Logos Global Management LP
13F Reported Value
ⓘ$2.0B
incl. option notional
Equity Holdings
ⓘ$1.9B
Option Notional
ⓘ$60.9M
$0 puts / $60.9M calls
Holdings
66
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Logos Global Management LP disclosed 66 positions worth $2.0B in its Form 13F-HR for Q1 2026 — $1.9B in common stock plus $60.9M of put/call option positions (reported at underlying notional value, not premium at risk), led by $RVMD (Revolution Medicines, Inc.) at 10.0% of the equity portfolio, followed by $ERAS and $IDYA. During the quarter the fund opened 15 new positions and exited 18 — including a new stake in $UTHR and a full exit from $RVMD. The portfolio is most concentrated in Healthcare (100.0% of disclosed assets). All figures are sourced directly from Logos Global Management LP’s Form 13F-HR filing with the SEC under CIK 1792126.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
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Quality
$194.5M2,000,000 sh - —
Quality
$180.4M11,150,000 sh - 10.5#2,808
Quality
$115.0M3,450,000 sh - $91.8M285,000 sh
- —
Quality
$84.4M2,125,000 sh - —
Quality
$79.1M1,500,000 sh - —
Quality
$75.2M675,000 sh - 26.9
Quality
$62.8M3,000,000 sh - 28.0
Quality
$57.7M875,000 sh - —
Quality
$47.8M3,208,875 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Revolution Medicines, Inc.$RVMD | — | $194.5M | 2,000,000 |
 Erasca, Inc.$ERAS | — | $180.4M | 11,150,000 |
 IDEAYA Biosciences, Inc.$IDYA | 10.5#2,808 | $115.0M | 3,450,000 |
 Praxis Precision Medicines, Inc.$PRAX | — | $91.8M | 285,000 |
 Centessa Pharmaceuticals plc$CNTA | — | $84.4M | 2,125,000 |
 Terns Pharmaceuticals, Inc.$TERN | — | $79.1M | 1,500,000 |
 Abivax S.A.$ABVX | — | $75.2M | 675,000 |
 Tango Therapeutics, Inc.$TNGX | 26.9 | $62.8M | 3,000,000 |
 CYTOKINETICS INC$CYTK | 28.0 | $57.7M | 875,000 |
 Olema Pharmaceuticals, Inc.$OLMA | — | $47.8M | 3,208,875 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Logos Global Management LP's 66 positions.
Showing top 10 of 66 holdings.
Sector Allocation
Healthcare
$1.9B
Other
$945,600
Full Holdings — Logos Global Management LP (Q1 2026)
All 66 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $RVMD | Revolution Medicines, Inc. | $194.5M | 10.0% | +0% | — |
| 2 | $ERAS | Erasca, Inc. | $180.4M | 9.3% | -14% | — |
| 3 | $IDYA | IDEAYA Biosciences, Inc. | $115.0M | 5.9% | +10% | 10.5 |
| 4 | $PRAX | Praxis Precision Medicines, Inc. | $91.8M | 4.7% | -24% | — |
| 5 | $CNTA | Centessa Pharmaceuticals plc | $84.4M | 4.3% | +963% | — |
| 6 | $TERN | Terns Pharmaceuticals, Inc. | $79.1M | 4.1% | +100% | — |
