Logos Global Management LP
- SEC CIK
- 0001792126
- 最新申報
- 2026/8/14
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/14 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 68
- 較 2026 年第 1 季 +5
- 總值
- $23.2 億
- 較 2026 年第 1 季 +$3.81 億 (+19.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| ERASErasca, Inc. | COM | 12,150,000 | $2.23 億 | 9.6% | +1,000,000+9.0% | 加碼 | 歷史 |
| ABVXAbivax S.A. | SPONSORED ADS | 1,024,000 | $1.36 億 | 5.9% | +349,000+51.7% | 加碼 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 700,000 | $1.31 億 | 5.6% | −1,300,000−65.0% | 減碼 | 歷史 |
| IDYAIDEAYA Biosciences, Inc. | COM | 3,000,000 | $1.12 億 | 4.8% | −450,000−13.0% | 減碼 | 歷史 |
| BNTXBioNTech SE | SPONSORED ADS | 1,015,000 | $9,445 萬 | 4.1% | +1,015,000 | 新進 | 歷史 |
| VERAVera Therapeutics, Inc. | CL A | 2,200,000 | $9,440 萬 | 4.1% | +2,200,000 | 新進 | 歷史 |
| TNGXTango Therapeutics, Inc. | COM | 2,850,000 | $8,909 萬 | 3.8% | −150,000−5.0% | 減碼 | 歷史 |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | 260,000 | $8,705 萬 | 3.7% | −25,000−8.8% | 減碼 | 歷史 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 2,100,000 | $7,814 萬 | 3.4% | +1,650,000+366.7% | 加碼 | 歷史 |
| DNTHDianthus Therapeutics, Inc. | COM | 800,000 | $7,798 萬 | 3.4% | +400,000+100.0% | 加碼 | 歷史 |
| CGONCG Oncology, Inc. | COM | 1,000,000 | $7,105 萬 | 3.1% | +425,000+73.9% | 加碼 | 歷史 |
| IRONDisc Medicine, Inc. | COM | 875,000 | $6,400 萬 | 2.8% | +315,000+56.3% | 加碼 | 歷史 |
| MAZEMaze Therapeutics, Inc. | COM | 1,935,000 | $5,774 萬 | 2.5% | +700,000+56.7% | 加碼 | 歷史 |
| DYNDyne Therapeutics, Inc. | COM | 2,550,000 | $5,664 萬 | 2.4% | +1,150,000+82.1% | 加碼 | 歷史 |
| MLTXMoonLake Immunotherapeutics | CLASS A ORD | 2,675,000 | $5,208 萬 | 2.2% | +1,175,000+78.3% | 加碼 | 歷史 |
| OCULOcular Therapeutix, Inc | COM | 5,300,000 | $5,205 萬 | 2.2% | +1,450,000+37.7% | 加碼 | 歷史 |
| DSGNDesign Therapeutics, Inc. | COM | 3,000,000 | $4,341 萬 | 1.9% | +1,050,000+53.8% | 加碼 | 歷史 |
| OLMAOlema Pharmaceuticals, Inc. | COM | 3,208,875 | $4,014 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| BLTEBelite Bio, Inc | SPONSORED ADS | 250,000 | $3,850 萬 | 1.7% | +250,000 | 新進 | 歷史 |
| ACHVAchieve Life Sciences, Inc. | COM | 5,425,000 | $3,543 萬 | 1.5% | +5,425,000 | 新進 | 歷史 |
| TRVITrevi Therapeutics, Inc. | COM | 1,880,000 | $3,506 萬 | 1.5% | −520,000−21.7% | 減碼 | 歷史 |
| COGTCogent Biosciences, Inc. | COM | 900,000 | $3,483 萬 | 1.5% | +900,000 | 新進 | 歷史 |
| AVBPArriVent BioPharma, Inc. | COM | 1,000,000 | $3,474 萬 | 1.5% | +650,000+185.7% | 加碼 | 歷史 |
| CBIOCrescent Biopharma, Inc. | COM | 1,900,000 | $3,420 萬 | 1.5% | +1,417,500+293.8% | 加碼 | 歷史 |
| CMPSCOMPASS Pathways plc | SPONSORED ADS | 2,250,000 | $3,184 萬 | 1.4% | +2,250,000 | 新進 | 歷史 |
