Logos Global Management LP Q2 2022 Filing
Filed August 15, 2022
Portfolio Value
$545.1B
Holdings
32
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (32 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CYTKCYTOKINETICS INC | 1,750,000 | $68.8B | 12.61% | |
| 2 | APLSAPELLIS PHARMACEUTICALS INC | 1,500,000 | $67.8B | 12.44% | |
| 3 | IDYAIDEAYA BIOSCIENCES INC | 3,750,000 | $51.8B | 9.49% | |
| 4 | DSGNDESIGN THERAPEUTICS INC | 2,797,501 | $39.2B | 7.19% | |
| 5 | SRPTSAREPTA THERAPEUTICS INC | 400,000 | $30.0B | 5.50% | |
| 6 | NBIXNEUROCRINE BIOSCIENCES INC | 300,000 | $29.2B | 5.37% | |
| 7 | BCYCBICYCLE THERAPEUTICS PLC | 1,700,000 | $28.5B | 5.23% | |
| 8 | VTYXVENTYX BIOSCIENCES INC | 2,312,680 | $28.3B | 5.19% | |
| 9 | HZNPHORIZON THERAPEUTICS PUB L | 350,000 | $27.9B | 5.12% | |
| 10 | ALXOALX ONCOLOGY HLDGS INC | 3,136,352 | $25.4B | 4.65% | |
| 11 | ARQTARCUTIS BIOTHERAPEUTICS INC | 1,000,000 | $21.3B | 3.91% | |
| 12 | DYNDYNE THERAPEUTICS INC | 2,900,000 | $19.9B | 3.66% | |
| 13 | KRTXKARUNA THERAPEUTICS INC | 150,000 | $19.0B | 3.48% | |
| 14 | —DICE THERAPEUTICS INC | 985,251 | $15.3B | 2.81% | |
| 15 | OLMAOLEMA PHARMACEUTICALS INC | 3,743,875 | $15.2B | 2.80% | |
| 16 | CCXIEURCHEMOCENTRYX INC | 600,000 | $14.9B | 2.73% | |
| 17 | FULCFULCRUM THERAPEUTICS INC | 1,950,000 | $9.6B | 1.75% | |
| 18 | ACADACADIA PHARMACEUTICALS INC | 650,000 | $9.2B | 1.68% | |
| 19 | KZRKEZAR LIFE SCIENCES INC | 950,000 | $7.9B | 1.44% | |
| 20 | IPSCCENTURY THERAPEUTICS INC | 476,559 | $4.0B | 0.73% | |
| 21 | CNTACENTESSA PHARMACEUTICALS PLC | 399,801 | $1.9B | 0.36% | |
| 22 | SPRBSPRUCE BIOSCIENCES INC | 1,000,000 | $1.7B | 0.32% | |
| 23 | TILINSTIL BIO INC | 369,800 | $1.7B | 0.31% | |
| 24 | —TALARIS THERAPEUTICS INC | 270,987 | $1.2B | 0.22% | |
| 25 | EWTXEDGEWISE THERAPEUTICS INC | 150,000 | $1.2B | 0.22% | |
| 26 | TYRATYRA BIOSCIENCES INC | 166,526 | $1.2B | 0.22% | |
| 27 | LIANYLIANBIO | 394,486 | $852.0M | 0.16% | |
| 28 | —ATHIRA PHARMA INC | 220,000 | $671.0M | 0.12% | |
| 29 | VIGLVIGIL NEUROSCIENCE INC | 205,595 | $530.0M | 0.10% | |
| 30 | PYXSPYXIS ONCOLOGY INC | 220,434 | $525.0M | 0.10% | |
| 31 | NUVLNUVALENT INC | 33,887 | $460.0M | 0.08% | |
| 32 | NUVB/WSNUVATION BIO INC | 66,666 | $19.0M | 0.00% |