Logos Global Management LP
San Francisco, CA
$2.3bn in 68 US stocks at the end of 30 June 2026. The top 10 are 48.3% of the money. It changed about 40.4% of the portfolio this quarter.
Value
$2.3bn
Stocks
68
Top 10 share
48.3%
Turnover
40.4%
What changed this quarter
New
Bought for the first time this quarter.
- Biontech SEBNTX4.1% of the fund
- Vera TherapeuticsVERA4.1% of the fund
- Belite BIOBLTE1.7% of the fund
- Achieve Life SciencesACHV1.5% of the fund
- Cogent BiosciencesCOGT1.5% of the fund
- COMPASS PathwaysCMPS1.4% of the fund
- Mineralys TherapeuticsMLYS1.2% of the fund
- Replimune GroupREPL1.2% of the fund
- Summit TherapeuticsSMMT0.8% of the fund
- CRISPR Therapeutics AGCRSP0.7% of the fund
- DBV Technologies S ADBVT0.6% of the fund
- Parabilis MedicinesPBLS0.6% of the fund
- Scholar Rock HoldingSRRK0.5% of the fund
- Q32 BioQTTB0.4% of the fund
- Odyssey TherapeuticsODTX0.4% of the fund
- AnnexonANNX0.4% of the fund
- Editas MedicineEDIT0.3% of the fund
- Helus PharmaHELP0.2% of the fund
- OnKure TherapeuticsOKUR0.2% of the fund
- Definium TherapeuticsDFTX0.2% of the fund
- uniQureQURE<0.1% of the fund
- JATT II AcquisitionJATT<0.1% of the fund
- Research Alliance Corp IIIRACC<0.1% of the fund
- Longeveron<0.1% of the fund
- Amanat AcquisitionAMAN<0.1% of the fund
Added
Bought more of a stock they already held.
- ErascaERAS9.6% of the fund+9%
- Abivax SAABVX5.9% of the fund+52%
- Celldex TherapeuticsCLDX3.4% of the fund+367%
- Dianthus TherapeuticsDNTH3.4% of the fund+100%
- CG OncologyCGON3.1% of the fund+74%
- Disc MedicineIRON2.8% of the fund+56%
- Maze TherapeuticsMAZE2.5% of the fund+57%
- Dyne TherapeuticsDYN2.4% of the fund+82%
- MoonLake ImmunotherapeuticsMLTX2.2% of the fund+78%
- Ocular TherapeutixOCUL2.2% of the fund+38%
- Design TherapeuticsDSGN1.9% of the fund+54%
- ArriVent BioPharmaAVBP1.5% of the fund+186%
- Crescent BiopharmaCBIO1.5% of the fund+294%
- Jade BiosciencesJBIO1.1% of the fund+181%
- VeradermicsMANE1.0% of the fund+620%
- Avalo TherapeuticsAVTX0.9% of the fund+283%
- Minerva NeurosciencesNERV0.8% of the fund+2%
- Faeth TherapeuticsFTH0.8% of the fund+2307%
Cut
Sold some of their stake.
- Revolution MedicinesRVMD5.6% of the fund-65%
- IDEAYA BiosciencesIDYA4.8% of the fund-13%
- Tango TherapeuticsTNGX3.8% of the fund-5%
- Praxis Precision MedicinesPRAX3.7% of the fund-9%
- Trevi TherapeuticsTRVI1.5% of the fund-22%
- ImmunovantIMVT1.1% of the fund-38%
- Enliven TherapeuticsELVN1.0% of the fund-14%
- Arcus BiosciencesRCUS0.9% of the fund-46%
- Immunocore HldgsIMCR0.8% of the fund-60%
- LB PharmaceuticalsLBRX0.8% of the fund-36%
- Rhythm PharmaceuticalsRYTM0.6% of the fund-72%
- Vor BiopharmaVOR0.5% of the fund-13%
- Immix BiopharmaIMMX0.4% of the fund-18%
- Relay TherapeuticsRLAY0.3% of the fund-53%
- Acadia PharmaceuticalsACAD0.3% of the fund-67%
- Amylyx PharmaceuticalsAMLX0.3% of the fund-50%
- Tenax TherapeuticsTENX0.2% of the fund-52%
- Palatin TechnologiesPTN<0.1% of the fund-7%
- Aclaris TherapeuticsACRS<0.1% of the fund-60%
Sold out
Sold their entire stake.
