Logos Global Management LP
San Francisco CA · SEC CIK 0001792126
$20.03亿2026Q1 申报市值
66持仓数
49.4%前十大占比 · 第一大 9.7%
15 / 16新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
CENTESSA PHARMAC 加仓+$7,646.10万
UTHR 新建仓+$4,743.84万
MDGL 新建仓+$4,449.49万
TERNS PHARMACEUT 加仓+$3,954.00万
CYTK 加仓+$3,789.82万
2026Q1 卖出最多 按季末市值估算
CIDARA THERAPEUT 清仓-$6,847.59万
AVIDITY BIOSCIEN 清仓-$3,606.50万
JAZZ 清仓-$3,400.00万
ERAS 减仓-$2,993.30万
PRAX 减仓-$2,899.71万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| RVMD | REVOLUTION MEDICINES INC | $1.95亿 | 9.71% | 2,000,000 | 0 | 0.0% | — | 不变 |
| ERAS | ERASCA INC | $1.80亿 | 9.01% | 11,150,000 | -1,850,000 | -14.2% | -$2,993.30万 | 减仓 |
| IDYA | IDEAYA BIOSCIENCES INC | $1.15亿 | 5.74% | 3,450,000 | 325,000 | 10.4% | $1,082.90万 | 加仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $9,182.42万 | 4.58% | 285,000 | -90,000 | -24.0% | -$2,899.71万 | 减仓 |
| — | CENTESSA PHARMACEUTICALS PLC | $8,440.50万 | 4.21% | 2,125,000 | 1,925,000 | 962.5% | $7,646.10万 | 加仓 |
| — | TERNS PHARMACEUTICALS INC | $7,908.00万 | 3.95% | 1,500,000 | 750,000 | 100.0% | $3,954.00万 | 加仓 |
| ABVX | ABIVAX SA | $7,516.12万 | 3.75% | 675,000 | 275,000 | 68.8% | $3,062.12万 | 加仓 |
| TNGX | TANGO THERAPEUTICS INC | $6,276.00万 | 3.13% | 3,000,000 | -1,200,000 | -28.6% | -$2,510.40万 | 减仓 |
| CYTK | CYTOKINETICS INC | $5,767.12万 | 2.88% | 875,000 | 575,000 | 191.7% | $3,789.82万 | 加仓 |
| OLMA | OLEMA PHARMACEUTICALS INC | $4,784.43万 | 2.39% | 3,208,875 | 0 | 0.0% | — | 不变 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $4,743.84万 | 2.37% | 80,000 | 80,000 | — | $4,743.84万 | 新建仓 |
| IMCR | IMMUNOCORE HLDGS PLC | $4,522.50万 | 2.26% | 1,500,000 | 650,000 | 76.5% | $1,959.75万 | 加仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $4,449.49万 | 2.22% | 85,000 | 85,000 | — | $4,449.49万 | 新建仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $3,913.65万 | 1.95% | 450,000 | 260,000 | 136.8% | $2,261.22万 | 加仓 |
| CGON | CG ONCOLOGY INC | $3,891.60万 | 1.94% | 575,000 | 375,000 | 187.5% | $2,538.00万 | 加仓 |
| MAZE | MAZE THERAPEUTICS INC | $3,686.47万 | 1.84% | 1,235,000 | 285,000 | 30.0% | $850.73万 | 加仓 |
| BIIB | BIOGEN INC | $3,666.60万 | 1.83% | 200,000 | 0 | 0.0% | — | 不变 |
| IRON | DISC MEDICINE INC | $3,580.64万 | 1.79% | 560,000 | 50,000 | 9.8% | $319.70万 | 加仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $3,356.80万 | 1.68% | 400,000 | 85,000 | 27.0% | $713.32万 | 加仓 |
| OCUL | OCULAR THERAPEUTIX INC | $3,260.95万 | 1.63% | 3,850,000 | 350,000 | 10.0% | $296.45万 | 加仓 |
| TYRA | TYRA BIOSCIENCES INC | $3,255.50万 | 1.63% | 850,000 | 640,000 | 304.8% | $2,451.20万 | 加仓 |
| TRVI | TREVI THERAPEUTICS INC | $2,863.20万 | 1.43% | 2,400,000 | 850,000 | 54.8% | $1,014.05万 | 加仓 |
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $2,796.00万 | 1.40% | 1,500,000 | -250,000 | -14.3% | -$466.00万 | 减仓 |
| IMVT | IMMUNOVANT INC | $2,670.30万 | 1.33% | 1,075,000 | -300,000 | -21.8% | -$745.20万 | 减仓 |
