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CIK: 0001792126
Total reported value
$2.3B
$2.3B
47 檔
12.3%
As reported in its official Q4 2024 Form 13F filing, Logos Global Management LP's tracked investment portfolio stood at $2.3B with 47 total positions.
In Q4 2024, Logos Global Management LP adopted a defensive or profit-taking posture, trimming 10 positions and completely liquidating 24 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IDYA | Ideaya Biosciences Inc | Stock-Other | 9.02% | -0.93% | +42.86% | |
| 2 | JANX | Janux Therapeutics Inc | Stock-Other | 7.83% | -0.69% | EXIT | |
| 3 | RVMD | Revolution Medicines Inc | Stock-Healthcare | 7.42% | -4.07% | +20.83% | |
| 4 | CYTK | Cytokinetics Inc | Stock-Healthcare | 4.95% | -2.88% | EXIT | |
| 5 | VERA | Vera Therapeutics Inc | Stock-Other | 4.33% | +4.06% | NEW | |
| 6 | BNTX | Biontech Se-adr | Stock-Other | 4.00% | +4.07% | NEW | |
| 7 | ✓ | Merus N V | Stock-Other | 3.69% | — | +30.43% | |
| 8 | ERAS | Erasca Inc | Stock-Other | 3.67% | +0.57% | +14.68% | |
| 9 | INSM | Insmed Inc | Stock-Healthcare | 3.64% | — | — | |
| 10 | OCUL | Ocular Therapeutix Inc | Stock-Other | 3.50% | +0.61% | — | |
| 11 | NBIX | Neurocrine Biosciences Inc | Stock-Healthcare | 3.19% | — | — | |
| 12 | DSGN | Design Therapeutics Inc | Stock-Other | 3.04% | +0.83% | — | |
| 13 | PCVX | Vaxcyte Inc | Stock-Other | 2.87% | -0.87% | EXIT | |
| 14 | AKRO | Akero Therapeutics Inc | Stock-Other | 2.60% | — | — | |
| 15 | JAZZ | Jazz Pharmaceuticals plc | Stock-Healthcare | 2.52% | — | — | |
| 16 | GPCR | Structure Therapeutics Inc | Stock-Other | 2.22% | -0.04% | -44.00% | |
| 17 | OLMA | Olema Pharmaceuticals Inc | Stock-Other | 2.19% | -0.66% | — | |
| 18 | 2655787D | Blueprint Medicines CORP | Stock-Other | 2.04% | — | — | |
| 19 | TVTX | Travere Therapeutics Inc | Stock-Other | 2.04% | — | -9.09% | |
| 20 | APLSUSD | Apellis Pharmaceuticals Inc | Stock-Other | 1.87% | — | -50.00% | |
| 21 | SLNOEUR | Soleno Therapeutics Inc | Stock-Other | 1.84% | -0.42% | EXIT | |
| 22 | ALKS | Alkermes plc | Stock-Healthcare | 1.68% | -0.62% | EXIT | |
| 23 | APGE | Apogee Therapeutics Inc | Stock-Other | 1.59% | — | — | |
| 24 | ARVN | Arvinas Inc | Stock-Other | 1.57% | — | +75.00% | |
| 25 | ANNX | Annexon Inc | Stock-Other | 1.53% | +0.37% | NEW | |
| 26 | IRON | Disc Medicine Inc | Stock-Other | 1.48% | +0.97% | -78.61% | |
| 27 | SYRE | Spyre Therapeutics Inc | Stock-Other | 1.36% | — | +150.00% | |
| 28 | EWTX | Edgewise Therapeutics Inc | Stock-Other | 1.25% | — | -11.11% | |
| 29 | DYN | Dyne Therapeutics Inc | Stock-Other | 1.24% | +1.17% | +181.25% | |
| 30 | PLRX | Pliant Therapeutics Inc | Stock-Other | 1.16% | — | — | |
| 31 | DRUG | Bright Minds Biosciences Inc | Stock-Other | 1.03% | — | — | |
| 32 | YMABUSD | Y-mabs Therapeutics Inc | Stock-Other | 0.92% | — | +25.00% | |
| 33 | IMVT | Immunovant Inc | Stock-Other | 0.87% | -0.23% | -72.73% | |
| 34 | GERN | Geron CORP | Stock-Other | 0.83% | — | — | |
| 35 | ACRS | Aclaris Therapeutics Inc | Stock-Other | 0.64% | -0.04% | — | |
| 36 | TRVI | Trevi Therapeutics Inc | Stock-Other | 0.60% | +0.08% | -54.55% | |
| 37 | CATBUSD | Astria Therapeutics Inc | Stock-Other | 0.52% | — | — | |
| 38 | ✓ | Stock-Other | 0.47% | — | — | ||
| 39 | ✓ | Stock-Other | 0.43% | — | — | ||
| 40 | RAPP | Rapport Therapeutics Inc | Stock-Other | 0.43% | — | — | |
| 41 | ATYR | Atyr Pharma Inc | Stock-Other | 0.42% | — | -50.00% | |
| 42 | ALLKGUSD | Allakos Inc | Stock-Other | 0.41% | — | — | |
| 43 | ELVN | Enliven Therapeutics Inc | Stock-Other | 0.37% | -1.02% | -71.72% | |
| 44 | SEPN | Septerna Inc | Stock-Other | 0.36% | — | — | |
| 45 | ARTV | Artiva Biotherapeutics Inc | Stock-Other | 0.17% | — | — | |
| 46 | GLYCEUR | Glycomimetics Inc | Stock-Other | 0.16% | — | — | |