- Centessa Pharmaceuticals-100%
- Terns Pharmaceuticals-100%
- CytokineticsCYTK-100%
- United TherapeuticsUTHR-100%
- Madrigal PharmaceuticalsMDGL-100%
- BiogenBIIB-100%
- Tyra BiosciencesTYRA-100%
- NewAmsterdam PharmaNAMS-100%
- Mirum PharmaceuticalsMIRM-100%
- VaxcytePCVX-100%
- Compass TherapeuticsCMPX-100%
- Janux TherapeuticsJANX-100%
- Alkermes plc.ALKS-100%
- Oric PharmaceuticalsORIC-100%
- Soleno Therapeutics-100%
- Corvus PharmaceuticalsCRVS-100%
- MeiraGTx HoldingsMGTX-100%
- VerastemVSTM-100%
- iBioIBIO-100%
- PharvarisPHVS-100%
Holdings
- Abivax SAABVX
- Share
- 5.9%
- Value
- $136m
- Shares
- 1,024,000
+52%
- Biontech SEBNTX
- Share
- 4.1%
- Value
- $94m
- Shares
- 1,015,000
New
- Belite BIOBLTE
- Share
- 1.7%
- Value
- $38m
- Shares
- 250,000
New
- Structure TherapeuticsGPCR
- Share
- 1.2%
- Value
- $27m
- Shares
- 500,000
Held
- Immunocore HldgsIMCR
- Share
- 0.8%
- Value
- $19m
- Shares
- 600,000
-60%
- DBV Technologies S ADBVT
- Share
- 0.6%
- Value
- $15m
- Shares
- 915,000
New
- Parabilis MedicinesPBLS
- Share
- 0.6%
- Value
- $14m
- Shares
- 525,000
New
- Odyssey TherapeuticsODTX
- Share
- 0.4%
- Value
- $10m
- Shares
- 521,736
New
- Helus PharmaHELP
- Share
- 0.2%
- Value
- $5m
- Shares
- 750,000
New
- JATT II AcquisitionJATT
- Share
- <0.1%
- Value
- $1m
- Shares
- 100,000
New
- Research Alliance Corp IIIRACC
- Share
- <0.1%
- Value
- $1m
- Shares
- 100,000
New
- Longeveron
- Share
- <0.1%
- Value
- $904,761
- Shares
- 1,287,000
New
- Amanat AcquisitionAMAN
- Share
- <0.1%
- Value
- $508,000
- Shares
- 50,000
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| ErascaERAS | 9.6% | $223m | 12,150,000 | +9% |
| Abivax SAABVX | 5.9% | $136m | 1,024,000 | +52% |
| Revolution MedicinesRVMD | 5.6% | $131m | 700,000 | -65% |
| IDEAYA BiosciencesIDYA | 4.8% | $112m | 3,000,000 | -13% |
| Biontech SEBNTX | 4.1% | $94m | 1,015,000 | New |
| Vera TherapeuticsVERA | 4.1% | $94m | 2,200,000 | New |
| Tango TherapeuticsTNGX | 3.8% | $89m | 2,850,000 | -5% |
| Praxis Precision MedicinesPRAX | 3.7% | $87m | 260,000 | -9% |
| Celldex TherapeuticsCLDX | 3.4% | $78m | 2,100,000 | +367% |
| Dianthus TherapeuticsDNTH | 3.4% | $78m | 800,000 | +100% |
| CG OncologyCGON | 3.1% | $71m | 1,000,000 | +74% |
| Disc MedicineIRON | 2.8% | $64m | 875,000 | +56% |
| Maze TherapeuticsMAZE | 2.5% | $58m | 1,935,000 | +57% |
| Dyne TherapeuticsDYN | 2.4% | $57m | 2,550,000 | +82% |
| MoonLake ImmunotherapeuticsMLTX | 2.2% | $52m | 2,675,000 | +78% |
| Ocular TherapeutixOCUL | 2.2% | $52m | 5,300,000 | +38% |
| Design TherapeuticsDSGN | 1.9% | $43m | 3,000,000 | +54% |
| Olema PharmaceuticalsOLMA | 1.7% | $40m | 3,208,875 | Held |
| Belite BIOBLTE | 1.7% | $38m | 250,000 | New |
| Achieve Life SciencesACHV | 1.5% | $35m | 5,425,000 | New |
| Trevi TherapeuticsTRVI | 1.5% | $35m | 1,880,000 | -22% |
| Cogent BiosciencesCOGT | 1.5% | $35m | 900,000 | New |
