Logos Global Management Lp Portfolio Stock Holdings
Logos Global Management Lp disclosed 63 stock positions valued at approximately $1.9 billion in its latest SEC 13F filing. The largest holdings include REVOLUTION MEDICINES INC, ERASCA INC, and IDEAYA BIOSCIENCES INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 63
- Portfolio Value
- $1.9B
Holdings by Sector
Logos Global Management Lp Portfolio Holdings in Q1 2026
52 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| REVOLUTION MEDICINES INC | RVMD | Healthcare | 10.02% | 2,000,000 | - | - | $194,500,000 |
| ERASCA INC | ERAS | Healthcare | 9.29% | 11,150,000 | -1,850,000 | -14.23% | $180,407,000 |
| IDEAYA BIOSCIENCES INC | IDYA | Healthcare | 5.92% | 3,450,000 | +325,000 | +10.40% | $114,954,000 |
| PRAXIS PRECISION MEDICINES I | PRAX | Healthcare | 4.73% | 285,000 | -90,000 | -24.00% | $91,824,150 |
| CENTESSA PHARMACEUTICALS PLC | CNTA | Healthcare | 4.35% | 2,125,000 | +1,925,000 | +962.50% | $84,405,000 |
| TERNS PHARMACEUTICALS INC | TERN | Healthcare | 4.07% | 1,500,000 | +750,000 | +100.00% | $79,080,000 |
| ABIVAX SA | ABVX | Healthcare | 3.87% | 675,000 | +275,000 | +68.75% | $75,161,250 |
| TANGO THERAPEUTICS INC | TNGX | Healthcare | 3.23% | 3,000,000 | -1,200,000 | -28.57% | $62,760,000 |
| CYTOKINETICS INC | CYTK | Healthcare | 2.97% | 875,000 | +575,000 | +191.67% | $57,671,250 |
| OLEMA PHARMACEUTICALS INC | OLMA | Healthcare | 2.46% | 3,208,875 | - | - | $47,844,326 |
| UNITED THERAPEUTICS CORP DEL | UTHR | Healthcare | 2.44% | 80,000 | +80,000 | +100.00% | $47,438,400 |
| IMMUNOCORE HLDGS PLC | IMCR | Healthcare | 2.33% | 1,500,000 | +650,000 | +76.47% | $45,225,000 |
| MADRIGAL PHARMACEUTICALS INC | MDGL | Healthcare | 2.29% | 85,000 | +85,000 | +100.00% | $44,494,950 |
| RHYTHM PHARMACEUTICALS INC | RYTM | Healthcare | 2.02% | 450,000 | +260,000 | +136.84% | $39,136,500 |
| CG ONCOLOGY INC | CGON | Healthcare | 2.00% | 575,000 | +375,000 | +187.50% | $38,916,000 |
| BIOGEN INC | BIIB | Healthcare | 1.89% | 200,000 | - | - | $36,666,000 |
| DISC MEDICINE INC | IRON | Healthcare | 1.84% | 560,000 | +50,000 | +9.80% | $35,806,400 |
| DIANTHUS THERAPEUTICS INC | DNTH | Healthcare | 1.73% | 400,000 | +85,000 | +26.98% | $33,568,000 |
| OCULAR THERAPEUTIX INC | OCUL | Healthcare | 1.68% | 3,850,000 | +350,000 | +10.00% | $32,609,500 |
| TYRA BIOSCIENCES INC | TYRA | Healthcare | 1.68% | 850,000 | +640,000 | +304.76% | $32,555,000 |
| TREVI THERAPEUTICS INC | TRVI | Healthcare | 1.47% | 2,400,000 | +850,000 | +54.84% | $28,632,000 |
| MOONLAKE IMMUNOTHERAPEUTICS | MLTX | Healthcare | 1.44% | 1,500,000 | -250,000 | -14.29% | $27,960,000 |
| IMMUNOVANT INC | IMVT | Healthcare | 1.38% | 1,075,000 | -300,000 | -21.82% | $26,703,000 |
| XENON PHARMACEUTICALS INC | XENE | Healthcare | 1.35% | 450,000 | +450,000 | +100.00% | $26,167,500 |
| ARCUS BIOSCIENCES INC | RCUS | Healthcare | 1.33% | 1,200,000 | +1,200,000 | +100.00% | $25,920,000 |
| DYNE THERAPEUTICS INC | DYN | Healthcare | 1.31% | 1,400,000 | +150,000 | +12.00% | $25,382,000 |
