Logos Global Management LP
- SEC CIK
- 0001792126
- 最新申報
- 2026/8/14
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/14 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 45
- 較 2025 年第 1 季 +6
- 總值
- $7.49 億
- 較 2025 年第 1 季 +$1.86 億 (+33.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| IDYAIDEAYA Biosciences, Inc. | COM | 3,345,000 | $7,031 萬 | 9.4% | −155,000−4.4% | 減碼 | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 1,200,000 | $6,403 萬 | 8.6% | 00.0% | 不變 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 1,700,000 | $6,254 萬 | 8.4% | +100,000+6.3% | 加碼 | 歷史 |
| JAZZJazz Pharmaceuticals plc | SHS USD | 450,000 | $4,775 萬 | 6.4% | +450,000 | 新進 | 歷史 |
| IRONDisc Medicine, Inc. | COM | 700,000 | $3,707 萬 | 5.0% | +305,658+77.5% | 加碼 | 歷史 |
| Avidity Biosciences, Inc.05370A108 | COM | 950,000 | $2,698 萬 | 3.6% | +600,000+171.4% | 加碼 | – |
| KROSKeros Therapeutics, Inc. | COM | 2,000,000 | $2,670 萬 | 3.6% | 00.0% | 不變 | 歷史 |
| BIIBBiogen Inc. | COM | 200,000 | $2,512 萬 | 3.4% | +200,000 | 新進 | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 85,000 | $2,442 萬 | 3.3% | +85,000 | 新進 | 歷史 |
| ARVNArvinas, Inc. | COM | 3,300,000 | $2,429 萬 | 3.2% | +3,300,000 | 新進 | 歷史 |
| JANXJanux Therapeutics, Inc. | COM | 1,000,000 | $2,310 萬 | 3.1% | −650,000−39.4% | 減碼 | 歷史 |
| OCULOcular Therapeutix, Inc | COM | 2,200,000 | $2,042 萬 | 2.7% | −100,000−4.3% | 減碼 | 歷史 |
| ERASErasca, Inc. | COM | 15,000,000 | $1,905 萬 | 2.5% | +2,000,000+15.4% | 加碼 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 150,000 | $1,885 萬 | 2.5% | +150,000 | 新進 | 歷史 |
| DYNDyne Therapeutics, Inc. | COM | 1,900,000 | $1,809 萬 | 2.4% | +1,400,000+280.0% | 加碼 | 歷史 |
| IMCRImmunocore Holdings plc | ADS | 575,000 | $1,804 萬 | 2.4% | +575,000 | 新進 | 歷史 |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 850,000 | $1,763 萬 | 2.4% | +425,000+100.0% | 加碼 | 歷史 |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 50,000 | $1,513 萬 | 2.0% | +50,000 | 新進 | 歷史 |
| DSGNDesign Therapeutics, Inc. | COM | 4,217,627 | $1,421 萬 | 1.9% | 00.0% | 不變 | 歷史 |
| KRYSKrystal Biotech, Inc. | COM | 100,000 | $1,375 萬 | 1.8% | +100,000 | 新進 | 歷史 |
| OLMAOlema Pharmaceuticals, Inc. | COM | 3,208,875 | $1,367 萬 | 1.8% | 00.0% | 不變 | 歷史 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 600,000 | $1,221 萬 | 1.6% | +600,000 | 新進 | 歷史 |
| BHVNBiohaven Ltd. | COM | 700,000 | $987.7 萬 | 1.3% | +700,000 | 新進 | 歷史 |
| XNCRXencor Inc | COM | 1,250,000 | $982.5 萬 | 1.3% | +1,250,000 | 新進 | 歷史 |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | 225,000 | $946.1 萬 | 1.3% | +225,000 | 新進 | 歷史 |
| MLTXMoonLake Immunotherapeutics | CLASS A ORD | 200,000 | $944.0 萬 | 1.3% | −150,000−42.9% | 減碼 | 歷史 |
| CDTXCidara Therapeutics, Inc. | COM NEW | 190,000 | $925.5 萬 | 1.2% | +190,000 | 新進 | 歷史 |
| CBIOCrescent Biopharma, Inc. | COM | 553,686 | $893.6 萬 | 1.2% | +553,686 | 新進 | 歷史 |
| LEGNLegend Biotech Corp | SPONSORED ADS | 250,000 | $887.3 萬 | 1.2% | +250,000 | 新進 | 歷史 |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 130,000 | $821.5 萬 | 1.1% | +130,000 | 新進 | 歷史 |
