Logos Global Management LP
13F Reported Value
ⓘ$2.3B
Holdings
68
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Logos Global Management LP disclosed 68 positions worth $2.3B in its Form 13F-HR for Q2 2026, led by $ERAS (Erasca, Inc.) at 9.6% of the equity portfolio, followed by $ABVX and $RVMD. During the quarter the fund opened 25 new positions and exited 23 — including a new stake in $BNTX and a full exit from $CNTA. The portfolio is most concentrated in Healthcare (99.1% 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
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- —
Quality
$222.6M12,150,000 sh - —
Quality
$136.5M1,024,000 sh - —
Quality
$131.1M700,000 sh - 36.1
Quality
$111.8M3,000,000 sh - —
Quality
$94.4M1,015,000 sh - —
Quality
$94.4M2,200,000 sh - 17.6
Quality
$89.1M2,850,000 sh - $87.0M260,000 sh
- 8.4
Quality
$78.1M2,100,000 sh - 22.6
Quality
$78.0M800,000 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Erasca, Inc.$ERAS | — | $222.6M | 12,150,000 |
 Abivax S.A.$ABVX | — | $136.5M | 1,024,000 |
 Revolution Medicines, Inc.$RVMD | — | $131.1M | 700,000 |
 IDEAYA Biosciences, Inc.$IDYA | 36.1 | $111.8M | 3,000,000 |
 BioNTech SE$BNTX | — | $94.4M | 1,015,000 |
 Vera Therapeutics, Inc.$VERA | — | $94.4M | 2,200,000 |
 Tango Therapeutics, Inc.$TNGX | 17.6 | $89.1M | 2,850,000 |
 Praxis Precision Medicines, Inc.$PRAX | — | $87.0M | 260,000 |
 Celldex Therapeutics, Inc.$CLDX | 8.4 | $78.1M | 2,100,000 |
 Dianthus Therapeutics, Inc. /DE/$DNTH | 22.6 | $78.0M | 800,000 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Logos Global Management LP's 68 positions.
Showing top 10 of 68 holdings.
Sector Allocation
Healthcare
$2.3B
Other
$18.1M
Financials
$2.7M
Full Holdings — Logos Global Management LP (Q2 2026)
All 68 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 | $ERAS | Erasca, Inc. | $222.6M | 9.6% | +9% | — |
| 2 | $ABVX | Abivax S.A. | $136.5M | 5.9% | +52% | — |
| 3 | $RVMD | Revolution Medicines, Inc. | $131.1M | 5.6% | -65% | — |
| 4 | $IDYA | IDEAYA Biosciences, Inc. | $111.8M | 4.8% | -13% | 36.1 |
| 5 | $BNTX | BioNTech SE | $94.4M | 4.1% | NEW | — |
| 6 | $VERA | Vera Therapeutics, Inc. | $94.4M | 4.1% | NEW | — |
| 7 | $TNGX | Tango Therapeutics, Inc. | $89.1M | 3.8% | -5% | 17.6 |
| 8 | $PRAX | Praxis Precision Medicines, Inc. | $87.0M | 3.8% | -9% | — |
| 9 | $CLDX | Celldex Therapeutics, Inc. | $78.1M | 3.4% | +367% | 8.4 |
| 10 | $DNTH | Dianthus Therapeutics, Inc. /DE/ | $78.0M | 3.4% | +100% | 22.6 |
