Logos Global Management LP Q2 2023 Filing
Filed August 14, 2023
Portfolio Value
$735.2T
Holdings
50
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (50 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | APLSAPELLIS PHARMACEUTICALS INC | 625,000 | $56.9M | 0.00% | |
| 2 | CYTKCYTOKINETICS INC | 1,650,000 | $53.8M | 0.00% | |
| 3 | IMVTIMMUNOVANT INC | 2,250,000 | $42.7M | 0.00% | |
| 4 | IDYAIDEAYA BIOSCIENCES INC | 1,750,000 | $41.1M | 0.00% | |
| 5 | SRPTSAREPTA THERAPEUTICS INC | 300,000 | $34.4M | 0.00% | |
| 6 | OLMAOLEMA PHARMACEUTICALS INC | 3,743,875 | $33.8M | 0.00% | |
| 7 | IMCRIMMUNOCORE HLDGS PLC | 500,000 | $30.0M | 0.00% | |
| 8 | BIIBBIOGEN INC | 100,000 | $28.5M | 0.00% | |
| 9 | NBIXNEUROCRINE BIOSCIENCES INC | 300,000 | $28.3M | 0.00% | |
| 10 | VRDNVIRIDIAN THERAPEUTICS INC | 1,125,000 | $26.8M | 0.00% | |
| 11 | AKROAKERO THERAPEUTICS INC | 520,000 | $24.3M | 0.00% | |
| 12 | ALLKGUSDALLAKOS INC | 5,250,000 | $22.9M | 0.00% | |
| 13 | —ICOSAVAX INC | 2,165,741 | $21.5M | 0.00% | |
| 14 | DYNDYNE THERAPEUTICS INC | 1,780,000 | $20.0M | 0.00% | |
| 15 | DSGNDESIGN THERAPEUTICS INC | 2,797,501 | $17.6M | 0.00% | |
| 16 | GPCRSTRUCTURE THERAPEUTICS INC | 400,000 | $16.6M | 0.00% | |
| 17 | BBIOBRIDGEBIO PHARMA INC | 950,000 | $16.3M | 0.00% | Call |
| 18 | ACLXARCELLX INC | 500,000 | $15.8M | 0.00% | |
| 19 | RCUSARCUS BIOSCIENCES INC | 750,000 | $15.2M | 0.00% | |
| 20 | BCYCBICYCLE THERAPEUTICS PLC | 520,000 | $13.3M | 0.00% | |
| 21 | ANNXANNEXON INC | 3,500,000 | $12.3M | 0.00% | |
| 22 | XENEXENON PHARMACEUTICALS INC | 275,000 | $10.6M | 0.00% | |
| 23 | GLPGGALAPAGOS NV | 250,000 | $10.2M | 0.00% | |
| 24 | COGTCOGENT BIOSCIENCES INC | 800,000 | $9.5M | 0.00% | |
| 25 | —MERSANA THERAPEUTICS INC | 2,800,000 | $9.2M | 0.00% | |
| 26 | MOR2MORPHOSYS AG | 1,200,000 | $9.0M | 0.00% | |
| 27 | BMRNBIOMARIN PHARMACEUTICAL INC | 100,000 | $8.7M | 0.00% | |
| 28 | VTYXVENTYX BIOSCIENCES INC | 250,000 | $8.2M | 0.00% | |
| 29 | DAWNDAY ONE BIOPHARMACEUTICALS I | 650,000 | $7.8M | 0.00% | |
| 30 | KRTXKARUNA THERAPEUTICS INC | 35,000 | $7.6M | 0.00% | |
| 31 | ALXOALX ONCOLOGY HLDGS INC | 1,000,000 | $7.5M | 0.00% | |
| 32 | GONGERON CORP | 2,200,000 | $7.1M | 0.00% | |
| 33 | DCTHDELCATH SYS INC | 1,178,787 | $6.9M | 0.00% | |
| 34 | GRCLGRACELL BIOTECHNOLOGIES INC | 1,800,000 | $6.9M | 0.00% | |
| 35 | ELVNENLIVEN THERAPEUTICS INC | 307,076 | $6.3M | 0.00% | |
| 36 | IMTXIMMATICS N.V | 500,000 | $5.8M | 0.00% | |
| 37 | MRNS*MARINUS PHARMACEUTICALS INC | 525,000 | $5.7M | 0.00% | |
| 38 | ACRSACLARIS THERAPEUTICS INC | 525,000 | $5.4M | 0.00% | |
| 39 | KURAKURA ONCOLOGY INC | 500,000 | $5.3M | 0.00% | |
| 40 | RCKTROCKET PHARMACEUTICALS INC | 250,000 | $5.0M | 0.00% | |
| 41 | VIRVIR BIOTECHNOLOGY INC | 200,000 | $4.9M | 0.00% | |
| 42 | CATBUSDASTRIA THERAPEUTICS INC | 544,960 | $4.5M | 0.00% | |
| 43 | TNYATENAYA THERAPEUTICS INC | 600,000 | $3.5M | 0.00% | |
| 44 | —DBV TECHNOLOGIES S A | 1,200,000 | $2.3M | 0.00% | |
| 45 | VIGLVIGIL NEUROSCIENCE INC | 188,390 | $1.8M | 0.00% | |
| 46 | AGLEUSDAEGLEA BIOTHERAPEUTICS INC | 3,142,880 | $1.4M | 0.00% | |
| 47 | IMUXIMMUNIC INC | 421,184 | $1.1M | 0.00% | |
| 48 | LIANYLIANBIO | 280,000 | $638K | 0.00% | |
| 49 | TYRATYRA BIOSCIENCES INC | 31,872 | $542K | 0.00% | |
| 50 | NUVB/WSNUVATION BIO INC | 66,666 | $11K | 0.00% |