Logos Global Management LP
- SEC CIK
- 0001792126
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 68
- +5 vs. Q1 2026
- Portfolio value
- $2.32B
- +$380.9M (+19.6%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ERASErasca, Inc. | COM | 12,150,000 | $222.6M | 9.6% | +1,000,000+9.0% | Added | History |
| ABVXAbivax S.A. | SPONSORED ADS | 1,024,000 | $136.5M | 5.9% | +349,000+51.7% | Added | History |
| RVMDRevolution Medicines, Inc. | COM | 700,000 | $131.1M | 5.6% | −1,300,000−65.0% | Reduced | History |
| IDYAIDEAYA Biosciences, Inc. | COM | 3,000,000 | $111.8M | 4.8% | −450,000−13.0% | Reduced | History |
| BNTXBioNTech SE | SPONSORED ADS | 1,015,000 | $94.4M | 4.1% | +1,015,000 | New | History |
| VERAVera Therapeutics, Inc. | CL A | 2,200,000 | $94.4M | 4.1% | +2,200,000 | New | History |
| TNGXTango Therapeutics, Inc. | COM | 2,850,000 | $89.1M | 3.8% | −150,000−5.0% | Reduced | History |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | 260,000 | $87.0M | 3.7% | −25,000−8.8% | Reduced | History |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 2,100,000 | $78.1M | 3.4% | +1,650,000+366.7% | Added | History |
| DNTHDianthus Therapeutics, Inc. | COM | 800,000 | $78.0M | 3.4% | +400,000+100.0% | Added | History |
| CGONCG Oncology, Inc. | COM | 1,000,000 | $71.0M | 3.1% | +425,000+73.9% | Added | History |
| IRONDisc Medicine, Inc. | COM | 875,000 | $64.0M | 2.8% | +315,000+56.3% | Added | History |
| MAZEMaze Therapeutics, Inc. | COM | 1,935,000 | $57.7M | 2.5% | +700,000+56.7% | Added | History |
| DYNDyne Therapeutics, Inc. | COM | 2,550,000 | $56.6M | 2.4% | +1,150,000+82.1% | Added | History |
| MLTXMoonLake Immunotherapeutics | CLASS A ORD | 2,675,000 | $52.1M | 2.2% | +1,175,000+78.3% | Added | History |
| OCULOcular Therapeutix, Inc | COM | 5,300,000 | $52.0M | 2.2% | +1,450,000+37.7% | Added | History |
| DSGNDesign Therapeutics, Inc. | COM | 3,000,000 | $43.4M | 1.9% | +1,050,000+53.8% | Added | History |
| OLMAOlema Pharmaceuticals, Inc. | COM | 3,208,875 | $40.1M | 1.7% | 00.0% | Unchanged | History |
| BLTEBelite Bio, Inc | SPONSORED ADS | 250,000 | $38.5M | 1.7% | +250,000 | New | History |
| ACHVAchieve Life Sciences, Inc. | COM | 5,425,000 | $35.4M | 1.5% | +5,425,000 | New | History |
| TRVITrevi Therapeutics, Inc. | COM | 1,880,000 | $35.1M | 1.5% | −520,000−21.7% | Reduced | History |
| COGTCogent Biosciences, Inc. | COM | 900,000 | $34.8M | 1.5% | +900,000 | New | History |
| AVBPArriVent BioPharma, Inc. | COM | 1,000,000 | $34.7M | 1.5% | +650,000+185.7% | Added | History |
| CBIOCrescent Biopharma, Inc. | COM | 1,900,000 | $34.2M | 1.5% | +1,417,500+293.8% | Added | History |
| CMPSCOMPASS Pathways plc | SPONSORED ADS | 2,250,000 | $31.8M | 1.4% | +2,250,000 | New | History |
| MLYSMineralys Therapeutics, Inc. | COM | 1,050,000 | $28.3M | 1.2% | +1,050,000 | New | History |
