Logos Global Management LP

CIK Number: 0001792126

562.54M
Market Value
43
# of Holdings
5 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 IDYA IDEAYA Bioscien...
22.29
+1.27% 3M +42.86% 77.1M 24.12 9.02%
2 JANX Janux Therapeut...
23.50
+1.12% 1.25M +25.00% 66.92M 44.34 7.83%
3 RVMD Revolution Medi...
37.49
-2.4% 1.45M +20.83% 63.42M 39.66 7.42%
4 CYTK Cytokinetics, I...
33.92
+2.45% 900K +125.00% 42.34M 49.6 4.95%
5 VERA Vera Therapeuti...
23.29
-0.09% 875K +75.00% 37M 40.96 4.33%
6 BNTX BioNTech SE
106.10
+1.24% 300K +100.00% 34.19M 113.95 4.00%
7 MRUS Merus N.V.
53.18
-1.3% 750K +30.43% 31.54M 51.56 3.69%
8 ERAS Erasca, Inc.
1.25
-9.78% 12.5M +14.68% 31.38M 2.56 3.67%
9 INSM Insmed Incorpor...
101.73
-2.98% 450K +100.00% 31.07M 69.04 3.64%
10 OCUL Ocular Therapeu...
9.45
+2.83% 3.5M 0.00% 29.89M 5.78 3.50%
11 NBIX Neurocrine Bios...
126.76
-0.8% 200K +100.00% 27.3M 136.5 3.19%
12 DSGN Design Therapeu...
3.83
-3.04% 4.22M 0.00% 26.02M 17.48 3.04%
13 PCVX Vaxcyte, Inc.
32.93
-0.48% 300K 0.00% 24.56M 114.27 2.87%
14 AKRO Akero Therapeut...
56.30
+2.30% 800K 0.00% 22.26M 34.92 2.60%
15 JAZZ Jazz Pharmaceut...
107.51
+0.36% 175K +100.00% 21.55M 123.15 2.52%
16 GPCR Structure Thera...
21.10
-3.17% 700K -44% 18.98M 38.25 2.22%
17 OLMA Olema Pharmaceu...
4.58
-3.58% 3.21M 0.00% 18.71M 43.11 2.19%
18 BPMC Blueprint Medic...
128.11
-0.11% 200K +100.00% 17.44M 87.22 2.04%
19 TVTX Travere Therape...
15.13
+1.20% 1M -9.09% 17.42M 13.99 2.04%
20 APLS Apellis Pharmac...
18.41
+0.08% 500K +100.00% 15.96M 31.91 1.87%
21 SLNO Soleno Therapeu...
84.03
-2.05% 350K +100.00% 15.73M 44.95 1.84%
22 ALKS Alkermes plc
28.82
-0.29% 500K +100.00% 14.38M 28.76 1.68%
23 APGE Apogee Therapeu...
43.78
+1.85% 300K +100.00% 13.59M 45.3 1.59%
24 ARVN Arvinas, Inc.
7.81
+0.13% 700K +75.00% 13.42M 22.29 1.57%
25 ANNX Annexon, Inc.
2.46
+3.14% 2.55M -1.92% 13.08M 3.27 1.53%
26 IRON Disc Medicine, ...
54.19
+0.50% 200K -78.61% 12.68M 46.5 1.48%
27 SYRE Spyre Therapeut...
16.03
+1.97% 500K +150.00% 11.64M 23.37 1.36%
28 EWTX Edgewise Therap...
13.07
-8.76% 400K -11.11% 10.68M 26.69 1.25%
29 DYN Dyne Therapeuti...
10.08
-3.26% 450K +181.25% 10.6M 20.51 1.24%
30 PLRX Pliant Therapeu...
1.29
-6.16% 750K +100.00% 9.88M 13.17 1.16%
31 DRUG Bright Minds Bi...
24.48
-6.19% 245K +100.00% 8.82M 36.02 1.03%
32 YMAB Y-mAbs Therapeu...
4.78
-2.65% 1M +25.00% 7.83M 12.09 0.92%
33 IMVT Immunovant, Inc...
16.40
+4.13% 300K -72.73% 7.43M 25.23 0.87%
34 GERN Geron Corporati...
1.52
-0.33% 2M +100.00% 7.08M 3.54 0.83%
35 ACRS Aclaris Therape...
1.55
-4.91% 2.22M +100.00% 5.51M 2.48 0.64%
36 TRVI Trevi Therapeut...
5.67
-0.09% 1.25M -54.55% 5.15M 3.26 0.60%
37 ATXS Astria Therapeu...
5.42
-3.98% 500K 0.00% 4.47M 13.99 0.52%
38 UNCY Unicycive Thera...
5.99
-3.54% 5.08M 0.00% 4.03M 1.09 0.47%
39 RAPP Rapport Therape...
11.84
+0.94% 208.91K 0.00% 3.71M 25.44 0.43%
40 ELVN Enliven Therape...
21.53
+0.14% 140K -71.72% 3.15M 19.49 0.37%
41 SEPN Septerna, Inc.
10.85
+1.12% 134.2K +100.00% 3.07M 22.9 0.36%
42 ARTV Artiva Biothera...
1.58
-1.25% 145.09K 0.00% 1.46M 15.45 0.17%
43 GLYC GlycoMimetics, ...
17.09
-5.06% 5.4M +100.00% 1.34M 0.249 0.16%