Logos Global Management as of March 31, 2020
Portfolio Holdings for Logos Global Management
Logos Global Management holds 40 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Abbvie (ABBV) | 7.7 | $20M | 266k | 76.19 | |
| Sarepta Therapeutics (SRPT) | 7.0 | $18M | 187k | 97.82 | |
| Myokardia | 5.3 | $14M | 300k | 46.88 | |
| Moderna (MRNA) | 5.2 | $14M | 460k | 29.95 | |
| Ascendis Pharma A S (ASND) | 5.1 | $14M | 120k | 112.61 | |
| Reata Pharmaceuticals Inc Cl A | 4.5 | $12M | 82k | 144.34 | |
| Bristol Myers Squibb (BMY) | 4.1 | $11M | 195k | 55.74 | |
| Zymeworks | 4.1 | $11M | 304k | 35.47 | |
| Igm Biosciences (IGMS) | 3.7 | $9.8M | 174k | 56.15 | |
| Global Blood Therapeutics In | 3.6 | $9.5M | 186k | 51.09 | |
| Passage Bio (PASG) | 3.4 | $9.0M | 603k | 14.85 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 3.0 | $7.9M | 33k | 237.96 | |
| Bellus Health | 2.9 | $7.7M | 775k | 9.98 | |
| Iovance Biotherapeutics (IOVA) | 2.8 | $7.4M | 247k | 29.93 | |
| Fulcrum Therapeutics (FULC) | 2.4 | $6.4M | 533k | 11.94 | |
| 89bio (ETNB) | 2.4 | $6.2M | 247k | 25.25 | |
| Mirati Therapeutics | 2.3 | $6.1M | 80k | 76.88 | |
| Molecular Templates | 2.2 | $5.8M | 439k | 13.29 | |
| Verastem | 2.1 | $5.5M | 2.3M | 2.38 | |
| Karuna Therapeutics Ord | 1.9 | $5.0M | 70k | 71.99 | |
| Rts/bristol-myers Squibb Compa | 1.8 | $4.8M | 1.3M | 3.80 | |
| 10x Genomics Inc Cl A (TXG) | 1.7 | $4.5M | 73k | 62.32 | |
| Crispr Therapeutics (CRSP) | 1.7 | $4.5M | 106k | 42.41 | |
| Blueprint Medicines (BPMC) | 1.7 | $4.4M | 75k | 58.48 | |
| Alnylam Pharmaceuticals (ALNY) | 1.6 | $4.3M | 40k | 108.84 | |
| Fate Therapeutics (FATE) | 1.6 | $4.3M | 193k | 22.21 | |
| Amicus Therapeutics (FOLD) | 1.6 | $4.1M | 447k | 9.24 | |
| Trillium Therapeutics, Inc. Cmn | 1.5 | $4.0M | 996k | 4.04 | |
| Lifesci Acquisition Corp unit 03/31/2025 | 1.5 | $4.0M | 400k | 10.00 | |
| Zogenix | 1.4 | $3.8M | 152k | 24.73 | |
| Immunomedics | 1.4 | $3.7M | 277k | 13.48 | |
| Black Diamond Therapeutics (BDTX) | 1.1 | $2.8M | 124k | 22.45 | |
| Selecta Biosciences | 1.0 | $2.7M | 1.1M | 2.41 | |
| Tg Therapeutics (TGTX) | 0.9 | $2.5M | 250k | 9.84 | |
| Cytokinetics (CYTK) | 0.9 | $2.3M | 193k | 11.79 | |
| Sage Therapeutics (SAGE) | 0.8 | $2.0M | 70k | 28.73 | |
| Minerva Neurosciences | 0.7 | $1.9M | 310k | 6.02 | |
| Savara (SVRA) | 0.4 | $1.2M | 614k | 1.91 | |
| Revolution Medicines (RVMD) | 0.4 | $1.2M | 53k | 21.91 | |
| Rocket Pharmaceuticals (RCKT) | 0.1 | $221k | 16k | 13.98 |