| MAZEMaze Therapeutics, Inc. | COM | 611,914 | $750.8 萬 | 1.0% | −325,000−34.7% | 減碼 | 歷史 |
| ELVNEnliven Therapeutics, Inc. | COM | 350,000 | $702.1 萬 | 0.9% | +110,000+45.8% | 加碼 | 歷史 |
| JBIOJade Biosciences, Inc. | COM NEW | 625,000 | $624.4 萬 | 0.8% | +625,000 | 新進 | 歷史 |
| ANNXAnnexon, Inc. | COM | 2,410,000 | $578.4 萬 | 0.8% | −1,590,000−39.8% | 減碼 | 歷史 |
| MTSRMetsera, Inc. | COM | 200,000 | $569.0 萬 | 0.8% | +200,000 | 新進 | 歷史 |
| TRVITrevi Therapeutics, Inc. | COM | 850,000 | $464.9 萬 | 0.6% | +425,285+100.1% | 加碼 | 歷史 |
| IMVTImmunovant, Inc. | COM | 275,000 | $440.0 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| VSTMVerastem, Inc. | COM NEW | 1,000,000 | $415.0 萬 | 0.6% | +1,000,000 | 新進 | 歷史 |
| ATXSAstria Therapeutics, Inc. | COM | 700,000 | $375.2 萬 | 0.5% | +200,000+40.0% | 加碼 | 歷史 |
| BCAXBicara Therapeutics Inc. | COM | 400,000 | $371.6 萬 | 0.5% | +400,000 | 新進 | 歷史 |
| ACRSAclaris Therapeutics, Inc. | COM | 1,850,000 | $262.7 萬 | 0.4% | −372,222−16.7% | 減碼 | 歷史 |
| RAPPRapport Therapeutics, Inc. | COM | 208,910 | $237.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| UNCYUnicycive Therapeutics, Inc. | COM NEW | 473,562 | $225.9 萬 | 0.3% | −34,331−6.8% | 減碼依 1 比 10 拆股換算 | 歷史 |
| SEPNSepterna, Inc. | COM | 109,202 | $115.4 萬 | 0.2% | −25,000−18.6% | 減碼 | 歷史 |
| Nuvation Bio Inc.67080N119 | *W EXP 07/07/202 | 66,666 | $1.80 萬 | <0.1% | 00.0% | 不變 | – |
選擇權（6 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 |
|---|---|---|---|
| State Street SPDR S&P Biotech ETF78464A870 | ETF | – | $8,293 萬 |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | – | $2,514 萬 |
| APLSApellis Pharmaceuticals, Inc. | COM | – | $1,731 萬 |
| JANXJanux Therapeutics, Inc. | COM | – | $1,155 萬 |
| ARVNArvinas, Inc. | COM | – | $1,104 萬 |
| LRMRLarimar Therapeutics, Inc. | COM | – | $722.5 萬 |
2025 年第 1 季之後清倉（14 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| NUVLNuvalent, Inc. | COM | 500,000 | $3,546 萬 | 6.3% | 歷史 |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 1,700,000 | $2,613 萬 | 4.6% | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 650,000 | $2,181 萬 | 3.9% | 歷史 |
| BNTXBioNTech SE | SPONSORED ADS | 200,000 | $1,821 萬 | 3.2% | 歷史 |
| ETNB89bio, Inc. | COM | 2,500,000 | $1,818 萬 | 3.2% | 歷史 |
| SLNOSoleno Therapeutics Inc | COM | 250,000 | $1,786 萬 | 3.2% | 歷史 |
| GERNGeron Corp | COM | 8,000,000 | $1,272 萬 | 2.3% | 歷史 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 350,000 | $1,174 萬 | 2.1% | 歷史 |
| CMPSCOMPASS Pathways plc | SPONSORED ADS | 2,000,000 | $572.0 萬 | 1.0% | 歷史 |
| JBIOJade Biosciences, Inc. | COM | 1,400,000 | $351.4 萬 | 0.6% | 歷史 |
| CBIOCrescent Biopharma, Inc. | COM | 5,400,000 | $113.4 萬 | 0.2% | 歷史 |
| ALLKAllakos Inc. | COM | 2,900,000 | $66.0 萬 | 0.1% | 歷史 |
| ARTVArtiva Biotherapeutics, Inc. | COM | 145,089 | $43.5 萬 | 0.1% | 歷史 |
| SLDBSolid Biosciences Inc. | COM NEW | 100,000 | $37.0 萬 | 0.1% | 歷史 |