| 11 |  $CGON | CG Oncology, Inc. | $71.0M | 3.1% | +74% | 27 |
| 12 |  $IRON | Disc Medicine, Inc. | $64.0M | 2.8% | +56% | — |
| 13 |  $MAZE | Maze Therapeutics, Inc. | $57.7M | 2.5% | +57% | 10.3 |
| 14 |  $DYN | Dyne Therapeutics, Inc. | $56.6M | 2.4% | +82% | — |
| 15 |  $MLTX | MoonLake Immunotherapeutics | $52.1M | 2.2% | +78% | — |
| 16 |  $OCUL | OCULAR THERAPEUTIX, INC | $52.0M | 2.2% | +38% | 8.4 |
| 17 |  $DSGN | Design Therapeutics, Inc. | $43.4M | 1.9% | +54% | — |
| 18 |  $OLMA | Olema Pharmaceuticals, Inc. | $40.1M | 1.7% | +0% | — |
| 19 |  $BLTE | BELITE BIO, INC | $38.5M | 1.7% | NEW | — |
| 20 |  $ACHV | ACHIEVE LIFE SCIENCES, INC. | $35.4M | 1.5% | NEW | — |
| 21 |  $TRVI | Trevi Therapeutics, Inc. | $35.1M | 1.5% | -22% | — |
| 22 |  $COGT | Cogent Biosciences, Inc. | $34.8M | 1.5% | NEW | — |
| 23 |  $AVBP | ArriVent BioPharma, Inc. | $34.7M | 1.5% | +186% | — |
| 24 |  $CBIO | CRESCENT BIOPHARMA, INC. | $34.2M | 1.5% | +294% | 9.6 |
| 25 |  $CMPS | COMPASS Pathways plc | $31.8M | 1.4% | NEW | — |
| 26 |  $MLYS | Mineralys Therapeutics, Inc. | $28.3M | 1.2% | NEW | — |
| 27 |  $REPL | Replimune Group, Inc. | $27.7M | 1.2% | NEW | — |
| 28 |  $XENE | Xenon Pharmaceuticals Inc. | $27.2M | 1.2% | +0% | 24 |
| 29 |  $GPCR | Structure Therapeutics Inc. | $26.8M | 1.2% | +0% | — |
| 30 |  $IMVT | Immunovant, Inc. | $25.6M | 1.1% | -38% | — |
| 31 |  $JBIO | Jade Biosciences, Inc. | $25.0M | 1.1% | +181% | — |
| 32 |  $ELVN | Enliven Therapeutics, Inc. | $23.6M | 1.0% | -14% | — |
| 33 |  $MANE | Veradermics, Inc | $22.1M | 0.9% | +620% | — |
| 34 |  $AVTX | Avalo Therapeutics, Inc. | $21.3M | 0.9% | +283% | 11.7 |
| 35 |  $RCUS | Arcus Biosciences, Inc. | $20.0M | 0.9% | -46% | 8.5 |
| 36 |  $SMMT | Summit Therapeutics Inc. | $19.7M | 0.8% | NEW | — |
| 37 |  $IMCR | Immunocore Holdings plc | $19.1M | 0.8% | -60% | — |
| 38 |  $LBRX | LB PHARMACEUTICALS INC | $19.0M | 0.8% | -36% | — |
| 39 |  $NERV | Minerva Neurosciences, Inc. | $18.3M | 0.8% | +2% | — |
| 40 | — | FAETH THERAPEUTICS INC - COM NEW | $18.1M | 0.8% | +2307% | — |
| 41 |  $CRSP | CRISPR Therapeutics AG | $16.4M | 0.7% | NEW | 9.7 |
| 42 |  $DBVT | DBV Technologies S.A. | $15.0M | 0.7% | NEW | — |
| 43 |  $PBLS | Parabilis Medicines, Inc. | $14.4M | 0.6% | NEW | — |
| 44 |  $RYTM | RHYTHM PHARMACEUTICALS, INC. | $13.9M | 0.6% | -72% | 33.9 |
| 45 |  $VOR | Vor Biopharma Inc. | $12.0M | 0.5% | -13% | — |
| 46 |  $SRRK | Scholar Rock Holding Corp | $11.0M | 0.5% | NEW | — |
| 47 |  $IMMX | Immix Biopharma, Inc. | $10.3M | 0.4% | -18% | — |
