← a los grandes inversores
Logos Global Management LP
inversor institucional · cartera $2.32 mil M · 68 posiciones · informe a 30.06.2026
Posiciones en Acciones informe de 30.06.2026, presentado el 14.08.2026; cambio — frente a 31.03.2026 · 88
| Empresa | Acciones | Valor | % de la cartera | Cambio Trimestral |
|---|---|---|---|---|
| Erasca Inc US:ERAS | 12 150 000 | $223 M | 9.58% | +1 000 000 |
| ABIVAX US:ABVX | 1 024 000 | $136 M | 5.87% | +349 000 |
| Revolution Medicines, Inc. US:RVMD | 700 000 | $131 M | 5.64% | −1 300 000 |
| Ideaya Biosciences Inc US:IDYA | 3 000 000 | $112 M | 4.81% | −450 000 |
| BioNTech SE US:BNTX | 1 015 000 | $94.4 M | 4.07% | nueva |
| Vera Therapeutics Inc US:VERA | 2 200 000 | $94.4 M | 4.06% | nueva |
| Tango Therapeutics, Inc. US:TNGX | 2 850 000 | $89.1 M | 3.84% | −150 000 |
| Praxis Precision Medicines I… US:PRAX | 260 000 | $87.0 M | 3.75% | −25 000 |
| Celldex Therapeutics Inc US:CLDX | 2 100 000 | $78.1 M | 3.36% | +1 650 000 |
| Dianthus Therapeutics Inc. US:DNTH | 800 000 | $78.0 M | 3.36% | +400 000 |
| CG Oncology, Inc. US:CGON | 1 000 000 | $71.1 M | 3.06% | +425 000 |
| Disc Medicine Inc. US:IRON | 875 000 | $64.0 M | 2.76% | +315 000 |
| Maze Therapeutics, Inc. US:MAZE | 1 935 000 | $57.7 M | 2.49% | +700 000 |
| Dyne Therapeutics Inc US:DYN | 2 550 000 | $56.6 M | 2.44% | +1 150 000 |
| MoonLake Immunotherapeutics US:MLTX | 2 675 000 | $52.1 M | 2.24% | +1 175 000 |
| Ocular Therapeutix Inc US:OCUL | 5 300 000 | $52.0 M | 2.24% | +1 450 000 |
| Design Therapeutics Inc US:DSGN | 3 000 000 | $43.4 M | 1.87% | +1 050 000 |
| Olema Pharmaceuticals Inc US:OLMA | 3 208 875 | $40.1 M | 1.73% | — |
| Belite Bio Inc ADR US:BLTE | 250 000 | $38.5 M | 1.66% | nueva |
| Achieve Life Sciences Inc US:ACHV | 5 425 000 | $35.4 M | 1.53% | nueva |
| Trevi Therapeutics Inc US:TRVI | 1 880 000 | $35.1 M | 1.51% | −520 000 |
| Cogent Biosciences Inc US:COGT | 900 000 | $34.8 M | 1.50% | nueva |
| ArriVent BioPharma, Inc. US:AVBP | 1 000 000 | $34.7 M | 1.50% | +650 000 |
| CRESCENT BIOPHARMA INC. CUSIP G2545C104 | 1 900 000 | $34.2 M | 1.47% | +1 417 500 |
| Compass Pathways Plc US:CMPS | 2 250 000 | $31.8 M | 1.37% | nueva |
| Mineralys Therapeutics, Inc. US:MLYS | 1 050 000 | $28.3 M | 1.22% | nueva |
| Replimune Group Inc US:REPL | 2 500 000 | $27.7 M | 1.19% | nueva |
| Xenon Pharmaceuticals Inc US:XENE | 450 000 | $27.2 M | 1.17% | — |
| Structure Therapeutics Inc.… US:GPCR | 500 000 | $26.8 M | 1.16% | — |
| Immunovant, Inc. US:IMVT | 665 000 | $25.6 M | 1.10% | −410 000 |
