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Size ($ in 1000's)
At 12/31/2023: $1,077,006
At 09/30/2023: $749,539
Logos Global Management LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Logos Global Management LP 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Logos Global Management LP top holdings by largest position size, as per the latest 13f filing made by Logos Global Management LP.
In the Logos Global Management LP-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Logos Global Management LP in that top holding, then the share count change between reporting periods, and finally the Logos Global Management LP top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| CYTOKINETICS INC |
1,625,000 |
+375,000 |
$135,671 | | CYTK | 1,625,000 | +375,000 | $135,671 |  APELLIS PHARMACEUTICALS INC |
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$116,727 | | Call | 1,000,000 | +350,000 | $59,860 | | APLS | 950,000 | +200,000 | $56,867 | | SAREPTA THERAPEUTICS INC |
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$67,501 | | Call | 700,000 | +700,000 | $67,501 | | IDEAYA BIOSCIENCES INC |
1,800,000 |
-450,000 |
$64,044 | | IDYA | 1,800,000 | -450,000 | $64,044 | | OLEMA PHARMACEUTICALS INC |
4,383,875 |
+640,000 |
$61,506 | | OLMA | 4,383,875 | +640,000 | $61,506 | | ARGENX SE |
145,000 |
+145,000 |
$55,162 | | ARGX | 145,000 | +145,000 | $55,162 | | IMMUNOVANT INC |
1,200,000 |
-400,000 |
$50,556 | | IMVT | 1,200,000 | -400,000 | $50,556 | | STRUCTURE THERAPEUTICS INC |
1,070,058 |
+570,058 |
$43,616 | | GPCR | 1,070,058 | +570,058 | $43,616 | | ROCKET PHARMACEUTICALS INC |
1,275,000 |
-700,000 |
$38,212 | | RCKT | 1,275,000 | -700,000 | $38,212 | | RAYZEBIO INC |
568,173 |
+568,173 |
$35,323 | | RYZB | 568,173 | +568,173 | $35,323 | | AMBRX BIOPHARMA INC |
2,100,000 |
+1,985,000 |
$29,904 | | AMAM | 2,100,000 | +1,985,000 | $29,904 | | KARUNA THERAPEUTICS INC |
90,000 |
-25,000 |
$28,486 | | KRTX | 90,000 | -25,000 | $28,486 | | IMMUNOCORE HLDGS PLC |
400,000 |
-50,000 |
$27,328 | | IMCR | 400,000 | -50,000 | $27,328 | | DYNE THERAPEUTICS INC |
1,880,000 |
-300,000 |
$25,004 | | DYN | 1,880,000 | -300,000 | $25,004 | | MORPHOSYS AG |
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$24,502 | | MOR | 1,475,000 | +525,000 | $14,602 | | Call | 1,000,000 | +1,000,000 | $9,900 | | INHIBRX INC |
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$22,800 | | Call | 500,000 | +500,000 | $19,000 | | INBX | 100,000 | +100,000 | $3,800 | | ANNEXON INC |
4,950,000 |
-350,000 |
$22,473 | | ANNX | 4,950,000 | -350,000 | $22,473 | | AKERO THERAPEUTICS INC |
800,000 |
+200,000 |
$18,680 | | AKRO | 800,000 | +200,000 | $18,680 | | OCULAR THERAPEUTIX INC |
4,000,000 |
+4,000,000 |
$17,840 | | OCUL | 4,000,000 | +4,000,000 | $17,840 | | DESIGN THERAPEUTICS INC |
5,032,501 |
UNCH |
$13,336 | | DSGN | 5,032,501 | UNCH | $13,336 | | VIRIDIAN THERAPEUTICS INC |
600,000 |
-450,000 |
