Logos Global Management LP
- SEC CIK
- 0001792126
- Latest filing
- Aug 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 64
- +11 vs. Q3 2025
- Portfolio value
- $1.50B
- +$488.3M (+48.2%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| RVMDRevolution Medicines, Inc. | COM | 2,000,000 | $159.3M | 10.6% | +250,000+14.3% | Added | History |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | 375,000 | $110.5M | 7.4% | +250,000+200.0% | Added | History |
| IDYAIDEAYA Biosciences, Inc. | COM | 3,125,000 | $108.0M | 7.2% | +875,000+38.9% | Added | History |
| OLMAOlema Pharmaceuticals, Inc. | COM | 3,208,875 | $80.2M | 5.3% | 00.0% | Unchanged | History |
| CDTXCidara Therapeutics, Inc. | COM NEW | 310,000 | $68.5M | 4.6% | −65,000−17.3% | Reduced | History |
| ABVXAbivax S.A. | SPONSORED ADS | 400,000 | $53.9M | 3.6% | −15,000−3.6% | Reduced | History |
| ERASErasca, Inc. | COM | 13,000,000 | $48.4M | 3.2% | −2,150,000−14.2% | Reduced | History |
| OCULOcular Therapeutix, Inc | COM | 3,500,000 | $42.5M | 2.8% | +250,000+7.7% | Added | History |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 600,000 | $41.7M | 2.8% | −250,000−29.4% | Reduced | History |
| IRONDisc Medicine, Inc. | COM | 510,000 | $40.5M | 2.7% | +60,000+13.3% | Added | History |
| MAZEMaze Therapeutics, Inc. | COM | 950,000 | $39.4M | 2.6% | −277,300−22.6% | Reduced | History |
| TNGXTango Therapeutics, Inc. | COM | 4,200,000 | $37.2M | 2.5% | +3,250,000+342.1% | Added | History |
| Avidity Biosciences, Inc.05370A108 | COM | 500,000 | $36.1M | 2.4% | −100,000−16.7% | Reduced | – |
| BIIBBiogen Inc. | COM | 200,000 | $35.2M | 2.3% | +100,000+100.0% | Added | History |
| IMVTImmunovant, Inc. | COM | 1,375,000 | $35.0M | 2.3% | +1,100,000+400.0% | Added | History |
| JAZZJazz Pharmaceuticals plc | SHS USD | 200,000 | $34.0M | 2.3% | 00.0% | Unchanged | History |
| TERNTerns Pharmaceuticals, Inc. | COM | 750,000 | $30.3M | 2.0% | +750,000 | New | History |
| PCVXVaxcyte, Inc. | COM | 650,000 | $30.0M | 2.0% | +25,000+4.0% | Added | History |
| IMCRImmunocore Holdings plc | ADS | 850,000 | $29.5M | 2.0% | 00.0% | Unchanged | History |
| LBRXLB Pharmaceuticals Inc | COM SHS | 1,200,000 | $26.7M | 1.8% | +70,000+6.2% | Added | History |
| DYNDyne Therapeutics, Inc. | COM | 1,250,000 | $24.4M | 1.6% | −1,150,000−47.9% | Reduced | History |
| DSGNDesign Therapeutics, Inc. | COM | 2,500,000 | $23.4M | 1.6% | −1,155,000−31.6% | Reduced | History |
| MLTXMoonLake Immunotherapeutics | CLASS A ORD | 1,750,000 | $23.1M | 1.5% | +1,750,000 | New | History |
| ACADAcadia Pharmaceuticals Inc | COM | 850,000 | $22.7M | 1.5% | +850,000 | New | History |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 190,000 | $20.3M | 1.4% | −10,000−5.0% | Reduced | History |
| TRVITrevi Therapeutics, Inc. | COM | 1,550,000 | $19.4M | 1.3% | −650,000−29.5% | Reduced | History |
| CYTKCytokinetics Inc | COM NEW | 300,000 | $19.1M | 1.3% | +300,000 | New | History |
| MIRMMirum Pharmaceuticals, Inc. | COM | 225,000 | $17.8M | 1.2% | +225,000 | New | History |
| QUREuniQure N.V. | SHS | 675,000 | $16.2M | 1.1% | +375,000+125.0% | Added | History |
| NAMSNewAmsterdam Pharma Co N.V. | ORDINARY SHARES | 450,000 | $15.8M | 1.1% | +450,000 | New | History |
| KNSAKiniksa Pharmaceuticals International, plc | ORD SHS CL A | 350,000 | $14.4M | 1.0% | +350,000 | New | History |
| SLNOSoleno Therapeutics Inc | COM | 300,000 | $13.9M | 0.9% | +300,000 | New | History |
| JANXJanux Therapeutics, Inc. | COM | 1,000,000 | $13.8M | 0.9% | +65,000+7.0% | Added | History |
| NERVMinerva Neurosciences, Inc. | COM NEW | 3,311,000 | $13.3M | 0.9% | +3,311,000 | New | History |
| VSTMVerastem, Inc. | COM NEW | 1,700,000 | $13.1M | 0.9% | −2,350,000−58.0% | Reduced | History |
