Logos Global Management LP Q3 2022 Filing
Filed November 14, 2022
Portfolio Value
$813.4B
Holdings
38
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (38 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | APLSAPELLIS PHARMACEUTICALS INC | 1,300,000 | $88.8B | 10.92% | |
| 2 | CYTKCYTOKINETICS INC | 1,700,000 | $82.4B | 10.13% | |
| 3 | IDYAIDEAYA BIOSCIENCES INC | 4,135,000 | $61.7B | 7.58% | |
| 4 | VTYXVENTYX BIOSCIENCES INC | 1,397,680 | $48.8B | 6.00% | |
| 5 | DSGNDESIGN THERAPEUTICS INC | 2,797,501 | $46.8B | 5.75% | |
| 6 | BCYCBICYCLE THERAPEUTICS PLC | 2,000,000 | $46.5B | 5.72% | |
| 7 | SRPTSAREPTA THERAPEUTICS INC | 350,000 | $38.7B | 4.76% | |
| 8 | ALLKGUSDALLAKOS INC | 5,936,666 | $36.3B | 4.47% | |
| 9 | KRTXKARUNA THERAPEUTICS INC | 150,000 | $33.7B | 4.15% | |
| 10 | ARQTARCUTIS BIOTHERAPEUTICS INC | 1,525,000 | $29.1B | 3.58% | |
| 11 | DYNDYNE THERAPEUTICS INC | 2,287,321 | $29.0B | 3.57% | |
| 12 | ALXOALX ONCOLOGY HLDGS INC | 2,971,352 | $28.4B | 3.50% | |
| 13 | OPHTEURIVERIC BIO INC | 1,500,000 | $26.9B | 3.31% | |
| 14 | ASNDASCENDIS PHARMA A/S | 250,000 | $25.8B | 3.17% | |
| 15 | —DICE THERAPEUTICS INC | 1,085,251 | $22.0B | 2.71% | |
| 16 | VRDNVIRIDIAN THERAPEUTICS INC | 1,000,000 | $20.5B | 2.52% | |
| 17 | XENEXENON PHARMACEUTICALS INC | 500,000 | $18.1B | 2.22% | |
| 18 | IMCRIMMUNOCORE HLDGS PLC | 350,000 | $16.4B | 2.02% | |
| 19 | FULCFULCRUM THERAPEUTICS INC | 1,950,000 | $15.8B | 1.94% | |
| 20 | AKROAKERO THERAPEUTICS INC | 400,000 | $13.6B | 1.67% | |
| 21 | 1T7TRICIDA INC | 1,190,200 | $12.5B | 1.53% | Put |
| 22 | NGMUSDNGM BIOPHARMACEUTICALS INC | 850,000 | $11.1B | 1.37% | |
| 23 | OLMAOLEMA PHARMACEUTICALS INC | 3,743,875 | $10.3B | 1.27% | |
| 24 | ALTALTIMMUNE INC | 750,000 | $9.6B | 1.18% | |
| 25 | BLUBELLUS HEALTH INC NEW | 800,000 | $8.4B | 1.04% | |
| 26 | KZRKEZAR LIFE SCIENCES INC | 950,000 | $8.2B | 1.01% | |
| 27 | CMPSCOMPASS PATHWAYS PLC | 510,000 | $5.5B | 0.67% | |
| 28 | GONGERON CORP | 2,000,000 | $4.7B | 0.58% | |
| 29 | IPSCCENTURY THERAPEUTICS INC | 460,075 | $4.5B | 0.56% | |
| 30 | VIGLVIGIL NEUROSCIENCE INC | 205,595 | $1.9B | 0.23% | |
| 31 | CNTACENTESSA PHARMACEUTICALS PLC | 399,801 | $1.6B | 0.20% | |
| 32 | TILINSTIL BIO INC | 331,872 | $1.6B | 0.20% | |
| 33 | SPRBSPRUCE BIOSCIENCES INC | 1,000,000 | $1.4B | 0.17% | |
| 34 | TYRATYRA BIOSCIENCES INC | 127,316 | $1.1B | 0.14% | |
| 35 | LIANYLIANBIO | 307,908 | $616.0M | 0.08% | |
| 36 | —TALARIS THERAPEUTICS INC | 197,913 | $521.0M | 0.06% | |
| 37 | PYXSPYXIS ONCOLOGY INC | 220,434 | $434.0M | 0.05% | |
| 38 | NUVB/WSNUVATION BIO INC | 66,666 | $13.0M | 0.00% |