Q1 2025 · 13F-HR
Logos Global Management LPholdings as filed
Filed 2025-05-15 · accession 0001172661-25-002012
$562.5M
Reported value
39
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 45166A102 | IDYA | IDEAYA BIOSCIENCES INC | $57.3M | 10.2% | 3,500,000 | Common | SOLE |
| 76155X100 | RVMD | REVOLUTION MEDICINES INC | $56.6M | 10.1% | 1,600,000 | Common | SOLE |
| 00973Y108 | AKRO | AKERO THERAPEUTICS INC | $48.6M | 8.64% | 1,200,000 | Common | SOLE |
| 47103J105 | JANX | JANUX THERAPEUTICS INC | $44.5M | 7.92% | 1,650,000 | Common | SOLE |
| 670703107 | NUVL | NUVALENT INC | $35.5M | 6.30% | 500,000 | Common | SOLE |
| 881624209 | TEVA | TEVA PHARMACEUTICAL INDS LTD | $26.1M | 4.64% | 1,700,000 | Common | SOLE |
| 98420N105 | XENE | XENON PHARMACEUTICALS INC | $21.8M | 3.88% | 650,000 | Common | SOLE |
| 492327101 | KROS | KEROS THERAPEUTICS INC | $20.4M | 3.62% | 2,000,000 | Common | SOLE |
| 254604101 | IRON | DISC MEDICINE INC | $19.6M | 3.48% | 394,342 | Common | SOLE |
| 09075V102 | BNTX | BIONTECH SE | $18.2M | 3.24% | 200,000 | Common | SOLE |
| 282559103 | ETNBGBP | 89BIO INC | $18.2M | 3.23% | 2,500,000 | Common | SOLE |
| 834203309 | SLNO | SOLENO THERAPEUTICS INC | $17.9M | 3.18% | 250,000 | Common | SOLE |
| 29479A108 | ERAS | ERASCA INC | $17.8M | 3.17% | 13,000,000 | Common | SOLE |
| 67576A100 | OCUL | OCULAR THERAPEUTIX INC | $16.9M | 3.00% | 2,300,000 | Common | SOLE |
| 25056L103 | DSGN | DESIGN THERAPEUTICS INC | $16.3M | 2.89% | 4,217,627 | Common | SOLE |
| 61559X104 | MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $13.7M | 2.43% | 350,000 | Common | SOLE |
| 374163103 | GERN | GERON CORP | $12.7M | 2.26% | 8,000,000 | Common | SOLE |
| 68062P106 | OLMA | OLEMA PHARMACEUTICALS INC | $12.1M | 2.14% | 3,208,875 | Common | SOLE |
| 22663K107 | CRNX | CRINETICS PHARMACEUTICALS IN | $11.7M | 2.09% | 350,000 | Common | SOLE |
| 05370A108 | RNAGBP | AVIDITY BIOSCIENCES INC | $10.3M | 1.84% | 350,000 | Common | SOLE |
| 578784100 | MAZE | MAZE THERAPEUTICS INC | $10.3M | 1.83% | 936,914 | Common | SOLE |
| 03589W102 | ANNX | ANNEXON INC | $7.7M | 1.37% | 4,000,000 | Common | SOLE |
| 86366E106 | GPCR | STRUCTURE THERAPEUTICS INC | $7.4M | 1.31% | 425,000 | Common | SOLE |
| 20451W101 | CMPS | COMPASS PATHWAYS PLC | $5.7M | 1.02% | 2,000,000 | Common | SOLE |
| 26818M108 | DYN | DYNE THERAPEUTICS INC | $5.2M | 0.93% | 500,000 | Common | SOLE |
| 29337E102 | ELVN | ENLIVEN THERAPEUTICS INC | $4.7M | 0.84% | 240,000 | Common | SOLE |
| 45258J102 | IMVT | IMMUNOVANT INC | $4.7M | 0.84% | 275,000 | Common | SOLE |
| 008064107 | — | AEROVATE THERAPEUTICS INC | $3.5M | 0.62% | 1,400,000 | Common | SOLE |
| 00461U105 | ACRS | ACLARIS THERAPEUTICS INC | $3.4M | 0.60% | 2,222,222 | Common | SOLE |
| 90466Y103 | — | UNICYCIVE THERAPEUTICS INC | $2.9M | 0.52% | 5,078,927 | Common | SOLE |
| 89532M101 | TRVI | TREVI THERAPEUTICS INC | $2.7M | 0.47% | 424,715 | Common | SOLE |
| 04635X102 | CATBUSD | ASTRIA THERAPEUTICS INC | $2.7M | 0.47% | 500,000 | Common | SOLE |
| 75383L102 | RAPP | RAPPORT THERAPEUTICS INC | $2.1M | 0.37% | 208,910 | Common | SOLE |
| 38000Q102 | GLYCEUR | GLYCOMIMETICS INC | $1.1M | 0.20% | 5,400,000 | Common | SOLE |
| 81734D104 | SEPN | SEPTERNA INC | $777,030 | 0.14% | 134,202 | Common | SOLE |
| 01671P100 | ALLKGUSD | ALLAKOS INC | $660,040 | 0.12% | 2,900,000 | Common | SOLE |
| 04317A107 | ARTV | ARTIVA BIOTHERAPEUTICS INC | $435,267 | 0.08% | 145,089 | Common | SOLE |
| 83422E204 | SLDB | SOLID BIOSCIENCES INC | $370,000 | 0.07% | 100,000 | Common | SOLE |
| 67080N119 | NUVB/WS | NUVATION BIO INC | $15,920 | 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.