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Livermore
Livermore
ZHEN

Logos Global Management LP

SEC CIK
0001792126
Latest filing
Aug 14, 2026

The latest 13F from Logos Global Management LP covers Q2 2026 (filed Aug 14, 2026): 68 long positions worth $2.32B. The top 10 holdings make up 48.3% of the portfolio, and the largest is Erasca, Inc. (ERAS) at 9.6%. Livermore has 24 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
25
Est. +$515.7M
Added
18
Est. +$433.9M
Reduced
19
Est. −$431.9M
Sold out
20
Est. −$523.0M

Top 5 holdings

Share of this quarter's portfolio value

  1. ERASErasca, Inc.
    9.6%$222.6MHistory
  2. ABVXAbivax S.A.
    5.9%$136.5MHistory
  3. RVMDRevolution Medicines, Inc.
    5.6%$131.1MHistory
  4. IDYAIDEAYA Biosciences, Inc.
    4.8%$111.8MHistory
  5. BNTXBioNTech SE
    4.1%$94.4MHistory

Share of portfolio

Top 5 holdings and the other 63 positions, by share of portfolio value

  1. ERAS9.6%
  2. ABVX5.9%
  3. RVMD5.6%
  4. IDYA4.8%
  5. BNTX4.1%
  6. Other 63 positions70.0%

Biggest buys

New and added positions, by estimated amount bought

  1. BNTXBioNTech SE
    +$94.4MNewHistory
  2. VERAVera Therapeutics, Inc.
    +$94.4MNewHistory
  3. CLDXCelldex Therapeutics, Inc.
    +$61.4MAddedHistory
  4. ABVXAbivax S.A.
    +$46.5MAddedHistory
  5. DNTHDianthus Therapeutics, Inc.
    +$39.0MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. BNTXBioNTech SE
    +4.07 pp0.0% → 4.1%History
  2. VERAVera Therapeutics, Inc.
    +4.06 pp0.0% → 4.1%History
  3. CLDXCelldex Therapeutics, Inc.
    +2.63 pp0.7% → 3.4%History
  4. ABVXAbivax S.A.
    +2.00 pp3.9% → 5.9%History
  5. BLTEBelite Bio, Inc
    +1.66 pp0.0% → 1.7%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. RVMDRevolution Medicines, Inc.
    −$243.5MReducedHistory
  2. CNTACentessa Pharmaceuticals plc
    −$84.4MSold outHistory
  3. TERNTerns Pharmaceuticals, Inc.
    −$79.1MSold outHistory
  4. CYTKCytokinetics Inc
    −$57.7MSold outHistory
  5. UTHRUnited Therapeutics Corp
    −$47.4MSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. RVMDRevolution Medicines, Inc.
    −4.37 pp10.0% → 5.6%History
  2. CNTACentessa Pharmaceuticals plc
    −4.35 pp4.3% → 0.0%History
  3. TERNTerns Pharmaceuticals, Inc.
    −4.07 pp4.1% → 0.0%History
  4. CYTKCytokinetics Inc
    −2.97 pp3.0% → 0.0%History
  5. UTHRUnited Therapeutics Corp
    −2.44 pp2.4% → 0.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$2.32B
+$380.9M (+19.6%) vs. prior quarter
Positions
68
+5 vs. prior quarter
Top 10 concentration
48.3%
Top 10 as share of value
Turnover
44.5%
Q2 2026, one quarter
Average holding period
6.6 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $2.32B (Q2 2026)

Q1 2021: $1.02BQ2 2021: $1.17BQ3 2021: $1.39BQ4 2021: $969.6MQ1 2022: $771.3MQ2 2022: $545.1MQ3 2022: $810.9MQ4 2022: $853.6MQ1 2023: $698.7MQ2 2023: $724.0MQ3 2023: $701.0MQ4 2023: $899.3MQ1 2024: $950.2MQ2 2024: $867.8MQ3 2024: $892.7MQ4 2024: $854.6MQ1 2025: $562.5MQ2 2025: $748.6MQ3 2025: $1.01BQ4 2025: $1.50BQ1 2026: $1.94BQ2 2026: $2.32B
Q1 2021Q2 2026
13F filings of Logos Global Management LP by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 14, 202668$2.32BERASABVXRVMDvs. Q1 2026SEC
Q1 2026May 15, 202663$1.94BRVMDERASIDYAvs. Q4 2025SEC
Q4 2025Feb 17, 202664$1.50BRVMDPRAXIDYAvs. Q3 2025SEC
Q3 2025Nov 14, 202553$1.01BRVMDIDYAAKROvs. Q2 2025SEC
Q2 2025Aug 14, 202545$748.6MIDYAAKRORVMDvs. Q1 2025SEC
Q1 2025May 15, 202539$562.5MIDYARVMDAKROvs. Q4 2024SEC
Q4 2024Feb 14, 202547$854.6MIDYAJANXRVMDvs. Q3 2024SEC
Q3 2024Nov 14, 202453$892.7MIDYAGPCRRVMDvs. Q2 2024SEC
Q2 2024Aug 27, 2024Amended51$867.8MIDYAARGXMRUSvs. Q1 2024SEC
Q1 2024May 15, 202450$950.2MIDYAIMCRIMVTvs. Q4 2023SEC
Q4 2023Feb 14, 202447$899.3MCYTKIDYAAPLSvs. Q3 2023SEC
Q3 2023Nov 14, 202352$701.0MIMVTIDYAOLMAvs. Q2 2023SEC
Q2 2023Aug 14, 202350$724.0MAPLSCYTKIMVTvs. Q1 2023SEC
Q1 2023May 15, 202343$698.7MAPLSIDYACYTKvs. Q4 2022SEC
Q4 2022Feb 14, 202340$853.6MIDYAAPLSCYTKvs. Q3 2022SEC
Q3 2022Nov 14, 202238$810.9MAPLSCYTKIDYAvs. Q2 2022SEC
Q2 2022Aug 15, 202232$545.1MCYTKAPLSIDYAvs. Q1 2022SEC
Q1 2022May 16, 202247$771.3MCYTKALXOAPLSvs. Q4 2021SEC
Q4 2021Feb 14, 202266$969.6MALXOCYTKDSGNvs. Q3 2021SEC
Q3 2021Nov 15, 202157$1.39BALXOOLMADCPHvs. Q2 2021SEC
Q2 2021Aug 17, 2021Amended57$1.17BALXOOLMADSGNvs. Q1 2021SEC
Q1 2021May 17, 202153$1.02BALXOOLMADSGN–SEC