| Jade Biosciences, Inc. US:JBIO | 1 125 000 | $25.0 M | 1.08% | +725 000 |
| Enliven Therapeutics Inc. US:ELVN | 465 000 | $23.6 M | 1.02% | −75 000 |
| Veradermics, Incorporated US:MANE | 180 000 | $22.1 M | 0.95% | +155 000 |
| Avalo Therapeutics Inc US:AVTX | 1 150 000 | $21.3 M | 0.91% | +850 000 |
| Arcus Biosciences Inc US:RCUS | 650 000 | $20.0 M | 0.86% | −550 000 |
| Summit Therapeutics PLC US:SMMT | 1 350 000 | $19.7 M | 0.85% | nueva |
| Immunocore Holdings Ltd US:IMCR | 600 000 | $19.1 M | 0.82% | −900 000 |
| LB PHARMACEUTICALS INC US:LBRX | 585 000 | $19.0 M | 0.82% | −330 000 |
| Minerva Neurosciences Inc US:NERV | 3 288 777 | $18.3 M | 0.79% | +73 777 |
| Faeth Therapeutics, Inc. US:FTH | 722 020 | $18.1 M | 0.78% | +692 020 |
| CRISPR THERAPEUTICS AG CUSIP H17182108 | 300 000 | $16.4 M | 0.70% | nueva |
| DBV Technologies US:DBVT | 915 000 | $15.0 M | 0.65% | nueva |
| Parabilis Medicines, Inc. US:PBLS | 525 000 | $14.4 M | 0.62% | nueva |
| Rhythm Pharmaceuticals Inc US:RYTM | 125 000 | $13.9 M | 0.60% | −325 000 |
| Vor Biopharma Inc US:VOR | 650 000 | $12.0 M | 0.52% | −100 000 |
| Scholar Rock Holding Corp US:SRRK | 200 000 | $11.0 M | 0.47% | nueva |
| Immix Biopharma Inc US:IMMX | 1 000 000 | $10.3 M | 0.44% | −225 000 |
| Q32 Bio Inc US:QTTB | 800 000 | $10.2 M | 0.44% | nueva |
| Odyssey Therapeutics, Inc. US:ODTX | 521 736 | $9.76 M | 0.42% | nueva |
| Annexon, Inc. US:ANNX | 1 500 000 | $8.57 M | 0.37% | nueva |
| Editas Medicine Inc US:EDIT | 2 222 000 | $7.20 M | 0.31% | nueva |
| Relay Therapeutics Inc US:RLAY | 350 000 | $6.55 M | 0.28% | −400 000 |
| ACADIA PHARMACEUTICALS INC US:ACAD | 250 000 | $6.33 M | 0.27% | −500 000 |
| Amylyx Pharmaceuticals Inc US:AMLX | 350 000 | $6.29 M | 0.27% | −350 000 |
| Cybin Inc. US:HELP | 750 000 | $4.96 M | 0.21% | nueva |
| OnKure Therapeutics, Inc. US:OKUR | 963 855 | $4.40 M | 0.19% | nueva |
| Tenax Therapeutics Inc US:TENX | 300 000 | $4.37 M | 0.19% | −325 000 |
| Definium Therapeutics, Inc. US:DFTX | 80 000 | $3.76 M | 0.16% | nueva |
| Unicycive Therapeutics Inc US:UNCY | 473 563 | $2.22 M | 0.10% | — |
| Palatin Technologies, Inc. US:PTN | 130 000 | $1.40 M | 0.06% | −10 000 |
| UNIQURE NV CUSIP N90064101 | 30 000 | $1.38 M | 0.06% | nueva |
| JATT II ACQUISITION CORP CUSIP G50765109 | 100 000 | $1.14 M | 0.05% | nueva |
| RESEARCH ALLIANCE CORP III CUSIP G75226103 | 100 000 | $1.07 M | 0.05% | nueva |
| Aclaris Therapeutics Inc US:ACRS | 200 000 | $1.06 M | 0.05% | −300 000 |
