Funds › Logos Global Management LP
Logos Global Management LP
13F for Q2 2026, filed Aug 14, 2026. 68 positions worth $2.3B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q2 2026
filed Aug 14, 2026
Reported value
$2.3B
+$320.0M (16.0%) vs Q1 2026
Positions
68
63 in Q1 2026
Top 10 share
48.3%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q2 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | ERAS Erasca, Inc. | 12.15M | $222.6M | 9.6% | +9.0% | 13F ↗ |
| 2 | ABVX Abivax SA · ADR | 1.02M | $136.5M | 5.9% | +51.7% | 13F ↗ |
| 3 | RVMD Revolution Medicines, Inc. | 700,000 | $131.1M | 5.6% | -65.0% | 13F ↗ |
| 4 | IDYA IDEAYA Biosciences, Inc. | 3.00M | $111.8M | 4.8% | -13.0% | 13F ↗ |
| 5 | BNTX BioNTech SE · ADR | 1.01M | $94.4M | 4.1% | New | 13F ↗ |
| 6 | VERA Vera Therapeutics, Inc. | 2.20M | $94.4M | 4.1% | New | 13F ↗ |
| 7 | TNGX Tango Therapeutics, Inc. | 2.85M | $89.1M | 3.8% | -5.0% | 13F ↗ |
| 8 | PRAX Praxis Precision Medicines, Inc. | 260,000 | $87.0M | 3.7% | -8.8% | 13F ↗ |
| 9 | CLDX Celldex Therapeutics, Inc. | 2.10M | $78.1M | 3.4% | +367% | 13F ↗ |
| 10 | DNTH Dianthus Therapeutics, Inc. | 800,000 | $78.0M | 3.4% | +100% | 13F ↗ |
| 11 | CGON CG Oncology, Inc. | 1.00M | $71.0M | 3.1% | +73.9% | 13F ↗ |
| 12 | IRON Disc Medicine, Inc. | 875,000 | $64.0M | 2.8% | +56.3% | 13F ↗ |
| 13 | MAZE Maze Therapeutics, Inc. | 1.94M | $57.7M | 2.5% | +56.7% | 13F ↗ |
| 14 | DYN Dyne Therapeutics, Inc. | 2.55M | $56.6M | 2.4% | +82.1% | 13F ↗ |
| 15 | MLTX MoonLake Immunotherapeutics | 2.67M | $52.1M | 2.2% | +78.3% | 13F ↗ |
| 16 | OCUL Ocular Therapeutix, Inc. | 5.30M | $52.0M | 2.2% | +37.7% | 13F ↗ |
| 17 | DSGN Design Therapeutics, Inc. | 3.00M | $43.4M | 1.9% | +53.8% | 13F ↗ |
| 18 | OLMA Olema Oncology, Inc. | 3.21M | $40.1M | 1.7% | Unchanged | 13F ↗ |
| 19 | BLTE Belite Bio, Inc | 250,000 | $38.5M | 1.7% | New | 13F ↗ |
| 20 | ACHV Achieve Life Sciences, Inc. | 5.42M | $35.4M | 1.5% | New | 13F ↗ |
| 21 | TRVI Trevi Therapeutics, Inc. | 1.88M | $35.1M | 1.5% | -21.7% | 13F ↗ |
| 22 | COGT Cogent Biosciences, Inc. | 900,000 | $34.8M | 1.5% | New | 13F ↗ |
| 23 | AVBP ArriVent BioPharma, Inc. | 1.00M | $34.7M | 1.5% | +186% | 13F ↗ |
| 24 | CBIO Crescent Biopharma, Inc. | 1.90M | $34.2M | 1.5% | +294% | 13F ↗ |
| 25 | CMPS COMPASS Pathways Plc · ADR | 2.25M | $31.8M | 1.4% | New | 13F ↗ |
| 26 | MLYS Mineralys Therapeutics, Inc. | 1.05M | $28.3M | 1.2% | New | 13F ↗ |
| 27 | REPL Replimune Group, Inc. | 2.50M | $27.7M | 1.2% | New | 13F ↗ |
| 28 | XENE Xenon Pharmaceuticals Inc. | 450,000 | $27.2M | 1.2% | Unchanged | 13F ↗ |
| 29 | GPCR Structure Therapeutics Inc. | 500,000 | $26.8M | 1.2% | Unchanged | 13F ↗ |
| 30 | IMVT Immunovant, Inc. | 665,000 | $25.6M | 1.1% | -38.1% | 13F ↗ |
| 31 | JBIO Jade Biosciences, Inc. | 1.13M | $25.0M | 1.1% | +181% | 13F ↗ |
| 32 | ELVN Enliven Therapeutics, Inc. | 465,000 | $23.6M | 1.0% | -13.9% | 13F ↗ |
| 33 | MANE Veradermics, Incorporated | 180,000 | $22.1M | 1.0% | +620% | 13F ↗ |
| 34 | AVTX Avalo Therapeutics, Inc. | 1.15M | $21.3M | 0.9% | +283% | 13F ↗ |
| 35 | RCUS Arcus Biosciences, Inc. | 650,000 | $20.0M | 0.9% | -45.8% | 13F ↗ |
| 36 | SMMT Summit Therapeutics Inc. | 1.35M | $19.7M | 0.8% | New | 13F ↗ |
| 37 | IMCR Immunocore Holdings plc · ADR | 600,000 | $19.1M | 0.8% | -60.0% | 13F ↗ |
| 38 | LBRX LB Pharmaceuticals Inc | 585,000 | $19.0M | 0.8% | -36.1% | 13F ↗ |
| 39 | NERV Minerva Neurosciences, Inc | 3.29M | $18.3M | 0.8% | +2.3% | 13F ↗ |
| 40 | FTH Faeth Therapeutics, Inc. | 722,020 | $18.1M | 0.8% | +2307% | 13F ↗ |
| 41 | CRSP CRISPR Therapeutics AG · Namen Akt | 300,000 | $16.4M | 0.7% | New | 13F ↗ |
| 42 | DBVT DBV Technologies S.A. · ADR | 915,000 | $15.0M | 0.6% | New | 13F ↗ |
| 43 | PBLS Parabilis Medicines, Inc. | 525,000 | $14.4M | 0.6% | New | 13F ↗ |
| 44 | RYTM Rhythm Pharmaceuticals, Inc. | 125,000 | $13.9M | 0.6% | -72.2% | 13F ↗ |
| 45 | VOR Vor Biopharma Inc. | 650,000 | $12.0M | 0.5% | -13.3% | 13F ↗ |
| 46 | SRRK Scholar Rock Holding Corporation | 200,000 | $11.0M | 0.5% | New | 13F ↗ |
| 47 | IMMX Immix Biopharma, Inc. | 1.00M | $10.3M | 0.4% | -18.4% | 13F ↗ |
| 48 | QTTB Q32 Bio Inc. | 800,000 | $10.2M | 0.4% | New | 13F ↗ |
| 49 | ODTX Odyssey Therapeutics, Inc. | 521,736 | $9.8M | 0.4% | New | 13F ↗ |
| 50 | ANNX Annexon, Inc. | 1.50M | $8.6M | 0.4% | New | 13F ↗ |
Showing the top 50 of 68 positions. Premium lists every position, plus puts and calls.
