Logos Global Management LP
- SEC CIK
- 0001792126
- 最新申報
- 2026/8/14
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/14 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 47
- 較 2024 年第 3 季 −6
- 總值
- $8.55 億
- 較 2024 年第 3 季 −$3,801 萬 (−4.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| IDYAIDEAYA Biosciences, Inc. | COM | 3,000,000 | $7,710 萬 | 9.0% | +900,000+42.9% | 加碼 | 歷史 |
| JANXJanux Therapeutics, Inc. | COM | 1,250,000 | $6,693 萬 | 7.8% | +250,000+25.0% | 加碼 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 1,450,000 | $6,342 萬 | 7.4% | +250,000+20.8% | 加碼 | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 900,000 | $4,234 萬 | 5.0% | +500,000+125.0% | 加碼 | 歷史 |
| VERAVera Therapeutics, Inc. | CL A | 875,000 | $3,700 萬 | 4.3% | +375,000+75.0% | 加碼 | 歷史 |
| BNTXBioNTech SE | SPONSORED ADS | 300,000 | $3,419 萬 | 4.0% | +300,000 | 新進 | 歷史 |
| MRUSMerus N.V. | COM | 750,000 | $3,154 萬 | 3.7% | +175,000+30.4% | 加碼 | 歷史 |
| ERASErasca, Inc. | COM | 12,500,000 | $3,138 萬 | 3.7% | +1,600,000+14.7% | 加碼 | 歷史 |
| INSMINSMED Inc | COM PAR $.01 | 450,000 | $3,107 萬 | 3.6% | +450,000 | 新進 | 歷史 |
| OCULOcular Therapeutix, Inc | COM | 3,500,000 | $2,989 萬 | 3.5% | 00.0% | 不變 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 200,000 | $2,730 萬 | 3.2% | +200,000 | 新進 | 歷史 |
| DSGNDesign Therapeutics, Inc. | COM | 4,217,627 | $2,602 萬 | 3.0% | 00.0% | 不變 | 歷史 |
| PCVXVaxcyte, Inc. | COM | 300,000 | $2,456 萬 | 2.9% | 00.0% | 不變 | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 800,000 | $2,226 萬 | 2.6% | 00.0% | 不變 | 歷史 |
| JAZZJazz Pharmaceuticals plc | SHS USD | 175,000 | $2,155 萬 | 2.5% | +175,000 | 新進 | 歷史 |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 700,000 | $1,898 萬 | 2.2% | −550,000−44.0% | 減碼 | 歷史 |
| OLMAOlema Pharmaceuticals, Inc. | COM | 3,208,875 | $1,871 萬 | 2.2% | 00.0% | 不變 | 歷史 |
| BPMCBlueprint Medicines Corp | COM | 200,000 | $1,744 萬 | 2.0% | +200,000 | 新進 | 歷史 |
| TVTXTravere Therapeutics, Inc. | COM | 1,000,000 | $1,742 萬 | 2.0% | −100,000−9.1% | 減碼 | 歷史 |
| APLSApellis Pharmaceuticals, Inc. | COM | 500,000 | $1,596 萬 | 1.9% | +500,000 | 新進 | 歷史 |
| SLNOSoleno Therapeutics Inc | COM | 350,000 | $1,573 萬 | 1.8% | +350,000 | 新進 | 歷史 |
| ALKSAlkermes plc. | SHS | 500,000 | $1,438 萬 | 1.7% | +500,000 | 新進 | 歷史 |
| APGEApogee Therapeutics, Inc. | COM | 300,000 | $1,359 萬 | 1.6% | +300,000 | 新進 | 歷史 |
| ARVNArvinas, Inc. | COM | 700,000 | $1,342 萬 | 1.6% | +300,000+75.0% | 加碼 | 歷史 |
| ANNXAnnexon, Inc. | COM | 2,550,000 | $1,308 萬 | 1.5% | −50,000−1.9% | 減碼 | 歷史 |
| IRONDisc Medicine, Inc. | COM | 200,000 | $1,268 萬 | 1.5% | −735,000−78.6% | 減碼 | 歷史 |
| SYRESpyre Therapeutics, Inc. | COM NEW | 500,000 | $1,164 萬 | 1.4% | +300,000+150.0% | 加碼 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 400,000 | $1,068 萬 | 1.2% | −50,000−11.1% | 減碼 | 歷史 |
| DYNDyne Therapeutics, Inc. | COM | 450,000 | $1,060 萬 | 1.2% | +290,000+181.3% | 加碼 | 歷史 |
| PLRXPliant Therapeutics, Inc. | COM | 750,000 | $987.8 萬 | 1.2% | +750,000 | 新進 | 歷史 |
| DRUGBright Minds Biosciences Inc. | COM NEW | 245,000 | $882.5 萬 | 1.0% | +245,000 | 新進 | 歷史 |
| YMABY-mAbs Therapeutics, Inc. | COM | 1,000,000 | $783.0 萬 | 0.9% | +200,000+25.0% | 加碼 | 歷史 |
