Logos Global Management LP
Logos Global Management LP reported 68 US-listed holdings worth $2.32 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Erasca Inc. (9.6%), Abivax SA (5.9%) and Revolution Medicines, Inc. (5.6%). Against the quarter before, it opened 25 positions, added to 18, trimmed 19 and sold out of 20.
Reported holdings$2.32B+19.6% on Q1 2026
Positions68+5 on Q1 2026
The largest ten48.3%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
OpenedAdded toTrimmed
The 14 largest of its 68 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Opened 25Added 18Held 6Trimmed 19Sold out 20
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 25
- BioNTech SE BNTX$94.4 million
- Vera Therapeutics Inc. VERA$94.4 million
- Belite Bio Inc. BLTE$38.5 million
- Achieve Life Sciences Inc. ACHV$35.4 million
- Cogent Biosciences Inc. COGT$34.8 million
- Compass Pathways PLC CMPS$31.8 million
- Mineralys Therapeutics Inc. MLYS$28.3 million
- Replimune Group, Inc. REPL$27.7 million
and 17 more in the table below
Added to 18
- Celldex Therapeutics Inc. CLDX+1.6 million shares · +367%
- Abivax SA ABVX+349,000 shares · +52%
- Dianthus Therapeutics Inc. DNTH+400,000 shares · +100%
- CG Oncology Inc. CGON+425,000 shares · +74%
- Dyne Therapeutics Inc. DYN+1.1 million shares · +82%
- Crescent Biopharma Inc. CBIO+1.4 million shares · +294%
- Disc Medicine Inc. IRON+315,000 shares · +56%
- Moonlake Immunotherapeutics MLTX+1.2 million shares · +78%
and 10 more in the table below
Trimmed 19
- Revolution Medicines, Inc. RVMD-1.3 million shares · -65%
- Rhythm Pharmaceuticals Inc. RYTM-325,000 shares · -72%
- Immunocore Hldgs PLC IMCR-900,000 shares · -60%
- Arcus Biosciences, Inc. RCUS-550,000 shares · -46%
- Ideaya Biosciences Inc. IDYA-450,000 shares · -13%
- Immunovant Inc. IMVT-410,000 shares · -38%
- Acadia Pharmaceuticals Inc. ACAD-500,000 shares · -67%
- LB Pharmaceuticals Inc. LBRX-330,000 shares · -36%
and 11 more in the table below
Sold out of 20
- Centessa Pharmaceuticals PLC CNTA$84.4 million last quarter
- Terns Pharmaceuticals Inc. TERN$79.1 million last quarter
- Cytokinetics Inc. CYTK$57.7 million last quarter
- United Therapeutics Corp. UTHR$47.4 million last quarter
- Madrigal Pharmaceuticals Inc. MDGL$44.5 million last quarter
- Biogen Inc. BIIB$36.7 million last quarter
- Tyra Biosciences Inc. TYRA$32.6 million last quarter
- Newamsterdam Pharma Company NAMS$19.2 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Erasca Inc. ERAS | 12,150,000 | $222.6 million | 9.58% | +1,000,000 |
| Abivax SA ABVX | 1,024,000 | $136.5 million | 5.87% | +349,000 |
| Revolution Medicines, Inc. RVMD | 700,000 | $131.1 million | 5.64% | -1,300,000 |
| Ideaya Biosciences Inc. IDYA | 3,000,000 | $111.8 million | 4.81% | -450,000 |
| BioNTech SE BNTX | 1,015,000 | $94.4 million | 4.07% | new |
| Vera Therapeutics Inc. VERA | 2,200,000 | $94.4 million | 4.06% | new |
| Tango Therapeutics Inc. TNGX | 2,850,000 | $89.1 million | 3.84% | -150,000 |
| Praxis Precision Medicines I PRAX | 260,000 | $87.0 million | 3.75% | -25,000 |
| Celldex Therapeutics Inc. CLDX | 2,100,000 | $78.1 million | 3.36% | +1,650,000 |
| Dianthus Therapeutics Inc. DNTH | 800,000 | $78.0 million | 3.36% | +400,000 |
| CG Oncology Inc. CGON | 1,000,000 | $71.0 million | 3.06% | +425,000 |
| Disc Medicine Inc. IRON | 875,000 | $64.0 million | 2.76% | +315,000 |
| Maze Therapeatics MAZE | 1,935,000 | $57.7 million | 2.49% | +700,000 |
| Dyne Therapeutics Inc. DYN | 2,550,000 | $56.6 million | 2.44% | +1,150,000 |
| Moonlake Immunotherapeutics MLTX | 2,675,000 | $52.1 million | 2.24% | +1,175,000 |
| Ocular Therapeutix Inc. OCUL | 5,300,000 | $52.0 million | 2.24% | +1,450,000 |
| Design Therapeutics Inc. DSGN | 3,000,000 | $43.4 million | 1.87% | +1,050,000 |
| Olema Pharmaceuticals Inc. OLMA | 3,208,875 | $40.1 million | 1.73% | no change |
