Logos Global Management LP
- SEC CIK
- 0001792126
- Latest filing
- Aug 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 45
- +6 vs. Q1 2025
- Portfolio value
- $748.6M
- +$186.1M (+33.1%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| IDYAIDEAYA Biosciences, Inc. | COM | 3,345,000 | $70.3M | 9.4% | −155,000−4.4% | Reduced | History |
| AKROAkero Therapeutics, Inc. | COM | 1,200,000 | $64.0M | 8.6% | 00.0% | Unchanged | History |
| RVMDRevolution Medicines, Inc. | COM | 1,700,000 | $62.5M | 8.4% | +100,000+6.3% | Added | History |
| JAZZJazz Pharmaceuticals plc | SHS USD | 450,000 | $47.8M | 6.4% | +450,000 | New | History |
| IRONDisc Medicine, Inc. | COM | 700,000 | $37.1M | 5.0% | +305,658+77.5% | Added | History |
| Avidity Biosciences, Inc.05370A108 | COM | 950,000 | $27.0M | 3.6% | +600,000+171.4% | Added | – |
| KROSKeros Therapeutics, Inc. | COM | 2,000,000 | $26.7M | 3.6% | 00.0% | Unchanged | History |
| BIIBBiogen Inc. | COM | 200,000 | $25.1M | 3.4% | +200,000 | New | History |
| UTHRUnited Therapeutics Corp | COM | 85,000 | $24.4M | 3.3% | +85,000 | New | History |
| ARVNArvinas, Inc. | COM | 3,300,000 | $24.3M | 3.2% | +3,300,000 | New | History |
| JANXJanux Therapeutics, Inc. | COM | 1,000,000 | $23.1M | 3.1% | −650,000−39.4% | Reduced | History |
| OCULOcular Therapeutix, Inc | COM | 2,200,000 | $20.4M | 2.7% | −100,000−4.3% | Reduced | History |
| ERASErasca, Inc. | COM | 15,000,000 | $19.1M | 2.5% | +2,000,000+15.4% | Added | History |
| NBIXNeurocrine Biosciences Inc | Stock | 150,000 | $18.9M | 2.5% | +150,000 | New | History |
| DYNDyne Therapeutics, Inc. | COM | 1,900,000 | $18.1M | 2.4% | +1,400,000+280.0% | Added | History |
| IMCRImmunocore Holdings plc | ADS | 575,000 | $18.0M | 2.4% | +575,000 | New | History |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 850,000 | $17.6M | 2.4% | +425,000+100.0% | Added | History |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 50,000 | $15.1M | 2.0% | +50,000 | New | History |
| DSGNDesign Therapeutics, Inc. | COM | 4,217,627 | $14.2M | 1.9% | 00.0% | Unchanged | History |
| KRYSKrystal Biotech, Inc. | COM | 100,000 | $13.7M | 1.8% | +100,000 | New | History |
| OLMAOlema Pharmaceuticals, Inc. | COM | 3,208,875 | $13.7M | 1.8% | 00.0% | Unchanged | History |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 600,000 | $12.2M | 1.6% | +600,000 | New | History |
| BHVNBiohaven Ltd. | COM | 700,000 | $9.88M | 1.3% | +700,000 | New | History |
| XNCRXencor Inc | COM | 1,250,000 | $9.82M | 1.3% | +1,250,000 | New | History |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | 225,000 | $9.46M | 1.3% | +225,000 | New | History |
| MLTXMoonLake Immunotherapeutics | CLASS A ORD | 200,000 | $9.44M | 1.3% | −150,000−42.9% | Reduced | History |
| CDTXCidara Therapeutics, Inc. | COM NEW | 190,000 | $9.25M | 1.2% | +190,000 | New | History |
| CBIOCrescent Biopharma, Inc. | COM | 553,686 | $8.94M | 1.2% | +553,686 | New | History |
| LEGNLegend Biotech Corp | SPONSORED ADS | 250,000 | $8.87M | 1.2% | +250,000 | New | History |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 130,000 | $8.21M | 1.1% | +130,000 | New | History |
