Logos Global Management LP
- SEC CIK
- 0001792126
- 最新申報
- 2026/8/14
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/11/14 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 53
- 較 2024 年第 2 季 +2
- 總值
- $8.93 億
- 較 2024 年第 2 季 +$2,483 萬 (+2.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| IDYAIDEAYA Biosciences, Inc. | COM | 2,100,000 | $6,653 萬 | 7.5% | +400,000+23.5% | 加碼 | 歷史 |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 1,250,000 | $5,486 萬 | 6.1% | +150,000+13.6% | 加碼 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 1,200,000 | $5,442 萬 | 6.1% | 00.0% | 不變 | 歷史 |
| IRONDisc Medicine, Inc. | COM | 935,000 | $4,595 萬 | 5.1% | +10,000+1.1% | 加碼 | 歷史 |
| JANXJanux Therapeutics, Inc. | COM | 1,000,000 | $4,543 萬 | 5.1% | +250,000+33.3% | 加碼 | 歷史 |
| OLMAOlema Pharmaceuticals, Inc. | COM | 3,208,875 | $3,831 萬 | 4.3% | 00.0% | 不變 | 歷史 |
| PCVXVaxcyte, Inc. | COM | 300,000 | $3,428 萬 | 3.8% | +300,000 | 新進 | 歷史 |
| IMVTImmunovant, Inc. | COM | 1,100,000 | $3,136 萬 | 3.5% | +525,000+91.3% | 加碼 | 歷史 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 900,000 | $3,059 萬 | 3.4% | +900,000 | 新進 | 歷史 |
| OCULOcular Therapeutix, Inc | COM | 3,500,000 | $3,045 萬 | 3.4% | −1,650,000−32.0% | 減碼 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 750,000 | $3,005 萬 | 3.4% | +450,000+150.0% | 加碼 | 歷史 |
| ERASErasca, Inc. | COM | 10,900,000 | $2,976 萬 | 3.3% | +5,000,000+84.7% | 加碼 | 歷史 |
| MRUSMerus N.V. | COM | 575,000 | $2,873 萬 | 3.2% | −275,000−32.4% | 減碼 | 歷史 |
| LKFTLakefront Biotherapeutics NV | SPON ADR | 800,000 | $2,303 萬 | 2.6% | +800,000 | 新進 | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 800,000 | $2,295 萬 | 2.6% | 00.0% | 不變 | 歷史 |
| DSGNDesign Therapeutics, Inc. | COM | 4,217,627 | $2,269 萬 | 2.5% | −814,874−16.2% | 減碼 | 歷史 |
| VERAVera Therapeutics, Inc. | CL A | 500,000 | $2,210 萬 | 2.5% | −450,000−47.4% | 減碼 | 歷史 |
| COGTCogent Biosciences, Inc. | COM | 2,000,000 | $2,160 萬 | 2.4% | +2,000,000 | 新進 | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 400,000 | $2,112 萬 | 2.4% | +400,000 | 新進 | 歷史 |
| BCAXBicara Therapeutics Inc. | COM | 800,000 | $2,038 萬 | 2.3% | +800,000 | 新進 | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 150,000 | $1,873 萬 | 2.1% | 00.0% | 不變 | 歷史 |
| ANNXAnnexon, Inc. | COM | 2,600,000 | $1,539 萬 | 1.7% | −700,000−21.2% | 減碼 | 歷史 |
| TVTXTravere Therapeutics, Inc. | COM | 1,100,000 | $1,539 萬 | 1.7% | +1,100,000 | 新進 | 歷史 |
| ELVNEnliven Therapeutics, Inc. | COM | 495,000 | $1,264 萬 | 1.4% | −100,000−16.8% | 減碼 | 歷史 |
| BEAMBeam Therapeutics Inc. | COM | 500,000 | $1,225 萬 | 1.4% | +500,000 | 新進 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 450,000 | $1,201 萬 | 1.3% | +450,000 | 新進 | 歷史 |
| BCYCBicycle Therapeutics PLC | SPONSORED ADS | 500,000 | $1,132 萬 | 1.3% | +500,000 | 新進 | 歷史 |
| YMABY-mAbs Therapeutics, Inc. | COM | 800,000 | $1,052 萬 | 1.2% | +800,000 | 新進 | 歷史 |
| ARVNArvinas, Inc. | COM | 400,000 | $985.2 萬 | 1.1% | +400,000 | 新進 | 歷史 |
| TRVITrevi Therapeutics, Inc. | COM | 2,750,000 | $918.5 萬 | 1.0% | −50,000−1.8% | 減碼 | 歷史 |
| NUVLNuvalent, Inc. | COM | 75,000 | $767.3 萬 | 0.9% | −120,000−61.5% | 減碼 | 歷史 |