$13,068 | | VRDN | 600,000 | -450,000 | $13,068 | | EDGEWISE THERAPEUTICS INC |
950,000 |
+950,000 |
$10,393 | | EWTX | 950,000 | +950,000 | $10,393 | | REVOLUTION MEDICINES INC |
350,000 |
+100,000 |
$10,038 | | RVMD | 350,000 | +100,000 | $10,038 | | ACELYRIN INC |
1,250,000 |
+1,250,000 |
$9,325 | | SLRN | 1,250,000 | +1,250,000 | $9,325 | | MOONLAKE IMMUNOTHERAPEUTICS |
150,000 |
+150,000 |
$9,058 | | MLTX | 150,000 | +150,000 | $9,058 | | ATYR PHARMA INC |
5,850,000 |
+5,850,000 |
$8,248 | | LIFE | 5,850,000 | +5,850,000 | $8,248 | | IOVANCE BIOTHERAPEUTICS INC |
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$8,130 | | Call | 1,000,000 | UNCH | $8,130 | | FULCRUM THERAPEUTICS INC |
1,200,000 |
+1,200,000 |
$8,100 | | FULC | 1,200,000 | +1,200,000 | $8,100 | | ALLAKOS INC |
2,900,000 |
-1,750,000 |
$7,917 | | ALLK | 2,900,000 | -1,750,000 | $7,917 | | ZENTALIS PHARMACEUTICALS INC |
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$7,575 | | Call | 500,000 | +500,000 | $7,575 | | TOURMALINE BIO INC |
284,372 |
+284,372 |
$7,445 | | TRML | 284,372 | +284,372 | $7,445 | | AVIDITY BIOSCIENCES INC |
775,000 |
+775,000 |
$7,014 | | RNA | 775,000 | +775,000 | $7,014 | | SILENCE THERAPEUTICS PLC |
400,000 |
+400,000 |
$6,948 | | SLN | 400,000 | +400,000 | $6,948 | | XENON PHARMACEUTICALS INC |
150,000 |
-300,000 |
$6,909 | | XENE | 150,000 | -300,000 | $6,909 | | NEUMORA THERAPEUTICS INC. |
382,345 |
+382,345 |
$6,519 | | NMRA | 382,345 | +382,345 | $6,519 | | ARCUS BIOSCIENCES INC |
325,000 |
+325,000 |
$6,208 | | RCUS | 325,000 | +325,000 | $6,208 | | MORPHIC HLDG INC |
200,000 |
+200,000 |
$5,776 | | MORF | 200,000 | +200,000 | $5,776 | | APPLIED THERAPEUTICS INC |
1,660,000 |
+1,660,000 |
$5,561 | | APLT | 1,660,000 | +1,660,000 | $5,561 | | VENTYX BIOSCIENCES INC |
2,000,000 |
+1,775,000 |
$4,940 | | VTYX | 2,000,000 | +1,775,000 | $4,940 | | ICOSAVAX INC |
300,000 |
-2,465,741 |
$4,728 | | ICVX | 300,000 | -2,465,741 | $4,728 | | REPARE THERAPEUTICS INC |
600,000 |
-200,000 |
$4,380 | | RPTX | 600,000 | +300,000 | $4,380 | | COMPASS PATHWAYS PLC |
500,000 |
-450,000 |
$4,375 | | CMPS | 500,000 | -450,000 | $4,375 | | ENLIVEN THERAPEUTICS INC |
307,076 |
UNCH |
$4,250 | | ELVN | 307,076 | UNCH | $4,250 | | ASTRIA THERAPEUTICS INC |
544,960 |
UNCH |
$4,185 | | ATXS | 544,960 | UNCH | $4,185 | | KINIKSA PHARMACEUTICALS LTD |
150,000 |
+150,000 |
$2,631 | | KNSA | 150,000 | +150,000 | $2,631 | | SPYRE THERAPEUTICS INC |
150,000 |
-60,000 |
$1,802 | | AGLE | 150,000 | -60,000 | $1,802 | | DELCATH SYS INC |
300,000 |
-744,444 |
$1,248 | | DCTH | 300,000 | -744,444 | $1,248 | | IO BIOTECH INC |
493,827 |
UNCH |
$928 | | IOBT | 493,827 | UNCH | $928 | | IMMUNIC INC |
421,184 |
UNCH |
$632 | | IMUX | 421,184 | UNCH | $632 |
See Full List: All Stocks Held By Logos Global Management LP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Logos Global Management LP
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