Logos Global Management LP 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Logos Global Management LP disclosed 39 US equity positions worth $562.5m in its Q1 2025 13F filing. The largest position was IDYA at 10.2% of the reported book, followed by RVMD and AKERO THERAPEUTICS INC. Against the Q4 2024 filing, it opened 11 new positions, added to 10 and reduced 6 among the top 39 holdings.
What did Logos Global Management LP own in Q1 2025? Top 39 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | IDYA IDEAYA BIOSCIENCES INC | Healthcare | 10.2% | $57.3m | 3,500,000 | 17% | added |
| 2 | RVMD REVOLUTION MEDICINES INC | Healthcare | 10.1% | $56.6m | 1,600,000 | 10% | added |
| 3 | AKERO THERAPEUTICS INC | 8.6% | $48.6m | 1,200,000 | 50% | added | |
| 4 | JANX JANUX THERAPEUTICS INC | Healthcare | 7.9% | $44.5m | 1,650,000 | 32% | added |
| 5 | NUVALENT INC | 6.3% | $35.5m | 500,000 | – | new | |
| 6 | TEVA TEVA PHARMACEUTICAL INDS LTD | Healthcare | 4.6% | $26.1m | 1,700,000 | – | new |
| 7 | XENE XENON PHARMACEUTICALS INC | Healthcare | 3.9% | $21.8m | 650,000 | – | new |
| 8 | KROS KEROS THERAPEUTICS INC | Healthcare | 3.6% | $20.4m | 2,000,000 | – | new |
| 9 | IRON DISC MEDICINE INC | Healthcare | 3.5% | $19.6m | 394,342 | 97% | added |
| 10 | BNTX BIONTECH SE | Healthcare | 3.2% | $18.2m | 200,000 | -33% | reduced |
| 11 | ETNBGBP 89BIO INC | 3.2% | $18.2m | 2,500,000 | – | new | |
| 12 | SLNOEUR SOLENO THERAPEUTICS INC | 3.2% | $17.9m | 250,000 | -29% | reduced | |
| 13 | ERAS ERASCA INC | Healthcare | 3.2% | $17.8m | 13,000,000 | 4% | added |
| 14 | OCUL OCULAR THERAPEUTIX INC | Healthcare | 3.0% | $16.9m | 2,300,000 | -34% | reduced |
| 15 | DSGN DESIGN THERAPEUTICS INC | Healthcare | 2.9% | $16.3m | 4,217,627 | 0% | held |
| 16 | MLTX MOONLAKE IMMUNOTHERAPEUTICS | Healthcare | 2.4% | $13.7m | 350,000 | – | new |
| 17 | GERN GERON CORP | Healthcare | 2.3% | $12.7m | 8,000,000 | 300% | added |
| 18 | OLMA OLEMA PHARMACEUTICALS INC | Healthcare | 2.1% | $12.1m | 3,208,875 | 0% | held |
| 19 | CRNXGBP CRINETICS PHARMACEUTICALS IN | 2.1% | $11.7m | 350,000 | – | new | |
| 20 | RNAGBP AVIDITY BIOSCIENCES INC | 1.8% | $10.3m | 350,000 | – | new | |
| 21 | MAZE MAZE THERAPEUTICS INC | 1.8% | $10.3m | 936,914 | – | new | |
| 22 | ANNX ANNEXON INC | Healthcare | 1.4% | $7.7m | 4,000,000 | 57% | added |
| 23 | GPCR STRUCTURE THERAPEUTICS INC | Healthcare | 1.3% | $7.4m | 425,000 | -39% | reduced |
| 24 | CMPS COMPASS PATHWAYS PLC | Healthcare | 1.0% | $5.7m | 2,000,000 | – | new |
| 25 | DYN DYNE THERAPEUTICS INC | Healthcare | 0.9% | $5.2m | 500,000 | 11% | added |
| 26 | ELVN ENLIVEN THERAPEUTICS INC | Healthcare | 0.8% | $4.7m | 240,000 | 71% | added |
| 27 | IMVT IMMUNOVANT INC | Healthcare | 0.8% | $4.7m | 275,000 | -8% | reduced |
| 28 | AEROVATE THERAPEUTICS INC | 0.6% | $3.5m | 1,400,000 | 0% | held | |
| 29 | ACRS ACLARIS THERAPEUTICS INC | Healthcare | 0.6% | $3.4m | 2,222,222 | 0% | held |
| 30 | UNCY UNICYCIVE THERAPEUTICS INC | 0.5% | $2.9m | 5,078,927 | 0% | held | |
| 31 | TRVI TREVI THERAPEUTICS INC | Healthcare | 0.5% | $2.7m | 424,715 | -66% | reduced |
| 32 | CATBUSD ASTRIA THERAPEUTICS INC | 0.5% | $2.7m | 500,000 | 0% | held | |
| 33 | RAPP RAPPORT THERAPEUTICS INC | 0.4% | $2.1m | 208,910 | 0% | held | |
| 34 | GLYCEUR GLYCOMIMETICS INC | 0.2% | $1.1m | 5,400,000 | 0% | held | |
| 35 | SEPN SEPTERNA INC | 0.1% | $777.0k | 134,202 | 0% | held | |
| 36 | ALLKGUSD ALLAKOS INC | 0.1% | $660.0k | 2,900,000 | 0% | held | |
| 37 | ARTV ARTIVA BIOTHERAPEUTICS INC | 0.1% | $435.3k | 145,089 | 0% | held | |
| 38 | SLDB SOLID BIOSCIENCES INC | Healthcare | 0.1% | $370.0k | 100,000 | – | new |
| 39 | NUVATION BIO INC | 0.0% | $15.9k | 66,666 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.