Logos Global Management LP
- SEC CIK
- 0001792126
- 最新申報
- 2026/8/14
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/14 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。
- 持股檔數
- 66
- 較 2021 年第 3 季 +9
- 總值
- $9.70 億
- 較 2021 年第 3 季 −$4.17 億 (−30.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| ALXOAlx Oncology Holdings Inc | COM | 2,906,352 | $6,246 萬 | 6.4% | −250,629−7.9% | 減碼 | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 1,325,000 | $6,039 萬 | 6.2% | +325,000+32.5% | 加碼 | 歷史 |
| DSGNDesign Therapeutics, Inc. | COM | 2,772,501 | $5,936 萬 | 6.1% | 00.0% | 不變 | 歷史 |
| BCYCBicycle Therapeutics PLC | SPONSORED ADS | 870,000 | $5,296 萬 | 5.5% | −605,000−41.0% | 減碼 | 歷史 |
| APLSApellis Pharmaceuticals, Inc. | COM | 1,000,000 | $4,728 萬 | 4.9% | −450,000−31.0% | 減碼 | 歷史 |
| DICEDICE Therapeutics, Inc. | COM | 1,664,251 | $4,212 萬 | 4.3% | +504,000+43.4% | 加碼 | 歷史 |
| KRTXKaruna Therapeutics, Inc. | COM | 300,000 | $3,930 萬 | 4.1% | −160,000−34.8% | 減碼 | 歷史 |
| DYNDyne Therapeutics, Inc. | COM | 3,234,392 | $3,846 萬 | 4.0% | −385,000−10.6% | 減碼 | 歷史 |
| ALGSAligos Therapeutics, Inc. | COM | 3,112,785 | $3,695 萬 | 3.8% | +1,150,000+58.6% | 加碼 | 歷史 |
| IDYAIDEAYA Biosciences, Inc. | COM | 1,550,000 | $3,664 萬 | 3.8% | −225,000−12.7% | 減碼 | 歷史 |
| VTYXVentyx Biosciences, Inc. | COM | 1,824,280 | $3,623 萬 | 3.7% | +1,824,280 | 新進 | 歷史 |
| RPTXRepare Therapeutics Inc. | COM | 1,700,000 | $3,585 萬 | 3.7% | +1,680,000+8,400.0% | 加碼 | 歷史 |
| OLMAOlema Pharmaceuticals, Inc. | COM | 3,743,875 | $3,504 萬 | 3.6% | 00.0% | 不變 | 歷史 |
| KZRKezar Life Sciences, Inc. | COM | 1,450,000 | $2,424 萬 | 2.5% | −2,650,000−64.6% | 減碼 | 歷史 |
| FMTXForma Therapeutics Holdings, Inc. | SHS | 1,600,000 | $2,275 萬 | 2.3% | −515,000−24.3% | 減碼 | 歷史 |
| GBTGlobal Blood Therapeutics, Inc. | COM | 750,000 | $2,195 萬 | 2.3% | +750,000 | 新進 | 歷史 |
| ISEEIVERIC bio, Inc. | COM | 1,300,000 | $2,174 萬 | 2.2% | +1,300,000 | 新進 | 歷史 |
| LONALeonaBio, Inc. | COM | 1,630,744 | $2,125 萬 | 2.2% | −225,068−12.1% | 減碼 | 歷史 |
| VERVVerve Therapeutics, Inc. | COM | 443,265 | $1,634 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| ALPNAlpine Immune Sciences, Inc. | COM | 1,120,000 | $1,551 萬 | 1.6% | +695,000+163.5% | 加碼 | 歷史 |
| HARPHarpoon Therapeutics, Inc. | COM | 1,930,000 | $1,457 萬 | 1.5% | +1,930,000 | 新進 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 850,000 | $1,299 萬 | 1.3% | +168,188+24.7% | 加碼 | 歷史 |
| KYMRKymera Therapeutics, Inc. | COM | 200,000 | $1,270 萬 | 1.3% | +200,000 | 新進 | 歷史 |
| EPIXESSA Pharma Inc. | COM NEW | 865,000 | $1,228 萬 | 1.3% | −135,000−13.5% | 減碼 | 歷史 |
