Logos Global Management LP
- SEC CIK
- 0001792126
- 最新申報
- 2026/8/14
2021 年第 3 季持倉
持倉截至 2021/9/30，2021/11/15 申報。只含多頭部位，變化是跟 2021 年第 2 季比股數。
- 持股檔數
- 57
- 較 2021 年第 2 季 0
- 總值
- $13.9 億
- 較 2021 年第 2 季 +$2.21 億 (+18.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| ALXOAlx Oncology Holdings Inc | COM | 3,156,981 | $2.33 億 | 16.8% | 00.0% | 不變 | 歷史 |
| OLMAOlema Pharmaceuticals, Inc. | COM | 3,743,875 | $1.03 億 | 7.4% | 00.0% | 不變 | 歷史 |
| DCPHDeciphera Pharmaceuticals, Inc. | COM | 1,850,000 | $6,286 萬 | 4.5% | +750,000+68.2% | 加碼 | 歷史 |
| BCYCBicycle Therapeutics PLC | SPONSORED ADS | 1,475,000 | $6,135 萬 | 4.4% | +760,000+106.3% | 加碼 | 歷史 |
| DYNDyne Therapeutics, Inc. | COM | 3,619,392 | $5,878 萬 | 4.2% | +1,565,000+76.2% | 加碼 | 歷史 |
| KRTXKaruna Therapeutics, Inc. | COM | 460,000 | $5,627 萬 | 4.1% | +135,000+41.5% | 加碼 | 歷史 |
| FMTXForma Therapeutics Holdings, Inc. | SHS | 2,115,000 | $4,905 萬 | 3.5% | +900,000+74.1% | 加碼 | 歷史 |
| APLSApellis Pharmaceuticals, Inc. | COM | 1,450,000 | $4,779 萬 | 3.4% | +1,100,000+314.3% | 加碼 | 歷史 |
| IDYAIDEAYA Biosciences, Inc. | COM | 1,775,000 | $4,525 萬 | 3.3% | +1,775,000 | 新進 | 歷史 |
| CMPSCOMPASS Pathways plc | SPONSORED ADS | 1,400,000 | $4,182 萬 | 3.0% | +550,000+64.7% | 加碼 | 歷史 |
| PMVPPMV Pharmaceuticals, Inc. | COM | 1,400,000 | $4,172 萬 | 3.0% | +1,193,436+577.8% | 加碼 | 歷史 |
| DSGNDesign Therapeutics, Inc. | COM | 2,772,501 | $4,073 萬 | 2.9% | +40,000+1.5% | 加碼 | 歷史 |
| DICEDICE Therapeutics, Inc. | COM | 1,160,251 | $3,800 萬 | 2.7% | +1,160,251 | 新進 | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 1,000,000 | $3,574 萬 | 2.6% | −400,000−28.6% | 減碼 | 歷史 |
| NKTXNkarta, Inc. | COM | 1,275,777 | $3,548 萬 | 2.6% | +273,395+27.3% | 加碼 | 歷史 |
| KZRKezar Life Sciences, Inc. | COM | 4,100,000 | $3,542 萬 | 2.6% | +1,800,000+78.3% | 加碼 | 歷史 |
| ALGSAligos Therapeutics, Inc. | COM | 1,962,785 | $3,044 萬 | 2.2% | +1,750,000+822.4% | 加碼 | 歷史 |
| ARNAArena Pharmaceuticals Inc | COM NEW | 510,000 | $3,037 萬 | 2.2% | +510,000 | 新進 | 歷史 |
| VRDNViridian Therapeutics, Inc. | COM | 1,500,000 | $2,468 萬 | 1.8% | +1,500,000 | 新進 | 歷史 |
| TILInstil Bio, Inc. | COM | 1,277,091 | $2,283 萬 | 1.6% | −419,759−24.7% | 減碼 | 歷史 |
| VERVVerve Therapeutics, Inc. | COM | 443,265 | $2,083 萬 | 1.5% | −315,000−41.5% | 減碼 | 歷史 |
| LABPLandos Biopharma, Inc. | COM | 1,405,000 | $2,051 萬 | 1.5% | +505,894+56.3% | 加碼 | 歷史 |
| LENZLENZ Therapeutics, Inc. | COM | 1,206,308 | $1,977 萬 | 1.4% | +135,546+12.7% | 加碼 | 歷史 |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 1,069,545 | $1,786 萬 | 1.3% | +130,000+13.8% | 加碼 | 歷史 |
| TYRATyra Biosciences, Inc. | COM | 1,003,394 | $1,765 萬 | 1.3% | +1,003,394 | 新進 | 歷史 |
| LONALeonaBio, Inc. | COM | 1,855,812 | $1,741 萬 | 1.3% | +445,000+31.5% | 加碼 | 歷史 |
| IPSCCentury Therapeutics, Inc. | COM | 639,095 | $1,608 萬 | 1.2% | −350,000−35.4% | 減碼 | 歷史 |
| JNCEJounce Therapeutics, Inc. | COM | 2,000,000 | $1,486 萬 | 1.1% | +2,000,000 | 新進 | 歷史 |
| PRLDPrelude Therapeutics Inc | COM | 400,000 | $1,250 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| IOVAIovance Biotherapeutics, Inc. | COM | 500,000 | $1,233 萬 | 0.9% | −625,000−55.6% | 減碼 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 681,812 | $1,075 萬 | 0.8% | −550,000−44.6% | 減碼 | 歷史 |
| BMEABiomea Fusion, Inc. | COM | 702,320 | $840.7 萬 | 0.6% | −460,000−39.6% | 減碼 | 歷史 |
| ELDNEledon Pharmaceuticals, Inc. | COM | 1,339,793 | $828.0 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| EPIXESSA Pharma Inc. | COM NEW | 1,000,000 | $800.0 萬 | 0.6% | +1,000,000 | 新進 | 歷史 |
