Institutions / Logos Global Management LP

Logos Global Management LP

CIK 1792126 · Institution · as of Dec 31, 2025

Portfolio value

$1.50B

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 64 →

Company	Class	Value	Shares	% of portfolio
Revolution Medicines, Inc.	—	$159.30M	2,000,000	10.6%
Praxis Precision Medicines, Inc.	—	$110.53M	375,000	7.4%
Ideaya Biosciences, Inc.	—	$108.03M	3,125,000	7.2%
Olema Pharmaceuticals, Inc.	—	$80.22M	3,208,875	5.3%
Cidara Therapeutics Inc	—	$68.48M	310,000	4.6%
Abivax SA	—	$53.94M	400,000	3.6%
Erasca, Inc.ERAS	Common Stock	$48.36M	13,000,000	3.2%
Ocular Therapeutix, Inc	—	$42.49M	3,500,000	2.8%
Structure Therapeutics Inc.GPCR	ADR	$41.73M	600,000	2.8%
Disc Medicine, Inc.IRON	Common Stock	$40.50M	510,000	2.7%
Maze Therapeutics, Inc.	—	$39.36M	950,000	2.6%
Tango Therapeutics, Inc.	—	$37.21M	4,200,000	2.5%
Avidity Biosciences, Inc.	—	$36.06M	500,000	2.4%
Biogen Inc.	—	$35.20M	200,000	2.3%
Immunovant, Inc.IMVT	Common Stock	$34.95M	1,375,000	2.3%
Jazz Pharmaceuticals PLC	—	$34.00M	200,000	2.3%
Terns Pharmaceuticals, Inc.	—	$30.30M	750,000	2.0%
Vaxcyte, Inc.	—	$29.99M	650,000	2.0%
Immunocore Holdings Plc-AdrIMCR	ADR	$29.50M	850,000	2.0%
Lb Pharmaceuticals IncLBRX	Common Stock	$26.71M	1,200,000	1.8%
Dyne Therapeutics, Inc.	—	$24.45M	1,250,000	1.6%
Design Therapeutics, Inc.DSGN	Common Stock	$23.45M	2,500,000	1.6%
MoonLake ImmunotherapeuticsMLTX	Common Stock	$23.07M	1,750,000	1.5%
ACADIA Pharmaceuticals Inc	—	$22.70M	850,000	1.5%
Rhythm Pharmaceuticals, Inc.	—	$20.34M	190,000	1.4%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.