Q4 2024 · 13F-HR
Logos Global Management LPholdings as filed
Filed 2025-02-14 · accession 0001172661-25-001041
$854.6M
Reported value
47
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 45166A102 | IDYA | IDEAYA BIOSCIENCES INC | $77.1M | 9.02% | 3,000,000 | Common | SOLE |
| 47103J105 | JANX | JANUX THERAPEUTICS INC | $66.9M | 7.83% | 1,250,000 | Common | SOLE |
| 76155X100 | RVMD | REVOLUTION MEDICINES INC | $63.4M | 7.42% | 1,450,000 | Common | SOLE |
| 23282W605 | CYTK | CYTOKINETICS INC | $42.3M | 4.95% | 900,000 | Common | SOLE |
| 92337R101 | VERA | VERA THERAPEUTICS INC | $37.0M | 4.33% | 875,000 | Common | SOLE |
| 09075V102 | BNTX | BIONTECH SE | $34.2M | 4.00% | 300,000 | Common | SOLE |
| N5749R100 | 2GH | MERUS N V | $31.5M | 3.69% | 750,000 | Common | SOLE |
| 29479A108 | ERAS | ERASCA INC | $31.4M | 3.67% | 12,500,000 | Common | SOLE |
| 457669307 | INSM | INSMED INC | $31.1M | 3.64% | 450,000 | Common | SOLE |
| 67576A100 | OCUL | OCULAR THERAPEUTIX INC | $29.9M | 3.50% | 3,500,000 | Common | SOLE |
| 64125C109 | NBIX | NEUROCRINE BIOSCIENCES INC | $27.3M | 3.19% | 200,000 | Common | SOLE |
| 25056L103 | DSGN | DESIGN THERAPEUTICS INC | $26.0M | 3.04% | 4,217,627 | Common | SOLE |
| 92243G108 | PCVX | VAXCYTE INC | $24.6M | 2.87% | 300,000 | Common | SOLE |
| 00973Y108 | AKRO | AKERO THERAPEUTICS INC | $22.3M | 2.60% | 800,000 | Common | SOLE |
| G50871105 | JAZZ | JAZZ PHARMACEUTICALS PLC | $21.6M | 2.52% | 175,000 | Common | SOLE |
| 86366E106 | GPCR | STRUCTURE THERAPEUTICS INC | $19.0M | 2.22% | 700,000 | Common | SOLE |
| 68062P106 | OLMA | OLEMA PHARMACEUTICALS INC | $18.7M | 2.19% | 3,208,875 | Common | SOLE |
| 09627Y109 | 2655787D | BLUEPRINT MEDICINES CORP | $17.4M | 2.04% | 200,000 | Common | SOLE |
| 89422G107 | TVTX | TRAVERE THERAPEUTICS INC | $17.4M | 2.04% | 1,000,000 | Common | SOLE |
| 03753U106 | APLSUSD | APELLIS PHARMACEUTICALS INC | $16.0M | 1.87% | 500,000 | Common | SOLE |
| 834203309 | SLNO | SOLENO THERAPEUTICS INC | $15.7M | 1.84% | 350,000 | Common | SOLE |
| G01767105 | ALKS | ALKERMES PLC | $14.4M | 1.68% | 500,000 | Common | SOLE |
| 03770N101 | APGE | APOGEE THERAPEUTICS INC | $13.6M | 1.59% | 300,000 | Common | SOLE |
| 04335A105 | ARVN | ARVINAS INC | $13.4M | 1.57% | 700,000 | Common | SOLE |
| 03589W102 | ANNX | ANNEXON INC | $13.1M | 1.53% | 2,550,000 | Common | SOLE |
| 254604101 | IRON | DISC MEDICINE INC | $12.7M | 1.48% | 200,000 | Common | SOLE |
| 00773J202 | SYRE | SPYRE THERAPEUTICS INC | $11.6M | 1.36% | 500,000 | Common | SOLE |
| 28036F105 | EWTX | EDGEWISE THERAPEUTICS INC | $10.7M | 1.25% | 400,000 | Common | SOLE |
| 26818M108 | DYN | DYNE THERAPEUTICS INC | $10.6M | 1.24% | 450,000 | Common | SOLE |
| 729139105 | PLRX | PLIANT THERAPEUTICS INC | $9.9M | 1.16% | 750,000 | Common | SOLE |
| 10919W405 | DRUG | BRIGHT MINDS BIOSCIENCES INC | $8.8M | 1.03% | 245,000 | Common | SOLE |
| 984241109 | YMABUSD | Y-MABS THERAPEUTICS INC | $7.8M | 0.92% | 1,000,000 | Common | SOLE |
| 45258J102 | IMVT | IMMUNOVANT INC | $7.4M | 0.87% | 300,000 | Common | SOLE |
| 374163103 | GERN | GERON CORP | $7.1M | 0.83% | 2,000,000 | Common | SOLE |
| 00461U105 | ACRS | ACLARIS THERAPEUTICS INC | $5.5M | 0.64% | 2,222,222 | Common | SOLE |
| 89532M101 | TRVI | TREVI THERAPEUTICS INC | $5.2M | 0.60% | 1,250,000 | Common | SOLE |
| 04635X102 | CATBUSD | ASTRIA THERAPEUTICS INC | $4.5M | 0.52% | 500,000 | Common | SOLE |
| 90466Y103 | — | UNICYCIVE THERAPEUTICS INC | $4.0M | 0.47% | 5,078,927 | Common | SOLE |
| 008064107 | — | AEROVATE THERAPEUTICS INC | $3.7M | 0.43% | 1,400,000 | Common | SOLE |
| 75383L102 | RAPP | RAPPORT THERAPEUTICS INC | $3.7M | 0.43% | 208,910 | Common | SOLE |
| 002120202 | ATYR | ATYR PHARMA INC | $3.6M | 0.42% | 1,000,000 | Common | SOLE |
| 01671P100 | ALLKGUSD | ALLAKOS INC | $3.5M | 0.41% | 2,900,000 | Common | SOLE |
| 29337E102 | ELVN | ENLIVEN THERAPEUTICS INC | $3.1M | 0.37% | 140,000 | Common | SOLE |
| 81734D104 | SEPN | SEPTERNA INC | $3.1M | 0.36% | 134,202 | Common | SOLE |
| 04317A107 | ARTV | ARTIVA BIOTHERAPEUTICS INC | $1.5M | 0.17% | 145,089 | Common | SOLE |
| 38000Q102 | GLYCEUR | GLYCOMIMETICS INC | $1.3M | 0.16% | 5,400,000 | Common | SOLE |
| 67080N119 | NUVB/WS | NUVATION BIO INC | $15,333 | 0.00% | 66,666 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.