| MAZEMaze Therapeutics, Inc. | COM | 611,914 | $7.51M | 1.0% | −325,000−34.7% | Reduced | History |
| ELVNEnliven Therapeutics, Inc. | COM | 350,000 | $7.02M | 0.9% | +110,000+45.8% | Added | History |
| JBIOJade Biosciences, Inc. | COM NEW | 625,000 | $6.24M | 0.8% | +625,000 | New | History |
| ANNXAnnexon, Inc. | COM | 2,410,000 | $5.78M | 0.8% | −1,590,000−39.8% | Reduced | History |
| MTSRMetsera, Inc. | COM | 200,000 | $5.69M | 0.8% | +200,000 | New | History |
| TRVITrevi Therapeutics, Inc. | COM | 850,000 | $4.65M | 0.6% | +425,285+100.1% | Added | History |
| IMVTImmunovant, Inc. | COM | 275,000 | $4.40M | 0.6% | 00.0% | Unchanged | History |
| VSTMVerastem, Inc. | COM NEW | 1,000,000 | $4.15M | 0.6% | +1,000,000 | New | History |
| ATXSAstria Therapeutics, Inc. | COM | 700,000 | $3.75M | 0.5% | +200,000+40.0% | Added | History |
| BCAXBicara Therapeutics Inc. | COM | 400,000 | $3.72M | 0.5% | +400,000 | New | History |
| ACRSAclaris Therapeutics, Inc. | COM | 1,850,000 | $2.63M | 0.4% | −372,222−16.7% | Reduced | History |
| RAPPRapport Therapeutics, Inc. | COM | 208,910 | $2.38M | 0.3% | 00.0% | Unchanged | History |
| UNCYUnicycive Therapeutics, Inc. | COM NEW | 473,562 | $2.26M | 0.3% | −34,331−6.8% | ReducedConverted for a 1-for-10 split | History |
| SEPNSepterna, Inc. | COM | 109,202 | $1.15M | 0.2% | −25,000−18.6% | Reduced | History |
| Nuvation Bio Inc.67080N119 | *W EXP 07/07/202 | 66,666 | $18.0K | <0.1% | 00.0% | Unchanged | – |
Options (6)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| State Street SPDR S&P Biotech ETF78464A870 | ETF | – | $82.9M |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | – | $25.1M |
| APLSApellis Pharmaceuticals, Inc. | COM | – | $17.3M |
| JANXJanux Therapeutics, Inc. | COM | – | $11.6M |
| ARVNArvinas, Inc. | COM | – | $11.0M |
| LRMRLarimar Therapeutics, Inc. | COM | – | $7.22M |
Sold out since Q1 2025 (14)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| NUVLNuvalent, Inc. | COM | 500,000 | $35.5M | 6.3% | History |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 1,700,000 | $26.1M | 4.6% | History |
| XENEXenon Pharmaceuticals Inc. | COM | 650,000 | $21.8M | 3.9% | History |
| BNTXBioNTech SE | SPONSORED ADS | 200,000 | $18.2M | 3.2% | History |
| ETNB89bio, Inc. | COM | 2,500,000 | $18.2M | 3.2% | History |
| SLNOSoleno Therapeutics Inc | COM | 250,000 | $17.9M | 3.2% | History |
| GERNGeron Corp | COM | 8,000,000 | $12.7M | 2.3% | History |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 350,000 | $11.7M | 2.1% | History |
| CMPSCOMPASS Pathways plc | SPONSORED ADS | 2,000,000 | $5.72M | 1.0% | History |
| JBIOJade Biosciences, Inc. | COM | 1,400,000 | $3.51M | 0.6% | History |
| CBIOCrescent Biopharma, Inc. | COM | 5,400,000 | $1.13M | 0.2% | History |
| ALLKAllakos Inc. | COM | 2,900,000 | $660.0K | 0.1% | History |
| ARTVArtiva Biotherapeutics, Inc. | COM | 145,089 | $435.3K | 0.1% | History |
| SLDBSolid Biosciences Inc. | COM NEW | 100,000 | $370.0K | 0.1% | History |