- New Purchases: OLMA, NKTX, KNTE, APLS, ALGS, IGMS, KRTX, ABCL, MRTX, CRIS, EPIX, STTK, LUNG, EYPT, PCVX, EAR, HLXA, UKJ2, TVTX, CERE, FSDC,
- Added Positions: COGT, LRMR, FMTX, KALV,
- Reduced Positions: KROS, TGTX, RPTX, CMPS, KYMR, CALT, HRMY, BTAI, OM, PMVP, PLRX, RNA, ATHA,
- Sold Out: GBT, SRPT, CLDX, CYTK, SAGE, AKUS, INBX, LSACU, RLAY, NARI, AFIB, ARYBU, RAPT,
For the details of Logos Global Management LP's stock buys and sells, go to https://www.gurufocus.com/guru/logos+global+management+lp/current-portfolio/portfolio
These are the top 5 holdings of Logos Global Management LP- Olema Pharmaceuticals inc (OLMA) - 3,743,875 shares, 22.17% of the total portfolio. New Position
- Nkarta Inc (NKTX) - 1,682,178 shares, 12.73% of the total portfolio. New Position
- Forma Therapeutics Holdings Inc (FMTX) - 1,400,000 shares, 6.02% of the total portfolio. Shares added by 19.33%
- TG Therapeutics Inc (TGTX) - 850,000 shares, 5.45% of the total portfolio. Shares reduced by 51.43%
- Dyne Therapeutics Inc (DYN) - 1,604,392 shares, 4.15% of the total portfolio.
Logos Global Management LP initiated holding in Olema Pharmaceuticals inc. The purchase prices were between $37.09 and $54.5, with an estimated average price of $46.89. The stock is now traded at around $48.550000. The impact to a portfolio due to this purchase was 22.17%. The holding were 3,743,875 shares as of 2020-12-31.
New Purchase: Nkarta Inc (NKTX)Logos Global Management LP initiated holding in Nkarta Inc. The purchase prices were between $27.03 and $75.62, with an estimated average price of $41.72. The stock is now traded at around $55.630000. The impact to a portfolio due to this purchase was 12.73%. The holding were 1,682,178 shares as of 2020-12-31.
New Purchase: Kinnate Biopharma Inc (KNTE)Logos Global Management LP initiated holding in Kinnate Biopharma Inc. The purchase prices were between $36.35 and $45.25, with an estimated average price of $40.13. The stock is now traded at around $35.160000. The impact to a portfolio due to this purchase was 2.79%. The holding were 569,602 shares as of 2020-12-31.
New Purchase: Apellis Pharmaceuticals Inc (APLS)Logos Global Management LP initiated holding in Apellis Pharmaceuticals Inc. The purchase prices were between $30.79 and $57.2, with an estimated average price of $42.47. The stock is now traded at around $44.730000. The impact to a portfolio due to this purchase was 2.11%. The holding were 300,000 shares as of 2020-12-31.
New Purchase: Aligos Therapeutics Inc (ALGS)Logos Global Management LP initiated holding in Aligos Therapeutics Inc. The purchase prices were between $13.2 and $32.74, with an estimated average price of $19.48. The stock is now traded at around $30.560000. The impact to a portfolio due to this purchase was 2.07%. The holding were 606,548 shares as of 2020-12-31.
New Purchase: IGM Biosciences Inc (IGMS)Logos Global Management LP initiated holding in IGM Biosciences Inc. The purchase prices were between $47.41 and $115.03, with an estimated average price of $70.2. The stock is now traded at around $98.370000. The impact to a portfolio due to this purchase was 1.63%. The holding were 150,000 shares as of 2020-12-31.
Added: Cogent Biosciences Inc (COGT)Logos Global Management LP added to a holding in Cogent Biosciences Inc by 184.52%. The purchase prices were between $9.36 and $13.01, with an estimated average price of $11.02. The stock is now traded at around $9.620000. The impact to a portfolio due to this purchase was 1.73%. The holding were 1,920,500 shares as of 2020-12-31.
Added: Larimar Therapeutics Inc (LRMR)Logos Global Management LP added to a holding in Larimar Therapeutics Inc by 116.67%. The purchase prices were between $14.28 and $25.06, with an estimated average price of $20.11. The stock is now traded at around $18.790000. The impact to a portfolio due to this purchase was 1.02%. The holding were 715,000 shares as of 2020-12-31.
Added: KalVista Pharmaceuticals Inc (KALV)Logos Global Management LP added to a holding in KalVista Pharmaceuticals Inc by 63.33%. The purchase prices were between $12.97 and $19.47, with an estimated average price of $17.22. The stock is now traded at around $42.100000. The impact to a portfolio due to this purchase was 0.45%. The holding were 490,000 shares as of 2020-12-31.
Sold Out: Global Blood Therapeutics Inc (GBT)Logos Global Management LP sold out a holding in Global Blood Therapeutics Inc. The sale prices were between $37.65 and $63.77, with an estimated average price of $49.17.
Sold Out: Sarepta Therapeutics Inc (SRPT)Logos Global Management LP sold out a holding in Sarepta Therapeutics Inc. The sale prices were between $125.56 and $178.74, with an estimated average price of $148.28.
Sold Out: Celldex Therapeutics Inc (CLDX)Logos Global Management LP sold out a holding in Celldex Therapeutics Inc. The sale prices were between $14.99 and $22.75, with an estimated average price of $18.05.
Sold Out: Cytokinetics Inc (CYTK)Logos Global Management LP sold out a holding in Cytokinetics Inc. The sale prices were between $15.26 and $28.61, with an estimated average price of $18.21.
Sold Out: Sage Therapeutics Inc (SAGE)Logos Global Management LP sold out a holding in Sage Therapeutics Inc. The sale prices were between $58.41 and $89.06, with an estimated average price of $73.93.
Sold Out: Akouos Inc (AKUS)Logos Global Management LP sold out a holding in Akouos Inc. The sale prices were between $17.03 and $22.44, with an estimated average price of $19.44.
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