Logos Global Management Lp Top Holdings and 13F Report (2026) About Logos Global Management LpInvestment ActivityLogos Global Management Lp has $2.00 billion in total holdings as of March 31, 2026.Logos Global Management Lp owns shares of 63 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 29.50% of the portfolio was purchased this quarter.About 24.64% of the portfolio was sold this quarter.This quarter, Logos Global Management Lp has purchased 67 new stocks and bought additional shares in 23 stocks.Logos Global Management Lp sold shares of 23 stocks and completely divested from 15 stocks this quarter.Largest Holdings Revolution Medicines $194,500,000Erasca $180,407,000IDEAYA Biosciences $114,954,000Terns Pharmaceuticals $105,440,000PRAXIS PRECISION MEDICINES I $91,824,150 Largest New Holdings this Quarter 91307C102 - United Therapeutics $47,438,400 Holding558868105 - Madrigal Pharmaceuticals $44,494,950 Holding98420N105 - Xenon Pharmaceuticals $26,167,500 Holding05338F306 - AVALO THERAPEUTICS INC $19,409,000 HoldingG01767105 - Alkermes $12,376,000 Holding Largest Purchases this Quarter Centessa Pharmaceuticals 1,925,000 shares (about $76.46M)Terns Pharmaceuticals 1,250,000 shares (about $65.90M)United Therapeutics 80,000 shares (about $47.44M)Madrigal Pharmaceuticals 85,000 shares (about $44.49M)Cytokinetics 575,000 shares (about $37.90M) Largest Sales this Quarter Revolution Medicines 1,000,000 shares (about $97.25M)Erasca 1,850,000 shares (about $29.93M)PRAXIS PRECISION MEDICINES I 90,000 shares (about $29.00M)Tango Therapeutics 1,200,000 shares (about $25.10M)Vaxcyte 350,000 shares (about $20.34M) 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 PortfolioSectorRVMDRevolution Medicines$194,500,000$97,250,000 â–¼-33.3%2,000,0009.7%MedicalERASErasca$180,407,000$29,933,000 â–¼-14.2%11,150,0009.0%MedicalIDYAIDEAYA Biosciences$114,954,000$4,165,000 â–¼-3.5%3,450,0005.7%MedicalTERNTerns Pharmaceuticals$105,440,000$65,900,000 â–²166.7%2,000,0005.3%MedicalPRAXIS PRECISION MEDICINES I$91,824,150$28,997,100 â–¼-24.0%285,0004.6%COM NEWCNTACentessa Pharmaceuticals$84,405,000$76,461,000 â–²962.5%2,125,0004.2%MedicalABIVAX SA$75,161,250$30,621,250 â–²68.8%675,0003.8%SPONSORED ADSTNGXTango Therapeutics$62,760,000$25,104,000 â–¼-28.6%3,000,0003.1%MedicalCYTKCytokinetics$57,671,250$37,898,250 â–²191.7%875,0002.9%MedicalOLMAOlema Pharmaceuticals$47,844,3260.0%3,208,8752.4%MedicalUTHRUnited Therapeutics$47,438,400$47,438,400 â–²New Holding80,0002.4%MedicalIMCRImmunocore$45,225,000$19,597,500 â–²76.5%1,500,0002.3%MedicalMDGLMadrigal Pharmaceuticals$44,494,950$44,494,950 â–²New Holding85,0002.2%MedicalELVNEnliven Therapeutics$40,768,000$27,440,000 â–²205.9%1,040,0002.0%MedicalRYTMRhythm Pharmaceuticals$39,136,500$22,612,200 â–²136.8%450,0002.0%MedicalCG ONCOLOGY INC$38,916,000$25,380,000 â–²187.5%575,0001.9%COMMAZE THERAPEUTICS INC$36,864,750$8,507,250 â–²30.0%1,235,0001.8%COMBIIBBiogen$36,666,0000.0%200,0001.8%MedicalIRONDisc Medicine$35,806,400$3,197,000 â–²9.8%560,0001.8%MedicalDIANTHUS THERAPEUTICS INC$33,568,000$7,133,200 â–²27.0%400,0001.7%COMOCULOcular Therapeutix$32,609,500$2,964,500 â–²10.0%3,850,0001.6%MedicalTYRATyra Biosciences$32,555,000$24,512,000 â–²304.8%850,0001.6%MedicalTRVITrevi Therapeutics$28,632,000$10,140,500 â–²54.8%2,400,0001.4%MedicalMLTXMoonLake Immunotherapeutics$27,960,000$4,660,000 â–¼-14.3%1,500,0001.4%MedicalIMVTImmunovant$26,703,000$7,452,000 â–¼-21.8%1,075,0001.3%MedicalXENEXenon Pharmaceuticals$26,167,500$26,167,500 