Logos Global Management LP
- SEC CIK
- 0001792126
- 最新申報
- 2026/8/14
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/8/15 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 32
- 較 2022 年第 1 季 −15
- 總值
- $5.45 億
- 較 2022 年第 1 季 −$2.26 億 (−29.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| CYTKCytokinetics Inc | COM NEW | 1,750,000 | $6,876 萬 | 12.6% | +135,000+8.4% | 加碼 | 歷史 |
| APLSApellis Pharmaceuticals, Inc. | COM | 1,500,000 | $6,783 萬 | 12.4% | +600,000+66.7% | 加碼 | 歷史 |
| IDYAIDEAYA Biosciences, Inc. | COM | 3,750,000 | $5,175 萬 | 9.5% | +900,000+31.6% | 加碼 | 歷史 |
| DSGNDesign Therapeutics, Inc. | COM | 2,797,501 | $3,917 萬 | 7.2% | 00.0% | 不變 | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 400,000 | $2,998 萬 | 5.5% | +400,000 | 新進 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 300,000 | $2,924 萬 | 5.4% | −175,000−36.8% | 減碼 | 歷史 |
| BCYCBicycle Therapeutics PLC | SPONSORED ADS | 1,700,000 | $2,853 萬 | 5.2% | +750,000+78.9% | 加碼 | 歷史 |
| VTYXVentyx Biosciences, Inc. | COM | 2,312,680 | $2,828 萬 | 5.2% | −201,600−8.0% | 減碼 | 歷史 |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 350,000 | $2,792 萬 | 5.1% | +350,000 | 新進 | 歷史 |
| ALXOAlx Oncology Holdings Inc | COM | 3,136,352 | $2,537 萬 | 4.7% | +125,000+4.2% | 加碼 | 歷史 |
| ARQTArcutis Biotherapeutics, Inc. | COM | 1,000,000 | $2,131 萬 | 3.9% | −500,000−33.3% | 減碼 | 歷史 |
| DYNDyne Therapeutics, Inc. | COM | 2,900,000 | $1,992 萬 | 3.7% | +165,608+6.1% | 加碼 | 歷史 |
| KRTXKaruna Therapeutics, Inc. | COM | 150,000 | $1,898 萬 | 3.5% | −190,000−55.9% | 減碼 | 歷史 |
| DICEDICE Therapeutics, Inc. | COM | 985,251 | $1,529 萬 | 2.8% | −400,000−28.9% | 減碼 | 歷史 |
| OLMAOlema Pharmaceuticals, Inc. | COM | 3,743,875 | $1,524 萬 | 2.8% | 00.0% | 不變 | 歷史 |
| ChemoCentryx, Inc.16383L106 | COM | 600,000 | $1,487 萬 | 2.7% | +600,000 | 新進 | – |
| FULCFulcrum Therapeutics, Inc. | COM | 1,950,000 | $955.5 萬 | 1.8% | +950,000+95.0% | 加碼 | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 650,000 | $915.9 萬 | 1.7% | +650,000 | 新進 | 歷史 |
| KZRKezar Life Sciences, Inc. | COM | 950,000 | $785.7 萬 | 1.4% | −664,021−41.1% | 減碼 | 歷史 |
| IPSCCentury Therapeutics, Inc. | COM | 476,559 | $400.3 萬 | 0.7% | −73,700−13.4% | 減碼 | 歷史 |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 399,801 | $194.7 萬 | 0.4% | −54,744−12.0% | 減碼 | 歷史 |
| SPRBSpruce Biosciences, Inc. | COM | 1,000,000 | $174.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TILInstil Bio, Inc. | COM | 369,800 | $170.8 萬 | 0.3% | −7,291−1.9% | 減碼 | 歷史 |
| TRMLTourmaline Bio, Inc. | COM | 270,987 | $122.2 萬 | 0.2% | −35,249−11.5% | 減碼 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 150,000 | $119.4 萬 | 0.2% | −63,744−29.8% | 減碼 | 歷史 |
| TYRATyra Biosciences, Inc. | COM | 166,526 | $119.1 萬 | 0.2% | −86,200−34.1% | 減碼 | 歷史 |
| LIANYLianBio | SPONSORED ADS | 394,486 | $85.2 萬 | 0.2% | −18,351−4.4% | 減碼 | 歷史 |
| LONALeonaBio, Inc. | COM | 220,000 | $67.1 萬 | 0.1% | −497,285−69.3% | 減碼 | 歷史 |
| VIGLVigil Neuroscience, Inc. | COM | 205,595 | $53.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PYXSPyxis Oncology, Inc. | COMMON STOCK | 220,434 | $52.5 萬 | 0.1% | −66,218−23.1% | 減碼 | 歷史 |
| NUVLNuvalent, Inc. | COM | 33,887 | $46.0 萬 | 0.1% | −100,763−74.8% | 減碼 | 歷史 |
| Nuvation Bio Inc.67080N119 | *W EXP 07/07/202 | 66,666 | $1.90 萬 | <0.1% | 00.0% | 不變 | – |
2022 年第 1 季之後清倉（19 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| GBTGlobal Blood Therapeutics, Inc. | COM | 1,250,000 | $4,330 萬 | 5.6% | 歷史 |
| ISEEIVERIC bio, Inc. | COM | 1,800,000 | $3,029 萬 | 3.9% | 歷史 |
| MRTXMirati Therapeutics, Inc. | COM | 350,000 | $2,878 萬 | 3.7% | 歷史 |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 175,000 | $2,054 萬 | 2.7% | 歷史 |
| IOVAIovance Biotherapeutics, Inc. | COM | 1,000,000 | $1,665 萬 | 2.2% | 歷史 |
| JNCEJounce Therapeutics, Inc. | COM | 1,400,000 | $950.6 萬 | 1.2% | 歷史 |
| VERAVera Therapeutics, Inc. | CL A | 385,000 | $904.4 萬 | 1.2% | 歷史 |
| SRRKScholar Rock Holding Corp | COM | 675,000 | $870.1 萬 | 1.1% | 歷史 |
| ANABAnaptysbio, Inc | COM | 300,000 | $742.2 萬 | 1.0% | 歷史 |
| VERVVerve Therapeutics, Inc. | COM | 96,912 | $221.2 萬 | 0.3% | 歷史 |
| CGEMCullinan Therapeutics, Inc. | COM | 200,000 | $209.4 萬 | 0.3% | 歷史 |
| VRNAVerona Pharma plc | SPONSORED ADS | 300,000 | $149.7 萬 | 0.2% | 歷史 |
| VTGNVistagen Therapeutics, Inc. | COM NEW | 1,000,000 | $124.0 萬 | 0.2% | 歷史 |
| COGTCogent Biosciences, Inc. | COM | 150,000 | $112.4 萬 | 0.1% | 歷史 |
| IMAImageneBio, Inc. | COM | 178,281 | $108.8 萬 | 0.1% | 歷史 |
| BMEABiomea Fusion, Inc. | COM | 200,000 | $89.2 萬 | 0.1% | 歷史 |
| SLGCSomaLogic, Inc. | CLASS A COM | 100,000 | $80.2 萬 | 0.1% | 歷史 |
| Rain Oncology Inc.75082Q105 | COM | 134,194 | $68.0 萬 | 0.1% | – |
| OMGAOmega Therapeutics, Inc. | COMMON STOCK | 12,986 | $8.10 萬 | <0.1% | 歷史 |