Logos Global Management LP
CIK 1792126 · View on SEC EDGAR ↗
- Portfolio value
- $2.3B
- Positions
- 68
- As of
- June 30, 2026
#1,378 of 9,443 by 13F value · top 14.6%
Portfolio value QoQ: +16.0% 13F does not disclose cash
- Top 10 holdings weight
- 48.35%
- Top 25 holdings weight
- 77.69%
- Positions above 1%
- 32
- Effective number of positions
- 29.0
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 43.9% Est. buys $949,551,903 · sells $981,309,950
Median holding: 2.0 quarters Tracked Q4 2024–Q2 2026 · 44.4% still held
- New positions
- 25
- Increased
- 18
- Decreased
- 19
- Closed
- 20
On this page
- Performance vs S&P How this manager's 13F portfolio performed against the S&P 500.
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
- Related The person behind this filer, where we can match one.
Performance vs S&P 500
Annualized: +67.9% · S&P 500: +18.0%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Priceable coverage: 96.2% · Options excluded: 6.7%
Sector breakdown
Healthcare
98.4%
Other/Unmapped
1.6%
Full portfolio 68 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| ERAS Erasca, Inc. - Common Stock | $222,588,000 | 9.58% | 12,150,000 | $42,181,000 | Up ×1 | ||
| ABVX Abivax SA - American Depositary Shares | $136,458,240 | 5.87% | 1,024,000 | $61,296,990 | Up ×2 | ||
| RVMD Revolution Medicines, Inc. - Common Stock | $131,096,000 | 5.64% | 700,000 | $-63,404,000 | Down ×1 | ||
| IDYA IDEAYA Biosciences, Inc. - Common Stock | $111,810,000 | 4.81% | 3,000,000 | $-3,144,000 | Down ×1 | ||
| BNTX BioNTech SE - American Depositary Shares | $94,445,750 | 4.07% | 1,015,000 | ||||
| VERA Vera Therapeutics, Inc. - Class A Common Stock | $94,402,000 | 4.06% | 2,200,000 | ||||
| TNGX Tango Therapeutics, Inc. - Common Stock | $89,091,000 | 3.84% | 2,850,000 | $26,331,000 | Down ×2 | ||
| PRAX Praxis Precision Medicines, Inc. - Common Stock | $87,045,400 | 3.75% | 260,000 | $-4,778,750 | Down ×2 | ||
| CLDX Celldex Therapeutics, Inc. - Common Stock | $78,141,000 | 3.36% | 2,100,000 | $63,867,000 | Up ×2 | ||
| DNTH Dianthus Therapeutics, Inc. - Common Stock | $77,984,000 | 3.36% | 800,000 | $44,416,000 | Up ×3 | ||
| CGON CG Oncology, Inc. - Common stock | $71,050,000 | 3.06% | 1,000,000 | $32,134,000 | Up ×2 | ||
| IRON Disc Medicine, Inc. - Common Stock | $63,997,500 | 2.76% | 875,000 | $28,191,100 | Up ×3 | ||
| MAZE Maze Therapeutics, Inc. - Common Stock | $57,740,400 | 2.49% | 1,935,000 | $20,875,650 | Up ×2 | ||
| DYN Dyne Therapeutics, Inc. - Common Stock | $56,635,500 | 2.44% | 2,550,000 | $31,253,500 | Up ×2 | ||
| MLTX MoonLake Immunotherapeutics - Class A Ordinary Shares | $52,082,250 | 2.24% | 2,675,000 | $24,122,250 | Up ×1 | ||
| OCUL Ocular Therapeutix, Inc. - Common Stock | $52,046,000 | 2.24% | 5,300,000 | $19,436,500 | Up ×4 | ||
| DSGN Design Therapeutics, Inc. - Common Stock | $43,410,000 | 1.87% | 3,000,000 | $22,662,000 | Up ×1 | ||
| OLMA Olema Pharmaceuticals, Inc. - Common Stock | $40,143,026 | 1.73% | 3,208,875 | $-7,701,300 | |||