| CMPSCOMPASS Pathways plc | SPONSORED ADS | 1,159,030 | $730.2 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| ORKAOruka Therapeutics, Inc. | COM | 257,330 | $630.7 萬 | 0.7% | +257,330 | 新進 | 歷史 |
| RCKTRocket Pharmaceuticals, Inc. | COM | 325,000 | $600.3 萬 | 0.7% | −25,000−7.1% | 減碼 | 歷史 |
| SYRESpyre Therapeutics, Inc. | COM NEW | 200,000 | $588.2 萬 | 0.7% | −375,000−65.2% | 減碼 | 歷史 |
| DYNDyne Therapeutics, Inc. | COM | 160,000 | $574.7 萬 | 0.6% | −105,000−39.6% | 減碼 | 歷史 |
| ATXSAstria Therapeutics, Inc. | COM | 500,000 | $550.5 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| HELPHelus Pharma Inc. | COM NEW | 600,000 | $533.4 萬 | 0.6% | +600,000 | 新進 | 歷史 |
| ENGNenGene Therapeutics Inc. | COM | 800,000 | $528.0 萬 | 0.6% | −400,000−33.3% | 減碼 | 歷史 |
| AVTXAvalo Therapeutics, Inc. | COM NEW | 539,079 | $512.1 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| LCTXLineage Cell Therapeutics, Inc. | COM | 5,000,000 | $452.6 萬 | 0.5% | +300,000+6.4% | 加碼 | 歷史 |
| RAPPRapport Therapeutics, Inc. | COM | 208,910 | $406.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| SLNSilence Therapeutics plc | ADS | 200,000 | $363.6 萬 | 0.4% | −1,276,061−86.5% | 減碼 | 歷史 |
| ATYRaTYR PHARMA INC | COM NEW | 2,000,000 | $352.0 萬 | 0.4% | −1,000,000−33.3% | 減碼 | 歷史 |
| NXTCNextCure, Inc. | COM | 2,500,000 | $342.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ADVMAdverum Biotechnologies, Inc. | COM NEW | 416,666 | $292.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ARTVArtiva Biotherapeutics, Inc. | COM | 145,089 | $213.0 萬 | 0.2% | +145,089 | 新進 | 歷史 |
| UNCYUnicycive Therapeutics, Inc. | COM | 5,078,927 | $207.2 萬 | 0.2% | +1,609,000+46.4% | 加碼 | 歷史 |
| ALLKAllakos Inc. | COM | 2,900,000 | $189.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NMRANeumora Therapeutics, Inc. | COM | 100,000 | $132.1 萬 | 0.1% | −200,000−66.7% | 減碼 | 歷史 |
| IOBTIO Biotech, Inc. | COM | 493,827 | $51.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SKYESkye Bioscience, Inc. | COM NEW | 100,000 | $39.1 萬 | <0.1% | −1,201,518−92.3% | 減碼 | 歷史 |
| BOLDBoundless Bio, Inc. | COM | 58,903 | $20.4 萬 | <0.1% | −58,903−50.0% | 減碼 | 歷史 |
選擇權（2 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。
2024 年第 2 季之後清倉（13 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 2 季股數 | 2024 年第 2 季市值 | 2024 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ARGXArgenx SE | SPONSORED ADR | 135,000 | $5,806 萬 | 6.7% | 歷史 |
| MLTXMoonLake Immunotherapeutics | CLASS A ORD | 750,000 | $3,298 萬 | 3.8% | 歷史 |
| XNCRXencor Inc | COM | 1,500,000 | $2,840 萬 | 3.3% | 歷史 |
| APLSApellis Pharmaceuticals, Inc. | COM | 400,000 | $1,534 萬 | 1.8% | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 375,000 | $1,462 萬 | 1.7% | 歷史 |
| STOKStoke Therapeutics, Inc. | COM | 1,050,000 | $1,419 萬 | 1.6% | 歷史 |
| Cybin Ord23256X100 | COM | 40,000,000 | $1,084 萬 | 1.2% | – |
| ELEVElevation Acquisition Group Inc. | COM | 3,850,000 | $1,040 萬 | 1.2% | 歷史 |
| BHVNBiohaven Ltd. | COM | 250,000 | $867.8 萬 | 1.0% | 歷史 |
| RLAYRelay Therapeutics, Inc. | COM | 1,300,000 | $847.6 萬 | 1.0% | 歷史 |
| APLTApplied Therapeutics, Inc. | COM | 600,000 | $266.2 萬 | 0.3% | 歷史 |
| RNACCartesian Therapeutics, Inc. | COM NEW | 90,000 | $243.1 萬 | 0.3% | 歷史 |
| Nuvation Bio Inc.67080N119 | *W EXP 07/07/202 | 66,666 | $1.07 萬 | <0.1% | – |