| FULCFulcrum Therapeutics, Inc. | COM | 685,000 | $1,212 萬 | 1.2% | +685,000 | 新進 | 歷史 |
| JNCEJounce Therapeutics, Inc. | COM | 1,350,000 | $1,127 萬 | 1.2% | −650,000−32.5% | 減碼 | 歷史 |
| IPSCCentury Therapeutics, Inc. | COM | 614,095 | $973.9 萬 | 1.0% | −25,000−3.9% | 減碼 | 歷史 |
| RLMDRelmada Therapeutics, Inc. | COM | 400,000 | $901.2 萬 | 0.9% | +400,000 | 新進 | 歷史 |
| PTGXProtagonist Therapeutics, Inc | COM | 250,000 | $855.0 萬 | 0.9% | +250,000 | 新進 | 歷史 |
| NGMNGM Biopharmaceuticals Inc | COM | 475,000 | $841.2 萬 | 0.9% | +475,000 | 新進 | 歷史 |
| MRTXMirati Therapeutics, Inc. | COM | 50,000 | $733.5 萬 | 0.8% | +50,000 | 新進 | 歷史 |
| FOLDAmicus Therapeutics, Inc. | COM | 625,000 | $721.9 萬 | 0.7% | +625,000 | 新進 | 歷史 |
| TYRATyra Biosciences, Inc. | COM | 473,394 | $666.0 萬 | 0.7% | −530,000−52.8% | 減碼 | 歷史 |
| CMPSCOMPASS Pathways plc | SPONSORED ADS | 300,000 | $663.0 萬 | 0.7% | −1,100,000−78.6% | 減碼 | 歷史 |
| LABPLandos Biopharma, Inc. | COM | 1,375,000 | $660.0 萬 | 0.7% | −30,000−2.1% | 減碼 | 歷史 |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 35,000 | $593.5 萬 | 0.6% | +35,000 | 新進 | 歷史 |
| ELDNEledon Pharmaceuticals, Inc. | COM | 1,339,793 | $590.8 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| ZGNXZogenix, Inc. | COM NEW | 350,000 | $568.8 萬 | 0.6% | +350,000 | 新進 | 歷史 |
| FATEFate Therapeutics Inc | COM | 94,000 | $550.0 萬 | 0.6% | +94,000 | 新進 | 歷史 |
| ARQTArcutis Biotherapeutics, Inc. | COM | 250,000 | $518.5 萬 | 0.5% | +250,000 | 新進 | 歷史 |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 454,545 | $511.8 萬 | 0.5% | −615,000−57.5% | 減碼 | 歷史 |
| LENZLENZ Therapeutics, Inc. | COM | 406,308 | $505.0 萬 | 0.5% | −800,000−66.3% | 減碼 | 歷史 |
| TRMLTourmaline Bio, Inc. | COM | 329,013 | $503.1 萬 | 0.5% | −178,910−35.2% | 減碼 | 歷史 |
| SPRBSpruce Biosciences, Inc. | COM | 1,100,000 | $490.6 萬 | 0.5% | +1,100,000 | 新進 | 歷史 |
| CGEMCullinan Therapeutics, Inc. | COM | 288,458 | $445.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| YMABY-mAbs Therapeutics, Inc. | COM | 250,000 | $405.3 萬 | 0.4% | +250,000 | 新進 | 歷史 |
| VTGNVistagen Therapeutics, Inc. | COM NEW | 2,000,000 | $390.0 萬 | 0.4% | +2,000,000 | 新進 | 歷史 |
| IMAImageneBio, Inc. | COM | 299,853 | $376.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| JANXJanux Therapeutics, Inc. | COM | 185,196 | $365.3 萬 | 0.4% | −61,926−25.1% | 減碼 | 歷史 |
| Rain Oncology Inc.75082Q105 | COM | 245,161 | $315.8 萬 | 0.3% | −220,170−47.3% | 減碼 | – |
| PYXSPyxis Oncology, Inc. | COMMON STOCK | 286,652 | $314.4 萬 | 0.3% | +286,652 | 新進 | 歷史 |
| TVTXTravere Therapeutics, Inc. | COM | 100,000 | $310.4 萬 | 0.3% | +100,000 | 新進 | 歷史 |
