Logos Global Management LP
Sector Allocation
- Healthcare99.1%$2.3B
- Other0.8%$18.1M
- Financials0.1%$2.7M
AUM History
13fpro.ai/research/fund/logos-global-management-lp-1792126
Conviction and streaks
Diversifying · top 10 = 48.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
ERAS
$222.6MABVX
$136.5MRVMD
$131.1MIDYA
$111.8MBNTX
$94.4MVERA
$94.4MTNGX
$89.1MPRAX
$87.0MCLDX
$78.1MDNTH
$78.0MCGON
$71.0MIRON
$64.0MMAZE
$57.7MDYN
$56.6MMLTX
$52.1MOCUL
$52.0MDSGN
$43.4MOLMA
$40.1MBLTE
$38.5MACHV
$35.4M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/logos-global-management-lp-1792126
Logos Global Management LP 13F holdings — Q2 2026
$2.3B portfolio (+16.0% QoQ) · 68 holdings · Q2 2026 13F · top 10 are 48% of the stock portfolio
$222.6M
9.6% of stocks
+9%This quarter-18.4%Since filed8+ qtrsHeld$136.5M
5.9% of stocks
+52%This quarter-27.3%Since filed4 qtrsHeld$131.1M
5.6% of stocks
-65%This quarter-9.7%Since filed8+ qtrsHeld$111.8M
4.8% of stocks
-13%This quarter-9.4%Since filed8+ qtrsHeld$94.4M
4.1% of stocks
NewThis quarter-6.7%Since filedNew this quarterHeld$94.4M
4.1% of stocks
NewThis quarter-10.5%Since filedNew this quarterHeld$89.1M
3.8% of stocks
-5%This quarter-13.3%Since filed4 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$87.0M
3.8% of stocks
-9%This quarter-27.1%Since filed5 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$78.1M
3.4% of stocks
+367%This quarter-29.7%Since filed3 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row$78.0M
3.4% of stocks
+100%This quarter-31.6%Since filed4 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 4 qtrs in a row
All holdings — Logos Global Management LP (Q2 2026)
68 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | CG Oncology, Inc. | Healthcare | $71.0M | 3.1% | 1.00M | +74% | 3 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Disc Medicine, Inc. | Healthcare | $64.0M | 2.8% | 875K | +56% | 8+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Maze Therapeutics, Inc. | Healthcare | $57.7M | 2.5% | 1.94M | +57% | 6 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Dyne Therapeutics, Inc. | Healthcare | $56.6M | 2.4% | 2.55M | +82% | 8+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | MoonLake Immunotherapeutics | Healthcare | $52.1M | 2.2% | 2.67M | +78% | 3 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | OCULAR THERAPEUTIX, INC | Healthcare | $52.0M | 2.2% | 5.30M | +38% | 8+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Design Therapeutics, Inc. | Healthcare | $43.4M | 1.9% | 3.00M | +54% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Olema Pharmaceuticals, Inc. | Healthcare | $40.1M | 1.7% | 3.21M | — | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | BELITE BIO, INCadr | Healthcare | $38.5M | 1.7% | 250K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | ACHIEVE LIFE SCIENCES, INC. | Healthcare | $35.4M | 1.5% | 5.42M | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Trevi Therapeutics, Inc. | Healthcare | $35.1M | 1.5% | 1.88M | -22% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Cogent Biosciences, Inc. | Healthcare | $34.8M | 1.5% | 