| ArriVent BioPharmaAVBP | 1.5% | $35m | 1,000,000 | +186% |
| Crescent BiopharmaCBIO | 1.5% | $34m | 1,900,000 | +294% |
| COMPASS PathwaysCMPS | 1.4% | $32m | 2,250,000 | New |
| Mineralys TherapeuticsMLYS | 1.2% | $28m | 1,050,000 | New |
| Replimune GroupREPL | 1.2% | $28m | 2,500,000 | New |
| Xenon PharmaceuticalsXENE | 1.2% | $27m | 450,000 | Held |
| Structure TherapeuticsGPCR | 1.2% | $27m | 500,000 | Held |
| ImmunovantIMVT | 1.1% | $26m | 665,000 | -38% |
| Jade BiosciencesJBIO | 1.1% | $25m | 1,125,000 | +181% |
| Enliven TherapeuticsELVN | 1.0% | $24m | 465,000 | -14% |
| VeradermicsMANE | 1.0% | $22m | 180,000 | +620% |
| Avalo TherapeuticsAVTX | 0.9% | $21m | 1,150,000 | +283% |
| Arcus BiosciencesRCUS | 0.9% | $20m | 650,000 | -46% |
| Summit TherapeuticsSMMT | 0.8% | $20m | 1,350,000 | New |
| Immunocore HldgsIMCR | 0.8% | $19m | 600,000 | -60% |
| LB PharmaceuticalsLBRX | 0.8% | $19m | 585,000 | -36% |
| Minerva NeurosciencesNERV | 0.8% | $18m | 3,288,777 | +2% |
| Faeth TherapeuticsFTH | 0.8% | $18m | 722,020 | +2307% |
| CRISPR Therapeutics AGCRSP | 0.7% | $16m | 300,000 | New |
| DBV Technologies S ADBVT | 0.6% | $15m | 915,000 | New |
| Parabilis MedicinesPBLS | 0.6% | $14m | 525,000 | New |
| Rhythm PharmaceuticalsRYTM | 0.6% | $14m | 125,000 | -72% |
| Vor BiopharmaVOR | 0.5% | $12m | 650,000 | -13% |
| Scholar Rock HoldingSRRK | 0.5% | $11m | 200,000 | New |
| Immix BiopharmaIMMX | 0.4% | $10m | 1,000,000 | -18% |
| Q32 BioQTTB | 0.4% | $10m | 800,000 | New |
| Odyssey TherapeuticsODTX | 0.4% | $10m | 521,736 | New |
| AnnexonANNX | 0.4% | $9m | 1,500,000 | New |
| Editas MedicineEDIT | 0.3% | $7m | 2,222,000 | New |
| Relay TherapeuticsRLAY | 0.3% | $7m | 350,000 | -53% |
| Acadia PharmaceuticalsACAD | 0.3% | $6m | 250,000 | -67% |
| Amylyx PharmaceuticalsAMLX | 0.3% | $6m | 350,000 | -50% |
| Helus PharmaHELP | 0.2% | $5m | 750,000 | New |
| OnKure TherapeuticsOKUR | 0.2% | $4m | 963,855 | New |
| Tenax TherapeuticsTENX | 0.2% | $4m | 300,000 | -52% |
| Definium TherapeuticsDFTX | 0.2% | $4m | 80,000 | New |
| Unicycive TherapeuticsUNCY | <0.1% | $2m | 473,563 | Held |
| Palatin TechnologiesPTN | <0.1% | $1m | 130,000 | -7% |
| uniQureQURE | <0.1% | $1m | 30,000 | New |
| JATT II AcquisitionJATT | <0.1% | $1m | 100,000 | New |
| Research Alliance Corp IIIRACC | <0.1% | $1m | 100,000 | New |
| Aclaris TherapeuticsACRS | <0.1% | $1m | 200,000 | -60% |
| Longeveron | <0.1% | $904,761 | 1,287,000 | New |
| Fractyl HealthGUTS | <0.1% | $794,400 | 1,000,000 | Held |
| SepternaSEPN | <0.1% | $788,623 | 23,548 | Held |
| Amanat AcquisitionAMAN | <0.1% | $508,000 | 50,000 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 210.3% since 30 June 2025.
Where the money is
Health care85.7%
Financial services0.1%
Other14.3%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.