| 48 |  $FIXX | Q32 Bio Inc. | $10.2M | 0.4% | NEW | 36.4 |
| 49 |  $ODTX | Odyssey Therapeutics, Inc. | $9.8M | 0.4% | NEW | — |
| 50 |  $ANNX | Annexon, Inc. | $8.6M | 0.4% | NEW | — |
| 51 |  $EDIT | Editas Medicine, Inc. | $7.2M | 0.3% | NEW | 33.4 |
| 52 |  $RLAY | Relay Therapeutics, Inc. | $6.5M | 0.3% | -53% | 19.5 |
| 53 |  $ACAD | ACADIA PHARMACEUTICALS INC | $6.3M | 0.3% | -67% | 67.8 |
| 54 |  $AMLX | Amylyx Pharmaceuticals, Inc. | $6.3M | 0.3% | -50% | 8.7 |
| 55 |  $HELP | CYBIN INC. | $5.0M | 0.2% | NEW | — |
| 56 |  $OKUR | OnKure Therapeutics, Inc. | $4.4M | 0.2% | NEW | — |
| 57 |  $TENX | TENAX THERAPEUTICS, INC. | $4.4M | 0.2% | -52% | — |
| 58 |  $DFTX | Definium Therapeutics, Inc. | $3.8M | 0.2% | NEW | — |
| 59 |  $UNCY | Unicycive Therapeutics, Inc. | $2.2M | 0.1% | +0% | — |
| 60 |  $PTN | PALATIN TECHNOLOGIES INC | $1.4M | 0.1% | -7% | — |
| 61 |  $QURE | uniQure N.V. | $1.4M | 0.1% | NEW | — |
| 62 |  $JATT | JATT II Acquisition Corp. | $1.1M | 0.1% | NEW | — |
| 63 |  $RACC | Research Alliance Corp III | $1.1M | 0.1% | NEW | — |
| 64 |  $ACRS | Aclaris Therapeutics, Inc. | $1.1M | 0.1% | -60% | 12 |
| 65 |  $LGVN | Longeveron Inc. | $904,761 | 0.0% | NEW | — |
| 66 |  $GUTS | FRACTYL HEALTH, INC. | $794,400 | 0.0% | +0% | 10 |
| 67 |  $SEPN | Septerna, Inc. | $788,623 | 0.0% | +0% | 59.2 |
| 68 |  $AMAN | Amanat Acquisition Corp. | $508,000 | 0.0% | NEW | — |
New Positions (25)
$BNTX BioNTech SE$94.4M$VERA Vera Therapeutics, Inc.$94.4M$BLTE BELITE BIO, INC$38.5M$ACHV ACHIEVE LIFE SCIENCES, INC.$35.4M$COGT Cogent Biosciences, Inc.$34.8M$CMPS COMPASS Pathways plc$31.8M$MLYS Mineralys Therapeutics, Inc.$28.3M$REPL Replimune Group, Inc.$27.7M$SMMT Summit Therapeutics Inc.$19.7M$CRSP CRISPR Therapeutics AG$16.4M$DBVT DBV Technologies S.A.$15.0M$PBLS Parabilis Medicines, Inc.$14.4M$SRRK Scholar Rock Holding Corp$11.0M$FIXX Q32 Bio Inc.$10.2M$ODTX Odyssey Therapeutics, Inc.$9.8MExited Positions (23)
$CNTA Centessa Pharmaceuticals plc
$TERN Terns Pharmaceuticals, Inc.
$CYTK CYTOKINETICS INC
$UTHR UNITED THERAPEUTICS Corp
$MDGL MADRIGAL PHARMACEUTICALS, INC.
$BIIB BIOGEN INC.
$TYRA Tyra Biosciences, Inc.$TERNCALL Terns Pharmaceuticals, Inc.$ELVNCALL Enliven Therapeutics, Inc.
$NAMS NewAmsterdam Pharma Co N.V.
$MIRM Mirum Pharmaceuticals, Inc.
$PCVX Vaxcyte, Inc.
$CMPX Compass Therapeutics, Inc.$AVTXCALL Avalo Therapeutics, Inc.
$JANX Janux Therapeutics, Inc.Browse Top Institutional Investors
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