Logos Global Management LP
- SEC CIK
- 0001792126
- 最新申報
- 2026/8/14
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/14 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 50
- 較 2023 年第 1 季 +7
- 總值
- $7.24 億
- 較 2023 年第 1 季 +$2,533 萬 (+3.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| APLSApellis Pharmaceuticals, Inc. | COM | 625,000 | $5,694 萬 | 7.9% | −175,000−21.9% | 減碼 | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 1,650,000 | $5,382 萬 | 7.4% | +400,000+32.0% | 加碼 | 歷史 |
| IMVTImmunovant, Inc. | COM | 2,250,000 | $4,268 萬 | 5.9% | −250,000−10.0% | 減碼 | 歷史 |
| IDYAIDEAYA Biosciences, Inc. | COM | 1,750,000 | $4,113 萬 | 5.7% | −1,850,000−51.4% | 減碼 | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 300,000 | $3,436 萬 | 4.7% | +80,000+36.4% | 加碼 | 歷史 |
| OLMAOlema Pharmaceuticals, Inc. | COM | 3,743,875 | $3,381 萬 | 4.7% | 00.0% | 不變 | 歷史 |
| IMCRImmunocore Holdings plc | ADS | 500,000 | $2,998 萬 | 4.1% | 00.0% | 不變 | 歷史 |
| BIIBBiogen Inc. | COM | 100,000 | $2,849 萬 | 3.9% | 00.0% | 不變 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 300,000 | $2,829 萬 | 3.9% | +100,000+50.0% | 加碼 | 歷史 |
| VRDNViridian Therapeutics, Inc. | COM | 1,125,000 | $2,676 萬 | 3.7% | +175,000+18.4% | 加碼 | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 520,000 | $2,428 萬 | 3.4% | +120,000+30.0% | 加碼 | 歷史 |
| ALLKAllakos Inc. | COM | 5,250,000 | $2,289 萬 | 3.2% | −286,666−5.2% | 減碼 | 歷史 |
| ICVXIcosavax, Inc. | COM | 2,165,741 | $2,151 萬 | 3.0% | +2,165,741 | 新進 | 歷史 |
| DYNDyne Therapeutics, Inc. | COM | 1,780,000 | $2,003 萬 | 2.8% | +80,000+4.7% | 加碼 | 歷史 |
| DSGNDesign Therapeutics, Inc. | COM | 2,797,501 | $1,762 萬 | 2.4% | 00.0% | 不變 | 歷史 |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 400,000 | $1,663 萬 | 2.3% | +50,000+14.3% | 加碼 | 歷史 |
| ACLXArcellx, Inc. | COMMON STOCK | 500,000 | $1,581 萬 | 2.2% | +500,000 | 新進 | 歷史 |
| RCUSArcus Biosciences, Inc. | COM | 750,000 | $1,523 萬 | 2.1% | +750,000 | 新進 | 歷史 |
| BCYCBicycle Therapeutics PLC | SPONSORED ADS | 520,000 | $1,327 萬 | 1.8% | −230,000−30.7% | 減碼 | 歷史 |
| ANNXAnnexon, Inc. | COM | 3,500,000 | $1,232 萬 | 1.7% | +3,500,000 | 新進 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 275,000 | $1,059 萬 | 1.5% | −625,000−69.4% | 減碼 | 歷史 |
| LKFTLakefront Biotherapeutics NV | SPON ADR | 250,000 | $1,017 萬 | 1.4% | −100,000−28.6% | 減碼 | 歷史 |
| COGTCogent Biosciences, Inc. | COM | 800,000 | $947.2 萬 | 1.3% | −200,000−20.0% | 減碼 | 歷史 |
| MRSNMersana Therapeutics, Inc. | COM | 2,800,000 | $921.2 萬 | 1.3% | +2,800,000 | 新進 | 歷史 |
| Morphosys AG617760202 | SPONSORED ADS | 1,200,000 | $896.4 萬 | 1.2% | −300,000−20.0% | 減碼 | – |
| BMRNBiomarin Pharmaceutical Inc | COM | 100,000 | $866.8 萬 | 1.2% | −50,000−33.3% | 減碼 | 歷史 |
| VTYXVentyx Biosciences, Inc. | COM | 250,000 | $820.0 萬 | 1.1% | −20,000−7.4% | 減碼 | 歷史 |
| DAWNDay One Biopharmaceuticals, Inc. | Stock | 650,000 | $776.1 萬 | 1.1% | +650,000 | 新進 | 歷史 |