| — | TERNS PHARMACEUTICALS INC 看涨期权 | $2,636.00万 | 1.32% | 500,000 | 500,000 | — | $2,636.00万 | 新建仓 |
| XENE | XENON PHARMACEUTICALS INC | $2,616.75万 | 1.31% | 450,000 | 450,000 | — | $2,616.75万 | 新建仓 |
| RCUS | ARCUS BIOSCIENCES INC | $2,592.00万 | 1.29% | 1,200,000 | 1,200,000 | — | $2,592.00万 | 新建仓 |
| DYN | DYNE THERAPEUTICS INC | $2,538.20万 | 1.27% | 1,400,000 | 150,000 | 12.0% | $271.95万 | 加仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $2,410.00万 | 1.20% | 500,000 | -100,000 | -16.7% | -$482.00万 | 减仓 |
| LBRX | LB PHARMACEUTICALS INC | $2,256.39万 | 1.13% | 915,000 | -285,000 | -23.8% | -$702.81万 | 减仓 |
| ELVN | ENLIVEN THERAPEUTICS INC | $2,116.80万 | 1.06% | 540,000 | 200,000 | 58.8% | $784.00万 | 加仓 |
| DSGN | DESIGN THERAPEUTICS INC | $2,074.80万 | 1.04% | 1,950,000 | -550,000 | -22.0% | -$585.20万 | 减仓 |
| ELVN | ENLIVEN THERAPEUTICS INC 看涨期权 | $1,960.00万 | 0.98% | 500,000 | 500,000 | — | $1,960.00万 | 新建仓 |
| NERV | MINERVA NEUROSCIENCES INC | $1,937.04万 | 0.97% | 3,215,000 | -96,000 | -2.9% | -$57.84万 | 减仓 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | $1,920.60万 | 0.96% | 600,000 | 150,000 | 33.3% | $480.15万 | 加仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $1,847.60万 | 0.92% | 200,000 | -25,000 | -11.1% | -$230.95万 | 减仓 |
| PCVX | VAXCYTE INC | $1,743.30万 | 0.87% | 300,000 | -350,000 | -53.8% | -$2,033.85万 | 减仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $1,669.50万 | 0.83% | 750,000 | -100,000 | -11.8% | -$222.60万 | 减仓 |
| CMPX | COMPASS THERAPEUTICS INC | $1,666.35万 | 0.83% | 3,150,000 | 2,000,000 | 173.9% | $1,058.00万 | 加仓 |
| AVTX | AVALO THERAPEUTICS INC 看涨期权 | $1,493.00万 | 0.75% | 1,000,000 | 1,000,000 | — | $1,493.00万 | 新建仓 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $1,427.40万 | 0.71% | 450,000 | 100,000 | 28.6% | $317.20万 | 加仓 |
| JANX | JANUX THERAPEUTICS INC | $1,390.00万 | 0.69% | 1,000,000 | 0 | 0.0% | — | 不变 |
| VOR | VOR BIOPHARMA INC | $1,338.00万 | 0.67% | 750,000 | 650,000 | 650.0% | $1,159.60万 | 加仓 |
| ALKS | ALKERMES PLC | $1,237.60万 | 0.62% | 350,000 | 350,000 | — | $1,237.60万 | 新建仓 |
| ORIC | ORIC PHARMACEUTICALS INC | $1,203.65万 | 0.60% | 950,000 | 500,000 | 111.1% | $633.50万 | 加仓 |
| IMMX | IMMIX BIOPHARMA INC | $1,115.97万 | 0.56% | 1,225,000 | 225,000 | 22.5% | $204.97万 | 加仓 |
| TENX | TENAX THERAPEUTICS INC | $999.38万 | 0.50% | 625,000 | 625,000 | — | $999.38万 | 新建仓 |
| AMLX | AMYLYX PHARMACEUTICALS INC | $973.00万 | 0.49% | 700,000 | -250,000 | -26.3% | -$347.50万 | 减仓 |
| CBIO | CRESCENT BIOPHARMA INC. | $886.35万 | 0.44% | 482,500 | -117,500 | -19.6% | -$215.85万 | 减仓 |
| — | SOLENO THERAPEUTICS INC | $837.00万 | 0.42% | 250,000 | -50,000 | -16.7% | -$167.40万 | 减仓 |
| AVBP | ARRIVENT BIOPHARMA INC | $807.45万 | 0.40% | 350,000 | 350,000 | — | $807.45万 | 新建仓 |
| RLAY | RELAY THERAPEUTICS INC | $746.25万 | 0.37% | 750,000 | 750,000 | — | $746.25万 | 新建仓 |