| REPLReplimune Group, Inc. | COM | 2,500,000 | $27.7M | 1.2% | +2,500,000 | New | History |
| XENEXenon Pharmaceuticals Inc. | COM | 450,000 | $27.2M | 1.2% | 00.0% | Unchanged | History |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 500,000 | $26.8M | 1.2% | 00.0% | Unchanged | History |
| IMVTImmunovant, Inc. | COM | 665,000 | $25.6M | 1.1% | −410,000−38.1% | Reduced | History |
| JBIOJade Biosciences, Inc. | COM NEW | 1,125,000 | $25.0M | 1.1% | +725,000+181.3% | Added | History |
| ELVNEnliven Therapeutics, Inc. | COM | 465,000 | $23.6M | 1.0% | −75,000−13.9% | Reduced | History |
| MANEVeradermics, Inc | COMMON STOCK | 180,000 | $22.1M | 1.0% | +155,000+620.0% | Added | History |
| AVTXAvalo Therapeutics, Inc. | COM NEW | 1,150,000 | $21.3M | 0.9% | +850,000+283.3% | Added | History |
| RCUSArcus Biosciences, Inc. | COM | 650,000 | $20.0M | 0.9% | −550,000−45.8% | Reduced | History |
| SMMTSummit Therapeutics Inc. | COM | 1,350,000 | $19.7M | 0.8% | +1,350,000 | New | History |
| IMCRImmunocore Holdings plc | ADS | 600,000 | $19.1M | 0.8% | −900,000−60.0% | Reduced | History |
| LBRXLB Pharmaceuticals Inc | COM SHS | 585,000 | $19.0M | 0.8% | −330,000−36.1% | Reduced | History |
| NERVMinerva Neurosciences, Inc. | COM NEW | 3,288,777 | $18.3M | 0.8% | +73,777+2.3% | Added | History |
| FTHFaeth Therapeutics, Inc. | COM NEW | 722,020 | $18.1M | 0.8% | +692,020+2,306.7% | Added | History |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 300,000 | $16.4M | 0.7% | +300,000 | New | History |
| DBVTDBV Technologies S.A. | SPONSORED ADS | 915,000 | $15.0M | 0.6% | +915,000 | New | History |
| PBLSParabilis Medicines, Inc. | Stock | 525,000 | $14.4M | 0.6% | +525,000 | New | History |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 125,000 | $13.9M | 0.6% | −325,000−72.2% | Reduced | History |
| VORVor Biopharma Inc. | COM NEW | 650,000 | $12.0M | 0.5% | −100,000−13.3% | Reduced | History |
| SRRKScholar Rock Holding Corp | COM | 200,000 | $11.0M | 0.5% | +200,000 | New | History |
| IMMXImmix Biopharma, Inc. | COM | 1,000,000 | $10.3M | 0.4% | −225,000−18.4% | Reduced | History |
| QTTBQ32 Bio Inc. | COM | 800,000 | $10.2M | 0.4% | +800,000 | New | History |
| ODTXOdyssey Therapeutics, Inc. | COMMON STOCK | 521,736 | $9.76M | 0.4% | +521,736 | New | History |
| ANNXAnnexon, Inc. | COM | 1,500,000 | $8.56M | 0.4% | +1,500,000 | New | History |
| EDITEditas Medicine, Inc. | COM | 2,222,000 | $7.20M | 0.3% | +2,222,000 | New | History |
| RLAYRelay Therapeutics, Inc. | COM | 350,000 | $6.55M | 0.3% | −400,000−53.3% | Reduced | History |
| ACADAcadia Pharmaceuticals Inc | COM | 250,000 | $6.33M | 0.3% | −500,000−66.7% | Reduced | History |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 350,000 | $6.29M | 0.3% | −350,000−50.0% | Reduced | History |