| BLTE Belite Bio, Inc - American Depositary Shares | $38,496,250 | 1.66% | 250,000 | Up ×1 | |||
| ACHV Achieve Life Sciences, Inc. - Common Shares | $35,425,250 | 1.53% | 5,425,000 | Up ×1 | |||
| TRVI Trevi Therapeutics, Inc. - Common Stock | $35,062,000 | 1.51% | 1,880,000 | $6,430,000 | Down ×1 | ||
| COGT Cogent Biosciences, Inc. - Common Stock | $34,830,000 | 1.50% | 900,000 | ||||
| AVBP ArriVent BioPharma, Inc. - Common Stock | $34,740,000 | 1.50% | 1,000,000 | $26,665,500 | Up ×1 | ||
| CBIO Crescent Biopharma, Inc. - Common Stock | $34,200,000 | 1.47% | 1,900,000 | $25,336,475 | Up ×1 | ||
| CMPS COMPASS Pathways Plc - American Depository Shares | $31,837,500 | 1.37% | 2,250,000 | ||||
| MLYS Mineralys Therapeutics, Inc. - Common Stock | $28,329,000 | 1.22% | 1,050,000 | Up ×1 | |||
| REPL Replimune Group, Inc. - Common Stock | $27,675,000 | 1.19% | 2,500,000 | Up ×1 | |||
| XENE Xenon Pharmaceuticals Inc. - Common Shares | $27,162,000 | 1.17% | 450,000 | $994,500 | |||
| GPCR Structure Therapeutics Inc. - American Depositary Shares | $26,835,000 | 1.16% | 500,000 | $2,735,000 | |||
| IMVT Immunovant, Inc. - Common Stock | $25,622,450 | 1.10% | 665,000 | $-1,080,550 | Down ×2 | ||
| JBIO Jade Biosciences, Inc. - Common Stock | $24,997,500 | 1.08% | 1,125,000 | $19,377,500 | Up ×2 | ||
| ELVN Enliven Therapeutics, Inc. - Common Stock | $23,598,750 | 1.02% | 465,000 | $2,430,750 | Down ×1 | ||
| MANE Veradermics, Incorporated Common Stock | $22,129,200 | 0.95% | 180,000 | $20,550,450 | Up ×1 | ||
| AVTX Avalo Therapeutics, Inc. - Common Stock | $21,252,000 | 0.91% | 1,150,000 | $16,773,000 | Up ×1 | ||
| RCUS Arcus Biosciences, Inc. Common Stock | $20,039,500 | 0.86% | 650,000 | $-5,880,500 | Down ×1 | ||
| SMMT Summit Therapeutics Inc. - Common Stock | $19,669,500 | 0.85% | 1,350,000 | Up ×1 | |||
| IMCR Immunocore Holdings plc - American Depositary Shares | $19,050,000 | 0.82% | 600,000 | $-26,175,000 | Down ×1 | ||
| LBRX LB Pharmaceuticals Inc - Common Stock | $18,986,175 | 0.82% | 585,000 | $-3,577,725 | Down ×2 | ||
| NERV Minerva Neurosciences, Inc - Common Stock | $18,252,712 | 0.79% | 3,288,777 | $-1,117,663 | Up ×1 | ||
| SNSE Sensei Biotherapeutics, Inc. - Common Stock | $18,050,500 | 0.78% | 722,020 | $17,104,900 | Up ×1 | ||
| CRSP CRISPR Therapeutics AG - Common Shares | $16,362,000 | 0.70% | 300,000 | Up ×1 | |||
| DBVT DBV Technologies S.A. - American Depositary Shares | $15,006,000 | 0.65% | 915,000 | ||||
| Unknown issuer (CUSIP: 698955101) | $14,369,250 | 0.62% | 525,000 | Up ×1 | |||
| RYTM Rhythm Pharmaceuticals, Inc. - Common Stock | $13,878,750 | 0.60% | 125,000 | $-25,257,750 | Down ×1 | ||
| VOR Vor Biopharma Inc. - Common Stock | $11,966,500 | 0.52% | 650,000 | $-1,413,500 | Down ×1 | ||
| SRRK Scholar Rock Holding Corporation - Common Stock | $11,000,000 | 0.47% | 200,000 | ||||
| IMMX Immix Biopharma, Inc. - Common Stock | $10,310,000 | 0.44% | 1,000,000 | $-849,750 | Down ×1 | ||
