Logos Global Management LP
- SEC CIK
- 0001792126
Holdings, Q2 2026
Positions as of Jun 30, 2026, filed Aug 14, 2026.SEC
- Positions
- 68
- +5 vs. Q1 2026
- Total value
- $2.32B
- +$380.9M (+19.6%) vs. Q1 2026
Compare with Q1 2026: new, added, reduced and sold out
Positions
Long positions only. Changes compare share counts with Q1 2026.
| Security | Class | Shares | Value | % of portfolio | Change in shares | Action | History |
|---|---|---|---|---|---|---|---|
| ERASERASCA INC | COM | 12,150,000 | $222.59M | 9.58% | +1,000,000+9.0% | Added | View |
| ABVXABIVAX SA | SPONSORED ADS | 1,024,000 | $136.46M | 5.87% | +349,000+51.7% | Added | View |
| RVMDREVOLUTION MEDICINES INC | COM | 700,000 | $131.1M | 5.64% | −1,300,000−65.0% | Reduced | View |
| IDYAIDEAYA BIOSCIENCES INC | COM | 3,000,000 | $111.81M | 4.81% | −450,000−13.0% | Reduced | View |
| BNTXBIONTECH SE | SPONSORED ADS | 1,015,000 | $94.45M | 4.07% | +1,015,000 | New | View |
| VERAVERA THERAPEUTICS INC | CL A | 2,200,000 | $94.4M | 4.06% | +2,200,000 | New | View |
| TNGXTANGO THERAPEUTICS INC | COM | 2,850,000 | $89.09M | 3.84% | −150,000−5.0% | Reduced | View |
| PRAXPRAXIS PRECISION MEDICINES I | COM NEW | 260,000 | $87.05M | 3.75% | −25,000−8.8% | Reduced | View |
| CLDXCELLDEX THERAPEUTICS INC NEW | COM NEW | 2,100,000 | $78.14M | 3.36% | +1,650,000+366.7% | Added | View |
| DNTHDIANTHUS THERAPEUTICS INC | COM | 800,000 | $77.98M | 3.36% | +400,000+100.0% | Added | View |
| CGONCG ONCOLOGY INC | COM | 1,000,000 | $71.05M | 3.06% | +425,000+73.9% | Added | View |
| IRONDISC MEDICINE INC | COM | 875,000 | $64M | 2.76% | +315,000+56.3% | Added | View |
| MAZEMAZE THERAPEUTICS INC | COM | 1,935,000 | $57.74M | 2.49% | +700,000+56.7% | Added | View |
| DYNDYNE THERAPEUTICS INC | COM | 2,550,000 | $56.64M | 2.44% | +1,150,000+82.1% | Added | View |
| MLTXMOONLAKE IMMUNOTHERAPEUTICS | CLASS A ORD | 2,675,000 | $52.08M | 2.24% | +1,175,000+78.3% | Added | View |
| OCULOCULAR THERAPEUTIX INC | COM | 5,300,000 | $52.05M | 2.24% | +1,450,000+37.7% | Added | View |
| DSGNDESIGN THERAPEUTICS INC | COM | 3,000,000 | $43.41M | 1.87% | +1,050,000+53.8% | Added | View |
| OLMAOLEMA PHARMACEUTICALS INC | COM | 3,208,875 | $40.14M | 1.73% | 00.0% | Unchanged | View |
| BLTEBELITE BIO INC | SPONSORED ADS | 250,000 | $38.5M | 1.66% | +250,000 | New | View |
