Logos Global Management Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Logos Global Management Lp disclosed 59 stock positions valued at approximately $2.32B as of quarter-end June 30, 2026. The largest holdings include ERASCA INC, ABIVAX SA, and REVOLUTION MEDICINES INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 59
- Portfolio Value
- $2.32B
Holdings by Sector
Logos Global Management Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ERASCA INC | ERAS | Healthcare | 9.58% | 12,150,000 | +1,000,000 | +8.97% | $222,588,000 |
| ABIVAX SA | ABVX | Healthcare | 5.87% | 1,024,000 | +349,000 | +51.70% | $136,458,240 |
| REVOLUTION MEDICINES INC | RVMD | Healthcare | 5.64% | 700,000 | -1,300,000 | -65.00% | $131,096,000 |
| IDEAYA BIOSCIENCES INC | IDYA | Healthcare | 4.81% | 3,000,000 | -450,000 | -13.04% | $111,810,000 |
| BIONTECH SE | BNTX | Healthcare | 4.07% | 1,015,000 | +1,015,000 | +100.00% | $94,445,750 |
| VERA THERAPEUTICS INC | VERA | Healthcare | 4.06% | 2,200,000 | +2,200,000 | +100.00% | $94,402,000 |
| TANGO THERAPEUTICS INC | TNGX | Healthcare | 3.84% | 2,850,000 | -150,000 | -5.00% | $89,091,000 |
| PRAXIS PRECISION MEDICINES I | PRAX | Healthcare | 3.75% | 260,000 | -25,000 | -8.77% | $87,045,400 |
| CELLDEX THERAPEUTICS INC NEW | CLDX | Healthcare | 3.36% | 2,100,000 | +1,650,000 | +366.67% | $78,141,000 |
| DIANTHUS THERAPEUTICS INC | DNTH | Healthcare | 3.36% | 800,000 | +400,000 | +100.00% | $77,984,000 |
| CG ONCOLOGY INC | CGON | Healthcare | 3.06% | 1,000,000 | +425,000 | +73.91% | $71,050,000 |
| DISC MEDICINE INC | IRON | Healthcare | 2.76% | 875,000 | +315,000 | +56.25% | $63,997,500 |
| MAZE THERAPEUTICS INC | MAZE | Other | 2.49% | 1,935,000 | +700,000 | +56.68% | $57,740,400 |
| DYNE THERAPEUTICS INC | DYN | Healthcare | 2.44% | 2,550,000 | +1,150,000 | +82.14% | $56,635,500 |
| MOONLAKE IMMUNOTHERAPEUTICS | MLTX | Healthcare | 2.24% | 2,675,000 | +1,175,000 | +78.33% | $52,082,250 |
| OCULAR THERAPEUTIX INC | OCUL | Healthcare | 2.24% | 5,300,000 | +1,450,000 | +37.66% | $52,046,000 |
| DESIGN THERAPEUTICS INC | DSGN | Healthcare | 1.87% | 3,000,000 | +1,050,000 | +53.85% | $43,410,000 |
| OLEMA PHARMACEUTICALS INC | OLMA | Healthcare | 1.73% | 3,208,875 | - | - | $40,143,026 |
| BELITE BIO INC | BLTE | Healthcare | 1.66% | 250,000 | +250,000 | +100.00% | $38,496,250 |
| ACHIEVE LIFE SCIENCE INC | ACHV | Healthcare | 1.53% | 5,425,000 | +5,425,000 | +100.00% | $35,425,250 |
| TREVI THERAPEUTICS INC | TRVI | Healthcare | 1.51% | 1,880,000 | -520,000 | -21.67% | $35,062,000 |
| COGENT BIOSCIENCES INC | COGT | Healthcare | 1.50% | 900,000 | +900,000 | +100.00% | $34,830,000 |
| ARRIVENT BIOPHARMA INC | AVBP | Healthcare | 1.50% | 1,000,000 | +650,000 | +185.71% | $34,740,000 |
| COMPASS PATHWAYS PLC | CMPS | Healthcare | 1.37% | 2,250,000 | +2,250,000 | +100.00% | $31,837,500 |
| MINERALYS THERAPEUTICS INC | MLYS | Healthcare | 1.22% | 1,050,000 | +1,050,000 | +100.00% | $28,329,000 |
| REPLIMUNE GROUP INC | REPL | Healthcare | 1.19% | 2,500,000 | +2,500,000 | +100.00% | $27,675,000 |
| XENON PHARMACEUTICALS INC | XENE | Healthcare | 1.17% | 450,000 | - | - | $27,162,000 |
| STRUCTURE THERAPEUTICS INC | GPCR | Healthcare | 1.16% | 500,000 | - | - | $26,835,000 |
| IMMUNOVANT INC | IMVT | Healthcare | 1.10% | 665,000 | -410,000 | -38.14% | $25,622,450 |
| ENLIVEN THERAPEUTICS INC | ELVN | Healthcare | 1.02% | 465,000 | -75,000 | -13.89% | $23,598,750 |
Showing 30 of 59 holdings in the latest reporting period.