| MLYSMineralys Therapeutics, Inc. | COM | 1,050,000 | $2,833 萬 | 1.2% | +1,050,000 | 新進 | 歷史 |
| REPLReplimune Group, Inc. | COM | 2,500,000 | $2,768 萬 | 1.2% | +2,500,000 | 新進 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 450,000 | $2,716 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 500,000 | $2,684 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| IMVTImmunovant, Inc. | COM | 665,000 | $2,562 萬 | 1.1% | −410,000−38.1% | 減碼 | 歷史 |
| JBIOJade Biosciences, Inc. | COM NEW | 1,125,000 | $2,500 萬 | 1.1% | +725,000+181.3% | 加碼 | 歷史 |
| ELVNEnliven Therapeutics, Inc. | COM | 465,000 | $2,360 萬 | 1.0% | −75,000−13.9% | 減碼 | 歷史 |
| MANEVeradermics, Inc | COMMON STOCK | 180,000 | $2,213 萬 | 1.0% | +155,000+620.0% | 加碼 | 歷史 |
| AVTXAvalo Therapeutics, Inc. | COM NEW | 1,150,000 | $2,125 萬 | 0.9% | +850,000+283.3% | 加碼 | 歷史 |
| RCUSArcus Biosciences, Inc. | COM | 650,000 | $2,004 萬 | 0.9% | −550,000−45.8% | 減碼 | 歷史 |
| SMMTSummit Therapeutics Inc. | COM | 1,350,000 | $1,967 萬 | 0.8% | +1,350,000 | 新進 | 歷史 |
| IMCRImmunocore Holdings plc | ADS | 600,000 | $1,905 萬 | 0.8% | −900,000−60.0% | 減碼 | 歷史 |
| LBRXLB Pharmaceuticals Inc | COM SHS | 585,000 | $1,899 萬 | 0.8% | −330,000−36.1% | 減碼 | 歷史 |
| NERVMinerva Neurosciences, Inc. | COM NEW | 3,288,777 | $1,825 萬 | 0.8% | +73,777+2.3% | 加碼 | 歷史 |
| FTHFaeth Therapeutics, Inc. | COM NEW | 722,020 | $1,805 萬 | 0.8% | +692,020+2,306.7% | 加碼 | 歷史 |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 300,000 | $1,636 萬 | 0.7% | +300,000 | 新進 | 歷史 |
| DBVTDBV Technologies S.A. | SPONSORED ADS | 915,000 | $1,501 萬 | 0.6% | +915,000 | 新進 | 歷史 |
| PBLSParabilis Medicines, Inc. | Stock | 525,000 | $1,437 萬 | 0.6% | +525,000 | 新進 | 歷史 |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 125,000 | $1,388 萬 | 0.6% | −325,000−72.2% | 減碼 | 歷史 |
| VORVor Biopharma Inc. | COM NEW | 650,000 | $1,197 萬 | 0.5% | −100,000−13.3% | 減碼 | 歷史 |
| SRRKScholar Rock Holding Corp | COM | 200,000 | $1,100 萬 | 0.5% | +200,000 | 新進 | 歷史 |
| IMMXImmix Biopharma, Inc. | COM | 1,000,000 | $1,031 萬 | 0.4% | −225,000−18.4% | 減碼 | 歷史 |
| QTTBQ32 Bio Inc. | COM | 800,000 | $1,019 萬 | 0.4% | +800,000 | 新進 | 歷史 |
| ODTXOdyssey Therapeutics, Inc. | COMMON STOCK | 521,736 | $976.2 萬 | 0.4% | +521,736 | 新進 | 歷史 |
| ANNXAnnexon, Inc. | COM | 1,500,000 | $856.5 萬 | 0.4% | +1,500,000 | 新進 | 歷史 |
| EDITEditas Medicine, Inc. | COM | 2,222,000 | $719.9 萬 | 0.3% | +2,222,000 | 新進 | 歷史 |
| RLAYRelay Therapeutics, Inc. | COM | 350,000 | $654.9 萬 | 0.3% | −400,000−53.3% | 減碼 | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 250,000 | $632.5 萬 | 0.3% | −500,000−66.7% | 減碼 | 歷史 |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 350,000 | $628.6 萬 | 0.3% | −350,000−50.0% | 減碼 | 歷史 |
