Logos Global Management LP Q4 2021 Filing
Filed February 14, 2022
Portfolio Value
$969.6B
Holdings
66
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (66 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ALXOALX ONCOLOGY HLDGS INC | 2,906,352 | $62.5B | 6.44% | |
| 2 | CYTKCYTOKINETICS INC | 1,325,000 | $60.4B | 6.23% | |
| 3 | DSGNDESIGN THERAPEUTICS INC | 2,772,501 | $59.4B | 6.12% | |
| 4 | BCYCBICYCLE THERAPEUTICS PLC | 870,000 | $53.0B | 5.46% | |
| 5 | APLSAPELLIS PHARMACEUTICALS INC | 1,000,000 | $47.3B | 4.88% | |
| 6 | —DICE THERAPEUTICS INC | 1,664,251 | $42.1B | 4.34% | |
| 7 | KRTXKARUNA THERAPEUTICS INC | 300,000 | $39.3B | 4.05% | |
| 8 | DYNDYNE THERAPEUTICS INC | 3,234,392 | $38.5B | 3.97% | |
| 9 | ALGSALIGOS THERAPEUTICS INC | 3,112,785 | $36.9B | 3.81% | |
| 10 | IDYAIDEAYA BIOSCIENCES INC | 1,550,000 | $36.6B | 3.78% | |
| 11 | VTYXVENTYX BIOSCIENCES INC | 1,824,280 | $36.2B | 3.74% | |
| 12 | RPTXREPARE THERAPEUTICS INC | 1,700,000 | $35.9B | 3.70% | |
| 13 | OLMAOLEMA PHARMACEUTICALS INC | 3,743,875 | $35.0B | 3.61% | |
| 14 | KZRKEZAR LIFE SCIENCES INC | 1,450,000 | $24.2B | 2.50% | |
| 15 | —FORMA THERAPEUTICS HLDGS INC | 1,600,000 | $22.8B | 2.35% | |
| 16 | GBTUSDGLOBAL BLOOD THERAPEUTICS IN | 750,000 | $22.0B | 2.26% | |
| 17 | OPHTEURIVERIC BIO INC | 1,300,000 | $21.7B | 2.24% | |
| 18 | —ATHIRA PHARMA INC | 1,630,744 | $21.2B | 2.19% | |
| 19 | VERVVERVE THERAPEUTICS INC | 443,265 | $16.3B | 1.69% | |
| 20 | NVLSEURALPINE IMMUNE SCIENCES INC | 1,120,000 | $15.5B | 1.60% | |
| 21 | —HARPOON THERAPEUTICS INC | 1,930,000 | $14.6B | 1.50% | |
| 22 | EWTXEDGEWISE THERAPEUTICS INC | 850,000 | $13.0B | 1.34% | |
| 23 | KYMRKYMERA THERAPEUTICS INC | 200,000 | $12.7B | 1.31% | |
| 24 | EPIEURESSA PHARMA INC | 865,000 | $12.3B | 1.27% | |
| 25 | FULCFULCRUM THERAPEUTICS INC | 685,000 | $12.1B | 1.25% | |
| 26 | JNCEEURJOUNCE THERAPEUTICS INC | 1,350,000 | $11.3B | 1.16% | |
| 27 | IPSCCENTURY THERAPEUTICS INC | 614,095 | $9.7B | 1.00% | |
| 28 | RLMDRELMADA THERAPEUTICS INC | 400,000 | $9.0B | 0.93% | |
| 29 | PTGXPROTAGONIST THERAPEUTICS INC | 250,000 | $8.6B | 0.88% | |
| 30 | NGMUSDNGM BIOPHARMACEUTICALS INC | 475,000 | $8.4B | 0.87% | |