| 7 | $ABVX | Abivax S.A. | $75.2M | 3.9% | +69% | — |
| 8 | $TNGX | Tango Therapeutics, Inc. | $62.8M | 3.2% | -29% | 26.9 |
| 9 | $CYTK | CYTOKINETICS INC | $57.7M | 3.0% | +192% | 28 |
| 10 | $OLMA | Olema Pharmaceuticals, Inc. | $47.8M | 2.5% | +0% | — |
| 11 |  $UTHR | UNITED THERAPEUTICS Corp | $47.4M | 2.4% | NEW | 80.1 |
| 12 |  $IMCR | Immunocore Holdings plc | $45.2M | 2.3% | +76% | — |
| 13 |  $MDGL | MADRIGAL PHARMACEUTICALS, INC. | $44.5M | 2.3% | NEW | 25.4 |
| 14 |  $RYTM | RHYTHM PHARMACEUTICALS, INC. | $39.1M | 2.0% | +137% | 30.3 |
| 15 |  $CGON | CG Oncology, Inc. | $38.9M | 2.0% | +188% | 28 |
| 16 |  $MAZE | Maze Therapeutics, Inc. | $36.9M | 1.9% | +30% | 19.7 |
| 17 |  $BIIB | BIOGEN INC. | $36.7M | 1.9% | +0% | 65.6 |
| 18 |  $IRON | Disc Medicine, Inc. | $35.8M | 1.8% | +10% | — |
| 19 |  $DNTH | Dianthus Therapeutics, Inc. /DE/ | $33.6M | 1.7% | +27% | 26.8 |
| 20 |  $OCUL | OCULAR THERAPEUTIX, INC | $32.6M | 1.7% | +10% | 12.8 |
| 21 |  $TYRA | Tyra Biosciences, Inc. | $32.6M | 1.7% | +305% | — |
| 22 |  $TRVI | Trevi Therapeutics, Inc. | $28.6M | 1.5% | +55% | — |
| 23 |  $MLTX | MoonLake Immunotherapeutics | $28.0M | 1.4% | -14% | — |
| 24 |  $IMVT | Immunovant, Inc. | $26.7M | 1.4% | -22% | — |
| 25 | $TERNCALL | Terns Pharmaceuticals, Inc. | $26.4M | — | NEW | — |
| 26 |  $XENE | Xenon Pharmaceuticals Inc. | $26.2M | 1.4% | NEW | 12.9 |
| 27 |  $RCUS | Arcus Biosciences, Inc. | $25.9M | 1.3% | NEW | 12 |
| 28 |  $DYN | Dyne Therapeutics, Inc. | $25.4M | 1.3% | +12% | — |
| 29 |  $GPCR | Structure Therapeutics Inc. | $24.1M | 1.2% | -17% | — |
| 30 |  $LBRX | LB PHARMACEUTICALS INC | $22.6M | 1.2% | -24% | — |
| 31 |  $ELVN | Enliven Therapeutics, Inc. | $21.2M | 1.1% | +59% | — |
| 32 |  $DSGN | Design Therapeutics, Inc. | $20.7M | 1.1% | -22% | — |
| 33 | $ELVNCALL | Enliven Therapeutics, Inc. | $19.6M | — | NEW | — |
| 34 |  $NERV | Minerva Neurosciences, Inc. | $19.4M | 1.0% | -3% | — |
| 35 |  $NAMS | NewAmsterdam Pharma Co N.V. | $19.2M | 1.0% | +33% | — |
| 36 |  $MIRM | Mirum Pharmaceuticals, Inc. | $18.5M | 0.9% | -11% | 32.7 |
| 37 |  $PCVX | Vaxcyte, Inc. | $17.4M | 0.9% | -54% | — |
| 38 |  $ACAD | ACADIA PHARMACEUTICALS INC | $16.7M | 0.9% | -12% | 69.8 |
| 39 |  $CMPX | Compass Therapeutics, Inc. | $16.7M | 0.9% | +174% | — |
| 40 |  $AVTXCALL | Avalo Therapeutics, Inc. | $14.9M | — | NEW | 4.6 |
| 41 |  $CLDX | Celldex Therapeutics, Inc. | $14.3M | 0.7% | +29% | 13.2 |
| 42 |  $JANX | Janux Therapeutics, Inc. | $13.9M | 0.7% | +0% | 24.8 |
| 43 |  $VOR | Vor Biopharma Inc. | $13.4M | 0.7% | +650% | — |
