13F HOLDINGS REPORT
Logos Global Management LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001172661-25-001041
Total Value
$854.6M
Positions
47
Other Managers
0
Confidential Omitted
No
Holdings (47)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | IDEAYA BIOSCIENCES INC | IDYA | 3,000,000 | $77.1M | 9.02% |
| 2 | JANUX THERAPEUTICS INC | JANX | 1,250,000 | $66.9M | 7.83% |
| 3 | REVOLUTION MEDICINES INC | RVMDW | 1,450,000 | $63.4M | 7.42% |
| 4 | CYTOKINETICS INC | CYTK | 900,000 | $42.3M | 4.95% |
| 5 | VERA THERAPEUTICS INC | VERA | 875,000 | $37.0M | 4.33% |
| 6 | BIONTECH SE | BNTX | 300,000 | $34.2M | 4.00% |
| 7 | MERUS N V | N5749R100 | 750,000 | $31.5M | 3.69% |
| 8 | ERASCA INC | ERAS | 12,500,000 | $31.4M | 3.67% |
| 9 | INSMED INC | INSM | 450,000 | $31.1M | 3.64% |
| 10 | OCULAR THERAPEUTIX INC | OCUL | 3,500,000 | $29.9M | 3.50% |
| 11 | NEUROCRINE BIOSCIENCES INC | NBIX | 200,000 | $27.3M | 3.19% |
| 12 | DESIGN THERAPEUTICS INC | DSGN | 4,217,627 | $26.0M | 3.04% |
| 13 | VAXCYTE INC | PCVX | 300,000 | $24.6M | 2.87% |
| 14 | AKERO THERAPEUTICS INC | 00973Y108 | 800,000 | $22.3M | 2.60% |
| 15 | JAZZ PHARMACEUTICALS PLC | JAZZ | 175,000 | $21.6M | 2.52% |
| 16 | STRUCTURE THERAPEUTICS INC | GPCR | 700,000 | $19.0M | 2.22% |
| 17 | OLEMA PHARMACEUTICALS INC | OLMA | 3,208,875 | $18.7M | 2.19% |
| 18 | BLUEPRINT MEDICINES CORP | 09627Y109 | 200,000 | $17.4M | 2.04% |
| 19 | TRAVERE THERAPEUTICS INC | TVTX | 1,000,000 | $17.4M | 2.04% |
| 20 | APELLIS PHARMACEUTICALS INC | APLS | 500,000 | $16.0M | 1.87% |
| 21 | SOLENO THERAPEUTICS INC | SLNO | 350,000 | $15.7M | 1.84% |
| 22 | ALKERMES PLC | ALKS | 500,000 | $14.4M | 1.68% |
| 23 | APOGEE THERAPEUTICS INC | APGE | 300,000 | $13.6M | 1.59% |
| 24 | ARVINAS INC | ARVN | 700,000 | $13.4M | 1.57% |
| 25 | ANNEXON INC | ANNX | 2,550,000 | $13.1M | 1.53% |
| 26 | DISC MEDICINE INC | IRON | 200,000 | $12.7M | 1.48% |
| 27 | SPYRE THERAPEUTICS INC | SYRE | 500,000 | $11.6M | 1.36% |
| 28 | EDGEWISE THERAPEUTICS INC | EWTX | 400,000 | $10.7M | 1.25% |
| 29 | DYNE THERAPEUTICS INC | DYN | 450,000 | $10.6M | 1.24% |
| 30 | PLIANT THERAPEUTICS INC | PLRX | 750,000 | $9.9M | 1.16% |
| 31 | BRIGHT MINDS BIOSCIENCES INC | DRUG | 245,000 | $8.8M | 1.03% |
| 32 | Y-MABS THERAPEUTICS INC | 984241109 | 1,000,000 | $7.8M | 0.92% |
| 33 | IMMUNOVANT INC | IMVT | 300,000 | $7.4M | 0.87% |
| 34 | GERON CORP | GERN | 2,000,000 | $7.1M | 0.83% |
| 35 | ACLARIS THERAPEUTICS INC | ACRS | 2,222,222 | $5.5M | 0.64% |
| 36 | TREVI THERAPEUTICS INC | TRVI | 1,250,000 | $5.2M | 0.60% |
| 37 | ASTRIA THERAPEUTICS INC | 04635X102 | 500,000 | $4.5M | 0.52% |
| 38 | UNICYCIVE THERAPEUTICS INC | UNCY | 5,078,927 | $4.0M | 0.47% |
| 39 | AEROVATE THERAPEUTICS INC | 008064107 | 1,400,000 | $3.7M | 0.43% |
| 40 | RAPPORT THERAPEUTICS INC | RAPP | 208,910 | $3.7M | 0.43% |
| 41 | ATYR PHARMA INC | ATYR | 1,000,000 | $3.6M | 0.42% |
| 42 | ALLAKOS INC | 01671P100 | 2,900,000 | $3.5M | 0.41% |
| 43 | ENLIVEN THERAPEUTICS INC | ELVN | 140,000 | $3.1M | 0.37% |
| 44 | SEPTERNA INC | SEPN | 134,202 | $3.1M | 0.36% |
| 45 | ARTIVA BIOTHERAPEUTICS INC | ARTV | 145,089 | $1.5M | 0.17% |
| 46 | GLYCOMIMETICS INC | 38000Q102 | 5,400,000 | $1.3M | 0.16% |
| 47 | NUVATION BIO INC | NUVB | 66,666 | $15,333 | 0.00% |