Logos Global Management LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| REVOLUTION MEDICINES INC(RVMD)(Call) | 0 | 1,000,000 | +1,000,000 | 0 | 46,700,000 | — | +46,700,000 |
| ABIVAX SA(ABVX) | 0 | 415,000 | +415,000 | 0 | 35,233,500 | 3.48% | +35,233,500 |
| VERASTEM INC | 1,000,000 | 4,050,000 | +3,050,000 | 4,150,000 | 35,761,500 | 3.53% | +31,611,500 |
| CIDARA THERAPEUTICS INC | 190,000 | 375,000 | +185,000 | 9,254,900 | 35,910,000 | 3.55% | +26,655,100 |
| MAZE THERAPEUTICS INC(MAZE) | 611,914 | 1,227,300 | +615,386 | 7,508,185 | 31,823,889 | 3.14% | +24,315,704 |
| ARVINAS INC | 3,300,000 | 5,575,000 | +2,275,000 | 24,288,000 | 47,499,000 | 4.69% | +23,211,000 |
| VAXCYTE INC(PCVX) | 0 | 625,000 | +625,000 | 0 | 22,512,500 | 2.22% | +22,512,500 |
| PROTAGONIST THERAPEUTICS INC | 0 | 300,000 | +300,000 | 0 | 19,929,000 | 1.97% | +19,929,000 |
| AMYLYX PHARMACEUTICALS INC(AMLX) | 0 | 1,450,000 | +1,450,000 | 0 | 19,705,500 | 1.95% | +19,705,500 |
| REVOLUTION MEDICINES INC(RVMD) | 1,700,000 | 1,750,000 | +50,000 | 62,543,000 | 81,725,000 | 8.07% | +19,182,000 |
| LB PHARMACEUTICALS INC(LBRX) | 0 | 1,130,000 | +1,130,000 | 0 | 17,842,700 | 1.76% | +17,842,700 |
| OLEMA PHARMACEUTICALS INC(OLMA) | 3,208,875 | 3,208,875 | 0 | 13,669,808 | 31,414,886 | 3.10% | +17,745,078 |
| OCULAR THERAPEUTIX INC(OCUL) | 2,200,000 | 3,250,000 | +1,050,000 | 20,416,000 | 37,992,500 | 3.75% | +17,576,500 |
| UNIQURE NV(QURE) | 0 | 300,000 | +300,000 | 0 | 17,511,000 | 1.73% | +17,511,000 |
| TREVI THERAPEUTICS INC(TRVI) | 850,000 | 2,200,000 | +1,350,000 | 4,649,500 | 20,130,000 | 1.99% | +15,480,500 |
| KYMERA THERAPEUTICS INC(KYMR) | 0 | 250,000 | +250,000 | 0 | 14,150,000 | 1.40% | +14,150,000 |
| ERASCA INC(ERAS) | 15,000,000 | 15,150,000 | +150,000 | 19,050,000 | 33,027,000 | 3.26% | +13,977,000 |
| ARCELLX INC | 0 | 165,000 | +165,000 | 0 | 13,546,500 | 1.34% | +13,546,500 |
| DESIGN THERAPEUTICS INC | 4,217,627 | 3,655,000 | -562,627 | 14,213,403 | 27,522,150 | 2.72% | +13,308,747 |
| IMMUNOCORE HLDGS PLC(IMCR) | 575,000 | 850,000 | +275,000 | 18,043,500 | 30,880,500 | 3.05% | +12,837,000 |
| CENTESSA PHARMACEUTICALS PLC | 0 | 525,000 | +525,000 | 0 | 12,731,250 | 1.26% | +12,731,250 |
| DYNE THERAPEUTICS INC(DYN) | 1,900,000 | 2,400,000 | +500,000 | 18,088,000 | 30,360,000 | 3.00% | +12,272,000 |
| IDEAYA BIOSCIENCES INC(IDYA)(Call) | 0 | 450,000 | +450,000 | 0 | 12,244,500 | — | +12,244,500 |