| 47 | NUVB-WS | Nuvation Bio Inc -cw27 | Stock-Other | — | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BNTX | Biontech Se-adr | +4% | NEW | New buy |
| 2 | INSM | Insmed Inc | +3.6% | NEW | New buy |
| 3 | NBIX | Neurocrine Biosciences Inc | +3.2% | NEW | New buy |
| 4 | JANX | Janux Therapeutics Inc | +2.9% | +25.00% | Add |
| 5 | CYTK | Cytokinetics Inc | +2.7% | +125.00% | Add |
| 6 | JAZZ | Jazz Pharmaceuticals plc | +2.5% | NEW | New buy |
| 7 | 2655787D | Blueprint Medicines CORP | +2% | NEW | New buy |
| 8 | VERA | Vera Therapeutics Inc | +2% | +75.00% | Add |
| 9 | SLNOEUR | Soleno Therapeutics Inc | +1.8% | NEW | New buy |
| 10 | IDYA | Ideaya Biosciences Inc | +1.8% | +42.86% | Add |
| 11 | ALKS | Alkermes plc | +1.7% | NEW | New buy |
| 12 | APGE | Apogee Therapeutics Inc | +1.6% | NEW | New buy |
| 13 | RVMD | Revolution Medicines Inc | +1.6% | +20.83% | Add |
| 14 | PLRX | Pliant Therapeutics Inc | +1.2% | NEW | New buy |
| 15 | DRUG | Bright Minds Biosciences Inc | +1% | NEW | New buy |
| 16 | GERN | Geron CORP | +0.8% | NEW | New buy |
| 17 | SYRE | Spyre Therapeutics Inc | +0.7% | +150.00% | Add |
| 18 | ACRS | Aclaris Therapeutics Inc | +0.6% | NEW | New buy |
| 19 | DYN | Dyne Therapeutics Inc | +0.6% | +181.25% | Add |
| 20 | DSGN | Design Therapeutics Inc | +0.6% | — | Unchanged |
| 21 | ✓ | Merus N V | +0.6% | +30.43% | Add |
| 22 | ARVN | Arvinas Inc | +0.5% | +75.00% | Add |
| 23 | ERAS | Erasca Inc | +0.5% | +14.68% | Add |
| 24 | ✓ | +0.4% | NEW | New buy | |
| 25 | TVTX | Travere Therapeutics Inc | +0.4% | -9.09% | Trim |
| 26 | SEPN | Septerna Inc | +0.4% | NEW | New buy |
| 27 | ✓ | +0.3% | — | Unchanged | |
| 28 | ALLKGUSD | Allakos Inc | +0.2% | — | Unchanged |
| 29 | OCUL | Ocular Therapeutix Inc | +0.2% | — | Unchanged |
| 30 | GLYCEUR | Glycomimetics Inc | +0.2% | NEW | New buy |
| 31 | AKRO | Akero Therapeutics Inc | +0.1% | — | Unchanged |
| 32 | ATYR | Atyr Pharma Inc | 0% | -50.00% | Trim |
| 33 | NUVB-WS | Nuvation Bio Inc -cw27 | — | NEW | New buy |
| 34 | RAPP | Rapport Therapeutics Inc | 0% | — | Unchanged |
| 35 | BOLD | Boundless Bio Inc | 0% | EXIT | Sold out |
| 36 | SKYE | Skye Bioscience Inc | 0% | EXIT | Sold out |
| 37 | EWTX | Edgewise Therapeutics Inc | -0.1% | -11.11% | Trim |
| 38 | ARTV | Artiva Biotherapeutics Inc | -0.1% | — | Unchanged |
| 39 | IOBTQ | Io Biotech Inc | -0.1% | EXIT | Sold out |
| 40 | CATBUSD | Astria Therapeutics Inc | -0.1% | — | Unchanged |
| 41 | ANNX | Annexon Inc | -0.1% | -1.92% | Trim |
| 42 | NMRA | Neumora Therapeutics Inc | -0.1% | EXIT | Sold out |
| 43 | YMABUSD | Y-mabs Therapeutics Inc | -0.2% | +25.00% | Add |
| 44 | AVU0 | Adverum Biotechnologies Inc | -0.3% | EXIT | Sold out |
| 45 | NXTCEUR | Nextcure Inc | -0.4% | EXIT | Sold out |
| 46 | TRVI | Trevi Therapeutics Inc | -0.4% | -54.55% | Trim |
| 47 | SLN | Silence Therapeutics Plc-adr | -0.4% | EXIT | Sold out |
| 48 | LCTX | Lineage Cell Therapeutics In | -0.5% | EXIT | Sold out |
| 49 | AVTX | Avalo Therapeutics Inc | -0.6% | EXIT | Sold out |
| 50 | ✓ | Engene Holdings Inc | -0.6% | EXIT | Sold out |
According to official SEC Form 13F filings, Logos Global Management LP reported a total U.S. public equity portfolio value of $2.3B across 47 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IDYA, JANX, RVMD) accounted for 12.3% of total reported equity market value during Q4 2024.
Top New Position Initiated
BNTX
市值: $34.2M
Top Position Liquidated / Trimmed
CLDX
前期市值: $30.6M
During Q4 2024, Logos Global Management LP's top holdings by market value included IDYA (9.0%)、JANX (7.8%)、RVMD (7.4%). The largest single position, IDYA, represented 9.0% of total portfolio value.
In Q4 2024, Logos Global Management LP made 61 total portfolio adjustments, initiating 16 new buys, adding to 11 positions, trimming 10 holdings, and fully liquidating 24 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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