Logos Global Management LP
- SEC CIK
- 0001792126
- Latest filing
- Aug 14, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 53
- +8 vs. Q2 2025
- Portfolio value
- $1.01B
- +$263.7M (+35.2%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| RVMDRevolution Medicines, Inc. | COM | 1,750,000 | $81.7M | 8.1% | +50,000+2.9% | Added | History |
| IDYAIDEAYA Biosciences, Inc. | COM | 2,250,000 | $61.2M | 6.0% | −1,095,000−32.7% | Reduced | History |
| AKROAkero Therapeutics, Inc. | COM | 1,200,000 | $57.0M | 5.6% | 00.0% | Unchanged | History |
| ARVNArvinas, Inc. | COM | 5,575,000 | $47.5M | 4.7% | +2,275,000+68.9% | Added | History |
| OCULOcular Therapeutix, Inc | COM | 3,250,000 | $38.0M | 3.8% | +1,050,000+47.7% | Added | History |
| CDTXCidara Therapeutics, Inc. | COM NEW | 375,000 | $35.9M | 3.5% | +185,000+97.4% | Added | History |
| VSTMVerastem, Inc. | COM NEW | 4,050,000 | $35.8M | 3.5% | +3,050,000+305.0% | Added | History |
| ABVXAbivax S.A. | SPONSORED ADS | 415,000 | $35.2M | 3.5% | +415,000 | New | History |
| ERASErasca, Inc. | COM | 15,150,000 | $33.0M | 3.3% | +150,000+1.0% | Added | History |
| MAZEMaze Therapeutics, Inc. | COM | 1,227,300 | $31.8M | 3.1% | +615,386+100.6% | Added | History |
| OLMAOlema Pharmaceuticals, Inc. | COM | 3,208,875 | $31.4M | 3.1% | 00.0% | Unchanged | History |
| IMCRImmunocore Holdings plc | ADS | 850,000 | $30.9M | 3.1% | +275,000+47.8% | Added | History |
| DYNDyne Therapeutics, Inc. | COM | 2,400,000 | $30.4M | 3.0% | +500,000+26.3% | Added | History |
| IRONDisc Medicine, Inc. | COM | 450,000 | $29.7M | 2.9% | −250,000−35.7% | Reduced | History |
| DSGNDesign Therapeutics, Inc. | COM | 3,655,000 | $27.5M | 2.7% | −562,627−13.3% | Reduced | History |
| JAZZJazz Pharmaceuticals plc | SHS USD | 200,000 | $26.4M | 2.6% | −250,000−55.6% | Reduced | History |
| Avidity Biosciences, Inc.05370A108 | COM | 600,000 | $26.1M | 2.6% | −350,000−36.8% | Reduced | – |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 850,000 | $23.8M | 2.4% | 00.0% | Unchanged | History |
| JANXJanux Therapeutics, Inc. | COM | 935,000 | $22.9M | 2.3% | −65,000−6.5% | Reduced | History |
| PCVXVaxcyte, Inc. | COM | 625,000 | $22.5M | 2.2% | +625,000 | New | History |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 200,000 | $20.2M | 2.0% | +70,000+53.8% | Added | History |
| TRVITrevi Therapeutics, Inc. | COM | 2,200,000 | $20.1M | 2.0% | +1,350,000+158.8% | Added | History |
| PTGXProtagonist Therapeutics, Inc | COM | 300,000 | $19.9M | 2.0% | +300,000 | New | History |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 1,450,000 | $19.7M | 1.9% | +1,450,000 | New | History |
| LBRXLB Pharmaceuticals Inc | COM SHS | 1,130,000 | $17.8M | 1.8% | +1,130,000 | New | History |
| QUREuniQure N.V. | SHS | 300,000 | $17.5M | 1.7% | +300,000 | New | History |
| KYMRKymera Therapeutics, Inc. | COM | 250,000 | $14.2M | 1.4% | +250,000 | New | History |
| BIIBBiogen Inc. | COM | 100,000 | $14.0M | 1.4% | −100,000−50.0% | Reduced | History |
| ACLXArcellx, Inc. | COMMON STOCK | 165,000 | $13.5M | 1.3% | +165,000 | New | History |
| KROSKeros Therapeutics, Inc. | COM | 850,000 | $13.4M | 1.3% | −1,150,000−57.5% | Reduced | History |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 525,000 | $12.7M | 1.3% | +525,000 | New | History |
| TNGXTango Therapeutics, Inc. | COM | 950,000 | $7.98M | 0.8% | +950,000 | New | History |
| DNTHDianthus Therapeutics, Inc. | COM | 200,000 | $7.87M | 0.8% | +200,000 | New | History |
