Logos Global Management Lp Top Holdings and 13F Report (2025) About Logos Global Management LpInvestment ActivityLogos Global Management Lp has $903.80 million in total holdings as of June 30, 2025.Logos Global Management Lp owns shares of 49 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 52.20% of the portfolio was purchased this quarter.About 19.63% of the portfolio was sold this quarter.This quarter, Logos Global Management Lp has purchased 39 new stocks and bought additional shares in 9 stocks.Logos Global Management Lp sold shares of 9 stocks and completely divested from 14 stocks this quarter.Largest Holdings SPDR S&P Biotech ETF $82,930,000IDEAYA Biosciences $70,311,900Akero Therapeutics $64,032,000Revolution Medicines $62,543,000Jazz Pharmaceuticals $47,754,000 Largest New Holdings this Quarter 78464A870 - SPDR S&P Biotech ETF $82,930,000 HoldingG50871105 - Jazz Pharmaceuticals $47,754,000 Holding04335A105 - Arvinas $35,328,000 Holding09062X103 - Biogen $25,118,000 Holding91307C102 - United Therapeutics $24,424,750 Holding Largest Purchases this Quarter SPDR S&P Biotech ETF 1,000,000 shares (about $82.93M)Jazz Pharmaceuticals 450,000 shares (about $47.75M)Arvinas 4,800,000 shares (about $35.33M)Biogen 200,000 shares (about $25.12M)United Therapeutics 85,000 shares (about $24.42M) Largest Sales this Quarter MoonLake Immunotherapeutics 150,000 shares (about $7.08M)MAZE THERAPEUTICS INC 325,000 shares (about $3.99M)Annexon 1,590,000 shares (about $3.82M)Janux Therapeutics 150,000 shares (about $3.47M)Teva Pharmaceutical Industries 200,000 shares (about $3.35M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLogos Global Management Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorXBISPDR S&P Biotech ETF$82,930,000$82,930,000 ▲New Holding1,000,0009.2%ETFIDYAIDEAYA Biosciences$70,311,900$3,258,100 ▼-4.4%3,345,0007.8%MedicalAKROAkero Therapeutics$64,032,0000.0%1,200,0007.1%MedicalRVMDRevolution Medicines$62,543,000$3,679,000 ▲6.3%1,700,0006.9%MedicalJAZZJazz Pharmaceuticals$47,754,000$47,754,000 ▲New Holding450,0005.3%MedicalIRONDisc Medicine$37,072,000$16,187,648 ▲77.5%700,0004.1%MedicalARVNArvinas$35,328,000$35,328,000 ▲New Holding4,800,0003.9%MedicalJANXJanux Therapeutics$34,650,000$3,465,000 ▼-9.1%1,500,0003.8%MedicalRNAAvidity Biosciences$26,980,000$17,040,000 ▲171.4%950,0003.0%MedicalKROSKeros Therapeutics$26,700,0000.0%2,000,0003.0%MedicalTEVATeva Pharmaceutical Industries$25,140,000$3,352,000 ▼-11.8%1,500,0002.8%MedicalBIIBBiogen$25,118,000$25,118,000 ▲New Holding200,0002.8%MedicalUTHRUnited Therapeutics$24,424,750$24,424,750 ▲New Holding85,0002.7%MedicalOCULOcular Therapeutix$20,416,000$928,000 ▼-4.3%2,200,0002.3%MedicalERASErasca$19,050,000$2,540,000 ▲15.4%15,000,0002.1%MedicalNBIXNeurocrine Biosciences$18,853,500$18,853,500 ▲New Holding150,0002.1%MedicalDYNE THERAPEUTICS INC$18,088,000$13,328,000 ▲280.0%1,900,0002.0%COMIMCRImmunocore$18,043,500$18,043,500 ▲New Holding575,0002.0%MedicalGPCRStructure Therapeutics$17,629,000$8,814,500 ▲100.0%850,0002.0%MedicalAPLSApellis Pharmaceuticals$17,310,000$17,310,000 ▲New Holding1,000,0001.9%MedicalMDGLMadrigal Pharmaceuticals$15,132,000$15,132,000 ▲New Holding50,0001.7%MedicalDSGNDesign Therapeutics$14,213,4030.0%4,217,6271.6%MedicalKRYSKrystal Biotech$13,746,000$13,746,000 ▲New Holding100,0001.5%MedicalOLMAOlema Pharmaceuticals$13,669,8080.0%3,208,8751.5%MedicalCLDXCelldex Therapeutics$12,210,000$12,210,000 ▲New Holding600,0001.4%MedicalBHVNBiohaven$9,877,000$9,877,000 ▲New Holding700,0001.1%MedicalXNCRXencor$9,825,000$9,825,000 ▲New Holding1,250,0001.1%MedicalPRAXIS PRECISION MEDICINES I$9,461,250$9,461,250 ▲New Holding225,0001.0%COM NEWMLTXMoonLake Immunotherapeutics$9,440,000$7,080,000 ▼-42.9%200,0001.0%MedicalCIDARA THERAPEUTICS INC$9,254,900$9,254,900 ▲New Holding190,0001.0%COM NEWCRESCENT BIOPHARMA INC.$8,936,492$8,936,492 ▲New Holding553,6861.0%COMLEGNLegend Biotech$8,872,500$8,872,500 ▲New Holding250,0001.0%MedicalRYTMRhythm Pharmaceuticals$8,214,700$8,214,700 ▲New Holding130,0000.9%MedicalMAZE THERAPEUTICS INC$7,508,185$3,987,750 ▼-34.7%611,9140.8%COMLRMRLarimar Therapeutics$7,225,000$7,225,000 ▲New Holding2,500,0000.8%MedicalELVNEnliven Therapeutics$7,021,000$2,206,600 ▲45.8%350,0000.8%MedicalJADE BIOSCIENCES INC$6,243,750$6,243,750 ▲New Holding625,0000.7%COM NEWANNXAnnexon$5,784,000$3,816,000 ▼-39.8%2,410,0000.6%MedicalMETSERA INC$5,690,000$5,690,000 ▲New Holding200,0000.6%COMTRVITrevi Therapeutics$4,649,500$2,326,309 ▲100.1%850,0000.5%MedicalIMVTImmunovant$4,400,0000.0%275,0000.5%MedicalVSTMVerastem$4,150,000$4,150,000 ▲New Holding1,000,0000.5%MedicalATXSAstria Therapeutics$3,752,000$1,072,000 ▲40.0%700,0000.4%MedicalBICARA THERAPEUTICS INC$3,716,000$3,716,000 ▲New Holding400,0000.4%COMACRSAclaris Therapeutics$2,627,000$528,555 ▼-16.7%1,850,0000.3%MedicalRAPPORT THERAPEUTICS INC$2,375,3070.0%208,9100.3%COMUNICYCIVE THERAPEUTICS INC$2,258,891$2,258,891 ▲New Holding473,5620.2%COM NEWSEPTERNA INC$1,154,265$264,250 ▼-18.6%109,2020.1%COMNUVATION BIO INC$17,9930.0%66,6660.0%*W EXP 02/10/202NUVLNuvalent$0$35,460,000 ▼-100.0%00.0%MedicalXENEXenon Pharmaceuticals$0$21,807,500 ▼-100.0%00.0%MedicalBNTXBioNTech$0$18,212,000 ▼-100.0%00.0%MedicalETNB89BIO$0$18,175,000 ▼-100.0%00.0%MedicalSLNOSoleno Therapeutics$0$17,862,500 ▼-100.0%00.0%MedicalGERNGeron$0$12,720,000 ▼-100.0%00.0%MedicalCRNXCrinetics Pharmaceuticals$0$11,739,000 ▼-100.0%00.0%MedicalCMPSCOMPASS Pathways$0$5,720,000 ▼-100.0%00.0%MedicalAVTEAerovate Therapeutics$0$3,514,000 ▼-100.0%00.0%MedicalUNCYUnicycive Therapeutics$0$2,919,875 ▼-100.0%00.0%MedicalGLYCGlycoMimetics$0$1,134,000 ▼-100.0%00.0%MedicalALLKAllakos$0$660,040 ▼-100.0%00.0%MedicalARTIVA BIOTHERAPEUTICS INC$0$435,267 ▼-100.0%00.0%COMSLDBSolid Biosciences$0$370,000 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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