| QTTB Q32 Bio Inc. - Common Stock | $10,192,000 | 0.44% | 800,000 | Up ×1 | |||
| Unknown issuer (CUSIP: 67613T104) | $9,761,681 | 0.42% | 521,736 | Up ×1 | |||
| ANNX Annexon, Inc. - common stock | $8,565,000 | 0.37% | 1,500,000 | ||||
| EDIT Editas Medicine, Inc. - Common Stock | $7,199,280 | 0.31% | 2,222,000 | Up ×1 | |||
| RLAY Relay Therapeutics, Inc. - Common Stock | $6,548,500 | 0.28% | 350,000 | $-914,000 | Down ×1 | ||
| ACAD ACADIA Pharmaceuticals Inc. - Common Stock | $6,325,000 | 0.27% | 250,000 | $-10,370,000 | Down ×2 | ||
| AMLX Amylyx Pharmaceuticals, Inc. - Common Stock | $6,286,000 | 0.27% | 350,000 | $-3,444,000 | Down ×3 | ||
| HELP Cybin Inc. - Common Stock | $4,957,500 | 0.21% | 750,000 | Up ×1 | |||
| OKUR OnKure Therapeutics, Inc. - Class A Common Stock | $4,395,179 | 0.19% | 963,855 | Up ×1 | |||
| TENX Tenax Therapeutics, Inc. - Common Stock | $4,365,000 | 0.19% | 300,000 | $-5,628,750 | Down ×1 | ||
| DFTX Definium Therapeutics, Inc. - Common Shares | $3,763,200 | 0.16% | 80,000 | Up ×1 | |||
| UNCY Unicycive Therapeutics, Inc. - Common Stock | $2,221,010 | 0.10% | 473,563 | $-895,035 | |||
| PTN Palatin Technologies, Inc. - Common Stock | $1,402,700 | 0.06% | 130,000 | $-1,036,100 | Down ×1 | ||
| QURE uniQure N.V. - Ordinary Shares | $1,381,800 | 0.06% | 30,000 | ||||
| Unknown issuer (CUSIP: G50765109) | $1,136,000 | 0.05% | 100,000 | Up ×1 | |||
| Unknown issuer (CUSIP: G75226103) | $1,070,000 | 0.05% | 100,000 | Up ×1 | |||
| ACRS Aclaris Therapeutics, Inc. - Common Stock | $1,058,000 | 0.05% | 200,000 | $-817,000 | Down ×5 | ||
| LGVN Longeveron Inc. - Class A Common stock | $904,761 | 0.04% | 1,287,000 | Up ×1 | |||
| GUTS Fractyl Health, Inc. - Common Stock | $794,400 | 0.03% | 1,000,000 | $336,600 | |||
| SEPN Septerna, Inc. - Common Stock | $788,623 | 0.03% | 23,548 | $222,765 | |||
| Unknown issuer (CUSIP: G0375M101) | $508,000 | 0.02% | 50,000 | Up ×1 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| BNTX | $94,445,750 | 1,015,000 | 4.07% |
| VERA | $94,402,000 | 2,200,000 | 4.06% |
| BLTE | $38,496,250 | 250,000 | 1.66% |
| ACHV | $35,425,250 | 5,425,000 | 1.53% |
| COGT | $34,830,000 | 900,000 | 1.50% |
| CMPS | $31,837,500 | 2,250,000 | 1.37% |
| MLYS | $28,329,000 | 1,050,000 | 1.22% |
| REPL | $27,675,000 | 2,500,000 | 1.19% |
| SMMT | $19,669,500 | 1,350,000 | 0.85% |
| CRSP | $16,362,000 | 300,000 | 0.70% |
| DBVT | $15,006,000 | 915,000 | 0.65% |
| Unknown issuer (CUSIP: 698955101) | $14,369,250 | 525,000 | 0.62% |
| SRRK | $11,000,000 | 200,000 | 0.47% |
| QTTB | $10,192,000 | 800,000 | 0.44% |
| Unknown issuer (CUSIP: 67613T104) | $9,761,681 | 521,736 | 0.42% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| RVMD | Trimmed | -1.3M | -$63.4M |
| ABVX | Bought more | +349K | +$61.3M |
| DNTH | Bought more | +400K | +$44.4M |
| ERAS | Bought more | +1.0M | +$42.2M |
| CGON | Bought more | +425K | +$32.1M |
| DYN | Bought more | +1.1M | +$31.3M |