13D and 13G filings

Companies where Logos Global Management LP reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

5 companies, largest stake first.

Companies where Logos Global Management LP owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
YARWYarrow Bioscience, Inc.13G/A10.70%286.3K shares+0.80 ppfrom 9.90%Aug 4, 20262 filingsAug 7, 2026SEC
ACHVAchieve Life Sciences, Inc.13G9.99%10.5M sharesNewAug 17, 20261 filingAug 17, 2026SEC
NERVMinerva Neurosciences, Inc.13G9.90%4.44M sharesNewFeb 17, 20261 filingFeb 17, 2026SEC
PTNPalatin Technologies Inc13G/A9.90%182.2K shares0.00 ppfrom 9.90%Nov 14, 20252 filingsMay 15, 2026SEC
LGVNLongeveron Inc.13G6.30%192.3K sharesNewSep 10, 20261 filingSep 10, 2026SEC

Latest filings

83 filings on file made by Logos Global Management LP or listing it as a reporting person; the latest 20 are shown.

Schedule 13D and 13G filings by Logos Global Management LP
CompanyFiled (ET)FormStakeChangeEvent dateFiling
LGVNLongeveron Inc.Sep 10, 20264:07 PM ET13G6.30%192.3K sharesNewSep 2, 2026SEC
ACHVAchieve Life Sciences, Inc.Aug 17, 20267:43 PM ET13G9.99%10.5M sharesNewMay 11, 2026SEC
YARWYarrow Bioscience, Inc.Aug 7, 20267:51 PM ET13G/A10.70%286.3K shares+0.80 ppfrom 9.90%Jul 31, 2026SEC
YARWYarrow Bioscience, Inc.Aug 4, 20262:12 PM ET13G9.90%276.7K sharesNewJul 27, 2026SEC
TENXTenax Therapeutics, Inc.May 15, 20266:55 PM ET13G/A3.00%800.0K shares−6.90 ppfrom 9.90%Below 5%Mar 31, 2026SEC
PTNPalatin Technologies IncMay 15, 20266:44 PM ET13G/A9.90%182.2K shares0.00 ppfrom 9.90%Mar 31, 2026SEC
IBIOiBio, Inc.May 15, 20266:42 PM ET13G/A0.00%0 shares−4.60 ppfrom 4.60%Below 5%Mar 31, 2026SEC
AVTXAvalo Therapeutics, Inc.May 15, 20266:41 PM ET13G/A3.20%1.68M shares−2.40 ppfrom 5.60%Below 5%Mar 31, 2026SEC
AVTXAvalo Therapeutics, Inc.Apr 1, 20261:02 PM ET13G5.60%1.28M sharesNewMar 26, 2026SEC
TENXTenax Therapeutics, Inc.Mar 9, 202612:24 PM ET13G9.90%615.0K sharesNewFeb 27, 2026SEC
IBIOiBio, Inc.Feb 17, 20266:19 PM ET13G/A4.60%1.50M shares−4.30 ppfrom 8.90%Below 5%Dec 31, 2025SEC
NERVMinerva Neurosciences, Inc.Feb 17, 20266:12 PM ET13G9.90%4.44M sharesNewDec 23, 2025SEC
IBIOiBio, Inc.Dec 19, 20254:45 PM ET13G8.90%2.00M sharesNewDec 12, 2025SEC
DSGNDesign Therapeutics, Inc.Nov 18, 20255:57 PM ET13D/A4.40%2.52M shares−1.30 ppfrom 5.70%Below 5%Nov 14, 2025SEC
PTNPalatin Technologies IncNov 14, 20253:04 PM ET13G9.90%142.3K sharesNewNov 6, 2025SEC
VSTMVerastem, Inc.Nov 14, 20251:01 PM ET13G/A4.80%3.17M shares−1.40 ppfrom 6.20%Below 5%Sep 30, 2025SEC
ERASErasca, Inc.Nov 14, 202512:59 PM ET13G/A4.80%13.6M shares−0.50 ppfrom 5.30%Below 5%Sep 30, 2025SEC
DSGNDesign Therapeutics, Inc.Nov 12, 20255:10 PM ET13D/A5.70%3.25M shares–Nov 7, 2025SEC
ARVNArvinas, Inc.Oct 15, 20255:18 PM ET13D/A3.40%2.50M shares−5.20 ppfrom 8.60%Below 5%Oct 13, 2025SEC
ARVNArvinas, Inc.Aug 22, 20254:44 PM ET13D/A8.60%6.30M shares+2.20 ppfrom 6.40%Aug 15, 2025SEC