Logos Global Management LP Q1 2020 Filing
Filed May 15, 2020
Portfolio Value
$262.9B
Holdings
40
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (40 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ABBVABBVIE INC | 265,600 | $20.2B | 7.70% | |
| 2 | SRPTSAREPTA THERAPEUTICS INC | 187,350 | $18.3B | 6.97% | |
| 3 | —MYOKARDIA INC | 300,000 | $14.1B | 5.35% | |
| 4 | MRNAMODERNA INC | 460,000 | $13.8B | 5.24% | |
| 5 | ASNDASCENDIS PHARMA A S | 120,000 | $13.5B | 5.14% | |
| 6 | RETAEURREATA PHARMACEUTICALS INC | 82,292 | $11.9B | 4.52% | |
| 7 | BMYBRISTOL-MYERS SQUIBB CO | 194,500 | $10.8B | 4.12% | |
| 8 | —ZYMEWORKS INC | 304,417 | $10.8B | 4.11% | |
| 9 | 1K0IGM BIOSCIENCES INC | 173,865 | $9.8B | 3.71% | |
| 10 | GBTUSDGLOBAL BLOOD THERAPEUTICS IN | 185,933 | $9.5B | 3.61% | |
| 11 | PASGPASSAGE BIO INC | 603,338 | $9.0B | 3.41% | |
| 12 | VRTXVERTEX PHARMACEUTICALS INC | 33,237 | $7.9B | 3.01% | |
| 13 | BLUBELLUS HEALTH INC NEW | 775,377 | $7.7B | 2.94% | |
| 14 | IOVAIOVANCE BIOTHERAPEUTICS INC | 247,248 | $7.4B | 2.82% | |
| 15 | FULCFULCRUM THERAPEUTICS INC | 532,520 | $6.4B | 2.42% | |
| 16 | ETNBGBP89BIO INC | 247,000 | $6.2B | 2.37% | |
| 17 | MRTXEURMIRATI THERAPEUTICS INC | 79,699 | $6.1B | 2.33% | Call |
| 18 | —MOLECULAR TEMPLATES INC | 438,831 | $5.8B | 2.22% | |
| 19 | VSTMVERASTEM INC | 2,325,582 | $5.5B | 2.10% | |
| 20 | KRTXKARUNA THERAPEUTICS INC | 69,658 | $5.0B | 1.91% | |
| 21 | BMY-RBRISTOL-MYERS SQUIBB CO | 1,275,500 | $4.8B | 1.84% | |
| 22 | TXG10X GENOMICS INC | 72,831 | $4.5B | 1.73% | |
| 23 | CRSPCRISPR THERAPEUTICS AG | 105,512 | $4.5B | 1.70% | |
| 24 | 2L9BLUEPRINT MEDICINES CORP | 75,000 | $4.4B | 1.67% | |
| 25 | ALNYALNYLAM PHARMACEUTICALS INC | 39,644 | $4.3B | 1.64% | |
| 26 | FATEFATE THERAPEUTICS INC | 193,144 | $4.3B | 1.63% | |
| 27 | AM6AMICUS THERAPEUTICS INC | 446,882 | $4.1B | 1.57% | |
| 28 | TREURTRILLIUM THERAPEUTICS INC | 995,600 | $4.0B | 1.53% | |
| 29 | —LIFESCI ACQUISITION CORP | 400,000 | $4.0B | 1.52% | |
| 30 | —ZOGENIX INC | 152,144 | $3.8B | 1.43% | |
| 31 | —IMMUNOMEDICS INC | 276,635 | $3.7B | 1.42% | |
| 32 | BDTXBLACK DIAMOND THERAPEUTICS I | 123,465 | $2.8B | 1.05% | |
| 33 | SELBUSDSELECTA BIOSCIENCES INC | 1,111,867 | $2.7B | 1.02% | |
| 34 | TGTXTG THERAPEUTICS INC | 249,844 | $2.5B | 0.93% | |
| 35 | CYTKCYTOKINETICS INC | 193,129 | $2.3B | 0.87% | |
| 36 | SG7SAGE THERAPEUTICS INC | 69,591 | $2.0B | 0.76% | |
| 37 | NERVGBPMINERVA NEUROSCIENCES INC | 309,745 | $1.9B | 0.71% | |
| 38 | YB4PSAVARA INC | 613,999 | $1.2B | 0.45% | |
| 39 | RVMDREVOLUTION MEDICINES INC | 53,034 | $1.2B | 0.44% | |
| 40 | RCKTROCKET PHARMACEUTICALS INC | 15,809 | $221.0M | 0.08% |