| IRON | Bought more | +315K | +$28.2M |
| AVBP | Bought more | +650K | +$26.7M |
| TNGX | Trimmed | -150K | +$26.3M |
| IMCR | Trimmed | -900K | -$26.2M |
1 position hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| TERN | June 30, 2026 | 2,000,000 | $105,440,000 | No longer tracked |
| CNTA | June 30, 2026 | 2,125,000 | $84,405,000 | No longer tracked |
| XBI | Sept. 30, 2025 | 1,000,000 | $82,930,000 | No longer tracked |
| CDTX | March 31, 2026 | 310,000 | $68,475,900 | No longer tracked |
| CYTK | June 30, 2026 | 875,000 | $57,671,250 | -10.0% |
| AKRO | Dec. 31, 2025 | 1,200,000 | $56,976,000 | No longer tracked |
| ARVN | Dec. 31, 2025 | 5,575,000 | $47,499,000 | -19.1% |
| UTHR | June 30, 2026 | 80,000 | $47,438,400 | -1.5% |
| MDGL | June 30, 2026 | 85,000 | $44,494,950 | -0.4% |
| CYTK | March 31, 2025 | 900,000 | $42,336,000 | 90.8% |
| VERA | March 31, 2025 | 875,000 | $37,003,750 | 37.4% |
| BIIB | June 30, 2026 | 200,000 | $36,666,000 | 1.2% |
| RNA | March 31, 2026 | 500,000 | $36,065,000 | -1.6% |
| NUVL | June 30, 2025 | 500,000 | $35,460,000 | No longer tracked |
| JAZZ | March 31, 2026 | 200,000 | $34,000,000 | 34.9% |
| TYRA | June 30, 2026 | 850,000 | $32,555,000 | -16.9% |
| MRUS | March 31, 2025 | 750,000 | $31,537,500 | No longer tracked |
| INSM | March 31, 2025 | 450,000 | $31,068,000 | 68.8% |
| NBIX | March 31, 2025 | 200,000 | $27,300,000 | 40.6% |
| TEVA | Sept. 30, 2025 | 1,500,000 | $25,140,000 | 85.2% |
| APLS | March 31, 2026 | 1,000,000 | $25,120,000 | No longer tracked |
| PCVX | March 31, 2025 | 300,000 | $24,558,000 | 64.8% |
| UTHR | Sept. 30, 2025 | 85,000 | $24,424,750 | 27.3% |
| XENE | June 30, 2025 | 650,000 | $21,807,500 | 104.3% |
| JAZZ | March 31, 2025 | 175,000 | $21,551,250 | 105.3% |
| PTGX | Dec. 31, 2025 | 300,000 | $19,929,000 | 80.5% |
| NAMS | June 30, 2026 | 600,000 | $19,206,000 | -17.9% |
| NBIX | Sept. 30, 2025 | 150,000 | $18,853,500 | 10.8% |
| MIRM | June 30, 2026 | 200,000 | $18,476,000 | -12.4% |
| BNTX | June 30, 2025 | 200,000 | $18,212,000 | 5.9% |
| ETNB | June 30, 2025 | 2,500,000 | $18,175,000 | No longer tracked |
| SLNO | June 30, 2025 | 250,000 | $17,862,500 | No longer tracked |
| BPMC | March 31, 2025 | 200,000 | $17,444,000 | No longer tracked |
| PCVX | June 30, 2026 | 300,000 | $17,433,000 | 7.1% |
| TVTX | March 31, 2025 | 1,000,000 | $17,420,000 | 262.2% |
| CMPX | June 30, 2026 | 3,150,000 | $16,663,500 | 13.5% |
| QURE | March 31, 2026 | 675,000 | $16,152,750 | 188.6% |
| APLS | March 31, 2025 | 500,000 | $15,955,000 | No longer tracked |
| MDGL | Sept. 30, 2025 | 50,000 | $15,132,000 | 16.7% |
| KNSA | March 31, 2026 | 350,000 | $14,437,500 | 67.4% |
| ALKS | March 31, 2025 | 500,000 | $14,380,000 | 53.5% |
| JANX | June 30, 2026 | 1,000,000 | $13,900,000 | 12.6% |
| KRYS | Sept. 30, 2025 | 100,000 | $13,746,000 | 91.4% |
| APGE | March 31, 2025 | 300,000 | $13,590,000 | 260.8% |
| KROS | Dec. 31, 2025 | 850,000 | $13,447,000 | -46.7% |