900K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | ArriVent BioPharma, Inc. | Healthcare | $34.7M | 1.5% | 1.00M | +186% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | CRESCENT BIOPHARMA, INC. | Healthcare | $34.2M | 1.5% | 1.90M | +294% | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | COMPASS Pathways plcadr | Healthcare | $31.8M | 1.4% | 2.25M | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $MLYS | Mineralys Therapeutics, Inc. | Healthcare | $28.3M | 1.2% | 1.05M | New | |||
| 27 | $REPL | Replimune Group, Inc. | Healthcare | $27.7M | 1.2% | 2.50M | New | |||
| 28 | $XENE | Xenon Pharmaceuticals Inc. | Healthcare | $27.2M | 1.2% | 450K | — | |||
| 29 | $GPCR | Structure Therapeutics Inc. | Healthcare | $26.8M | 1.2% | 500K | — | |||
| 30 | $IMVT | Immunovant, Inc. | Healthcare | $25.6M | 1.1% | 665K | -38% | |||
| 31 | $JBIO | Jade Biosciences, Inc. | Healthcare | $25.0M | 1.1% | 1.13M | +181% | |||
| 32 | $ELVN | Enliven Therapeutics, Inc. | Healthcare | $23.6M | 1.0% | 465K | -14% | |||
| 33 | $MANE | Veradermics, Inc | Healthcare | $22.1M | 0.9% | 180K | +620% | |||
| 34 | $AVTX | Avalo Therapeutics, Inc. | Healthcare | $21.3M | 0.9% | 1.15M | +283% | |||
| 35 | $RCUS | Arcus Biosciences, Inc. | Healthcare | $20.0M | 0.9% | 650K | -46% | |||
| 36 | $SMMT | Summit Therapeutics Inc. | Healthcare | $19.7M | 0.8% | 1.35M | New | |||
| 37 | $IMCR | Immunocore Holdings plc | Healthcare | $19.1M | 0.8% | 600K | -60% | |||
| 38 | $LBRX | LB PHARMACEUTICALS INC | Healthcare | $19.0M | 0.8% | 585K | -36% | |||
| 39 | $NERV | Minerva Neurosciences, Inc. | Healthcare | $18.3M | 0.8% | 3.29M | +2% | |||
| 40 | — | FAETH THERAPEUTICS INC - COM NEW | — | $18.1M | 0.8% | 722K | +2307% | |||
| 41 | $CRSP | CRISPR Therapeutics AG | Healthcare | $16.4M | 0.7% | 300K | New | |||
| 42 | $DBVT | DBV Technologies S.A. | Healthcare | $15.0M | 0.7% | 915K | New | |||
| 43 | $PBLS | Parabilis Medicines, Inc. | Healthcare | $14.4M | 0.6% | 525K | New | |||
| 44 | $RYTM | RHYTHM PHARMACEUTICALS, INC. | Healthcare | $13.9M | 0.6% | 125K | -72% | |||
| 45 | $VOR | Vor Biopharma Inc. | Healthcare | $12.0M | 0.5% | 650K | -13% | |||
| 46 | $SRRK | Scholar Rock Holding Corp | Healthcare | $11.0M | 0.5% | 200K | New | |||
| 47 | $IMMX | Immix Biopharma, Inc. | Healthcare | $10.3M | 0.4% | 1.00M | -18% | |||
| 48 | $QTTB | Q32 Bio Inc. | Healthcare | $10.2M | 0.4% | 800K | New | |||
| 49 | $ODTX | Odyssey Therapeutics, Inc. | Healthcare | $9.8M | 0.4% | 522K | New | |||
| 50 | $ANNX | Annexon, Inc. | Healthcare | $8.6M | 0.4% | 1.50M | New | |||
| 51 | $EDIT | Editas Medicine, Inc. | Healthcare | $7.2M | 0.3% | 2.22M | New | |||
| 52 | $RLAY | Relay Therapeutics, Inc. | Healthcare | $6.5M | 0.3% | 350K | -53% | |||
| 53 | $ACAD | ACADIA PHARMACEUTICALS INC | Healthcare | $6.3M | 0.3% | 250K | -67% | |||
| 54 | $AMLX | Amylyx Pharmaceuticals, Inc. | Healthcare | $6.3M | 0.3% | 350K | -50% | |||
| 55 | $HELP | Helus Pharma Inc. | Healthcare | $5.0M | 0.2% | 750K | New | |||
| 56 | $OKUR | OnKure Therapeutics, Inc. | Healthcare | $4.4M | 0.2% | 964K | New | |||
| 57 | $TENX | TENAX THERAPEUTICS, INC. | Healthcare | $4.4M | 0.2% | 300K | -52% | |||