| 44 |  $ALKS | Alkermes plc. | $12.4M | 0.6% | NEW | — |
| 45 |  $ORIC | Oric Pharmaceuticals, Inc. | $12.0M | 0.6% | +111% | — |
| 46 |  $IMMX | Immix Biopharma, Inc. | $11.2M | 0.6% | +23% | — |
| 47 |  $TENX | TENAX THERAPEUTICS, INC. | $10.0M | 0.5% | NEW | — |
| 48 |  $AMLX | Amylyx Pharmaceuticals, Inc. | $9.7M | 0.5% | -26% | — |
| 49 |  $CBIO | CRESCENT BIOPHARMA, INC. | $8.9M | 0.5% | -20% | 28 |
| 50 |  $SLNO | SOLENO THERAPEUTICS INC | $8.4M | 0.4% | -17% | 46.3 |
| 51 |  $AVBP | ArriVent BioPharma, Inc. | $8.1M | 0.4% | NEW | — |
| 52 |  $RLAY | Relay Therapeutics, Inc. | $7.5M | 0.4% | NEW | 12.7 |
| 53 |  $CRVS | Corvus Pharmaceuticals, Inc. | $6.6M | 0.3% | -10% | — |
| 54 |  $MGTX | MeiraGTx Holdings plc | $6.1M | 0.3% | NEW | — |
| 55 |  $JBIO | Jade Biosciences, Inc. | $5.6M | 0.3% | +1% | — |
| 56 |  $VSTM | Verastem, Inc. | $5.3M | 0.3% | -41% | 40.8 |
| 57 | $AVTX | Avalo Therapeutics, Inc. | $4.5M | 0.2% | NEW | 4.6 |
| 58 |  $UNCY | Unicycive Therapeutics, Inc. | $3.1M | 0.2% | +0% | — |
| 59 |  $IBIO | iBio, Inc. | $2.5M | 0.1% | -35% | — |
| 60 |  $PTN | PALATIN TECHNOLOGIES INC | $2.4M | 0.1% | +0% | — |
| 61 |  $ACRS | Aclaris Therapeutics, Inc. | $1.9M | 0.1% | -17% | 9.2 |
| 62 |  $PHVS | Pharvaris N.V. | $1.8M | 0.1% | -35% | — |
| 63 |  $MANE | Veradermics, Inc | $1.6M | 0.1% | NEW | — |
| 64 | — | SENSEI BIOTHERAPEUTICS INC | $945,600 | 0.1% | NEW | — |
| 65 |  $SEPN | Septerna, Inc. | $565,858 | 0.0% | +0% | 44.6 |
| 66 |  $GUTS | FRACTYL HEALTH, INC. | $457,800 | 0.0% | -9% | — |
New Positions (15)
$UTHR UNITED THERAPEUTICS Corp$47.4M$MDGL MADRIGAL PHARMACEUTICALS, INC.$44.5M$TERNCALL Terns Pharmaceuticals, Inc.$26.4M$XENE Xenon Pharmaceuticals Inc.$26.2M$RCUS Arcus Biosciences, Inc.$25.9M$ELVNCALL Enliven Therapeutics, Inc.$19.6M$AVTXCALL Avalo Therapeutics, Inc.$14.9M$ALKS Alkermes plc.$12.4M$TENX TENAX THERAPEUTICS, INC.$10.0M$AVBP ArriVent BioPharma, Inc.$8.1M$RLAY Relay Therapeutics, Inc.$7.5M$MGTX MeiraGTx Holdings plc$6.1M$AVTX Avalo Therapeutics, Inc.$4.5M$MANE Veradermics, Inc$1.6MExited Positions (18)
$RVMDCALL Revolution Medicines, Inc.
$RNA Avidity Biosciences, Inc.
$JAZZ Jazz Pharmaceuticals plc
$APLSCALL Apellis Pharmaceuticals, Inc.$RCUSCALL Arcus Biosciences, Inc.
$QURE uniQure N.V.$IDYACALL IDEAYA Biosciences, Inc.
$KNSA Kiniksa Pharmaceuticals International, plc
$KYMR Kymera Therapeutics, Inc.
$NRIX Nurix Therapeutics, Inc.
$IMTXCALL Immatics N.V.
$ACLX Arcellx, Inc.
$NGNE Neurogene Inc.
$DAWN Day One Biopharmaceuticals, Inc.Browse Top Institutional Investors
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