Logos Global Management LP 13F holdings
Logos Global Management LP reported 68 positions with a total reported value of $2.3B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: ERAS ERASCA INC (9.6%), ABVX ABIVAX SA (5.9%), RVMD REVOLUTION MEDICINES INC (5.6%), IDYA IDEAYA BIOSCIENCES INC (4.8%), BNTX BIONTECH SE (4.1%). Against 2026-03-31 it opened 25 new positions and exited 20. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 68 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| ERAS ERASCA INC | 12,150,000 | $222.6M | 9.6% |
| ABVX ABIVAX SA | 1,024,000 | $136.5M | 5.9% |
| RVMD REVOLUTION MEDICINES INC | 700,000 | $131.1M | 5.6% |
| IDYA IDEAYA BIOSCIENCES INC | 3,000,000 | $111.8M | 4.8% |
| BNTX BIONTECH SE | 1,015,000 | $94.4M | 4.1% |
| VERA VERA THERAPEUTICS INC | 2,200,000 | $94.4M | 4.1% |
| TNGX TANGO THERAPEUTICS INC | 2,850,000 | $89.1M | 3.8% |
| PRAX PRAXIS PRECISION MEDICINES I | 260,000 | $87.0M | 3.7% |
| CLDX CELLDEX THERAPEUTICS INC NEW | 2,100,000 | $78.1M | 3.4% |
| DNTH DIANTHUS THERAPEUTICS INC | 800,000 | $78.0M | 3.4% |
| CGON CG ONCOLOGY INC | 1,000,000 | $71.0M | 3.1% |
| IRON DISC MEDICINE INC | 875,000 | $64.0M | 2.8% |
| MAZE MAZE THERAPEUTICS INC | 1,935,000 | $57.7M | 2.5% |
| DYN DYNE THERAPEUTICS INC | 2,550,000 | $56.6M | 2.4% |
| MLTX MOONLAKE IMMUNOTHERAPEUTICS | 2,675,000 | $52.1M | 2.2% |
| OCUL OCULAR THERAPEUTIX INC | 5,300,000 | $52.0M | 2.2% |
| DSGN DESIGN THERAPEUTICS INC | 3,000,000 | $43.4M | 1.9% |
| OLMA OLEMA PHARMACEUTICALS INC | 3,208,875 | $40.1M | 1.7% |
| BLTE BELITE BIO INC | 250,000 | $38.5M | 1.7% |
| ACHV ACHIEVE LIFE SCIENCE INC | 5,425,000 | $35.4M | 1.5% |
| TRVI TREVI THERAPEUTICS INC | 1,880,000 | $35.1M | 1.5% |
| COGT COGENT BIOSCIENCES INC | 900,000 | $34.8M | 1.5% |
| AVBP ARRIVENT BIOPHARMA INC | 1,000,000 | $34.7M | 1.5% |
| CBIO CRESCENT BIOPHARMA INC. | 1,900,000 | $34.2M | 1.5% |
| CMPS COMPASS PATHWAYS PLC | 2,250,000 | $31.8M | 1.4% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 25 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| BNTX BIONTECH SE | 1,015,000 | $94.4M | 4.1% |
| VERA VERA THERAPEUTICS INC | 2,200,000 | $94.4M | 4.1% |
| BLTE BELITE BIO INC | 250,000 | $38.5M | 1.7% |
| ACHV ACHIEVE LIFE SCIENCE INC | 5,425,000 | $35.4M | 1.5% |
| COGT COGENT BIOSCIENCES INC | 900,000 | $34.8M | 1.5% |
| CMPS COMPASS PATHWAYS PLC | 2,250,000 | $31.8M | 1.4% |
| MLYS MINERALYS THERAPEUTICS INC | 1,050,000 | $28.3M | 1.2% |
| REPL REPLIMUNE GROUP INC | 2,500,000 | $27.7M | 1.2% |
| SMMT SUMMIT THERAPEUTICS INC | 1,350,000 | $19.7M | 0.8% |
| CRSP CRISPR THERAPEUTICS AG | 300,000 | $16.4M | 0.7% |
| DBVT DBV TECHNOLOGIES S A | 915,000 | $15.0M | 0.6% |
| PBLS PARABILIS MEDICINES INC | 525,000 | $14.4M | 0.6% |
| SRRK SCHOLAR ROCK HLDG CORP | 200,000 | $11.0M | 0.5% |
| QTTB Q32 BIO INC | 800,000 | $10.2M | 0.4% |
| ODTX ODYSSEY THERAPEUTICS INC | 521,736 | $9.8M | 0.4% |
| ANNX ANNEXON INC | 1,500,000 | $8.6M | 0.4% |
| EDIT EDITAS MEDICINE INC | 2,222,000 | $7.2M | 0.3% |
| CYBIN INC | 750,000 | $5.0M | 0.2% |
| OKUR ONKURE THERAPEUTICS INC | 963,855 | $4.4M | 0.2% |
| DFTX DEFINIUM THERAPEUTICS INC | 80,000 | $3.8M | 0.2% |
| QURE UNIQURE NV | 30,000 | $1.4M | <0.1% |
| JATT JATT II ACQUISITION CORP | 100,000 | $1.1M | <0.1% |