| ACHVACHIEVE LIFE SCIENCE INC | COM | 5,425,000 | $35.43M | 1.53% | +5,425,000 | New | View |
| TRVITREVI THERAPEUTICS INC | COM | 1,880,000 | $35.06M | 1.51% | −520,000−21.7% | Reduced | View |
| COGTCOGENT BIOSCIENCES INC | COM | 900,000 | $34.83M | 1.50% | +900,000 | New | View |
| AVBPARRIVENT BIOPHARMA INC | COM | 1,000,000 | $34.74M | 1.50% | +650,000+185.7% | Added | View |
| CBIOCRESCENT BIOPHARMA INC. | COM | 1,900,000 | $34.2M | 1.47% | +1,417,500+293.8% | Added | View |
| CMPSCOMPASS PATHWAYS PLC | SPONSORED ADS | 2,250,000 | $31.84M | 1.37% | +2,250,000 | New | View |
| MLYSMINERALYS THERAPEUTICS INC | COM | 1,050,000 | $28.33M | 1.22% | +1,050,000 | New | View |
| REPLREPLIMUNE GROUP INC | COM | 2,500,000 | $27.68M | 1.19% | +2,500,000 | New | View |
| XENEXENON PHARMACEUTICALS INC | COM | 450,000 | $27.16M | 1.17% | 00.0% | Unchanged | View |
| GPCRSTRUCTURE THERAPEUTICS INC | SPONSORED ADS | 500,000 | $26.84M | 1.16% | 00.0% | Unchanged | View |
| IMVTIMMUNOVANT INC | COM | 665,000 | $25.62M | 1.10% | −410,000−38.1% | Reduced | View |
| JBIOJADE BIOSCIENCES INC | COM NEW | 1,125,000 | $25M | 1.08% | +725,000+181.3% | Added | View |
| ELVNENLIVEN THERAPEUTICS INC | COM | 465,000 | $23.6M | 1.02% | −75,000−13.9% | Reduced | View |
| MANEVERADERMICS INC | COMMON STOCK | 180,000 | $22.13M | 0.95% | +155,000+620.0% | Added | View |
| AVTXAVALO THERAPEUTICS INC | COM NEW | 1,150,000 | $21.25M | 0.91% | +850,000+283.3% | Added | View |
| RCUSARCUS BIOSCIENCES INC | COM | 650,000 | $20.04M | 0.86% | −550,000−45.8% | Reduced | View |
| SMMTSUMMIT THERAPEUTICS INC | COM | 1,350,000 | $19.67M | 0.85% | +1,350,000 | New | View |
| IMCRIMMUNOCORE HLDGS PLC | ADS | 600,000 | $19.05M | 0.82% | −900,000−60.0% | Reduced | View |
| LBRXLB PHARMACEUTICALS INC | COM SHS | 585,000 | $18.99M | 0.82% | −330,000−36.1% | Reduced | View |
| NERVMINERVA NEUROSCIENCES INC | COM NEW | 3,288,777 | $18.25M | 0.79% | +73,777+2.3% | Added | View |
| FTHSENSEI BIOTHERAPEUTICS INC | COM NEW | 722,020 | $18.05M | 0.78% | +692,020+2,306.7% | Added | View |
| CRSPCRISPR THERAPEUTICS AG | NAMEN AKT | 300,000 | $16.36M | 0.70% | +300,000 | New | View |
| DBVTDBV TECHNOLOGIES S A | SPONSORED ADS | 915,000 | $15.01M | 0.65% | +915,000 | New | View |
| PBLSPARABILIS MEDICINES INC COM | Stock | 525,000 | $14.37M | 0.62% | +525,000 | New | View |