| 58 | $DFTX | Definium Therapeutics, Inc. | Healthcare | $3.8M | 0.2% | 80K | New | |||
| 59 | $UNCY | Unicycive Therapeutics, Inc. | Healthcare | $2.2M | 0.1% | 474K | — | |||
| 60 | $PTN | PALATIN TECHNOLOGIES INC | Healthcare | $1.4M | 0.1% | 130K | -7% | |||
| 61 | $QURE | uniQure N.V. | Healthcare | $1.4M | 0.1% | 30K | New | |||
| 62 | $JATT | JATT II Acquisition Corp. | Financials | $1.1M | 0.1% | 100K | New | |||
| 63 | $RACC | Research Alliance Corp III | Financials | $1.1M | 0.1% | 100K | New | |||
| 64 | $ACRS | Aclaris Therapeutics, Inc. | Healthcare | $1.1M | 0.1% | 200K | -60% | |||
| 65 | $LGVN | Longeveron Inc. | Healthcare | $905K | 0.0% | 1.29M | New | |||
| 66 | $GUTS | FRACTYL HEALTH, INC. | Healthcare | $794K | 0.0% | 1.00M | — | |||
| 67 | $SEPN | Septerna, Inc. | Healthcare | $789K | 0.0% | 24K | — | |||
| 68 | $AMAN | Amanat Acquisition Corp. | Financials | $508K | 0.0% | 50K | New |
What changed in Q2 2026
Against the previous quarter's 13F: 25 new, 18 added to, 19 trimmed, 23 sold out. Share-count changes; largest moves by dollar size first.
New positions (25)
first bought this quarter
first bought this quarter
first bought this quarter
first bought this quarter
$COGTCogent Biosciences, Inc.$34.8M
first bought this quarter
$CMPSCOMPASS Pathways plc$31.8M
first bought this quarter
+19 more in the Excel export
Added to (18)
now $78.1M · held 3 qtrs, 3 adds in a row
now $136.5M · held 4 qtrs, 2 adds in a row
now $78.0M · held 4 qtrs, 4 adds in a row
now $71.0M · held 3 qtrs, 3 adds in a row
now $56.6M · held 8+ qtrs, 2 adds in a row
$CBIOCRESCENT BIOPHARMA, INC.+294%
now $34.2M · held 5 qtrs
+12 more in the Excel export
Trimmed (19)
now $131.1M · held 8+ qtrs
$RYTMRHYTHM PHARMACEUTICALS, INC.-72%
now $13.9M · held 5 qtrs
$IMCRImmunocore Holdings plc-60%
now $19.1M · held 5 qtrs
$RCUSArcus Biosciences, Inc.-46%
now $20.0M · held 2 qtrs
now $111.8M · held 8+ qtrs
$IMVTImmunovant, Inc.-38%
now $25.6M · held 8+ qtrs, 2 trims in a row
+13 more in the Excel export
Sold out (23)
$CNTACentessa Pharmaceuticals plcwas $84.4M
held 3 qtrs
$TERNTerns Pharmaceuticals, Inc.was $79.1M
held 2 qtrs
$CYTKCYTOKINETICS INCwas $57.7M
held 2 qtrs
$UTHRUNITED THERAPEUTICS Corpwas $47.4M
held 1 qtr
$MDGLMADRIGAL PHARMACEUTICALS, INC.was $44.5M
held 1 qtr
$BIIBBIOGEN INC.was $36.7M
+17 more in the Excel export
Holdings by quarter
Every 13F Logos Global Management LP has filed, 26 earlier quarters. Pick one to see what it held then.
Is it too late to follow Logos Global Management?
Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Logos Global Management's top 20 holdings: 22/100 (our AI quality score, weighted by position size; 7 of the 20 are scored)
Top 10 since filing
-17.9%
Value-weighted move of the 10 largest stock positions
Turnover
45%
Last quarter; 124% over the last 4
Top 10 weight
48%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
61%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q3 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
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.
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