Logos Global Management Lp Top Holdings and 13F Report (2026) About Logos Global Management LpInvestment ActivityLogos Global Management Lp has $2.32 billion in total holdings as of June 30, 2026.Logos Global Management Lp owns shares of 68 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 40.20% of the portfolio was purchased this quarter.About 43.46% of the portfolio was sold this quarter.This quarter, Logos Global Management Lp has purchased 63 new stocks and bought additional shares in 17 stocks.Logos Global Management Lp sold shares of 20 stocks and completely divested from 20 stocks this quarter.Largest Holdings Erasca $222,588,000ABIVAX SA $136,458,240Revolution Medicines $131,096,000IDEAYA Biosciences $111,810,000BioNTech $94,445,750 Largest New Holdings this Quarter 09075V102 - BioNTech $94,445,750 Holding92337R101 - Vera Therapeutics $94,402,000 Holding07782B104 - Belite Bio $38,496,250 Holding004468500 - Achieve Life Sciences $35,425,250 Holding19240Q201 - Cogent Biosciences $34,830,000 Holding Largest Purchases this Quarter BioNTech 1,015,000 shares (about $94.45M)Vera Therapeutics 2,200,000 shares (about $94.40M)Celldex Therapeutics 1,650,000 shares (about $61.40M)ABIVAX SA 349,000 shares (about $46.51M)DIANTHUS THERAPEUTICS INC 400,000 shares (about $38.99M) Largest Sales this Quarter Revolution Medicines 1,300,000 shares (about $243.46M)Rhythm Pharmaceuticals 325,000 shares (about $36.08M)Enliven Therapeutics 575,000 shares (about $29.18M)Immunocore 900,000 shares (about $28.58M)Arcus Biosciences 550,000 shares (about $16.96M) 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 PortfolioSectorERASErasca$222,588,000$18,320,000 â–²9.0%12,150,0009.6%HealthcareABIVAX SA$136,458,240$46,507,740 â–²51.7%1,024,0005.9%SPONSORED ADSRVMDRevolution Medicines$131,096,000$243,464,000 â–¼-65.0%700,0005.6%HealthcareIDYAIDEAYA Biosciences$111,810,000$16,771,500 â–¼-13.0%3,000,0004.8%HealthcareBNTXBioNTech$94,445,750$94,445,750 â–²New Holding1,015,0004.1%HealthcareVERAVera Therapeutics$94,402,000$94,402,000 â–²New Holding2,200,0004.1%HealthcareTNGXTango Therapeutics$89,091,000$4,689,000 â–¼-5.0%2,850,0003.8%HealthcarePRAXIS PRECISION MEDICINES I$87,045,400$8,369,750 â–¼-8.8%260,0003.7%COM NEWCLDXCelldex Therapeutics$78,141,000$61,396,500 â–²366.7%2,100,0003.4%HealthcareDIANTHUS THERAPEUTICS INC$77,984,000$38,992,000 â–²100.0%800,0003.4%COMCG ONCOLOGY INC$71,050,000$30,196,250 â–²73.9%1,000,0003.1%COMIRONDisc Medicine$63,997,500$23,039,100 â–²56.3%875,0002.8%HealthcareMAZE THERAPEUTICS INC$57,740,400$20,888,000 â–²56.7%1,935,0002.5%COMDYNE THERAPEUTICS INC$56,635,500$25,541,500 â–²82.1%2,550,0002.4%COMMLTXMoonLake Immunotherapeutics$52,082,250$22,877,250 â–²78.3%2,675,0002.2%HealthcareOCULOcular Therapeutix$52,046,000$14,239,000 â–²37.7%5,300,0002.2%HealthcareDSGNDesign Therapeutics$43,410,000$15,193,500 â–²53.8%3,000,0001.9%HealthcareOLMAOlema Pharmaceuticals$40,143,0260.0%3,208,8751.7%HealthcareBLTEBelite Bio$38,496,250$38,496,250 â–²New Holding250,0001.7%HealthcareACHVAchieve Life Sciences$35,425,250$35,425,250 â–²New Holding5,425,0001.5%HealthcareTRVITrevi Therapeutics$35,062,000$9,698,000 â–¼-21.7%1,880,0001.5%HealthcareCOGTCogent Biosciences$34,830,000$34,830,000 â–²New Holding900,0001.5%HealthcareARRIVENT BIOPHARMA INC$34,740,000$22,581,000 â–²185.7%1,000,0001.5%COMCRESCENT BIOPHARMA INC.