â–²New Holding450,0001.3%MedicalRCUSArcus Biosciences$25,920,000$3,240,000 â–²14.3%1,200,0001.3%MedicalDYNE THERAPEUTICS INC$25,382,000$2,719,500 â–²12.0%1,400,0001.3%COMGPCRStructure Therapeutics$24,100,000$4,820,000 â–¼-16.7%500,0001.2%MedicalLB PHARMACEUTICALS INC$22,563,900$7,028,100 â–¼-23.8%915,0001.1%COM SHSDSGNDesign Therapeutics$20,748,000$5,852,000 â–¼-22.0%1,950,0001.0%MedicalAVALO THERAPEUTICS INC$19,409,000$19,409,000 â–²New Holding1,300,0001.0%COM NEWNERVMinerva Neurosciences$19,370,375$578,400 â–¼-2.9%3,215,0001.0%MedicalNAMSNewAmsterdam Pharma$19,206,000$4,801,500 â–²33.3%600,0001.0%MedicalMIRMMirum Pharmaceuticals$18,476,000$2,309,500 â–¼-11.1%200,0000.9%MedicalPCVXVaxcyte$17,433,000$20,338,500 â–¼-53.8%300,0000.9%MedicalACADACADIA Pharmaceuticals$16,695,000$2,226,000 â–¼-11.8%750,0000.8%MedicalCMPXCompass Therapeutics$16,663,500$10,580,000 â–²173.9%3,150,0000.8%MedicalCLDXCelldex Therapeutics$14,274,000$3,172,000 â–²28.6%450,0000.7%MedicalJANXJanux Therapeutics$13,900,0000.0%1,000,0000.7%MedicalVOR BIOPHARMA INC$13,380,000$11,596,000 â–²650.0%750,0000.7%COM NEWALKSAlkermes$12,376,000$12,376,000 â–²New Holding350,0000.6%MedicalORICOric Pharmaceuticals$12,036,500$6,335,000 â–²111.1%950,0000.6%MedicalIMMXImmix Biopharma$11,159,750$2,049,750 â–²22.5%1,225,0000.6%MedicalTENAX THERAPEUTICS INC$9,993,750$9,993,750 â–²New Holding625,0000.5%COM NEWAMLXAmylyx Pharmaceuticals$9,730,000$3,475,000 â–¼-26.3%700,0000.5%MedicalCRESCENT BIOPHARMA INC.$8,863,525$2,158,475 â–¼-19.6%482,5000.4%COMSLNOSoleno Therapeutics$8,370,000$1,674,000 â–¼-16.7%250,0000.4%MedicalARRIVENT BIOPHARMA INC$8,074,500$8,074,500 â–²New Holding350,0000.4%COMRLAYRelay Therapeutics$7,462,500$7,462,500 â–²New Holding750,0000.4%MedicalCRVSCorvus Pharmaceuticals$6,583,500$731,500 â–¼-10.0%450,0000.3%MedicalMGTXMeiraGTx$6,062,000$6,062,000 â–²New Holding700,0000.3%MedicalJADE BIOSCIENCES INC$5,620,000$70,250 â–²1.3%400,0000.3%COM NEWVSTMVerastem$5,300,000$3,710,000 â–¼-41.2%1,000,0000.3%MedicalUNICYCIVE THERAPEUTICS INC$3,116,0450.0%473,5630.2%COM NEWIBIO INC$2,470,000$1,330,000 â–¼-35.0%1,300,0000.1%COM NEWPALATIN TECHNOLOGIES INC$2,438,8000.0%140,0000.1%COM NEWACRSAclaris Therapeutics$1,875,000$375,000 â–¼-16.7%500,0000.1%MedicalPHVSPharvaris$1,836,250$988,750 â–¼-35.0%65,0000.1%MedicalVERADERMICS INC$1,578,750$1,578,750 â–²New Holding25,0000.1%COMMON STOCKSENSEI BIOTHERAPEUTICS INC$945,600$945,600 â–²New Holding30,0000.0%COM NEWSEPTERNA INC$565,8580.0%23,5480.0%COMFRACTYL HEALTH INC$457,800$45,780 â–¼-9.1%1,000,0000.0%COMCIDARA THERAPEUTICS INC$0$68,475,900 â–¼-100.0%00.0%COM NEWRNAAvidity Biosciences$0$36,065,000 â–¼-100.0%00.0%MedicalJAZZJazz Pharmaceuticals$0$34,000,000 â–¼-100.0%00.0%MedicalAPLSApellis Pharmaceuticals$0$25,120,000 â–¼-100.0%00.0%MedicalQUREuniQure$0$16,152,750 â–¼-100.0%00.0%MedicalKINIKSA PHARMACEUTICALS INTL$0$14,437,500 â–¼-100.0%00.0%ORD SHS CL AKYMRKymera Therapeutics$0$10,115,300 â–¼-100.0%00.0%MedicalNRIXNurix Therapeutics$0$9,485,000 â–¼-100.0%00.0%MedicalIMTXImmatics$0$8,925,000 â–¼-100.0%00.0%MedicalACLXArcellx$0$7,498,000 â–¼-100.0%00.0%MedicalNEUROGENE INC$0$4,017,000 â–¼-100.0%00.0%COMDAWNDay One Biopharmaceuticals$0$2,796,000 â–¼-100.0%00.0%MedicalMREOMereo BioPharma Group$0$770,895 â–¼-100.0%00.0%MedicalDBV TECHNOLOGIES S A$0$479,250 â–¼-100.0%00.0%SPONSORED ADSNUVATION BIO INC$0$22,000 â–¼-100.0%00.0%*W EXP 02/10/202Showing 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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