| 31 | MRTXEURMIRATI THERAPEUTICS INC | 50,000 | $7.3B | 0.76% | |
| 32 | AM6AMICUS THERAPEUTICS INC | 625,000 | $7.2B | 0.74% | |
| 33 | TYRATYRA BIOSCIENCES INC | 473,394 | $6.7B | 0.69% | |
| 34 | CMPSCOMPASS PATHWAYS PLC | 300,000 | $6.6B | 0.68% | |
| 35 | —LANDOS BIOPHARMA INC | 1,375,000 | $6.6B | 0.68% | |
| 36 | ALNYALNYLAM PHARMACEUTICALS INC | 35,000 | $5.9B | 0.61% | |
| 37 | ELDNELEDON PHARMACEUTICALS INC | 1,339,793 | $5.9B | 0.61% | |
| 38 | —ZOGENIX INC | 350,000 | $5.7B | 0.59% | |
| 39 | FATEFATE THERAPEUTICS INC | 94,000 | $5.5B | 0.57% | |
| 40 | ARQTARCUTIS BIOTHERAPEUTICS INC | 250,000 | $5.2B | 0.53% | |
| 41 | CNTACENTESSA PHARMACEUTICALS PLC | 454,545 | $5.1B | 0.53% | |
| 42 | GRPHGRAPHITE BIO INC | 406,308 | $5.0B | 0.52% | |
| 43 | —TALARIS THERAPEUTICS INC | 329,013 | $5.0B | 0.52% | |
| 44 | SPRBSPRUCE BIOSCIENCES INC | 1,100,000 | $4.9B | 0.51% | |
| 45 | CGEMCULLINAN ONCOLOGY INC | 288,458 | $4.5B | 0.46% | |
| 46 | YMABUSDY-MABS THERAPEUTICS INC | 250,000 | $4.1B | 0.42% | |
| 47 | VTGNUSDVISTAGEN THERAPEUTICS INC | 2,000,000 | $3.9B | 0.40% | |
| 48 | —IKENA ONCOLOGY INC | 299,853 | $3.8B | 0.39% | |
| 49 | JANXJANUX THERAPEUTICS INC | 185,196 | $3.7B | 0.38% | |
| 50 | —RAIN THERAPEUTICS INC | 245,161 | $3.2B | 0.33% | |
| 51 | PYXSPYXIS ONCOLOGY INC | 286,652 | $3.1B | 0.32% | |
| 52 | TVTXTRAVERE THERAPEUTICS INC | 100,000 | $3.1B | 0.32% | |
| 53 | NUVLNUVALENT INC | 134,650 | $2.6B | 0.26% | |
| 54 | LIANYLIANBIO | 412,837 | $2.5B | 0.26% | |
| 55 | WVEWAVE LIFE SCIENCES LTD | 800,000 | $2.5B | 0.26% | |
| 56 | SLGCUSDSOMALOGIC INC | 200,493 | $2.3B | 0.24% | |
| 57 | BMEABIOMEA FUSION INC | 252,320 | $1.9B | 0.19% | |
| 58 | MRNS*MARINUS PHARMACEUTICALS INC | 130,000 | $1.5B | 0.16% | |
| 59 | VERAVERA THERAPEUTICS INC | 50,000 | $1.3B | 0.14% | |
| 60 | COGTCOGENT BIOSCIENCES INC | 150,000 | $1.3B | 0.13% | |
| 61 | —OMEGA THERAPEUTICS INC | 88,235 | $999.0M | 0.10% | |
| 62 | VRNAVERONA PHARMA PLC | 122,000 | $820.0M | 0.08% | |
| 63 | DAWNDAY ONE BIOPHARMACEUTICALS I | 37,069 | $624.0M | 0.06% | |
| 64 | IVVDADAGIO THERAPEUTICS INC | 70,000 | $508.0M | 0.05% | |
| 65 | NUVB/WSNUVATION BIO INC | 66,666 | $126.0M | 0.01% | |
| 66 | MREOMEREO BIOPHARMA GROUP PLC | 46,984 | $75.0M | 0.01% |