| DNTHDianthus Therapeutics, Inc. | COM | 315,000 | $13.0M | 0.9% | +115,000+57.5% | Added | History |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 950,000 | $11.5M | 0.8% | −500,000−34.5% | Reduced | History |
| KYMRKymera Therapeutics, Inc. | COM | 130,000 | $10.1M | 0.7% | −120,000−48.0% | Reduced | History |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 350,000 | $9.51M | 0.6% | +350,000 | New | History |
| NRIXNurix Therapeutics, Inc. | COM | 500,000 | $9.48M | 0.6% | +500,000 | New | History |
| CGONCG Oncology, Inc. | COM | 200,000 | $8.30M | 0.6% | +200,000 | New | History |
| ACLXArcellx, Inc. | COMMON STOCK | 115,000 | $7.50M | 0.5% | −50,000−30.3% | Reduced | History |
| CBIOCrescent Biopharma, Inc. | COM | 600,000 | $7.12M | 0.5% | 00.0% | Unchanged | History |
| CMPXCompass Therapeutics, Inc. | COM | 1,150,000 | $6.18M | 0.4% | −900,000−43.9% | Reduced | History |
| JBIOJade Biosciences, Inc. | COM NEW | 395,000 | $6.09M | 0.4% | −230,000−36.8% | Reduced | History |
| TYRATyra Biosciences, Inc. | COM | 210,000 | $5.52M | 0.4% | +210,000 | New | History |
| ELVNEnliven Therapeutics, Inc. | COM | 340,000 | $5.24M | 0.3% | 00.0% | Unchanged | History |
| IMMXImmix Biopharma, Inc. | COM | 1,000,000 | $5.23M | 0.3% | +1,000,000 | New | History |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 200,000 | $5.00M | 0.3% | −325,000−61.9% | Reduced | History |
| NGNENeurogene Inc. | COM | 195,000 | $4.02M | 0.3% | +195,000 | New | History |
| IBIOiBio, Inc. | COM NEW | 2,000,000 | $3.86M | 0.3% | +2,000,000 | New | History |
| CRVSCorvus Pharmaceuticals, Inc. | COM | 500,000 | $3.85M | 0.3% | +500,000 | New | History |
| ORICOric Pharmaceuticals, Inc. | COM | 450,000 | $3.68M | 0.2% | +450,000 | New | History |
| DAWNDay One Biopharmaceuticals, Inc. | Stock | 300,000 | $2.80M | 0.2% | +300,000 | New | History |
| PHVSPharvaris N.V. | COM | 100,000 | $2.77M | 0.2% | −50,000−33.3% | Reduced | History |
| UNCYUnicycive Therapeutics, Inc. | COM NEW | 473,563 | $2.73M | 0.2% | 00.0% | Unchanged | History |
| GUTSFractyl Health, Inc. | COM | 1,100,000 | $2.42M | 0.2% | +600,000+120.0% | Added | History |
| PTNPalatin Technologies Inc | COM NEW | 140,000 | $2.15M | 0.1% | +140,000 | New | History |
| ACRSAclaris Therapeutics, Inc. | COM | 600,000 | $1.81M | 0.1% | −900,000−60.0% | Reduced | History |
| VORVor Biopharma Inc. | COM NEW | 100,000 | $1.31M | 0.1% | +100,000 | New | History |
| MREOMereo BioPharma Group plc | SPON ADS | 1,850,000 | $770.9K | 0.1% | +1,350,000+270.0% | Added | History |
| SEPNSepterna, Inc. | COM | 23,548 | $656.5K | <0.1% | −60,000−71.8% | Reduced | History |
| DBVTDBV Technologies S.A. | SPONSORED ADS | 25,000 | $479.3K | <0.1% | +25,000 | New | History |
| Nuvation Bio Inc.67080N119 | *W EXP 07/07/202 | 66,666 | $22.0K | <0.1% | 00.0% | Unchanged | – |
Options (5)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q3 2025 (11)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| AKROAkero Therapeutics, Inc. | COM | 1,200,000 | $57.0M | 5.6% | History |
| ARVNArvinas, Inc. | COM | 5,575,000 | $47.5M | 4.7% | History |
| PTGXProtagonist Therapeutics, Inc | COM | 300,000 | $19.9M | 2.0% | History |
| KROSKeros Therapeutics, Inc. | COM | 850,000 | $13.4M | 1.3% | History |
| COGTCogent Biosciences, Inc. | COM | 500,000 | $7.18M | 0.7% | History |
| IMRXImmuneering Corp | CLASS A COM | 950,000 | $6.65M | 0.7% | History |
| SRRKScholar Rock Holding Corp | COM | 175,000 | $6.52M | 0.6% | History |
| EPRXEupraxia Pharmaceuticals Inc. | COM | 900,000 | $5.31M | 0.5% | History |
| ATXSAstria Therapeutics, Inc. | COM | 500,000 | $3.64M | 0.4% | History |
| PEPGPepGen Inc. | COM | 750,000 | $3.46M | 0.3% | History |
| ESPREsperion Therapeutics, Inc. | COM | 750,000 | $1.99M | 0.2% | History |