| ALTAltimmune, Inc. | COM NEW | 700,000 | $791.7 萬 | 0.6% | +700,000 | 新進 | 歷史 |
| COGTCogent Biosciences, Inc. | COM | 925,000 | $777.9 萬 | 0.6% | −495,500−34.9% | 減碼 | 歷史 |
| BCELAtreca, Inc. | CL A COM | 1,175,000 | $732.0 萬 | 0.5% | +1,175,000 | 新進 | 歷史 |
| TRMLTourmaline Bio, Inc. | COM | 507,923 | $688.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Rain Oncology Inc.75082Q105 | COM | 465,331 | $661.3 萬 | 0.5% | −315,000−40.4% | 減碼 | – |
| CGEMCullinan Therapeutics, Inc. | COM | 288,458 | $651.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| GHRSGH Research PLC | ORDINARY SHARES | 324,333 | $643.9 萬 | 0.5% | −400,000−55.2% | 減碼 | 歷史 |
| JANXJanux Therapeutics, Inc. | COM | 247,122 | $481.1 萬 | 0.3% | −300,000−54.8% | 減碼 | 歷史 |
| SYBXSynlogic, Inc. | COM | 1,500,000 | $457.5 萬 | 0.3% | +1,500,000 | 新進 | 歷史 |
| ALPNAlpine Immune Sciences, Inc. | COM | 425,000 | $453.5 萬 | 0.3% | +425,000 | 新進 | 歷史 |
| STTKShattuck Labs, Inc. | COM | 200,000 | $407.6 萬 | 0.3% | +200,000 | 新進 | 歷史 |
| IMAImageneBio, Inc. | COM | 299,853 | $378.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| DAWNDay One Biopharmaceuticals, Inc. | Stock | 52,069 | $279.8 萬 | 0.2% | +15,000+40.5% | 加碼 | 歷史 |
| NUVLNuvalent, Inc. | COM | 134,650 | $273.3 萬 | 0.2% | +134,650 | 新進 | 歷史 |
| SLGCSomaLogic, Inc. | CLASS A COM | 200,493 | $223.6 萬 | 0.2% | +200,493 | 新進 | 歷史 |
| KNTEKinnate Biopharma Inc. | COM | 94,345 | $217.2 萬 | 0.2% | −1,235,257−92.9% | 減碼 | 歷史 |
| OMGAOmega Therapeutics, Inc. | COMMON STOCK | 88,235 | $166.3 萬 | 0.1% | +88,235 | 新進 | 歷史 |
| PASGPassage BIO, Inc. | COM | 125,010 | $124.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GLUEMonte Rosa Therapeutics, Inc. | COM | 50,000 | $111.4 萬 | 0.1% | −250,000−83.3% | 減碼 | 歷史 |
| KROSKeros Therapeutics, Inc. | COM | 15,000 | $59.3 萬 | <0.1% | +15,000 | 新進 | 歷史 |
| RPTXRepare Therapeutics Inc. | COM | 20,000 | $52.5 萬 | <0.1% | −310,000−93.9% | 減碼 | 歷史 |
| Nuvation Bio Inc.67080N119 | *W EXP 07/07/202 | 66,666 | $17.7 萬 | <0.1% | 00.0% | 不變 | – |
| MREOMereo BioPharma Group plc | SPON ADS | 46,984 | $11.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2021 年第 2 季之後清倉（16 檔）
2021 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 2 季股數 | 2021 年第 2 季市值 | 2021 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| TPTXTurning Point Therapeutics, Inc. | COM | 400,000 | $3,121 萬 | 2.7% | 歷史 |
| ISEEIVERIC bio, Inc. | COM | 2,500,000 | $1,578 萬 | 1.4% | 歷史 |
| ACRSAclaris Therapeutics, Inc. | COM | 675,000 | $1,185 萬 | 1.0% | 歷史 |
| KNSAKiniksa Pharmaceuticals International, plc | COM CL A | 800,000 | $1,114 萬 | 1.0% | 歷史 |
| HARPHarpoon Therapeutics, Inc. | COM | 800,000 | $1,110 萬 | 1.0% | 歷史 |
| RAPTRAPT Therapeutics, Inc. | COM | 270,000 | $858.3 萬 | 0.7% | 歷史 |
| Catabasis Pharmaceuticals IN14875P206 | COM NEW | 3,190,000 | $673.1 萬 | 0.6% | – |
| Aslan Pharmaceuticals Ltd04522R101 | ADS | 2,000,000 | $660.0 萬 | 0.6% | – |
| CCCCC4 Therapeutics, Inc. | COM STK | 112,928 | $427.3 萬 | 0.4% | 歷史 |
| ANNXAnnexon, Inc. | COM | 159,622 | $359.3 萬 | 0.3% | 歷史 |
| BCTG Acquisition Corp05492W103 | COM | 200,000 | $227.6 萬 | 0.2% | – |
| ARYDARYA Sciences Acquisition Corp IV | CL A | 200,000 | $214.4 萬 | 0.2% | 歷史 |
| FS Development Corp II30318F100 | COM CL A | 123,543 | $123.3 萬 | 0.1% | – |
| OBIOOrchestra BioMed Holdings, Inc. | ORD SHS | 100,000 | $102.0 萬 | 0.1% | 歷史 |
| RACBResearch Alliance Corp. II | COM CL A | 100,000 | $101.4 萬 | 0.1% | 歷史 |
| MLTXMoonLake Immunotherapeutics | COM CL A | 50,000 | $51.8 萬 | <0.1% | 歷史 |