| KRTXKaruna Therapeutics, Inc. | COM | 35,000 | $759.0 萬 | 1.0% | −65,000−65.0% | 減碼 | 歷史 |
| ALXOAlx Oncology Holdings Inc | COM | 1,000,000 | $751.0 萬 | 1.0% | −500,000−33.3% | 減碼 | 歷史 |
| GERNGeron Corp | COM | 2,200,000 | $706.2 萬 | 1.0% | −1,350,000−38.0% | 減碼 | 歷史 |
| DCTHDelcath Systems, Inc. | COM NEW | 1,178,787 | $687.2 萬 | 0.9% | +1,178,787 | 新進 | 歷史 |
| Gracell Biotechnologies Inc38406L103 | SPONSORED ADS | 1,800,000 | $685.8 萬 | 0.9% | +1,800,000 | 新進 | – |
| ELVNEnliven Therapeutics, Inc. | COM | 307,076 | $626.7 萬 | 0.9% | −94,153−23.5% | 減碼 | 歷史 |
| IMTXImmatics N.V. | SHS | 500,000 | $577.0 萬 | 0.8% | +500,000 | 新進 | 歷史 |
| MRNSMarinus Pharmaceuticals, Inc. | COM NEW | 525,000 | $570.1 萬 | 0.8% | +525,000 | 新進 | 歷史 |
| ACRSAclaris Therapeutics, Inc. | COM | 525,000 | $544.4 萬 | 0.8% | +525,000 | 新進 | 歷史 |
| KURAKura Oncology, Inc. | COM | 500,000 | $529.0 萬 | 0.7% | +500,000 | 新進 | 歷史 |
| BBIOBridgeBio Pharma, Inc. | COM | 300,000 | $516.0 萬 | 0.7% | +300,000 | 新進 | 歷史 |
| RCKTRocket Pharmaceuticals, Inc. | COM | 250,000 | $496.8 萬 | 0.7% | −650,000−72.2% | 減碼 | 歷史 |
| VIRVir Biotechnology, Inc. | COM | 200,000 | $490.6 萬 | 0.7% | +200,000 | 新進 | 歷史 |
| ATXSAstria Therapeutics, Inc. | COM | 544,960 | $454.0 萬 | 0.6% | −500,000−47.8% | 減碼 | 歷史 |
| TNYATenaya Therapeutics, Inc. | COM | 600,000 | $352.2 萬 | 0.5% | +600,000 | 新進 | 歷史 |
| DBVTDBV Technologies S.A. | SPONSORED ADR | 1,200,000 | $228.0 萬 | 0.3% | +1,200,000 | 新進 | 歷史 |
| VIGLVigil Neuroscience, Inc. | COM | 188,390 | $177.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SYRESpyre Therapeutics, Inc. | COM | 3,142,880 | $141.6 萬 | 0.2% | +3,142,880 | 新進 | 歷史 |
| IMUXImmunic, Inc. | COM | 421,184 | $105.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LIANYLianBio | SPONSORED ADS | 280,000 | $63.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TYRATyra Biosciences, Inc. | COM | 31,872 | $54.3 萬 | 0.1% | −55,801−63.6% | 減碼 | 歷史 |
| Nuvation Bio Inc.67080N119 | *W EXP 07/07/202 | 66,666 | $1.10 萬 | <0.1% | 00.0% | 不變 | – |
選擇權（1 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| BBIOBridgeBio Pharma, Inc. | COM | – | $1,118 萬 |
2023 年第 1 季之後清倉（10 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ISEEIVERIC bio, Inc. | COM | 1,520,000 | $3,698 萬 | 5.3% | 歷史 |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 150,000 | $1,608 萬 | 2.3% | 歷史 |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 50,000 | $1,211 萬 | 1.7% | 歷史 |
| DICEDICE Therapeutics, Inc. | COM | 410,000 | $1,175 萬 | 1.7% | 歷史 |
| IRONDisc Medicine, Inc. | COM | 525,000 | $1,112 萬 | 1.6% | 歷史 |
| BHVNBiohaven Ltd. | COM | 700,000 | $956.2 萬 | 1.4% | 歷史 |
| KYNBKyntra Bio, Inc. | COM | 300,000 | $559.8 萬 | 0.8% | 歷史 |
| MLYSMineralys Therapeutics, Inc. | COM | 300,000 | $469.8 萬 | 0.7% | 歷史 |
| CBAYCymaBay Therapeutics, Inc. | COM | 400,000 | $348.8 萬 | 0.5% | 歷史 |
| ALGSAligos Therapeutics, Inc. | COM | 1,000,000 | $87.4 萬 | 0.1% | 歷史 |