Logos Global Management LP — 13F Holdings & Portfolio
CIK 1792126 · latest 13F-HR filed 2026-05-15
Logos Global Management LP manages $2.00B in 13F-reported U.S. long-equity assets across 66 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are RVMD (9.71%), ERAS (9.01%), IDYA (5.74%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 12 new positions, exited 13, added to 27, and trimmed 19.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$2.00B
Long-equity book
66
Distinct positions
2026-03-31
Filed 2026-05-15
+12 / −13 / ↑27 / ↓19
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ERASCA INC$132.0M +273.1%
- CENTESSA PHARMACEUTICALS PLC$79.4M +1587.4%
- TERNS PHARMACEUTICALS INC$48.8M +161.0%
- CYTOKINETICS INC$38.6M +202.5%
- REVOLUTION MEDICINES INC$35.2M +22.1%
Top Trims
- OLEMA PHARMACEUTICALS INC-$32.4M -40.4%
- PRAXIS PRECISION MEDICINES I-$18.7M -16.9%
- STRUCTURE THERAPEUTICS INC-$17.6M -42.2%
- VAXCYTE INC-$12.6M -41.9%
- OCULAR THERAPEUTIX INC-$9.9M -23.3%
New Positions
- UNITED THERAPEUTICS CORP DEL$47.4M
- MADRIGAL PHARMACEUTICALS INC$44.5M
- XENON PHARMACEUTICALS INC$26.2M
- ARCUS BIOSCIENCES INC$25.9M
- ALKERMES PLC$12.4M
Exited Positions
- CIDARA THERAPEUTICS INC$68.5M
- AVIDITY BIOSCIENCES INC$36.1M
- JAZZ PHARMACEUTICALS PLC$34.0M
- UNIQURE NV$16.2M
- KINIKSA PHARMACEUTICALS INTL$14.4M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | REVOLUTION MEDICINES INC | RVMD | 76155X100 | $194.5M | 9.71% | 2,000,000 | SH |
| 2 | ERASCA INC | ERAS | 29479A108 | $180.4M | 9.01% | 11,150,000 | SH |
| 3 | IDEAYA BIOSCIENCES INC | IDYA | 45166A102 | $115.0M | 5.74% | 3,450,000 | SH |
| 4 | PRAXIS PRECISION MEDICINES I | PRAX | 74006W207 | $91.8M | 4.58% | 285,000 | SH |
| 5 | CENTESSA PHARMACEUTICALS PLC | CNTA | 152309100 | $84.4M | 4.21% | 2,125,000 | SH |
| 6 | TERNS PHARMACEUTICALS INC | TERN | 880881107 | $79.1M | 3.95% | 1,500,000 | SH |
| 7 | ABIVAX SA | ABVX | 00370M103 | $75.2M | 3.75% | 675,000 | SH |
| 8 | TANGO THERAPEUTICS INC | TNGX | 87583X109 | $62.8M | 3.13% | 3,000,000 | SH |
| 9 | CYTOKINETICS INC | CYTK | 23282W605 | $57.7M | 2.88% | 875,000 | SH |
| 10 | OLEMA PHARMACEUTICALS INC | OLMA | 68062P106 | $47.8M | 2.39% | 3,208,875 | SH |
| 11 | UNITED THERAPEUTICS CORP DEL | UTHR | 91307C102 | $47.4M | 2.37% | 80,000 | SH |
| 12 | IMMUNOCORE HLDGS PLC | IMCR | 45258D105 | $45.2M | 2.26% | 1,500,000 | SH |
| 13 | MADRIGAL PHARMACEUTICALS INC | MDGL | 558868105 | $44.5M | 2.22% | 85,000 | SH |
| 14 | RHYTHM PHARMACEUTICALS INC | RYTM | 76243J105 | $39.1M | 1.95% | 450,000 | SH |
| 15 | CG ONCOLOGY INC | CGON | 156944100 | $38.9M | 1.94% | 575,000 | SH |
| 16 | MAZE THERAPEUTICS INC | MAZE | 578784100 | $36.9M | 1.84% | 1,235,000 | SH |
| 17 | BIOGEN INC | BIIB | 09062X103 | $36.7M | 1.83% | 200,000 | SH |
| 18 | DISC MEDICINE INC | IRON | 254604101 | $35.8M | 1.79% | 560,000 | SH |
