Logos Global Management Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$2.00B
Q ending 2026-03-31
Prior quarter
$1.65B
Q ending 2025-12-31
Change
+21.0% QoQ · +256.0% YoY
Positions
66
reported holdings
Largest positions
All 66 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Revolution Medicines Inc | RVMD | Shares | $194.5M | 2.0M |
| Erasca Inc | ERAS | Shares | $180.4M | 11.2M |
| Ideaya Biosciences Inc | IDYA | Shares | $115.0M | 3.5M |
| Praxis Precision Medicines I | PRAX | Shares | $91.8M | 285K |
| Centessa Pharmaceuticals Plc | 260 | Shares | $84.4M | 2.1M |
| Terns Pharmaceuticals Inc | 430 | Shares | $79.1M | 1.5M |
| Abivax Sa | ABVX | Shares | $75.2M | 675K |
| Tango Therapeutics Inc | TNGX | Shares | $62.8M | 3.0M |
| Cytokinetics Inc | CYTK | Shares | $57.7M | 875K |
| Olema Pharmaceuticals Inc | OLMA | Shares | $47.8M | 3.2M |
| United Therapeutics Corp Del | UTHR | Shares | $47.4M | 80K |
| Immunocore Hldgs Plc | IMCR | Shares | $45.2M | 1.5M |
| Madrigal Pharmaceuticals Inc | MDGL | Shares | $44.5M | 85K |
| Rhythm Pharmaceuticals Inc | RYTM | Shares | $39.1M | 450K |
| Cg Oncology Inc | CGON | Shares | $38.9M | 575K |
| Maze Therapeutics Inc | MAZE | Shares | $36.9M | 1.2M |
| Biogen Inc | BIIB | Shares | $36.7M | 200K |
| Disc Medicine Inc | IRON | Shares | $35.8M | 560K |
| Dianthus Therapeutics Inc | DNTH | Shares | $33.6M | 400K |
| Ocular Therapeutix Inc | OCUL | Shares | $32.6M | 3.9M |
| Tyra Biosciences Inc | TYRA | Shares | $32.6M | 850K |
| Trevi Therapeutics Inc | TRVI | Shares | $28.6M | 2.4M |
| Moonlake Immunotherapeutics | MLTX | Shares | $28.0M | 1.5M |
| Immunovant Inc | IMVT | Shares | $26.7M | 1.1M |
| Terns Pharmaceuticals Inc | 430 | Call | $26.4M | 500K |
| Xenon Pharmaceuticals Inc | XENE | Shares | $26.2M | 450K |
| Arcus Biosciences Inc | RCUS | Shares | $25.9M | 1.2M |
| Dyne Therapeutics Inc | DYN | Shares | $25.4M | 1.4M |
| Structure Therapeutics Inc | GPCR | Shares | $24.1M | 500K |
| Lb Pharmaceuticals Inc | LBRX | Shares | $22.6M | 915K |
| Enliven Therapeutics Inc | ELVN | Shares | $21.2M | 540K |
| Design Therapeutics Inc | DSGN | Shares | $20.7M | 1.9M |
| Enliven Therapeutics Inc | ELVN | Call | $19.6M | 500K |
| Minerva Neurosciences Inc | NERV | Shares | $19.4M | 3.2M |
| Newamsterdam Pharma Company | Shares | $19.2M | 600K | |
| Mirum Pharmaceuticals Inc | MIRM | Shares | $18.5M | 200K |
| Vaxcyte Inc | PCVX | Shares | $17.4M | 300K |
| Acadia Pharmaceuticals Inc | ACAD | Shares | $16.7M | 750K |
| Compass Therapeutics Inc | CMPX | Shares | $16.7M | 3.1M |
| Avalo Therapeutics Inc | AVTX | Call | $14.9M | 1.0M |
| Celldex Therapeutics Inc New | CLDX | Shares | $14.3M | 450K |
| Janux Therapeutics Inc | JANX | Shares | $13.9M | 1.0M |
| Vor Biopharma Inc | VOR | Shares | $13.4M | 750K |
| Alkermes Plc | Shares | $12.4M | 350K | |
| Oric Pharmaceuticals Inc | ORIC | Shares | $12.0M | 950K |
| Immix Biopharma Inc | IMMX | Shares | $11.2M | 1.2M |
| Tenax Therapeutics Inc | TENX | Shares | $10.0M | 625K |
| Amylyx Pharmaceuticals Inc | AMLX | Shares | $9.7M | 700K |
| Crescent Biopharma Inc. | Shares | $8.9M | 483K | |
| Soleno Therapeutics Inc | SLNOEUR | Shares | $8.4M | 250K |
| Arrivent Biopharma Inc | AVBP | Shares | $8.1M | 350K |
| Relay Therapeutics Inc | RLAY | Shares | $7.5M | 750K |
| Corvus Pharmaceuticals Inc | CRVS | Shares | $6.6M | 450K |
| Meiragtx Hldgs Plc | Shares | $6.1M | 700K | |
| Jade Biosciences Inc | JBIO | Shares | $5.6M | 400K |
| Verastem Inc | VSTM | Shares | $5.3M | 1.0M |
| Avalo Therapeutics Inc | AVTX | Shares | $4.5M | 300K |
| Unicycive Therapeutics Inc | UNCY | Shares | $3.1M | 474K |
| Ibio Inc | IBIO | Shares | $2.5M | 1.3M |
| Palatin Technologies Inc | PTN | Shares | $2.4M | 140K |
| Aclaris Therapeutics Inc | ACRS | Shares | $1.9M | 500K |
| Pharvaris N V | Shares | $1.8M | 65K | |
| Veradermics Inc | MANE | Shares | $1.6M | 25K |
| Sensei Biotherapeutics Inc | FTH | Shares | $946K | 30K |
| Septerna Inc | SEPN | Shares | $566K | 24K |
| Fractyl Health Inc | GUTS | Shares | $458K | 1.0M |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.