| HELPHelus Pharma Inc. | COM NEW | 750,000 | $495.8 萬 | 0.2% | +750,000 | 新進 | 歷史 |
| OKUROnKure Therapeutics, Inc. | COM CL A | 963,855 | $439.5 萬 | 0.2% | +963,855 | 新進 | 歷史 |
| TENXTenax Therapeutics, Inc. | COM NEW | 300,000 | $436.5 萬 | 0.2% | −325,000−52.0% | 減碼 | 歷史 |
| DFTXDefinium Therapeutics, Inc. | COM SHS | 80,000 | $376.3 萬 | 0.2% | +80,000 | 新進 | 歷史 |
| UNCYUnicycive Therapeutics, Inc. | COM NEW | 473,563 | $222.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PTNPalatin Technologies Inc | COM NEW | 130,000 | $140.3 萬 | 0.1% | −10,000−7.1% | 減碼 | 歷史 |
| QUREuniQure N.V. | SHS | 30,000 | $138.2 萬 | 0.1% | +30,000 | 新進 | 歷史 |
| JATTJATT II Acquisition Corp. | ORD SHS | 100,000 | $113.6 萬 | <0.1% | +100,000 | 新進 | 歷史 |
| RACCResearch Alliance Corp III | ORD SHS CL A | 100,000 | $107.0 萬 | <0.1% | +100,000 | 新進 | 歷史 |
| ACRSAclaris Therapeutics, Inc. | COM | 200,000 | $105.8 萬 | <0.1% | −300,000−60.0% | 減碼 | 歷史 |
| LGVNLongeveron Inc. | CL A NEW | 1,287,000 | $90.5 萬 | <0.1% | +1,287,000 | 新進 | 歷史 |
| GUTSFractyl Health, Inc. | COM | 1,000,000 | $79.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SEPNSepterna, Inc. | COM | 23,548 | $78.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMANAmanat Acquisition Corp. | CL A ORD | 50,000 | $50.8 萬 | <0.1% | +50,000 | 新進 | 歷史 |
2026 年第 1 季之後清倉（20 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 2,125,000 | $8,441 萬 | 4.3% | 歷史 |
| TERNTerns Pharmaceuticals, Inc. | COM | 1,500,000 | $7,908 萬 | 4.1% | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 875,000 | $5,767 萬 | 3.0% | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 80,000 | $4,744 萬 | 2.4% | 歷史 |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 85,000 | $4,449 萬 | 2.3% | 歷史 |
| BIIBBiogen Inc. | COM | 200,000 | $3,667 萬 | 1.9% | 歷史 |
| TYRATyra Biosciences, Inc. | COM | 850,000 | $3,256 萬 | 1.7% | 歷史 |
| NAMSNewAmsterdam Pharma Co N.V. | ORDINARY SHARES | 600,000 | $1,921 萬 | 1.0% | 歷史 |
| MIRMMirum Pharmaceuticals, Inc. | COM | 200,000 | $1,848 萬 | 1.0% | 歷史 |
| PCVXVaxcyte, Inc. | COM | 300,000 | $1,743 萬 | 0.9% | 歷史 |
| CMPXCompass Therapeutics, Inc. | COM | 3,150,000 | $1,666 萬 | 0.9% | 歷史 |
| JANXJanux Therapeutics, Inc. | COM | 1,000,000 | $1,390 萬 | 0.7% | 歷史 |
| ALKSAlkermes plc. | SHS | 350,000 | $1,238 萬 | 0.6% | 歷史 |
| ORICOric Pharmaceuticals, Inc. | COM | 950,000 | $1,204 萬 | 0.6% | 歷史 |
| SLNOSoleno Therapeutics Inc | COM | 250,000 | $837.0 萬 | 0.4% | 歷史 |
| CRVSCorvus Pharmaceuticals, Inc. | COM | 450,000 | $658.4 萬 | 0.3% | 歷史 |
| MGTXMeiraGTx Holdings plc | COM | 700,000 | $606.2 萬 | 0.3% | 歷史 |
| VSTMVerastem, Inc. | COM NEW | 1,000,000 | $530.0 萬 | 0.3% | 歷史 |
| IBIOiBio, Inc. | COM NEW | 1,300,000 | $247.0 萬 | 0.1% | 歷史 |
| PHVSPharvaris N.V. | COM | 65,000 | $183.6 萬 | 0.1% | 歷史 |