| Belite Bio Inc. BLTE | 250,000 | $38.5 million | 1.66% | new |
| Achieve Life Sciences Inc. ACHV | 5,425,000 | $35.4 million | 1.53% | new |
| Trevi Therapeutics Inc. TRVI | 1,880,000 | $35.1 million | 1.51% | -520,000 |
| Cogent Biosciences Inc. COGT | 900,000 | $34.8 million | 1.50% | new |
| Arrivent Biopharma Inc. AVBP | 1,000,000 | $34.7 million | 1.50% | +650,000 |
| Crescent Biopharma Inc. CBIO | 1,900,000 | $34.2 million | 1.47% | +1,417,500 |
| Compass Pathways PLC CMPS | 2,250,000 | $31.8 million | 1.37% | new |
| Mineralys Therapeutics Inc. MLYS | 1,050,000 | $28.3 million | 1.22% | new |
| Replimune Group, Inc. REPL | 2,500,000 | $27.7 million | 1.19% | new |
| Xenon Pharmaceuticals Inc. XENE | 450,000 | $27.2 million | 1.17% | no change |
| Structure Therapeutics Inc. GPCR | 500,000 | $26.8 million | 1.16% | no change |
| Immunovant Inc. IMVT | 665,000 | $25.6 million | 1.10% | -410,000 |
| Jade Biosciences Inc. JBIO | 1,125,000 | $25.0 million | 1.08% | +725,000 |
| Enliven Therapeutics Inc. ELVN | 465,000 | $23.6 million | 1.02% | -75,000 |
| Veradermics Inc MANE | 180,000 | $22.1 million | 0.95% | +155,000 |
| Avalo Therapeutics Inc. AVTX | 1,150,000 | $21.3 million | 0.91% | +850,000 |
| Arcus Biosciences, Inc. RCUS | 650,000 | $20.0 million | 0.86% | -550,000 |
| Summit Therapeutics Inc. SMMT | 1,350,000 | $19.7 million | 0.85% | new |
| Immunocore Hldgs PLC IMCR | 600,000 | $19.1 million | 0.82% | -900,000 |
| LB Pharmaceuticals Inc. LBRX | 585,000 | $19.0 million | 0.82% | -330,000 |
| Minerva Neurosciences Inc. NERV | 3,288,777 | $18.3 million | 0.79% | +73,777 |
| Sensei Biotherapeutics Inc. FTH | 722,020 | $18.1 million | 0.78% | +692,020 |
| Crispr Therapeutics AG CRSP | 300,000 | $16.4 million | 0.70% | new |
| DBV Technologies S A DBVT | 915,000 | $15.0 million | 0.65% | new |
| Parabilis Medicines Inc. Com PBLS | 525,000 | $14.4 million | 0.62% | new |
| Rhythm Pharmaceuticals Inc. RYTM | 125,000 | $13.9 million | 0.60% | -325,000 |
| Vor Biopharma Inc. VOR | 650,000 | $12.0 million | 0.52% | -100,000 |
| Scholar Rock Holding Corporation SRRK | 200,000 | $11.0 million | 0.47% | new |
| Immix Biopharma Inc. IMMX | 1,000,000 | $10.3 million | 0.44% | -225,000 |
| Q32 Bio Inc. QTTB | 800,000 | $10.2 million | 0.44% | new |
| Odyssey Therapeutics, Inc. ODTX | 521,736 | $9.8 million | 0.42% | new |
| Annexon Inc. ANNX | 1,500,000 | $8.6 million | 0.37% | new |
| Editas Medicine, Inc. EDIT | 2,222,000 | $7.2 million | 0.31% | new |
| Relay Therapeutics Inc. RLAY | 350,000 | $6.5 million | 0.28% | -400,000 |
| Acadia Pharmaceuticals Inc. ACAD | 250,000 | $6.3 million | 0.27% | -500,000 |
| Amylyx Pharmaceuticals Inc. AMLX | 350,000 | $6.3 million | 0.27% | -350,000 |
| Cybin Inc. HELP | 750,000 | $5.0 million | 0.21% | new |
| Onkure Therapeutics Inc OKUR | 963,855 | $4.4 million | 0.19% | new |
| Tenax Therapeutics Inc. TENX | 300,000 | $4.4 million | 0.19% | -325,000 |
| Definium Therapeutics Inc. DFTX | 80,000 | $3.8 million | 0.16% | new |
| Unicycive Therapeutics Inc. UNCY | 473,563 | $2.2 million | 0.10% | no change |
| Palatin Technologies Inc. PTNT | 130,000 | $1.4 million | 0.06% | -10,000 |
| Uniqure NV QURE | 30,000 | $1.4 million | 0.06% | new |
| Jatt II Acquisition Corp. JATT | 100,000 | $1.1 million | 0.05% | new |
| Research Alliance Corp Iii Ord Shs Cl A RACC | 100,000 | $1.1 million | 0.05% | new |
| Aclaris Therapeutics Inc. ACRS | 200,000 | $1.1 million | 0.05% | -300,000 |
| Longeveron Inc. LGVN | 1,287,000 | $904,761 | 0.04% | new |
| Fractyl Health Inc. GUTS | 1,000,000 | $794,400 | 0.03% | no change |
| Septerna Inc. SEPN | 23,548 | $788,623 | 0.03% | no change |
| Amanat Acquisition Corp. AMAN | 50,000 | $508,000 | 0.02% | new |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.