| 19 | DIANTHUS THERAPEUTICS INC | DNTH | 252828108 | $33.6M | 1.68% | 400,000 | SH |
| 20 | OCULAR THERAPEUTIX INC | OCUL | 67576A100 | $32.6M | 1.63% | 3,850,000 | SH |
| 21 | TYRA BIOSCIENCES INC | TYRA | 90240B106 | $32.6M | 1.63% | 850,000 | SH |
| 22 | TREVI THERAPEUTICS INC | TRVI | 89532M101 | $28.6M | 1.43% | 2,400,000 | SH |
| 23 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 61559X104 | $28.0M | 1.40% | 1,500,000 | SH |
| 24 | IMMUNOVANT INC | IMVT | 45258J102 | $26.7M | 1.33% | 1,075,000 | SH |
| 25 | TERNS PHARMACEUTICALS INC Call | TERN | 880881107 | $26.4M | 1.32% | 500,000 | SH |
| 26 | XENON PHARMACEUTICALS INC | XENE | 98420N105 | $26.2M | 1.31% | 450,000 | SH |
| 27 | ARCUS BIOSCIENCES INC | RCUS | 03969F109 | $25.9M | 1.29% | 1,200,000 | SH |
| 28 | DYNE THERAPEUTICS INC | DYN | 26818M108 | $25.4M | 1.27% | 1,400,000 | SH |
| 29 | STRUCTURE THERAPEUTICS INC | GPCR | 86366E106 | $24.1M | 1.20% | 500,000 | SH |
| 30 | LB PHARMACEUTICALS INC | LBRX | 50180M108 | $22.6M | 1.13% | 915,000 | SH |
| 31 | ENLIVEN THERAPEUTICS INC | ELVN | 29337E102 | $21.2M | 1.06% | 540,000 | SH |
| 32 | DESIGN THERAPEUTICS INC | DSGN | 25056L103 | $20.7M | 1.04% | 1,950,000 | SH |
| 33 | ENLIVEN THERAPEUTICS INC Call | ELVN | 29337E102 | $19.6M | 0.98% | 500,000 | SH |
| 34 | MINERVA NEUROSCIENCES INC | NERV | 603380205 | $19.4M | 0.97% | 3,215,000 | SH |
| 35 | NEWAMSTERDAM PHARMA COMPANY | NAMS | N62509109 | $19.2M | 0.96% | 600,000 | SH |
| 36 | MIRUM PHARMACEUTICALS INC | MIRM | 604749101 | $18.5M | 0.92% | 200,000 | SH |
| 37 | VAXCYTE INC | PCVX | 92243G108 | $17.4M | 0.87% | 300,000 | SH |
| 38 | ACADIA PHARMACEUTICALS INC | ACAD | 004225108 | $16.7M | 0.83% | 750,000 | SH |
| 39 | COMPASS THERAPEUTICS INC | CMPX | 20454B104 | $16.7M | 0.83% | 3,150,000 | SH |
| 40 | AVALO THERAPEUTICS INC Call | AVTX | 05338F306 | $14.9M | 0.75% | 1,000,000 | SH |
| 41 | CELLDEX THERAPEUTICS INC NEW | CLDX | 15117B202 | $14.3M | 0.71% | 450,000 | SH |
| 42 | JANUX THERAPEUTICS INC | JANX | 47103J105 | $13.9M | 0.69% | 1,000,000 | SH |
| 43 | VOR BIOPHARMA INC | VOR | 929033207 | $13.4M | 0.67% | 750,000 | SH |
| 44 | ALKERMES PLC | ALKS | G01767105 | $12.4M | 0.62% | 350,000 | SH |
| 45 | ORIC PHARMACEUTICALS INC | ORIC | 68622P109 | $12.0M | 0.60% | 950,000 | SH |
| 46 | IMMIX BIOPHARMA INC | IMMX | 45258H106 | $11.2M | 0.56% | 1,225,000 | SH |
| 47 | TENAX THERAPEUTICS INC | TENX | 88032L605 | $10.0M | 0.50% | 625,000 | SH |
| 48 | AMYLYX PHARMACEUTICALS INC | AMLX | 03237H101 | $9.7M | 0.49% | 700,000 | SH |
| 49 | CRESCENT BIOPHARMA INC. | CBIO | G2545C104 | $8.9M | 0.44% | 482,500 | SH |
| 50 | SOLENO THERAPEUTICS INC | SLNO | 834203309 | $8.4M | 0.42% | 250,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $2.00B | 66 | 0001172661-26-002196 |
| 2025-12-31 | 2026-02-17 | $1.65B | 69 | 0001172661-26-001209 |
| 2025-09-30 | 2025-11-14 | $1.12B | 59 | 0001172661-25-004983 |