| RACC RESEARCH ALLIANCE CORP III | 100,000 | $1.1M | <0.1% |
| LGVN LONGEVERON INC | 1,287,000 | $904.8K | <0.1% |
| AMAN AMANAT ACQUISITION CORP | 50,000 | $508.0K | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 20 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| CENTESSA PHARMACEUTICALS PLC | 2,125,000 | $84.4M | 4.3% |
| TERNS PHARMACEUTICALS INC | 1,500,000 | $79.1M | 4.1% |
| CYTK CYTOKINETICS INC | 875,000 | $57.7M | 3.0% |
| UTHR UNITED THERAPEUTICS CORP DEL | 80,000 | $47.4M | 2.4% |
| MDGL MADRIGAL PHARMACEUTICALS INC | 85,000 | $44.5M | 2.3% |
| BIIB BIOGEN INC | 200,000 | $36.7M | 1.9% |
| TYRA TYRA BIOSCIENCES INC | 850,000 | $32.6M | 1.7% |
| NAMS NEWAMSTERDAM PHARMA COMPANY | 600,000 | $19.2M | 1.0% |
| MIRM MIRUM PHARMACEUTICALS INC | 200,000 | $18.5M | 1.0% |
| PCVX VAXCYTE INC | 300,000 | $17.4M | 0.9% |
| CMPX COMPASS THERAPEUTICS INC | 3,150,000 | $16.7M | 0.9% |
| JANX JANUX THERAPEUTICS INC | 1,000,000 | $13.9M | 0.7% |
| ALKS ALKERMES PLC | 350,000 | $12.4M | 0.6% |
| ORIC ORIC PHARMACEUTICALS INC | 950,000 | $12.0M | 0.6% |
| SOLENO THERAPEUTICS INC | 250,000 | $8.4M | 0.4% |
| CRVS CORVUS PHARMACEUTICALS INC | 450,000 | $6.6M | 0.3% |
| MGTX MEIRAGTX HLDGS PLC | 700,000 | $6.1M | 0.3% |
| VSTM VERASTEM INC | 1,000,000 | $5.3M | 0.3% |
| IBIO IBIO INC | 1,300,000 | $2.5M | 0.1% |
| PHVS PHARVARIS N V | 65,000 | $1.8M | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| CLDX CELLDEX THERAPEUTICS INC NEW | 450,000 | 2,100,000 | +366.7% | $78.1M |
| ABVX ABIVAX SA | 675,000 | 1,024,000 | +51.7% | $136.5M |
| DNTH DIANTHUS THERAPEUTICS INC | 400,000 | 800,000 | +100.0% | $78.0M |
| CGON CG ONCOLOGY INC | 575,000 | 1,000,000 | +73.9% | $71.0M |
| DYN DYNE THERAPEUTICS INC | 1,400,000 | 2,550,000 | +82.1% | $56.6M |
| CBIO CRESCENT BIOPHARMA INC. | 482,500 | 1,900,000 | +293.8% | $34.2M |
| IRON DISC MEDICINE INC | 560,000 | 875,000 | +56.2% | $64.0M |
| MLTX MOONLAKE IMMUNOTHERAPEUTICS | 1,500,000 | 2,675,000 | +78.3% | $52.1M |
| AVBP ARRIVENT BIOPHARMA INC | 350,000 | 1,000,000 | +185.7% | $34.7M |
| MAZE MAZE THERAPEUTICS INC | 1,235,000 | 1,935,000 | +56.7% | $57.7M |
| MANE VERADERMICS INC | 25,000 | 180,000 | +620.0% | $22.1M |
| ERAS ERASCA INC | 11,150,000 | 12,150,000 | +9.0% | $222.6M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| RVMD REVOLUTION MEDICINES INC | 2,000,000 | 700,000 | -65.0% | $131.1M |
| RYTM RHYTHM PHARMACEUTICALS INC | 450,000 | 125,000 | -72.2% | $13.9M |
| IMCR IMMUNOCORE HLDGS PLC | 1,500,000 | 600,000 | -60.0% | $19.1M |
| RCUS ARCUS BIOSCIENCES INC | 1,200,000 | 650,000 | -45.8% | $20.0M |
| IDYA IDEAYA BIOSCIENCES INC | 3,450,000 | 3,000,000 | -13.0% | $111.8M |
| IMVT IMMUNOVANT INC | 1,075,000 | 665,000 | -38.1% | $25.6M |
| ACAD ACADIA PHARMACEUTICALS INC | 750,000 | 250,000 | -66.7% | $6.3M |
| LBRX LB PHARMACEUTICALS INC | 915,000 | 585,000 | -36.1% | $19.0M |
| TRVI TREVI THERAPEUTICS INC | 2,400,000 | 1,880,000 | -21.7% | $35.1M |
| PRAX PRAXIS PRECISION MEDICINES I | 285,000 | 260,000 | -8.8% | $87.0M |
| RLAY RELAY THERAPEUTICS INC | 750,000 | 350,000 | -53.3% | $6.5M |
| AMLX AMYLYX PHARMACEUTICALS INC | 700,000 | 350,000 | -50.0% | $6.3M |
CIK 1792126 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
