13FBOX
Logos Global Management LP · 13F 持仓分析
期权收益计算器 机构排行

Logos Global Management LP

No.1599 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$23.23亿
环比变动 Q1 2026
+$3.20亿+16.0%
持仓股票数
68
新买入
25
加仓
17
减仓
20
清仓
20
持股不变
6
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
EERASCAERAS
9.58%9.01%$2.23亿1,215.0万股$1.80亿1,115.0万股+100.0万股+8.97%加仓
ABIVAXABVX
5.87%3.75%$1.36亿102.4万股$7,516.1万67.5万股+34.9万股+51.70%加仓
RREVOLUTION MEDICINES COMRVMD
5.64%9.71%$1.31亿70.0万股$1.95亿200.0万股-130.0万股-65.00%减仓
IDEAYA BIOSCIENCESIDYA
4.81%5.74%$1.12亿300.0万股$1.15亿345.0万股-45.0万股-13.04%减仓
BIONTECH SE FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSBNTX
4.07%$9,444.6万101.5万股$00股+101.5万股新买入
VVERA THERAPEUTICSVERA
4.06%$9,440.2万220.0万股$00股+220.0万股新买入
TTANGO THERAPEUTICSTNGX
3.84%3.13%$8,909.1万285.0万股$6,276.0万300.0万股-15.0万股-5.00%减仓
PRAXIS PRECISION MEDICINES IPRAX
3.75%4.58%$8,704.5万26.0万股$9,182.4万28.5万股-2.5万股-8.77%减仓
CCELLDEX THERAPEUTICS NEWCLDX
3.36%0.71%$7,814.1万210.0万股$1,427.4万45.0万股+165.0万股+366.67%加仓
DDIANTHUS THERAPEUTICSDNTH
3.36%1.68%$7,798.4万80.0万股$3,356.8万40.0万股+40.0万股+100.00%加仓
CG ONCOLOGYCGON
3.06%1.94%$7,105.0万100.0万股$3,891.6万57.5万股+42.5万股+73.91%加仓
DISC MEDICINEIRON
2.76%1.79%$6,399.8万87.5万股$3,580.6万56.0万股+31.5万股+56.25%加仓
MMAZE THERAPEUTICSMAZE
2.49%1.84%$5,774.0万193.5万股$3,686.5万123.5万股+70.0万股+56.68%加仓
DDYNE THERAPEUTICSDYN
2.44%1.27%$5,663.6万255.0万股$2,538.2万140.0万股+115.0万股+82.14%加仓
MMOONLAKE IMMUNOTHERAPEUTICSMLTX
2.24%1.4%$5,208.2万267.5万股$2,796.0万150.0万股+117.5万股+78.33%加仓
OOCULAR THERAPEUTIXOCUL
2.24%1.63%$5,204.6万530.0万股$3,261.0万385.0万股+145.0万股+37.66%加仓
DESIGN THERAPEUTICS INC COMDSGN
1.87%1.04%$4,341.0万300.0万股$2,074.8万195.0万股+105.0万股+53.85%加仓
OOLEMA PHARMACEUTICALS INC COMOLMA
1.73%2.39%$4,014.3万320.9万股$4,784.4万320.9万股00.00%持仓不变
BELITE BIOBLTE
1.66%$3,849.6万25.0万股$00股+25.0万股新买入
AACHIEVE LIFE SCIENCEACHV
1.53%$3,542.5万542.5万股$00股+542.5万股新买入
TREVI THERAPEUTICSTRVI
1.51%1.43%$3,506.2万188.0万股$2,863.2万240.0万股-52.0万股-21.67%减仓
COGENT BIOSCIENCESCOGT
1.5%$3,483.0万90.0万股$00股+90.0万股新买入
AARRIVENT BIOPHARMAAVBP
