V | COM | 65,000 | $183.63 萬 | 0.09% |