13F HOLDINGS REPORT
Logos Global Management LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001172661-25-002012
Total Value
$562.5M
Positions
39
Other Managers
0
Confidential Omitted
No
Holdings (39)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | IDEAYA BIOSCIENCES INC | IDYA | 3,500,000 | $57.3M | 10.19% |
| 2 | REVOLUTION MEDICINES INC | RVMDW | 1,600,000 | $56.6M | 10.06% |
| 3 | AKERO THERAPEUTICS INC | 00973Y108 | 1,200,000 | $48.6M | 8.64% |
| 4 | JANUX THERAPEUTICS INC | JANX | 1,650,000 | $44.5M | 7.92% |
| 5 | NUVALENT INC | NUVL | 500,000 | $35.5M | 6.30% |
| 6 | TEVA PHARMACEUTICAL INDS LTD | 881624209 | 1,700,000 | $26.1M | 4.64% |
| 7 | XENON PHARMACEUTICALS INC | XENE | 650,000 | $21.8M | 3.88% |
| 8 | KEROS THERAPEUTICS INC | KROS | 2,000,000 | $20.4M | 3.62% |
| 9 | DISC MEDICINE INC | IRON | 394,342 | $19.6M | 3.48% |
| 10 | BIONTECH SE | BNTX | 200,000 | $18.2M | 3.24% |
| 11 | 89BIO INC | 282559103 | 2,500,000 | $18.2M | 3.23% |
| 12 | SOLENO THERAPEUTICS INC | SLNO | 250,000 | $17.9M | 3.18% |
| 13 | ERASCA INC | ERAS | 13,000,000 | $17.8M | 3.17% |
| 14 | OCULAR THERAPEUTIX INC | OCUL | 2,300,000 | $16.9M | 3.00% |
| 15 | DESIGN THERAPEUTICS INC | DSGN | 4,217,627 | $16.3M | 2.89% |
| 16 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 350,000 | $13.7M | 2.43% |
| 17 | GERON CORP | GERN | 8,000,000 | $12.7M | 2.26% |
| 18 | OLEMA PHARMACEUTICALS INC | OLMA | 3,208,875 | $12.1M | 2.14% |
| 19 | CRINETICS PHARMACEUTICALS IN | CRNX | 350,000 | $11.7M | 2.09% |
| 20 | AVIDITY BIOSCIENCES INC | 05370A108 | 350,000 | $10.3M | 1.84% |
| 21 | MAZE THERAPEUTICS INC | MAZE | 936,914 | $10.3M | 1.83% |
| 22 | ANNEXON INC | ANNX | 4,000,000 | $7.7M | 1.37% |
| 23 | STRUCTURE THERAPEUTICS INC | GPCR | 425,000 | $7.4M | 1.31% |
| 24 | COMPASS PATHWAYS PLC | CMPS | 2,000,000 | $5.7M | 1.02% |
| 25 | DYNE THERAPEUTICS INC | DYN | 500,000 | $5.2M | 0.93% |
| 26 | ENLIVEN THERAPEUTICS INC | ELVN | 240,000 | $4.7M | 0.84% |
| 27 | IMMUNOVANT INC | IMVT | 275,000 | $4.7M | 0.84% |
| 28 | AEROVATE THERAPEUTICS INC | 008064107 | 1,400,000 | $3.5M | 0.62% |
| 29 | ACLARIS THERAPEUTICS INC | ACRS | 2,222,222 | $3.4M | 0.60% |
| 30 | UNICYCIVE THERAPEUTICS INC | UNCY | 5,078,927 | $2.9M | 0.52% |
| 31 | TREVI THERAPEUTICS INC | TRVI | 424,715 | $2.7M | 0.47% |
| 32 | ASTRIA THERAPEUTICS INC | 04635X102 | 500,000 | $2.7M | 0.47% |
| 33 | RAPPORT THERAPEUTICS INC | RAPP | 208,910 | $2.1M | 0.37% |
| 34 | GLYCOMIMETICS INC | 38000Q102 | 5,400,000 | $1.1M | 0.20% |
| 35 | SEPTERNA INC | SEPN | 134,202 | $777,030 | 0.14% |
| 36 | ALLAKOS INC | 01671P100 | 2,900,000 | $660,040 | 0.12% |
| 37 | ARTIVA BIOTHERAPEUTICS INC | ARTV | 145,089 | $435,267 | 0.08% |
| 38 | SOLID BIOSCIENCES INC | SLDB | 100,000 | $370,000 | 0.07% |
| 39 | NUVATION BIO INC | NUVB | 66,666 | $15,920 | 0.00% |