1.5%0.4%$3,474.0万100.0万股$807.5万35.0万股+65.0万股+185.71%加仓
CCrescent BiopharmaCBIO
1.47%0.44%$3,420.0万190.0万股$886.4万48.3万股+141.8万股+293.78%加仓
COMPASS PATHWAYS ADR A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSCMPS
1.37%$3,183.8万225.0万股$00股+225.0万股新买入
MINERALYS THERAPEUTICSMLYS
1.22%$2,832.9万105.0万股$00股+105.0万股新买入
RREPLIMUNEREPL
1.19%$2,767.5万250.0万股$00股+250.0万股新买入
XENON PHARMACEUTICALSXENE
1.17%1.31%$2,716.2万45.0万股$2,616.8万45.0万股00.00%持仓不变
STRUCTURE THERAPEUTICSGPCR
1.16%1.2%$2,683.5万50.0万股$2,410.0万50.0万股00.00%持仓不变
IIMMUNOVANTIMVT
1.1%1.33%$2,562.2万66.5万股$2,670.3万107.5万股-41.0万股-38.14%减仓
JADE BIOSCIENCESJBIO
1.08%0.28%$2,499.8万112.5万股$562.0万40.0万股+72.5万股+181.25%加仓
EENLIVEN THERAPEUTICSELVN
1.02%2.04%$2,359.9万46.5万股$4,076.8万104.0万股-57.5万股-55.29%减仓
VVERADERMICSMANE
0.95%0.08%$2,212.9万18.0万股$157.9万2.5万股+15.5万股+620.00%加仓
AVALO THERAPEUTICSAVTX
0.91%0.97%$2,125.2万115.0万股$1,940.9万130.0万股-15.0万股-11.54%减仓
ARCUS BIOSCIENCESRCUS
0.86%1.29%$2,004.0万65.0万股$2,592.0万120.0万股-55.0万股-45.83%减仓
SSUMMIT THERAPEUTICS COMSMMT
0.85%$1,967.0万135.0万股$00股+135.0万股新买入
IIMMUNOCOREIMCR
0.82%2.26%$1,905.0万60.0万股$4,522.5万150.0万股-90.0万股-60.00%减仓
LLB PHARMACEUTICALSLBRX
0.82%1.13%$1,898.6万58.5万股$2,256.4万91.5万股-33.0万股-36.07%减仓
MMINERVA NEUROSCIENCESNERV
0.79%0.97%$1,825.3万328.9万股$1,937.0万321.5万股+7.4万股+2.29%加仓
FFAETH THERAPEUTICS INCFTH
0.78%0.05%$1,805.1万72.2万股$94.6万3.0万股+69.2万股+2,306.73%加仓
CRISPR THERAPEUTICSCRSP
0.7%$1,636.2万30.0万股$00股+30.0万股新买入
DBV TECHNOLOGIESDBVT
0.65%$1,500.6万91.5万股$00股+91.5万股新买入
PPARABILIS MEDICINES INCPBLS
0.62%$1,436.9万52.5万股$00股+52.5万股新买入
RHYTHM PHARMACEUTICALSRYTM
0.6%1.95%$1,387.9万12.5万股$3,913.7万45.0万股-32.5万股-72.22%减仓
VVOR BIOPHARMAVOR
0.52%0.67%$1,196.7万65.0万股$1,338.0万75.0万股-10.0万股-13.33%减仓
SCHOLAR ROCKSRRK
0.47%$1,100.0万20.0万股$00股+20.0万股新买入
IIMMIX BIOPHARMA INC COMIMMX
0.44%0.56%$1,031.0万100.0万股$1,116.0万122.5万股-22.5万股-18.37%减仓
QQ32 BIO INC COMQTTB
0.44%$1,019.2万80.0万股$00股+80.0万股新买入
OODYSSEY THERAPEUTICS INCODTX
0.42%$976.2万52.2万股$00股+52.2万股新买入
ANNEXONANNX
0.37%$856.5万150.0万股$00股+150.0万股新买入

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