| LONGEVERON INC CUSIP 54303L203 | 1 287 000 | $905 mil | 0.04% | nueva |
| FRACTYL HEALTH, INC. US:GUTS | 1 000 000 | $794 mil | 0.03% | — |
| Septerna, Inc. US:SEPN | 23 548 | $789 mil | 0.03% | — |
| AMANAT ACQUISITION CORP CUSIP G0375M101 | 50 000 | $508 mil | 0.02% | nueva |
| TERNS PHARMACEUTICALS INC CUSIP 880881107 | 0 (era 1 500 000) | — | — | vendida |
| Tyra Biosciences Inc US:TYRA | 0 (era 850 000) | — | — | vendida |
| UNITED THERAPEUTICS Corp US:UTHR | 0 (era 80 000) | — | — | vendida |
| Vaxcyte Inc US:PCVX | 0 (era 300 000) | — | — | vendida |
| Verastem Inc US:VSTM | 0 (era 1 000 000) | — | — | vendida |
| ALKERMES PLC CUSIP G01767105 | 0 (era 350 000) | — | — | vendida |
| Biogen Inc US:BIIB | 0 (era 200 000) | — | — | vendida |
| MEIRAGTX HLDGS PLC CUSIP G59665102 | 0 (era 700 000) | — | — | vendida |
| CENTESSA PHARMACEUTICALS PLC CUSIP 152309100 | 0 (era 2 125 000) | — | — | vendida |
| Compass Therapeutics, Inc. US:CMPX | 0 (era 3 150 000) | — | — | vendida |
| NEWAMSTERDAM PHARMA COMPANY CUSIP N62509109 | 0 (era 600 000) | — | — | vendida |
| Corvus Pharmaceuticals Inc US:CRVS | 0 (era 450 000) | — | — | vendida |
| PHARVARIS N V CUSIP N69605108 | 0 (era 65 000) | — | — | vendida |
| Cytokinetics Inc US:CYTK | 0 (era 875 000) | — | — | vendida |
| iBio, Inc. US:IBIO | 0 (era 1 300 000) | — | — | vendida |
| Janux Therapeutics Inc US:JANX | 0 (era 1 000 000) | — | — | vendida |
| Madrigal Pharmaceuticals Inc US:MDGL | 0 (era 85 000) | — | — | vendida |
| Mirum Pharmaceuticals Inc US:MIRM | 0 (era 200 000) | — | — | vendida |
| Oric Pharmaceuticals, Inc. US:ORIC | 0 (era 950 000) | — | — | vendida |
| SOLENO THERAPEUTICS INC CUSIP 834203309 | 0 (era 250 000) | — | — | vendida |
En las empresas de nuestra base de datos 12
| Empresa | Participación | Acciones | Fecha del Informe |
|---|---|---|---|
| Achieve Life Sciences Inc | 5.27% | 5 425 000 | 2026-06-30 |
| Crescent Biopharma, Inc. | 5.12% | 1 900 000 | 2026-06-30 |
| Design Therapeutics Inc | 4.79% | 3 000 000 | 2026-06-30 |
| Longeveron LLC | 4.23% | 128 700 | 2026-06-30 |
| Erasca Inc | 3.47% | 12 150 000 | 2026-06-30 |
| Ideaya Biosciences Inc | 3.1% | 3 000 000 | 2026-06-30 |
| Faeth Therapeutics, Inc. | 2.79% | 722 020 | 2026-06-30 |
| Q32 Bio Inc | 2.69% | 800 000 | 2026-06-30 |
| Celldex Therapeutics Inc | 2.67% | 2 100 000 | 2026-06-30 |
| DBV Technologies | 1.46% | 915 000 | 2026-06-30 |
| Belite Bio Inc ADR | 0.62% | 250 000 | 2026-06-30 |
| BioNTech SE | 0.4% | 1 015 000 | 2026-06-30 |
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