| RHYTHM PHARMACEUTICALS INC(RYTM) | 130,000 | 200,000 | +70,000 | 8,214,700 | 20,198,000 | 2.00% | +11,983,300 |
| TANGO THERAPEUTICS INC(TNGX) | 0 | 950,000 | +950,000 | 0 | 7,980,000 | 0.79% | +7,980,000 |
| DIANTHUS THERAPEUTICS INC(DNTH) | 0 | 200,000 | +200,000 | 0 | 7,870,000 | 0.78% | +7,870,000 |
| COGENT BIOSCIENCES INC(COGT) | 0 | 500,000 | +500,000 | 0 | 7,180,000 | 0.71% | +7,180,000 |
| COMPASS THERAPEUTICS INC | 0 | 2,050,000 | +2,050,000 | 0 | 7,175,000 | 0.71% | +7,175,000 |
| IMMUNEERING CORP | 0 | 950,000 | +950,000 | 0 | 6,650,000 | 0.66% | +6,650,000 |
| SCHOLAR ROCK HLDG CORP(SRRK) | 0 | 175,000 | +175,000 | 0 | 6,517,000 | 0.64% | +6,517,000 |
| STRUCTURE THERAPEUTICS INC | 850,000 | 850,000 | 0 | 17,629,000 | 23,800,000 | 2.35% | +6,171,000 |
| APELLIS PHARMACEUTICALS INC(Call) | 1,000,000 | 1,000,000 | 0 | 17,310,000 | 22,630,000 | — | +5,320,000 |
| EUPRAXIA PHARMACEUTICALS INC | 0 | 900,000 | +900,000 | 0 | 5,310,000 | 0.52% | +5,310,000 |
| PHARVARIS N V | 0 | 150,000 | +150,000 | 0 | 3,742,500 | 0.37% | +3,742,500 |
| PEPGEN INC | 0 | 750,000 | +750,000 | 0 | 3,465,000 | 0.34% | +3,465,000 |
| ESPERION THERAPEUTICS INC NE(ESPR) | 0 | 750,000 | +750,000 | 0 | 1,987,500 | 0.20% | +1,987,500 |
| ALECTOR INC(Call) | 0 | 500,000 | +500,000 | 0 | 1,480,000 | — | +1,480,000 |
| MEREO BIOPHARMA GROUP PLC | 0 | 500,000 | +500,000 | 0 | 1,030,000 | 0.10% | +1,030,000 |
| LARIMAR THERAPEUTICS INC(Call) | 2,500,000 | 2,500,000 | 0 | 7,225,000 | 8,075,000 | — | +850,000 |
| FRACTYL HEALTH INC | 0 | 500,000 | +500,000 | 0 | 795,000 | 0.08% | +795,000 |
| JANUX THERAPEUTICS INC(JANX)(Call) | 500,000 | 500,000 | 0 | 11,550,000 | 12,220,000 | — | +670,000 |
| SEPTERNA INC(SEPN) | 109,202 | 83,548 | -25,654 | 1,154,265 | 1,571,538 | 0.16% | +417,273 |
| ACLARIS THERAPEUTICS INC | 1,850,000 | 1,500,000 | -350,000 | 2,627,000 | 2,850,000 | 0.28% | +223,000 |
| IMMUNOVANT INC(IMVT) | 275,000 | 275,000 | 0 | 4,400,000 | 4,433,000 | 0.44% | +33,000 |
| NUVATION BIO INC(NUVB) | 66,666 | 66,666 | 0 | 17,993 | 13,473 | 0.00% | -4,520 |
| ENLIVEN THERAPEUTICS INC | 350,000 | 340,000 | -10,000 | 7,021,000 | 6,959,800 | 0.69% | -61,200 |
| ASTRIA THERAPEUTICS INC | 700,000 | 500,000 | -200,000 | 3,752,000 | 3,640,000 | 0.36% | -112,000 |
| UNICYCIVE THERAPEUTICS INC | 473,562 | 473,563 | +1 | 2,258,891 | 2,064,735 | 0.20% | -194,156 |
| JANUX THERAPEUTICS INC(JANX) | 1,000,000 | 935,000 | -65,000 | 23,100,000 | 22,851,400 | 2.26% | -248,600 |