| RYTMRHYTHM PHARMACEUTICALS INC | COM | 125,000 | $13.88M | 0.60% | −325,000−72.2% | Reduced | View |
| VORVOR BIOPHARMA INC | COM NEW | 650,000 | $11.97M | 0.52% | −100,000−13.3% | Reduced | View |
| SRRKSCHOLAR ROCK HLDG CORP | COM | 200,000 | $11M | 0.47% | +200,000 | New | View |
| IMMXIMMIX BIOPHARMA INC | COM | 1,000,000 | $10.31M | 0.44% | −225,000−18.4% | Reduced | View |
| QTTBQ32 BIO INC | COM | 800,000 | $10.19M | 0.44% | +800,000 | New | View |
| ODTXODYSSEY THERAPEUTICS INC | COMMON STOCK | 521,736 | $9.76M | 0.42% | +521,736 | New | View |
| ANNXANNEXON INC | COM | 1,500,000 | $8.57M | 0.37% | +1,500,000 | New | View |
| EDITEDITAS MEDICINE INC | COM | 2,222,000 | $7.2M | 0.31% | +2,222,000 | New | View |
| RLAYRELAY THERAPEUTICS INC | COM | 350,000 | $6.55M | 0.28% | −400,000−53.3% | Reduced | View |
| ACADACADIA PHARMACEUTICALS INC | COM | 250,000 | $6.33M | 0.27% | −500,000−66.7% | Reduced | View |
| AMLXAMYLYX PHARMACEUTICALS INC | COM | 350,000 | $6.29M | 0.27% | −350,000−50.0% | Reduced | View |
| HELPCYBIN INC | COM NEW | 750,000 | $4.96M | 0.21% | +750,000 | New | View |
| OKURONKURE THERAPEUTICS INC | COM CL A | 963,855 | $4.4M | 0.19% | +963,855 | New | View |
| TENXTENAX THERAPEUTICS INC | COM NEW | 300,000 | $4.37M | 0.19% | −325,000−52.0% | Reduced | View |
| DFTXDEFINIUM THERAPEUTICS INC | COM SHS | 80,000 | $3.76M | 0.16% | +80,000 | New | View |
| UNCYUNICYCIVE THERAPEUTICS INC | COM NEW | 473,563 | $2.22M | 0.10% | 00.0% | Unchanged | View |
| PTNPALATIN TECHNOLOGIES INC | COM NEW | 130,000 | $1.4M | 0.06% | −10,000−7.1% | Reduced | View |
| QUREUNIQURE NV | SHS | 30,000 | $1.38M | 0.06% | +30,000 | New | View |
| JATTJATT II ACQUISITION CORP | ORD SHS | 100,000 | $1.14M | 0.05% | +100,000 | New | View |
| RACCRESEARCH ALLIANCE CORP III | ORD SHS CL A | 100,000 | $1.07M | 0.05% | +100,000 | New | View |
| ACRSACLARIS THERAPEUTICS INC | COM | 200,000 | $1.06M | 0.05% | −300,000−60.0% | Reduced | View |
| LGVNLONGEVERON INC | CL A NEW | 1,287,000 | $904.76K | 0.04% | +1,287,000 | New | View |
| GUTSFRACTYL HEALTH INC | COM | 1,000,000 | $794.4K | 0.03% | 00.0% | Unchanged | View |
| SEPNSEPTERNA INC | COM | 23,548 | $788.62K | 0.03% | 00.0% | Unchanged | View |
| AMANAMANAT ACQUISITION CORP | CL A ORD | 50,000 | $508K | 0.02% | +50,000 | New | View |
Sold out since Q1 2026 (20)
Positions held at the end of Q1 2026 that are no longer in this filing.