| NUVLNuvalent, Inc. | COM | 134,650 | $256.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| LIANYLianBio | SPONSORED ADS | 412,837 | $254.3 萬 | 0.3% | +412,837 | 新進 | 歷史 |
| WVEWave Life Sciences, Inc. | SHS | 800,000 | $251.2 萬 | 0.3% | +800,000 | 新進 | 歷史 |
| SLGCSomaLogic, Inc. | CLASS A COM | 200,493 | $233.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BMEABiomea Fusion, Inc. | COM | 252,320 | $187.9 萬 | 0.2% | −450,000−64.1% | 減碼 | 歷史 |
| MRNSMarinus Pharmaceuticals, Inc. | COM NEW | 130,000 | $154.4 萬 | 0.2% | +130,000 | 新進 | 歷史 |
| VERAVera Therapeutics, Inc. | CL A | 50,000 | $133.6 萬 | 0.1% | +50,000 | 新進 | 歷史 |
| COGTCogent Biosciences, Inc. | COM | 150,000 | $128.7 萬 | 0.1% | −775,000−83.8% | 減碼 | 歷史 |
| OMGAOmega Therapeutics, Inc. | COMMON STOCK | 88,235 | $99.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VRNAVerona Pharma plc | SPONSORED ADS | 122,000 | $82.0 萬 | 0.1% | +122,000 | 新進 | 歷史 |
| DAWNDay One Biopharmaceuticals, Inc. | Stock | 37,069 | $62.4 萬 | 0.1% | −15,000−28.8% | 減碼 | 歷史 |
| IVVDInvivyd, Inc. | COM | 70,000 | $50.8 萬 | 0.1% | +70,000 | 新進 | 歷史 |
| Nuvation Bio Inc.67080N119 | *W EXP 07/07/202 | 66,666 | $12.6 萬 | <0.1% | 00.0% | 不變 | – |
| MREOMereo BioPharma Group plc | SPON ADS | 46,984 | $7.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2021 年第 3 季之後清倉（17 檔）
2021 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 3 季股數 | 2021 年第 3 季市值 | 2021 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| DCPHDeciphera Pharmaceuticals, Inc. | COM | 1,850,000 | $6,286 萬 | 4.5% | 歷史 |
| PMVPPMV Pharmaceuticals, Inc. | COM | 1,400,000 | $4,172 萬 | 3.0% | 歷史 |
| NKTXNkarta, Inc. | COM | 1,275,777 | $3,548 萬 | 2.6% | 歷史 |
| ARNAArena Pharmaceuticals Inc | COM NEW | 510,000 | $3,037 萬 | 2.2% | 歷史 |
| VRDNViridian Therapeutics, Inc. | COM | 1,500,000 | $2,468 萬 | 1.8% | 歷史 |
| TILInstil Bio, Inc. | COM | 1,277,091 | $2,283 萬 | 1.6% | 歷史 |
| PRLDPrelude Therapeutics Inc | COM | 400,000 | $1,250 萬 | 0.9% | 歷史 |
| IOVAIovance Biotherapeutics, Inc. | COM | 500,000 | $1,233 萬 | 0.9% | 歷史 |
| ALTAltimmune, Inc. | COM NEW | 700,000 | $791.7 萬 | 0.6% | 歷史 |
| BCELAtreca, Inc. | CL A COM | 1,175,000 | $732.0 萬 | 0.5% | 歷史 |
| GHRSGH Research PLC | ORDINARY SHARES | 324,333 | $643.9 萬 | 0.5% | 歷史 |
| SYBXSynlogic, Inc. | COM | 1,500,000 | $457.5 萬 | 0.3% | 歷史 |
| STTKShattuck Labs, Inc. | COM | 200,000 | $407.6 萬 | 0.3% | 歷史 |
| KNTEKinnate Biopharma Inc. | COM | 94,345 | $217.2 萬 | 0.2% | 歷史 |
| PASGPassage BIO, Inc. | COM | 125,010 | $124.5 萬 | 0.1% | 歷史 |
| GLUEMonte Rosa Therapeutics, Inc. | COM | 50,000 | $111.4 萬 | 0.1% | 歷史 |
| KROSKeros Therapeutics, Inc. | COM | 15,000 | $59.3 萬 | <0.1% | 歷史 |