| COGTCogent Biosciences, Inc. | COM | 500,000 | $7.18M | 0.7% | +500,000 | New | History |
| CMPXCompass Therapeutics, Inc. | COM | 2,050,000 | $7.17M | 0.7% | +2,050,000 | New | History |
| CBIOCrescent Biopharma, Inc. | COM | 600,000 | $7.13M | 0.7% | +46,314+8.4% | Added | History |
| ELVNEnliven Therapeutics, Inc. | COM | 340,000 | $6.96M | 0.7% | −10,000−2.9% | Reduced | History |
| IMRXImmuneering Corp | CLASS A COM | 950,000 | $6.65M | 0.7% | +950,000 | New | History |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | 125,000 | $6.63M | 0.7% | −100,000−44.4% | Reduced | History |
| SRRKScholar Rock Holding Corp | COM | 175,000 | $6.52M | 0.6% | +175,000 | New | History |
| JBIOJade Biosciences, Inc. | COM NEW | 625,000 | $5.39M | 0.5% | 00.0% | Unchanged | History |
| EPRXEupraxia Pharmaceuticals Inc. | COM | 900,000 | $5.31M | 0.5% | +900,000 | New | History |
| IMVTImmunovant, Inc. | COM | 275,000 | $4.43M | 0.4% | 00.0% | Unchanged | History |
| PHVSPharvaris N.V. | COM | 150,000 | $3.74M | 0.4% | +150,000 | New | History |
| ATXSAstria Therapeutics, Inc. | COM | 500,000 | $3.64M | 0.4% | −200,000−28.6% | Reduced | History |
| PEPGPepGen Inc. | COM | 750,000 | $3.46M | 0.3% | +750,000 | New | History |
| ACRSAclaris Therapeutics, Inc. | COM | 1,500,000 | $2.85M | 0.3% | −350,000−18.9% | Reduced | History |
| UNCYUnicycive Therapeutics, Inc. | COM NEW | 473,563 | $2.06M | 0.2% | +10.0% | Added | History |
| ESPREsperion Therapeutics, Inc. | COM | 750,000 | $1.99M | 0.2% | +750,000 | New | History |
| SEPNSepterna, Inc. | COM | 83,548 | $1.57M | 0.2% | −25,654−23.5% | Reduced | History |
| MREOMereo BioPharma Group plc | SPON ADS | 500,000 | $1.03M | 0.1% | +500,000 | New | History |
| GUTSFractyl Health, Inc. | COM | 500,000 | $795.0K | 0.1% | +500,000 | New | History |
| Nuvation Bio Inc.67080N119 | *W EXP 07/07/202 | 66,666 | $13.5K | <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 |
|---|---|---|---|
| RVMDRevolution Medicines, Inc. | COM | – | $46.7M |
| APLSApellis Pharmaceuticals, Inc. | COM | – | $22.6M |
| IDYAIDEAYA Biosciences, Inc. | COM | – | $12.2M |
| JANXJanux Therapeutics, Inc. | COM | – | $12.2M |
| LRMRLarimar Therapeutics, Inc. | COM | – | $8.07M |
| ALECAlector, Inc. | COM | – | $1.48M |
Sold out since Q2 2025 (13)
Positions held at the end of Q2 2025 that are gone from this filing.
| Security | Class | Shares in Q2 2025 | Value in Q2 2025 | % of portfolio in Q2 2025 | History |
|---|---|---|---|---|---|
| UTHRUnited Therapeutics Corp | COM | 85,000 | $24.4M | 3.3% | History |
| NBIXNeurocrine Biosciences Inc | Stock | 150,000 | $18.9M | 2.5% | History |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 50,000 | $15.1M | 2.0% | History |
| KRYSKrystal Biotech, Inc. | COM | 100,000 | $13.7M | 1.8% | History |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 600,000 | $12.2M | 1.6% | History |
| BHVNBiohaven Ltd. | COM | 700,000 | $9.88M | 1.3% | History |
| XNCRXencor Inc | COM | 1,250,000 | $9.82M | 1.3% | History |
| MLTXMoonLake Immunotherapeutics | CLASS A ORD | 200,000 | $9.44M | 1.3% | History |
| LEGNLegend Biotech Corp | SPONSORED ADS | 250,000 | $8.87M | 1.2% | History |
| ANNXAnnexon, Inc. | COM | 2,410,000 | $5.78M | 0.8% | History |
| MTSRMetsera, Inc. | COM | 200,000 | $5.69M | 0.8% | History |
| BCAXBicara Therapeutics Inc. | COM | 400,000 | $3.72M | 0.5% | History |
| RAPPRapport Therapeutics, Inc. | COM | 208,910 | $2.38M | 0.3% | History |