| Security | Class | Shares, Q1 2026 | Value, Q1 2026 | % of portfolio, Q1 2026 |
|---|---|---|---|---|
| CENTESSA PHARMACEUTICALS PLC152309100 | SPONSORED ADS | 2,125,000 | $84.41M | 4.35% |
| TERNS PHARMACEUTICALS INC880881107 | COM | 1,500,000 | $79.08M | 4.07% |
| CYTKCYTOKINETICS INC | COM NEW | 875,000 | $57.67M | 2.97% |
| UTHRUNITED THERAPEUTICS CORP DEL | COM | 80,000 | $47.44M | 2.44% |
| MDGLMADRIGAL PHARMACEUTICALS INC | COM | 85,000 | $44.49M | 2.29% |
| BIIBBIOGEN INC | COM | 200,000 | $36.67M | 1.89% |
| TYRATYRA BIOSCIENCES INC | COM | 850,000 | $32.56M | 1.68% |
| NAMSNEWAMSTERDAM PHARMA COMPANY | ORDINARY SHARES | 600,000 | $19.21M | 0.99% |
| MIRMMIRUM PHARMACEUTICALS INC | COM | 200,000 | $18.48M | 0.95% |
| PCVXVAXCYTE INC | COM | 300,000 | $17.43M | 0.90% |
| CMPXCOMPASS THERAPEUTICS INC | COM | 3,150,000 | $16.66M | 0.86% |
| JANXJANUX THERAPEUTICS INC | COM | 1,000,000 | $13.9M | 0.72% |
| ALKSALKERMES PLC | SHS | 350,000 | $12.38M | 0.64% |
| ORICORIC PHARMACEUTICALS INC | COM | 950,000 | $12.04M | 0.62% |
| SOLENO THERAPEUTICS INC834203309 | COM | 250,000 | $8.37M | 0.43% |
| CRVSCORVUS PHARMACEUTICALS INC | COM | 450,000 | $6.58M | 0.34% |
| MGTXMEIRAGTX HLDGS PLC | COM | 700,000 | $6.06M | 0.31% |
| VSTMVERASTEM INC | COM NEW | 1,000,000 | $5.3M | 0.27% |
| IBIOIBIO INC | COM NEW | 1,300,000 | $2.47M | 0.13% |
| PHVSPHARVARIS N V | COM | 65,000 | $1.84M | 0.09% |
13F filings by quarter
| Quarter | Filed | Positions | Total value | Changes | Filing |
|---|---|---|---|---|---|
| Q2 2026 | Aug 14, 2026 | 68 | $2.32B | vs. Q1 2026 | SEC |
| Q1 2026 | May 15, 2026 | 63 | $1.94B | vs. Q4 2025 | SEC |
| Q4 2025 | Feb 17, 2026 | 64 | $1.5B | vs. Q3 2025 | SEC |
| Q3 2025 | Nov 14, 2025 | 53 | $1.01B | vs. Q2 2025 | SEC |
| Q2 2025 | Aug 14, 2025 | 45 | $748.6M | vs. Q1 2025 | SEC |
| Q1 2025 | May 15, 2025 | 39 | $562.54M | vs. Q4 2024 | SEC |
| Q4 2024 | Feb 14, 2025 | 47 | $854.65M | vs. Q3 2024 | SEC |
| Q3 2024 | Nov 14, 2024 | 53 | $892.65M | vs. Q2 2024 | SEC |
| Q2 2024 | Aug 27, 2024Amended | 51 | $1.72B | vs. Q1 2024 | SECSEC |
| Q1 2024 | May 15, 2024 | 50 | $950.18M | vs. Q4 2023 | SEC |
| Q4 2023 | Feb 14, 2024 | 47 | $899.34M | vs. Q3 2023 | SEC |
| Q3 2023 | Nov 14, 2023 | 52 | $701.04M | vs. Q2 2023 | SEC |
| Q2 2023 | Aug 14, 2023 | 50 | $724.04M | vs. Q1 2023 | SEC |
| Q1 2023 | May 15, 2023 | 43 | $698.71M | vs. Q4 2022 | SEC |
| Q4 2022 | Feb 14, 2023 | 40 | $853.6M | vs. Q3 2022 | SEC |
| Q3 2022 | Nov 14, 2022 | 38 | $810.92M | vs. Q2 2022 | SEC |
| Q2 2022 | Aug 15, 2022 | 32 | $545.07M | vs. Q1 2022 | SEC |
| Q1 2022 | May 16, 2022 | 47 | $771.3M | vs. Q4 2021 | SEC |
| Q4 2021 | Feb 14, 2022 | 66 | $969.61M | vs. Q3 2021 | SEC |
| Q3 2021 | Nov 15, 2021 | 57 | $1.39B | vs. Q2 2021 | SEC |
| Q2 2021 | Aug 17, 2021Amended | 57 | $1.17B | vs. Q1 2021 | SEC |
| Q1 2021 | May 17, 2021 | 53 | $1.02B | – | SEC |