| HELPHelus Pharma Inc. | COM NEW | 750,000 | $4.96M | 0.2% | +750,000 | New | History |
| OKUROnKure Therapeutics, Inc. | COM CL A | 963,855 | $4.40M | 0.2% | +963,855 | New | History |
| TENXTenax Therapeutics, Inc. | COM NEW | 300,000 | $4.37M | 0.2% | −325,000−52.0% | Reduced | History |
| DFTXDefinium Therapeutics, Inc. | COM SHS | 80,000 | $3.76M | 0.2% | +80,000 | New | History |
| UNCYUnicycive Therapeutics, Inc. | COM NEW | 473,563 | $2.22M | 0.1% | 00.0% | Unchanged | History |
| PTNPalatin Technologies Inc | COM NEW | 130,000 | $1.40M | 0.1% | −10,000−7.1% | Reduced | History |
| QUREuniQure N.V. | SHS | 30,000 | $1.38M | 0.1% | +30,000 | New | History |
| JATTJATT II Acquisition Corp. | ORD SHS | 100,000 | $1.14M | <0.1% | +100,000 | New | History |
| RACCResearch Alliance Corp III | ORD SHS CL A | 100,000 | $1.07M | <0.1% | +100,000 | New | History |
| ACRSAclaris Therapeutics, Inc. | COM | 200,000 | $1.06M | <0.1% | −300,000−60.0% | Reduced | History |
| LGVNLongeveron Inc. | CL A NEW | 1,287,000 | $904.8K | <0.1% | +1,287,000 | New | History |
| GUTSFractyl Health, Inc. | COM | 1,000,000 | $794.4K | <0.1% | 00.0% | Unchanged | History |
| SEPNSepterna, Inc. | COM | 23,548 | $788.6K | <0.1% | 00.0% | Unchanged | History |
| AMANAmanat Acquisition Corp. | CL A ORD | 50,000 | $508.0K | <0.1% | +50,000 | New | History |
Sold out since Q1 2026 (20)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 2,125,000 | $84.4M | 4.3% | History |
| TERNTerns Pharmaceuticals, Inc. | COM | 1,500,000 | $79.1M | 4.1% | History |
| CYTKCytokinetics Inc | COM NEW | 875,000 | $57.7M | 3.0% | History |
| UTHRUnited Therapeutics Corp | COM | 80,000 | $47.4M | 2.4% | History |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 85,000 | $44.5M | 2.3% | History |
| BIIBBiogen Inc. | COM | 200,000 | $36.7M | 1.9% | History |
| TYRATyra Biosciences, Inc. | COM | 850,000 | $32.6M | 1.7% | History |
| NAMSNewAmsterdam Pharma Co N.V. | ORDINARY SHARES | 600,000 | $19.2M | 1.0% | History |
| MIRMMirum Pharmaceuticals, Inc. | COM | 200,000 | $18.5M | 1.0% | History |
| PCVXVaxcyte, Inc. | COM | 300,000 | $17.4M | 0.9% | History |
| CMPXCompass Therapeutics, Inc. | COM | 3,150,000 | $16.7M | 0.9% | History |
| JANXJanux Therapeutics, Inc. | COM | 1,000,000 | $13.9M | 0.7% | History |
| ALKSAlkermes plc. | SHS | 350,000 | $12.4M | 0.6% | History |
| ORICOric Pharmaceuticals, Inc. | COM | 950,000 | $12.0M | 0.6% | History |
| SLNOSoleno Therapeutics Inc | COM | 250,000 | $8.37M | 0.4% | History |
| CRVSCorvus Pharmaceuticals, Inc. | COM | 450,000 | $6.58M | 0.3% | History |
| MGTXMeiraGTx Holdings plc | COM | 700,000 | $6.06M | 0.3% | History |
| VSTMVerastem, Inc. | COM NEW | 1,000,000 | $5.30M | 0.3% | History |
| IBIOiBio, Inc. | COM NEW | 1,300,000 | $2.47M | 0.1% | History |
| PHVSPharvaris N.V. | COM | 65,000 | $1.84M | 0.1% | History |