| STRUCTURE THERAPEUTICS INC | GPCR | Healthcare | 1.24% | 500,000 | -100,000 | -16.67% | $24,100,000 |
| ENLIVEN THERAPEUTICS INC | ELVN | Healthcare | 1.09% | 540,000 | +200,000 | +58.82% | $21,168,000 |
| DESIGN THERAPEUTICS INC | DSGN | Healthcare | 1.07% | 1,950,000 | -550,000 | -22.00% | $20,748,000 |
| MINERVA NEUROSCIENCES INC | NERV | Healthcare | 1.00% | 3,215,000 | -96,000 | -2.90% | $19,370,375 |
| NEWAMSTERDAM PHARMA COMPANY | NAMSW | Other | 0.99% | 600,000 | +150,000 | +33.33% | $19,206,000 |
| MIRUM PHARMACEUTICALS INC | MIRM | Healthcare | 0.95% | 200,000 | -25,000 | -11.11% | $18,476,000 |
| VAXCYTE INC | PCVX | Healthcare | 0.90% | 300,000 | -350,000 | -53.85% | $17,433,000 |
| ACADIA PHARMACEUTICALS INC | ACAD | Healthcare | 0.86% | 750,000 | -100,000 | -11.76% | $16,695,000 |
| COMPASS THERAPEUTICS INC | CMPX | Healthcare | 0.86% | 3,150,000 | +2,000,000 | +173.91% | $16,663,500 |
| CELLDEX THERAPEUTICS INC NEW | CLDX | Healthcare | 0.74% | 450,000 | +100,000 | +28.57% | $14,274,000 |
| JANUX THERAPEUTICS INC | JANX | Healthcare | 0.72% | 1,000,000 | - | - | $13,900,000 |
| ALKERMES PLC | G01767105 | Other | 0.64% | 350,000 | +350,000 | +100.00% | $12,376,000 |
| ORIC PHARMACEUTICALS INC | ORIC | Healthcare | 0.62% | 950,000 | +500,000 | +111.11% | $12,036,500 |
| IMMIX BIOPHARMA INC | IMMX | Healthcare | 0.57% | 1,225,000 | +225,000 | +22.50% | $11,159,750 |
| TENAX THERAPEUTICS INC | TENX | Healthcare | 0.51% | 625,000 | +625,000 | +100.00% | $9,993,750 |
| AMYLYX PHARMACEUTICALS INC | AMLX | Healthcare | 0.50% | 700,000 | -250,000 | -26.32% | $9,730,000 |
| SOLENO THERAPEUTICS INC | SLNO | Healthcare | 0.43% | 250,000 | -50,000 | -16.67% | $8,370,000 |
| ARRIVENT BIOPHARMA INC | AVBP | Healthcare | 0.42% | 350,000 | +350,000 | +100.00% | $8,074,500 |
| RELAY THERAPEUTICS INC | RLAY | Healthcare | 0.38% | 750,000 | +750,000 | +100.00% | $7,462,500 |
| CORVUS PHARMACEUTICALS INC | CRVS | Healthcare | 0.34% | 450,000 | -50,000 | -10.00% | $6,583,500 |
| VERASTEM INC | VSTM | Healthcare | 0.27% | 1,000,000 | -700,000 | -41.18% | $5,300,000 |
| AVALO THERAPEUTICS INC | AVTX | Healthcare | 0.23% | 300,000 | +300,000 | +100.00% | $4,479,000 |
| IBIO INC | IBIO | Healthcare | 0.13% | 1,300,000 | -700,000 | -35.00% | $2,470,000 |
| ACLARIS THERAPEUTICS INC | ACRS | Healthcare | 0.10% | 500,000 | -100,000 | -16.67% | $1,875,000 |
| PHARVARIS N V | PHVS | Other | 0.09% | 65,000 | -35,000 | -35.00% | $1,836,250 |
| FRACTYL HEALTH INC | GUTS | Healthcare | 0.02% | 1,000,000 | -100,000 | -9.09% | $457,800 |
Logos Global Management Lp Options Holdings in Q1 2026
3 options positions in the latest reporting period.
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| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q1 2026 | TERN | Terns Pharmaceuticals, Inc. | CALL | 500,000 | $26,360,000 |
| Q1 2026 | ELVN | Enliven Therapeutics, Inc. | CALL | 500,000 | $19,600,000 |
| Q1 2026 | AVTX | Avalo Therapeutics, Inc. | CALL | 1,000,000 | $14,930,000 |
Notional value represents the total exposure of the options position.