| IMVTImmunovant, Inc. | COM | 300,000 | $743.1 萬 | 0.9% | −800,000−72.7% | 減碼 | 歷史 |
| GERNGeron Corp | COM | 2,000,000 | $708.0 萬 | 0.8% | +2,000,000 | 新進 | 歷史 |
| ACRSAclaris Therapeutics, Inc. | COM | 2,222,222 | $551.1 萬 | 0.6% | +2,222,222 | 新進 | 歷史 |
| TRVITrevi Therapeutics, Inc. | COM | 1,250,000 | $515.0 萬 | 0.6% | −1,500,000−54.5% | 減碼 | 歷史 |
| ATXSAstria Therapeutics, Inc. | COM | 500,000 | $447.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| UNCYUnicycive Therapeutics, Inc. | COM | 5,078,927 | $403.4 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| JBIOJade Biosciences, Inc. | COM | 1,400,000 | $371.0 萬 | 0.4% | +1,400,000 | 新進 | 歷史 |
| RAPPRapport Therapeutics, Inc. | COM | 208,910 | $370.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ATYRaTYR PHARMA INC | COM NEW | 1,000,000 | $362.0 萬 | 0.4% | −1,000,000−50.0% | 減碼 | 歷史 |
| ALLKAllakos Inc. | COM | 2,900,000 | $350.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ELVNEnliven Therapeutics, Inc. | COM | 140,000 | $315.0 萬 | 0.4% | −355,000−71.7% | 減碼 | 歷史 |
| SEPNSepterna, Inc. | COM | 134,202 | $307.3 萬 | 0.4% | +134,202 | 新進 | 歷史 |
| ARTVArtiva Biotherapeutics, Inc. | COM | 145,089 | $146.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CBIOCrescent Biopharma, Inc. | COM | 5,400,000 | $134.5 萬 | 0.2% | +5,400,000 | 新進 | 歷史 |
| Nuvation Bio Inc.67080N119 | *W EXP 07/07/202 | 66,666 | $1.53 萬 | <0.1% | +66,666 | 新進 | – |
2024 年第 3 季之後清倉（23 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CLDXCelldex Therapeutics, Inc. | COM NEW | 900,000 | $3,059 萬 | 3.4% | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 750,000 | $3,005 萬 | 3.4% | 歷史 |
| LKFTLakefront Biotherapeutics NV | SPON ADR | 800,000 | $2,303 萬 | 2.6% | 歷史 |
| COGTCogent Biosciences, Inc. | COM | 2,000,000 | $2,160 萬 | 2.4% | 歷史 |
| BCAXBicara Therapeutics Inc. | COM | 800,000 | $2,038 萬 | 2.3% | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 150,000 | $1,873 萬 | 2.1% | 歷史 |
| BEAMBeam Therapeutics Inc. | COM | 500,000 | $1,225 萬 | 1.4% | 歷史 |
| BCYCBicycle Therapeutics PLC | SPONSORED ADS | 500,000 | $1,132 萬 | 1.3% | 歷史 |
| NUVLNuvalent, Inc. | COM | 75,000 | $767.3 萬 | 0.9% | 歷史 |
| CMPSCOMPASS Pathways plc | SPONSORED ADS | 1,159,030 | $730.2 萬 | 0.8% | 歷史 |
| ORKAOruka Therapeutics, Inc. | COM | 257,330 | $630.7 萬 | 0.7% | 歷史 |
| RCKTRocket Pharmaceuticals, Inc. | COM | 325,000 | $600.3 萬 | 0.7% | 歷史 |
| HELPHelus Pharma Inc. | COM NEW | 600,000 | $533.4 萬 | 0.6% | 歷史 |
| ENGNenGene Therapeutics Inc. | COM | 800,000 | $528.0 萬 | 0.6% | 歷史 |
| AVTXAvalo Therapeutics, Inc. | COM NEW | 539,079 | $512.1 萬 | 0.6% | 歷史 |
| LCTXLineage Cell Therapeutics, Inc. | COM | 5,000,000 | $452.6 萬 | 0.5% | 歷史 |
| SLNSilence Therapeutics plc | ADS | 200,000 | $363.6 萬 | 0.4% | 歷史 |
| NXTCNextCure, Inc. | COM | 2,500,000 | $342.5 萬 | 0.4% | 歷史 |
| ADVMAdverum Biotechnologies, Inc. | COM NEW | 416,666 | $292.5 萬 | 0.3% | 歷史 |
| NMRANeumora Therapeutics, Inc. | COM | 100,000 | $132.1 萬 | 0.1% | 歷史 |
| IOBTIO Biotech, Inc. | COM | 493,827 | $51.9 萬 | 0.1% | 歷史 |
| SKYESkye Bioscience, Inc. | COM NEW | 100,000 | $39.1 萬 | <0.1% | 歷史 |
| BOLDBoundless Bio, Inc. | COM | 58,903 | $20.4 萬 | <0.1% | 歷史 |