| CRVS | CORVUS PHARMACEUTICALS INC | $658.35万 | 0.33% | 450,000 | -50,000 | -10.0% | -$73.15万 | 减仓 |
| MGTX | MEIRAGTX HLDGS PLC | $606.20万 | 0.30% | 700,000 | 700,000 | — | $606.20万 | 新建仓 |
| JBIO | JADE BIOSCIENCES INC | $562.00万 | 0.28% | 400,000 | 5,000 | 1.3% | $7.03万 | 加仓 |
| VSTM | VERASTEM INC | $530.00万 | 0.26% | 1,000,000 | -700,000 | -41.2% | -$371.00万 | 减仓 |
| AVTX | AVALO THERAPEUTICS INC | $447.90万 | 0.22% | 300,000 | 300,000 | — | $447.90万 | 新建仓 |
| — | UNICYCIVE THERAPEUTICS INC | $311.60万 | 0.16% | 473,563 | 0 | 0.0% | — | 不变 |
| — | IBIO INC | $247.00万 | 0.12% | 1,300,000 | -700,000 | -35.0% | -$133.00万 | 减仓 |
| — | PALATIN TECHNOLOGIES INC | $243.88万 | 0.12% | 140,000 | 0 | 0.0% | — | 不变 |
| ACRS | ACLARIS THERAPEUTICS INC | $187.50万 | 0.09% | 500,000 | -100,000 | -16.7% | -$37.50万 | 减仓 |
| PHVS | PHARVARIS N V | $183.62万 | 0.09% | 65,000 | -35,000 | -35.0% | -$98.88万 | 减仓 |
| MANE | VERADERMICS INC | $157.88万 | 0.08% | 25,000 | 25,000 | — | $157.88万 | 新建仓 |
| FTH | SENSEI BIOTHERAPEUTICS INC | $94.56万 | 0.05% | 30,000 | 30,000 | — | $94.56万 | 新建仓 |
| SEPN | SEPTERNA INC | $56.59万 | 0.03% | 23,548 | 0 | 0.0% | — | 不变 |
| — | FRACTYL HEALTH INC | $45.78万 | 0.02% | 1,000,000 | -100,000 | -9.1% | -$4.58万 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC 看涨期权 | $0 | 0.00% | 0 | -1,000,000 | -100.0% | -$7,965.00万 | 清仓 |
| — | CIDARA THERAPEUTICS INC | $0 | 0.00% | 0 | -310,000 | -100.0% | -$6,847.59万 | 清仓 |
| — | AVIDITY BIOSCIENCES INC | $0 | 0.00% | 0 | -500,000 | -100.0% | -$3,606.50万 | 清仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $0 | 0.00% | 0 | -200,000 | -100.0% | -$3,400.00万 | 清仓 |
| — | APELLIS PHARMACEUTICALS INC 看涨期权 | $0 | 0.00% | 0 | -1,000,000 | -100.0% | -$2,512.00万 | 清仓 |
| RCUS | ARCUS BIOSCIENCES INC 看涨期权 | $0 | 0.00% | 0 | -1,050,000 | -100.0% | -$2,502.15万 | 清仓 |
| QURE | UNIQURE NV | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IDYA | IDEAYA BIOSCIENCES INC 看涨期权 | $0 | 0.00% | 0 | -450,000 | -100.0% | -$1,555.65万 | 清仓 |
| KNSA | KINIKSA PHARMACEUTICALS INTL | $0 | 0.00% | 0 | -350,000 | -100.0% | -$1,443.75万 | 清仓 |
| KYMR | KYMERA THERAPEUTICS INC | $0 | 0.00% | 0 | -130,000 | -100.0% | -$1,011.53万 | 清仓 |
| NRIX | NURIX THERAPEUTICS INC | $0 | 0.00% | 0 | -500,000 | -100.0% | -$948.50万 | 清仓 |
| IMTX | IMMATICS N.V 看涨期权 | $0 | 0.00% | 0 | -850,000 | -100.0% | -$892.50万 | 清仓 |
| — | ARCELLX INC | $0 | 0.00% | 0 | -115,000 | -100.0% | -$749.80万 | 清仓 |
| NGNE | NEUROGENE INC | $0 | 0.00% | 0 | -195,000 | -100.0% | -$401.70万 | 清仓 |
| — | DAY ONE BIOPHARMACEUTICALS I | $0 | 0.00% | 0 | -300,000 | -100.0% | -$279.60万 | 清仓 |
| — | MEREO BIOPHARMA GROUP PLC | $0 | 0.00% | 0 | -1,850,000 | -100.0% | -$77.09万 | 清仓 |
| DBVT | DBV TECHNOLOGIES S A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | NUVATION BIO INC | $0 | 0.00% | 0 | -66,666 | -100.0% | -$2.20万 | 清仓 |