$34,200,000$25,515,000 â–²293.8%1,900,0001.5%COMCMPSCompass Pathways$31,837,500$31,837,500 â–²New Holding2,250,0001.4%HealthcareMLYSMineralys Therapeutics$28,329,000$28,329,000 â–²New Holding1,050,0001.2%HealthcareREPLReplimune Group$27,675,000$27,675,000 â–²New Holding2,500,0001.2%HealthcareXENEXenon Pharmaceuticals$27,162,0000.0%450,0001.2%HealthcareGPCRStructure Therapeutics$26,835,0000.0%500,0001.2%HealthcareIMVTImmunovant$25,622,450$15,797,300 â–¼-38.1%665,0001.1%HealthcareJADE BIOSCIENCES INC$24,997,500$16,109,500 â–²181.3%1,125,0001.1%COM NEWELVNEnliven Therapeutics$23,598,750$29,181,250 â–¼-55.3%465,0001.0%HealthcareVERADERMICS INC$22,129,200$19,055,700 â–²620.0%180,0001.0%COMMON STOCKAVALO THERAPEUTICS INC$21,252,000$2,772,000 â–¼-11.5%1,150,0000.9%COM NEWRCUSArcus Biosciences$20,039,500$16,956,500 â–¼-45.8%650,0000.9%HealthcareSMMTSummit Therapeutics$19,669,500$19,669,500 â–²New Holding1,350,0000.8%HealthcareIMCRImmunocore$19,050,000$28,575,000 â–¼-60.0%600,0000.8%HealthcareLB PHARMACEUTICALS INC$18,986,175$10,710,150 â–¼-36.1%585,0000.8%COM SHSNERVMinerva Neurosciences$18,252,712$409,462 â–²2.3%3,288,7770.8%HealthcareFAETH THERAPEUTICS INC$18,050,500$17,300,500 â–²2,306.7%722,0200.8%COM NEWCRSPCRISPR Therapeutics$16,362,000$16,362,000 â–²New Holding300,0000.7%HealthcareDBV TECHNOLOGIES S A$15,006,000$15,006,000 â–²New Holding915,0000.6%SPONSORED ADSPARABILIS MEDICINES INC$14,369,250$14,369,250 â–²New Holding525,0000.6%COMRYTMRhythm Pharmaceuticals$13,878,750$36,084,750 â–¼-72.2%125,0000.6%HealthcareVOR BIOPHARMA INC$11,966,500$1,841,000 â–¼-13.3%650,0000.5%COM NEWSRRKScholar Rock$11,000,000$11,000,000 â–²New Holding200,0000.5%HealthcareIMMXImmix Biopharma$10,310,000$2,319,750 â–¼-18.4%1,000,0000.4%HealthcareQ32 BIO INC$10,192,000$10,192,000 â–²New Holding800,0000.4%COMODYSSEY THERAPEUTICS INC$9,761,681$9,761,681 â–²New Holding521,7360.4%COMMON STOCKANNXAnnexon$8,565,000$8,565,000 â–²New Holding1,500,0000.4%HealthcareEDITEditas Medicine$7,199,280$7,199,280 â–²New Holding2,222,0000.3%HealthcareRLAYRelay Therapeutics$6,548,500$7,484,000 â–¼-53.3%350,0000.3%HealthcareACADACADIA Pharmaceuticals$6,325,000$12,650,000 â–¼-66.7%250,0000.3%HealthcareAMLXAmylyx Pharmaceuticals$6,286,000$6,286,000 â–¼-50.0%350,0000.3%HealthcareCYBIN INC$4,957,500$4,957,500 â–²New Holding750,0000.2%COM NEWONKURE THERAPEUTICS INC$4,395,179$4,395,179 â–²New Holding963,8550.2%COM CL ATENAX THERAPEUTICS INC$4,365,000$4,728,750 â–¼-52.0%300,0000.2%COM NEWDEFINIUM THERAPEUTICS INC$3,763,200$3,763,200 â–²New Holding80,0000.2%COM SHSUNICYCIVE THERAPEUTICS INC$2,221,0100.0%473,5630.1%COM NEWPALATIN TECHNOLOGIES INC$1,402,700$107,900 â–¼-7.1%130,0000.1%COM NEWQUREuniQure$1,381,800$1,381,800 â–²New Holding30,0000.1%HealthcareJATT II ACQUISITION CORP$1,136,000$1,136,000 â–²New Holding100,0000.0%ORD SHSRESEARCH ALLIANCE CORP III$1,070,000$1,070,000 â–²New Holding100,0000.0%ORD SHS CL AACRSAclaris Therapeutics$1,058,000$1,587,000 â–¼-60.0%200,0000.0%HealthcareLONGEVERON INC$904,761$904,761 â–²New Holding1,287,0000.0%CL A NEWFRACTYL HEALTH INC$794,4000.0%1,000,0000.0%COMSEPTERNA INC$788,6230.0%23,5480.0%COMAMANAT ACQUISITION CORP$508,000$508,000 â–²New Holding50,0000.0%CL A ORDTERNTerns Pharmaceuticals$0$105,440,000 â–¼-100.0%00.0%HealthcareCNTACentessa Pharmaceuticals$0$84,405,000 â–¼-100.0%00.0%HealthcareCYTKCytokinetics$0$57,671,250 â–¼-100.0%00.0%HealthcareUTHRUnited Therapeutics$0$47,438,400 â–¼-100.0%00.0%HealthcareMDGLMadrigal Pharmaceuticals$0$44,494,950 â–¼-100.0%00.0%HealthcareBIIBBiogen$0$36,666,000 â–¼-100.0%00.0%HealthcareTYRATyra Biosciences$0$32,555,000 â–¼-100.0%00.0%HealthcareNAMSNewAmsterdam Pharma$0$19,206,000 â–¼-100.0%00.0%HealthcareMIRMMirum Pharmaceuticals$0$18,476,000 â–¼-100.0%00.0%HealthcarePCVXVaxcyte$0$17,433,000 â–¼-100.0%00.0%HealthcareCMPXCompass Therapeutics$0$16,663,500 â–¼-100.0%00.0%HealthcareJANXJanux Therapeutics$0$13,900,000 â–¼-100.0%00.0%HealthcareALKSAlkermes$0$12,376,000 â–¼-100.0%00.0%HealthcareORICOric Pharmaceuticals$0$12,036,500 â–¼-100.0%00.0%HealthcareSLNOSoleno Therapeutics$0$8,370,000 â–¼-100.0%00.0%HealthcareCRVSCorvus Pharmaceuticals$0$6,583,500 â–¼-100.0%00.0%HealthcareMGTXMeiraGTx$0$6,062,000 â–¼-100.0%00.0%HealthcareVSTMVerastem$0$5,300,000 â–¼-100.0%00.0%HealthcareIBIO INC$0$2,470,000 â–¼-100.0%00.0%COM NEWPHVSPharvaris$0$1,836,250 â–¼-100.0%00.0%HealthcareShowing largest 100 holdings. 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