13F HOLDINGS REPORT
Logos Global Management LP
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001172661-23-000949
Total Value
$853.6M
Positions
40
Other Managers
0
Confidential Omitted
No
Holdings (40)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | IDEAYA BIOSCIENCES INC | IDYA | 3,900,000 | $70.9M | 8.30% |
| 2 | APELLIS PHARMACEUTICALS INC | APLS | 1,350,000 | $69.8M | 8.18% |
| 3 | CYTOKINETICS INC | CYTK | 1,500,000 | $68.7M | 8.05% |
| 4 | IMMUNOVANT INC | IMVT | 3,150,000 | $55.9M | 6.55% |
| 5 | ALLAKOS INC | 01671P100 | 5,286,666 | $44.5M | 5.21% |
| 6 | BICYCLE THERAPEUTICS PLC | BCYC | 1,435,000 | $42.5M | 4.98% |
| 7 | XENON PHARMACEUTICALS INC | XENE | 900,000 | $35.5M | 4.16% |
| 8 | IVERIC BIO INC | 46583P102 | 1,500,000 | $32.1M | 3.76% |
| 9 | KARUNA THERAPEUTICS INC | 48576A100 | 150,000 | $29.5M | 3.45% |
| 10 | VIRIDIAN THERAPEUTICS INC | VRDN | 1,000,000 | $29.2M | 3.42% |
| 11 | DESIGN THERAPEUTICS INC | DSGN | 2,797,501 | $28.7M | 3.36% |
| 12 | IMMUNOCORE HLDGS PLC | IMCR | 500,000 | $28.5M | 3.34% |
| 13 | SAREPTA THERAPEUTICS INC | SRPT | 220,000 | $28.5M | 3.34% |
| 14 | ALX ONCOLOGY HLDGS INC | ALXO | 2,349,600 | $26.5M | 3.10% |
| 15 | DYNE THERAPEUTICS INC | DYN | 2,150,000 | $24.9M | 2.92% |
| 16 | AKERO THERAPEUTICS INC | 00973Y108 | 400,000 | $21.9M | 2.57% |
| 17 | VENTYX BIOSCIENCES INC | 92332V107 | 657,016 | $21.5M | 2.52% |
| 18 | ARCUTIS BIOTHERAPEUTICS INC | ARQT | 1,400,000 | $20.7M | 2.43% |
| 19 | DICE THERAPEUTICS INC | 23345J104 | 660,000 | $20.6M | 2.41% |
| 20 | MADRIGAL PHARMACEUTICALS INC | MDGL | 60,000 | $17.4M | 2.04% |
| 21 | ROCKET PHARMACEUTICALS INC | RCKTW | 750,000 | $14.7M | 1.72% |
| 22 | FULCRUM THERAPEUTICS INC | FULC | 2,000,000 | $14.6M | 1.71% |
| 23 | ASTRIA THERAPEUTICS INC | 04635X102 | 864,960 | $12.9M | 1.51% |
| 24 | COGENT BIOSCIENCES INC | COGT | 1,100,000 | $12.7M | 1.49% |
| 25 | GERON CORP | GERN | 4,000,000 | $9.7M | 1.13% |
| 26 | OLEMA PHARMACEUTICALS INC | OLMA | 3,743,875 | $9.2M | 1.07% |
| 27 | FIBROGEN INC | 31572Q808 | 525,000 | $8.4M | 0.99% |
| 28 | CEREVEL THERAPEUTICS HLDNG I | 15678U128 | 260,000 | $8.2M | 0.96% |
| 29 | CYMABAY THERAPEUTICS INC | 23257D103 | 1,250,000 | $7.8M | 0.92% |
| 30 | ANAPTYSBIO INC | ANABV | 250,000 | $7.7M | 0.91% |
| 31 | REATA PHARMACEUTICALS INC | 75615P103 | 180,000 | $6.8M | 0.80% |
| 32 | VERA THERAPEUTICS INC | VERA | 285,000 | $5.5M | 0.65% |
| 33 | PROMETHEUS BIOSCIENCES INC | 74349U108 | 50,000 | $5.5M | 0.64% |
| 34 | RAPT THERAPEUTICS INC | 75382E109 | 200,000 | $4.0M | 0.46% |
| 35 | MORPHOSYS AG | 617760202 | 900,000 | $3.2M | 0.38% |
| 36 | VIGIL NEUROSCIENCE INC | 92673K108 | 188,390 | $2.4M | 0.28% |
| 37 | SPRUCE BIOSCIENCES INC | SPRB | 1,000,000 | $1.1M | 0.13% |
| 38 | TYRA BIOSCIENCES INC | TYRA | 110,856 | $842,506 | 0.10% |
| 39 | LIANBIO | LIANY | 280,000 | $459,200 | 0.05% |
| 40 | NUVATION BIO INC | NUVB | 66,666 | $9,633 | 0.00% |