Changes since Q1 2026
25 new, 18 added to, 19 trimmed, 20 exited, 6 unchanged. By estimated dollars.
New positions (25)
| BNTX BioNTech SE · ADR | 1.01M | New | $94.4M |
| VERA Vera Therapeutics, Inc. | 2.20M | New | $94.4M |
| BLTE Belite Bio, Inc | 250,000 | New | $38.5M |
| ACHV Achieve Life Sciences, Inc. | 5.42M | New | $35.4M |
| COGT Cogent Biosciences, Inc. | 900,000 | New | $34.8M |
| CMPS COMPASS Pathways Plc · ADR | 2.25M | New | $31.8M |
| MLYS Mineralys Therapeutics, Inc. | 1.05M | New | $28.3M |
| REPL Replimune Group, Inc. | 2.50M | New | $27.7M |
| SMMT Summit Therapeutics Inc. | 1.35M | New | $19.7M |
| CRSP CRISPR Therapeutics AG · Namen Akt | 300,000 | New | $16.4M |
Added to (18)
| CLDX Celldex Therapeutics, Inc. | 2.10M | +367% | $61.4M |
| ABVX Abivax SA · ADR | 1.02M | +51.7% | $46.5M |
| DNTH Dianthus Therapeutics, Inc. | 800,000 | +100% | $39.0M |
| CGON CG Oncology, Inc. | 1.00M | +73.9% | $30.2M |
| DYN Dyne Therapeutics, Inc. | 2.55M | +82.1% | $25.5M |
| CBIO Crescent Biopharma, Inc. | 1.90M | +294% | $25.5M |
| IRON Disc Medicine, Inc. | 875,000 | +56.3% | $23.0M |
| MLTX MoonLake Immunotherapeutics | 2.67M | +78.3% | $22.9M |
| AVBP ArriVent BioPharma, Inc. | 1.00M | +186% | $22.6M |
| MAZE Maze Therapeutics, Inc. | 1.94M | +56.7% | $20.9M |
Trimmed (19)
| RVMD Revolution Medicines, Inc. | 700,000 | -65.0% | -$243.5M |
| RYTM Rhythm Pharmaceuticals, Inc. | 125,000 | -72.2% | -$36.1M |
| IMCR Immunocore Holdings plc · ADR | 600,000 | -60.0% | -$28.6M |
| RCUS Arcus Biosciences, Inc. | 650,000 | -45.8% | -$17.0M |
| IDYA IDEAYA Biosciences, Inc. | 3.00M | -13.0% | -$16.8M |
| IMVT Immunovant, Inc. | 665,000 | -38.1% | -$15.8M |
| ACAD ACADIA Pharmaceuticals Inc. | 250,000 | -66.7% | -$12.7M |
| LBRX LB Pharmaceuticals Inc | 585,000 | -36.1% | -$10.7M |
| TRVI Trevi Therapeutics, Inc. | 1.88M | -21.7% | -$9.7M |
| PRAX Praxis Precision Medicines, Inc. | 260,000 | -8.8% | -$8.4M |
Exited (20)
| Centessa Pharmaceuticals plc ADR | 2.13M | Exited | -$84.4M |
| Terns Pharmaceuticals Inc | 1.50M | Exited | -$79.1M |
| CYTK Cytokinetics, Incorporated | 875,000 | Exited | -$57.7M |
| UTHR United Therapeutics Corporation | 80,000 | Exited | -$47.4M |
| MDGL Madrigal Pharmaceuticals, Inc. | 85,000 | Exited | -$44.5M |
| BIIB Biogen Inc. | 200,000 | Exited | -$36.7M |
| TYRA Tyra Biosciences, Inc. | 850,000 | Exited | -$32.6M |
| NAMS NewAmsterdam Pharma Company N.V. | 600,000 | Exited | -$19.2M |
| MIRM Mirum Pharmaceuticals, Inc. | 200,000 | Exited | -$18.5M |
| PCVX Vaxcyte, Inc. | 300,000 | Exited | -$17.4M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
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Reported value by quarter
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Ten largest positions
By value, Q2 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer