LG
| |
Logos Global Management LP13F | |
| Logos Global Management LP | |
| Last update 2025-05-15 | 39 Stocks (11 new) |
| Value $563.00 Mil | Turnover 43 % |
Logos Global Management LP Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IDYA | IDEAYA Biosciences Inc | 3,500,000 | 57,330.0 | +16.67% | 10.190 | +1.46% | 4.000 | +26.41% | -15.99% | 1,890.9 | Biotechnology | |
RVMD | Revolution Medicines Inc | 1,600,000 | 56,576.0 | +10.34% | 10.060 | +0.94% | 0.860 | +4.19% | -12.44% | 7,134.0 | Biotechnology | |
AKRO | Akero Therapeutics Inc | 1,200,000 | 48,576.0 | +50.00% | 8.640 | +2.88% | 1.510 | +38.40% | +87.20% | 4,151.7 | Biotechnology | |
JANX | Janux Therapeutics Inc | 1,650,000 | 44,550.0 | +32.00% | 7.920 | +1.92% | 2.790 | -11.08% | -50.69% | 1,562.2 | Biotechnology | |
NUVL | Nuvalent Inc | 500,000 | 35,460.0 | New Holding | 6.300 | +6.30% | 0.700 | +16.42% | +6.54% | 5,988.9 | Biotechnology | |
TEVA | Teva Pharmaceutical Industries Ltd | 1,700,000 | 26,129.0 | New Holding | 4.640 | +4.64% | 0.150 | +17.66% | -27.13% | 18,525.3 | Drug Manufacturers | |
XENE | Xenon Pharmaceuticals Inc | 650,000 | 21,807.5 | New Holding | 3.880 | +3.88% | 0.850 | -10.03% | -19.41% | 2,424.0 | Biotechnology | |
KROS | Keros Therapeutics Inc | 2,000,000 | 20,380.0 | New Holding | 3.620 | +3.62% | 4.920 | -2.27% | -13.14% | 558.5 | Biotechnology | |
IRON | Disc Medicine Inc | 394,342 | 19,575.1 | +97.17% | 3.480 | +1.72% | 1.140 | +37.01% | -8.88% | 2,000.8 | Biotechnology | |
BNTX | BioNTech SE | 200,000 | 18,212.0 | -33.33% | 3.240 | -1.33% | 0.080 | +11.40% | -3.45% | 26,448.8 | Biotechnology |
Logos Global Management LP's Historical Top Holdings Breakdowns
Logos Global Management LP's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
NUVL | Nuvalent Inc | 2025-03-31 | New Buy New Buy | +6.30% | 67.38 ($78.19) 88.96 | $83.40 | 6.66% | New holding | 500,000 | 500,000 | |
CYTK | Cytokinetics Inc | 2025-03-31 | Sold Out Sold Out | -4.95% | 40.19 ($45.96) 51.12 | $37.23 | -18.99% | Sold Out | 0 | -900,000 | |
TEVA | Teva Pharmaceutical Industries Ltd | 2025-03-31 | New Buy New Buy | +4.64% | 14.67 ($17.86) 22.01 | $16.06 | -10.08% | New holding | 1,700,000 | 1,700,000 | |
VERA | Vera Therapeutics Inc | 2025-03-31 | Sold Out Sold Out | -4.33% | 24.02 ($32.13) 43.22 | $23.05 | -28.26% | Sold Out | 0 | -875,000 | |
XENE | Xenon Pharmaceuticals Inc | 2025-03-31 | New Buy New Buy | +3.88% | 33.55 ($37.97) 40.74 | $31.59 | -16.80% | New holding | 650,000 | 650,000 | |
MRUS | Merus NV | 2025-03-31 | Sold Out Sold Out | -3.69% | 39.01 ($43.61) 49.16 | $63.26 | 45.06% | Sold Out | 0 | -750,000 | |
INSM | Insmed Inc | 2025-03-31 | Sold Out Sold Out | -3.64% | 65.25 ($76.49) 83.83 | $102.56 | 34.08% | Sold Out | 0 | -450,000 | |
KROS | Keros Therapeutics Inc | 2025-03-31 | New Buy New Buy | +3.62% | 10.15 ($11.61) 16.1 | $13.75 | 18.43% | New holding | 2,000,000 | 2,000,000 | |
ETNB | 89bio Inc | 2025-03-31 | New Buy New Buy | +3.23% | 6.1 ($8.74) 11.66 | $10.49 | 20.02% | New holding | 2,500,000 | 2,500,000 | |
NBIX | Neurocrine Biosciences Inc | 2025-03-31 | Sold Out Sold Out | -3.19% | 107.22 ($126.68) 153.29 | $132.02 | 4.22% | Sold Out | 0 | -200,000 |
Logos Global Management LP Total Holding History ($B)
Logos Global Management LP's Asset Allocation
Logos Global Management LP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Logos Global Management LP's Hypothetical Growth since 2025-03-31
Logos Global Management LP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Logos Global Management LP's Holdings Heat Map
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Logos Global Management LP's Holdings Bubble Chart
Logos Global Management LP News
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