Logos Global Management LP 13F 持仓 · 2026年Q2
Logos Global Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 68 只证券，申报市值合计 23.23 亿美元。前几大持仓：ERAS（9.58%）、ABVX（5.87%）、RVMD（5.64%）。本季前 25 大持仓中：新建仓 6 只、增持 13 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ERAS | ERASCA INC | $222.6M | 9.58% | 12.2M | 增持 |
| 2 | ABVX | ABIVAX SA | $136.5M | 5.87% | 1.0M | 增持 |
| 3 | RVMD | REVOLUTION MEDICINES INC | $131.1M | 5.64% | 700,000 | 减持 |
| 4 | IDYA | IDEAYA BIOSCIENCES INC | $111.8M | 4.81% | 3.0M | 减持 |
| 5 | BNTX | BIONTECH SE | $94.4M | 4.07% | 1.0M | 新建仓 |
| 6 | VERA | VERA THERAPEUTICS INC | $94.4M | 4.06% | 2.2M | 新建仓 |
| 7 | TNGX | TANGO THERAPEUTICS INC | $89.1M | 3.84% | 2.9M | 减持 |
| 8 | PRAX | PRAXIS PRECISION MEDICINES I | $87.0M | 3.75% | 260,000 | 减持 |
| 9 | CLDX | CELLDEX THERAPEUTICS INC NEW | $78.1M | 3.36% | 2.1M | 增持 |
| 10 | DNTH | DIANTHUS THERAPEUTICS INC | $78.0M | 3.36% | 800,000 | 增持 |
| 11 | CGON | CG ONCOLOGY INC | $71.0M | 3.06% | 1.0M | 增持 |
| 12 | IRON | DISC MEDICINE INC | $64.0M | 2.76% | 875,000 | 增持 |
| 13 | MAZE | MAZE THERAPEUTICS INC | $57.7M | 2.49% | 1.9M | 增持 |
| 14 | DYN | DYNE THERAPEUTICS INC | $56.6M | 2.44% | 2.5M | 增持 |
| 15 | MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $52.1M | 2.24% | 2.7M | 增持 |
| 16 | OCUL | OCULAR THERAPEUTIX INC | $52.0M | 2.24% | 5.3M | 增持 |
| 17 | DSGN | DESIGN THERAPEUTICS INC | $43.4M | 1.87% | 3.0M | 增持 |
| 18 | OLMA | OLEMA PHARMACEUTICALS INC | $40.1M | 1.73% | 3.2M | 持平 |
| 19 | BLTE | BELITE BIO INC | $38.5M | 1.66% | 250,000 | 新建仓 |
| 20 | ACHV | ACHIEVE LIFE SCIENCE INC | $35.4M | 1.53% | 5.4M | 新建仓 |
| 21 | TRVI | TREVI THERAPEUTICS INC | $35.1M | 1.51% | 1.9M | 减持 |
| 22 | AVBP | ARRIVENT BIOPHARMA INC | $34.7M | 1.50% | 1.0M | 增持 |
| 23 | COGT | COGENT BIOSCIENCES INC | $34.8M | 1.50% | 900,000 | 新建仓 |
| 24 | CBIO | CRESCENT BIOPHARMA INC. | $34.2M | 1.47% | 1.9M | 增持 |
| 25 | CMPS | COMPASS PATHWAYS PLC | $31.8M | 1.37% | 2.2M | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR