LOGOS GLOBAL MANAGEMENT LP

PrivateCIK: 1792126
Location

SAN FRANCISCO, CA

68
Positions
$2.32B
Total AUM (reported)
90.73M
Total Shares

Allocation by class

TOTAL AUM$2.32B68 positions
COM$1.46B62.9%
SPONSORED ADS$343.08M14.8%
COM NEW$272.65M11.7%
CL A$94.40M4.1%
CLASS A ORD$52.08M2.2%
COMMON STOCK$31.89M1.4%
COM SHS$22.75M1.0%

Portfolio Concentration

Top 321.1%4–1027.2%11–2529.3%Rest22.3%TOP 1048.3%0%100%
Top 3$490.14M21.1%
4–10$632.92M27.2%
11–25$681.70M29.3%
Rest$518.17M22.3%

Top 3 weight

21.1%

Top 10 weight

48.3%

Voting Authority Distribution

Total shares with voting rights: 90.73M

Sole

Full voting authority

90.73M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole68
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings68
Rows:

ERASCA INC

SOLE
COM
Shares12.15M
TypeSH
Market value$222.59M
9.58%
Sole
12.15M
Shared
0.00
None
0.00

ABIVAX SA

SOLE
SPONSORED ADS
Shares1.02M
TypeSH
Market value$136.46M
5.87%
Sole
1.02M
Shared
0.00
None
0.00

REVOLUTION MEDICINES INC

SOLE
COM
Shares700K
TypeSH
Market value$131.10M
5.64%
Sole
700K
Shared
0.00
None
0.00

IDEAYA BIOSCIENCES INC

SOLE
COM
Shares3M
TypeSH
Market value$111.81M
4.81%
Sole
3M
Shared
0.00
None
0.00

BIONTECH SE

SOLE
SPONSORED ADS
Shares1.01M
TypeSH
Market value$94.45M
4.07%
Sole
1.01M
Shared
0.00
None
0.00

VERA THERAPEUTICS INC

SOLE
CL A
Shares2.20M
TypeSH
Market value$94.40M
4.06%
Sole
2.20M
Shared
0.00
None
0.00

TANGO THERAPEUTICS INC

SOLE
COM
Shares2.85M
TypeSH
Market value$89.09M
3.84%
Sole
2.85M
Shared
0.00
None
0.00

PRAXIS PRECISION MEDICINES I

SOLE
COM NEW
Shares260K
TypeSH
Market value$87.05M
3.75%
Sole
260K
Shared
0.00
None
0.00

CELLDEX THERAPEUTICS INC NEW

SOLE
COM NEW
Shares2.10M
TypeSH
Market value$78.14M
3.36%
Sole
2.10M
Shared
0.00
None
0.00

DIANTHUS THERAPEUTICS INC

SOLE
COM
Shares800K
TypeSH
Market value$77.98M
3.36%
Sole
800K
Shared
0.00
None
0.00

CG ONCOLOGY INC

SOLE
COM
Shares1M
TypeSH
Market value$71.05M
3.06%
Sole
1M
Shared
0.00
None
0.00

DISC MEDICINE INC

SOLE
COM
Shares875K
TypeSH
Market value$64.00M
2.76%
Sole
875K
Shared
0.00
None
0.00

MAZE THERAPEUTICS INC

SOLE
COM
Shares1.94M
TypeSH
Market value$57.74M
2.49%
Sole
1.94M
Shared
0.00
None
0.00

DYNE THERAPEUTICS INC

SOLE
COM
Shares2.55M
TypeSH
Market value$56.64M
2.44%
Sole
2.55M
Shared
0.00
None
0.00

MOONLAKE IMMUNOTHERAPEUTICS

SOLE
CLASS A ORD
Shares2.67M
TypeSH
Market value$52.08M
2.24%
Sole
2.67M
Shared
0.00
None
0.00

OCULAR THERAPEUTIX INC

SOLE
COM
Shares5.30M
TypeSH
Market value$52.05M
2.24%
Sole
5.30M
Shared
0.00
None
0.00

DESIGN THERAPEUTICS INC

SOLE
COM
Shares3M
TypeSH
Market value$43.41M
1.87%
Sole
3M
Shared
0.00
None
0.00

OLEMA PHARMACEUTICALS INC

SOLE
COM
Shares3.21M
TypeSH
Market value$40.14M
1.73%
Sole
3.21M
Shared
0.00
None
0.00

BELITE BIO INC

SOLE
SPONSORED ADS
Shares250K
TypeSH
Market value$38.50M
1.66%
Sole
250K
Shared
0.00
None
0.00

ACHIEVE LIFE SCIENCE INC

SOLE
COM
Shares5.42M
TypeSH
Market value$35.43M
1.53%
Sole
5.42M
Shared
0.00
None
0.00

TREVI THERAPEUTICS INC

SOLE
COM
Shares1.88M
TypeSH
Market value$35.06M
1.51%
Sole
1.88M
Shared
0.00
None
0.00

COGENT BIOSCIENCES INC

SOLE
COM
Shares900K
TypeSH
Market value$34.83M
1.50%
Sole
900K
Shared
0.00
None
0.00

ARRIVENT BIOPHARMA INC

SOLE
COM
Shares1M
TypeSH
Market value$34.74M
1.50%
Sole
1M
Shared
0.00
None
0.00

CRESCENT BIOPHARMA INC.

SOLE
COM
Shares1.90M
TypeSH
Market value$34.20M
1.47%
Sole
1.90M
Shared
0.00
None
0.00

COMPASS PATHWAYS PLC

SOLE
SPONSORED ADS
Shares2.25M
TypeSH
Market value$31.84M
1.37%
Sole
2.25M
Shared
0.00
None
0.00
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