| ARVN | March 31, 2025 | 700,000 | $13,419,000 | 36.6% |
| GERN | June 30, 2025 | 8,000,000 | $12,720,000 | 11.7% |
| ALKS | June 30, 2026 | 350,000 | $12,376,000 | -3.3% |
| CLDX | Sept. 30, 2025 | 600,000 | $12,210,000 | 62.2% |
| ORIC | June 30, 2026 | 950,000 | $12,036,500 | 32.5% |
| CRNX | June 30, 2025 | 350,000 | $11,739,000 | 194.7% |
| SYRE | March 31, 2025 | 500,000 | $11,640,000 | 554.7% |
| EWTX | March 31, 2025 | 400,000 | $10,680,000 | 110.1% |
| KYMR | March 31, 2026 | 130,000 | $10,115,300 | 49.0% |
| PLRX | March 31, 2025 | 750,000 | $9,877,500 | -12.2% |
| BHVN | Sept. 30, 2025 | 700,000 | $9,877,000 | -4.3% |
| XNCR | Sept. 30, 2025 | 1,250,000 | $9,825,000 | 125.9% |
| NRIX | March 31, 2026 | 500,000 | $9,485,000 | 77.4% |
| MLTX | Sept. 30, 2025 | 200,000 | $9,440,000 | 129.3% |
| IMTX | March 31, 2026 | 850,000 | $8,925,000 | -6.2% |
| LEGN | Sept. 30, 2025 | 250,000 | $8,872,500 | -30.5% |
| DRUG | March 31, 2025 | 245,000 | $8,824,900 | 136.6% |
| SLNO | June 30, 2026 | 250,000 | $8,370,000 | No longer tracked |
| LRMR | Dec. 31, 2025 | 2,500,000 | $8,075,000 | 11.9% |
| YMAB | March 31, 2025 | 1,000,000 | $7,830,000 | No longer tracked |
| ACLX | March 31, 2026 | 115,000 | $7,498,000 | No longer tracked |
| COGT | Dec. 31, 2025 | 500,000 | $7,180,000 | 5.9% |
| IMRX | Dec. 31, 2025 | 950,000 | $6,650,000 | -20.7% |
| CRVS | June 30, 2026 | 450,000 | $6,583,500 | 3.9% |
| SRRK | Dec. 31, 2025 | 175,000 | $6,517,000 | 25.4% |
| MGTX | June 30, 2026 | 700,000 | $6,062,000 | 5.8% |
| ANNX | Sept. 30, 2025 | 2,410,000 | $5,784,000 | 81.5% |
| CMPS | June 30, 2025 | 2,000,000 | $5,720,000 | 397.9% |
| MTSR | Sept. 30, 2025 | 200,000 | $5,690,000 | No longer tracked |
| EPRX | Dec. 31, 2025 | 900,000 | $5,310,000 | -8.3% |
| VSTM | June 30, 2026 | 1,000,000 | $5,300,000 | 96.6% |
| NGNE | March 31, 2026 | 195,000 | $4,017,000 | 85.0% |
| BCAX | Sept. 30, 2025 | 400,000 | $3,716,000 | 65.7% |
| ATXS | Dec. 31, 2025 | 500,000 | $3,640,000 | No longer tracked |
| ATYR | March 31, 2025 | 1,000,000 | $3,620,000 | -82.5% |
| AVTE | June 30, 2025 | 1,400,000 | $3,514,000 | No longer tracked |
| PEPG | Dec. 31, 2025 | 750,000 | $3,465,000 | -55.5% |
| DAWN | March 31, 2026 | 300,000 | $2,796,000 | No longer tracked |
| IBIO | June 30, 2026 | 1,300,000 | $2,470,000 | -17.1% |
| RAPP | Sept. 30, 2025 | 208,910 | $2,375,307 | 66.0% |
| ESPR | Dec. 31, 2025 | 750,000 | $1,987,500 | No longer tracked |
| PHVS | June 30, 2026 | 65,000 | $1,836,250 | 4.5% |
| ALEC | Dec. 31, 2025 | 500,000 | $1,480,000 | 44.6% |
| GLYC | June 30, 2025 | 5,400,000 | $1,134,000 | No longer tracked |
| MREO | March 31, 2026 | 1,850,000 | $770,895 | -7.1% |
| ALLK | June 30, 2025 | 2,900,000 | $660,040 | No longer tracked |
| DBVT | March 31, 2026 | 25,000 | $479,250 | -29.0% |
| ARTV | June 30, 2025 | 145,089 | $435,267 | 643.9% |
| SLDB | June 30, 2025 | 100,000 | $370,000 | 99.3% |
| NUVBWS | March 31, 2026 | 66,666 | $22,000 | No longer tracked |