| AVIDITY BIOSCIENCES INC | 950,000 | 600,000 | -350,000 | 26,980,000 | 26,142,000 | 2.58% | -838,000 |
| JADE BIOSCIENCES INC | 625,000 | 625,000 | 0 | 6,243,750 | 5,393,750 | 0.53% | -850,000 |
| CRESCENT BIOPHARMA INC. | 553,686 | 600,000 | +46,314 | 8,936,492 | 7,134,000 | 0.70% | -1,802,492 |
| RAPPORT THERAPEUTICS INC(RAPP) | 208,910 | 0 | -208,910 | 2,375,307 | 0 | — | -2,375,307 |
| PRAXIS PRECISION MEDICINES I(PRAX) | 225,000 | 125,000 | -100,000 | 9,461,250 | 6,625,000 | 0.65% | -2,836,250 |
| BICARA THERAPEUTICS INC | 400,000 | 0 | -400,000 | 3,716,000 | 0 | — | -3,716,000 |
| METSERA INC | 200,000 | 0 | -200,000 | 5,690,000 | 0 | — | -5,690,000 |
| ANNEXON INC(ANNX) | 2,410,000 | 0 | -2,410,000 | 5,784,000 | 0 | — | -5,784,000 |
| AKERO THERAPEUTICS INC | 1,200,000 | 1,200,000 | 0 | 64,032,000 | 56,976,000 | 5.63% | -7,056,000 |
| DISC MEDICINE INC(IRON) | 700,000 | 450,000 | -250,000 | 37,072,000 | 29,736,000 | 2.94% | -7,336,000 |
| LEGEND BIOTECH CORP(LEGN) | 250,000 | 0 | -250,000 | 8,872,500 | 0 | — | -8,872,500 |
| IDEAYA BIOSCIENCES INC(IDYA) | 3,345,000 | 2,250,000 | -1,095,000 | 70,311,900 | 61,222,500 | 6.05% | -9,089,400 |
| MOONLAKE IMMUNOTHERAPEUTICS(MLTX) | 200,000 | 0 | -200,000 | 9,440,000 | 0 | — | -9,440,000 |
| XENCOR INC(XNCR) | 1,250,000 | 0 | -1,250,000 | 9,825,000 | 0 | — | -9,825,000 |
| BIOHAVEN LTD(BHVN) | 700,000 | 0 | -700,000 | 9,877,000 | 0 | — | -9,877,000 |
| ARVINAS INC(Call) | 1,500,000 | 0 | -1,500,000 | 11,040,000 | 0 | — | -11,040,000 |
| BIOGEN INC(BIIB) | 200,000 | 100,000 | -100,000 | 25,118,000 | 14,008,000 | 1.38% | -11,110,000 |
| CELLDEX THERAPEUTICS INC NEW(CLDX) | 600,000 | 0 | -600,000 | 12,210,000 | 0 | — | -12,210,000 |
| KEROS THERAPEUTICS INC | 2,000,000 | 850,000 | -1,150,000 | 26,700,000 | 13,447,000 | 1.33% | -13,253,000 |
| KRYSTAL BIOTECH INC(KRYS) | 100,000 | 0 | -100,000 | 13,746,000 | 0 | — | -13,746,000 |
| MADRIGAL PHARMACEUTICALS INC(MDGL) | 50,000 | 0 | -50,000 | 15,132,000 | 0 | — | -15,132,000 |
| NEUROCRINE BIOSCIENCES INC(NBIX) | 150,000 | 0 | -150,000 | 18,853,500 | 0 | — | -18,853,500 |
| JAZZ PHARMACEUTICALS PLC(JAZZ) | 450,000 | 200,000 | -250,000 | 47,754,000 | 26,360,000 | 2.60% | -21,394,000 |
| UNITED THERAPEUTICS CORP DEL(UTHR) | 85,000 | 0 | -85,000 | 24,424,750 | 0 | — | -24,424,750 |
| TEVA PHARMACEUTICAL INDS LTD(TEVA)(Call) | 1,500,000 | 0 | -1,500,000 | 25,140,000 | 0 | — | -25,140,000 |
| SPDR SERIES TRUST(Call) | 1,000,000 | 0 | -1,000,000 | 82,930,000 | 0 | — | -82,930,000 |