Logos Global Management LP Q1 2022 Filing
Filed May 16, 2022
Portfolio Value
$771.3B
Holdings
47
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (47 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CYTKCYTOKINETICS INC | 1,615,000 | $59.4B | 7.71% | |
| 2 | ALXOALX ONCOLOGY HLDGS INC | 3,011,352 | $50.9B | 6.60% | |
| 3 | APLSAPELLIS PHARMACEUTICALS INC | 900,000 | $45.7B | 5.93% | |
| 4 | DSGNDESIGN THERAPEUTICS INC | 2,797,501 | $45.2B | 5.86% | |
| 5 | NBIXNEUROCRINE BIOSCIENCES INC | 475,000 | $44.5B | 5.77% | |
| 6 | GBTUSDGLOBAL BLOOD THERAPEUTICS IN | 1,250,000 | $43.3B | 5.61% | |
| 7 | KRTXKARUNA THERAPEUTICS INC | 340,000 | $43.1B | 5.59% | |
| 8 | BCYCBICYCLE THERAPEUTICS PLC | 950,000 | $41.7B | 5.40% | |
| 9 | VTYXVENTYX BIOSCIENCES INC | 2,514,280 | $34.1B | 4.42% | |
| 10 | IDYAIDEAYA BIOSCIENCES INC | 2,850,000 | $31.9B | 4.13% | |
| 11 | OPHTEURIVERIC BIO INC | 1,800,000 | $30.3B | 3.93% | |
| 12 | ARQTARCUTIS BIOTHERAPEUTICS INC | 1,500,000 | $28.9B | 3.75% | |
| 13 | MRTXEURMIRATI THERAPEUTICS INC | 350,000 | $28.8B | 3.73% | |
| 14 | KZRKEZAR LIFE SCIENCES INC | 1,614,021 | $26.8B | 3.48% | |
| 15 | —DICE THERAPEUTICS INC | 1,385,251 | $26.5B | 3.44% | |
| 16 | DYNDYNE THERAPEUTICS INC | 2,734,392 | $26.4B | 3.42% | |
| 17 | FULCFULCRUM THERAPEUTICS INC | 1,000,000 | $23.6B | 3.07% | |
| 18 | ASNDASCENDIS PHARMA A/S | 175,000 | $20.5B | 2.66% | |
| 19 | IOVAIOVANCE BIOTHERAPEUTICS INC | 1,000,000 | $16.6B | 2.16% | |
| 20 | OLMAOLEMA PHARMACEUTICALS INC | 3,743,875 | $15.9B | 2.07% | |
| 21 | —ATHIRA PHARMA INC | 717,285 | $9.7B | 1.26% | |
| 22 | JNCEEURJOUNCE THERAPEUTICS INC | 1,400,000 | $9.5B | 1.23% | |
| 23 | VERAVERA THERAPEUTICS INC | 385,000 | $9.0B | 1.17% | |
| 24 | SRRKSCHOLAR ROCK HLDG CORP | 675,000 | $8.7B | 1.13% | |
| 25 | ANABANAPTYSBIO INC | 300,000 | $7.4B | 0.96% | |
| 26 | IPSCCENTURY THERAPEUTICS INC | 550,259 | $6.9B | 0.90% | |
| 27 | CNTACENTESSA PHARMACEUTICALS PLC | 454,545 | $4.1B | 0.53% | |
| 28 | TILINSTIL BIO INC | 377,091 | $4.1B | 0.53% | |
| 29 | —TALARIS THERAPEUTICS INC | 306,236 | $3.0B | 0.39% | |
| 30 | TYRATYRA BIOSCIENCES INC | 252,726 | $2.7B | 0.35% | |
| 31 | VERVVERVE THERAPEUTICS INC | 96,912 | $2.2B | 0.29% | |
| 32 | CGEMCULLINAN ONCOLOGY INC | 200,000 | $2.1B | 0.27% | |
| 33 | EWTXEDGEWISE THERAPEUTICS INC | 213,744 | $2.1B | 0.27% | |
| 34 | SPRBSPRUCE BIOSCIENCES INC | 1,000,000 | $2.0B | 0.26% | |
| 35 | NUVLNUVALENT INC | 134,650 | $1.9B | 0.24% | |
| 36 | LIANYLIANBIO | 412,837 | $1.5B | 0.20% | |
| 37 | VRNAVERONA PHARMA PLC | 300,000 | $1.5B | 0.19% | |
| 38 | VIGLVIGIL NEUROSCIENCE INC | 205,595 | $1.4B | 0.19% | |
| 39 | VTGNUSDVISTAGEN THERAPEUTICS INC | 1,000,000 | $1.2B | 0.16% | |
| 40 | PYXSPYXIS ONCOLOGY INC | 286,652 | $1.2B | 0.15% | |
| 41 | COGTCOGENT BIOSCIENCES INC | 150,000 | $1.1B | 0.15% | |
| 42 | —IKENA ONCOLOGY INC | 178,281 | $1.1B | 0.14% | |
| 43 | BMEABIOMEA FUSION INC | 200,000 | $892.0M | 0.12% | |
| 44 | SLGCUSDSOMALOGIC INC | 100,000 | $802.0M | 0.10% | |
| 45 | —RAIN THERAPEUTICS INC | 134,194 | $680.0M | 0.09% | |
| 46 | —OMEGA THERAPEUTICS INC | 12,986 | $81.0M | 0.01% | |
| 47 | NUVB/WSNUVATION BIO INC | 66,666 | $54.0M | 0.01% |