Logos Global Management LP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Logos Global Management LP disclosed 45 US equity positions worth $748.6m in its Q2 2025 13F filing. The largest position was IDYA at 9.4% of the reported book, followed by AKERO THERAPEUTICS INC and RVMD. Against the Q1 2025 filing, it opened 21 new positions, added to 9 and reduced 8 among the top 45 holdings.
What did Logos Global Management LP own in Q2 2025? Top 45 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | IDYA IDEAYA BIOSCIENCES INC | Healthcare | 9.4% | $70.3m | 3,345,000 | -4% | reduced |
| 2 | AKERO THERAPEUTICS INC | 8.6% | $64.0m | 1,200,000 | 0% | held | |
| 3 | RVMD REVOLUTION MEDICINES INC | Healthcare | 8.4% | $62.5m | 1,700,000 | 6% | added |
| 4 | JAZZ JAZZ PHARMACEUTICALS PLC | Healthcare | 6.4% | $47.8m | 450,000 | – | new |
| 5 | IRON DISC MEDICINE INC | Healthcare | 5.0% | $37.1m | 700,000 | 78% | added |
| 6 | RNAGBP AVIDITY BIOSCIENCES INC | 3.6% | $27.0m | 950,000 | 171% | added | |
| 7 | KROS KEROS THERAPEUTICS INC | Healthcare | 3.6% | $26.7m | 2,000,000 | 0% | held |
| 8 | BIIB BIOGEN INC | Healthcare | 3.4% | $25.1m | 200,000 | – | new |
| 9 | UTHR UNITED THERAPEUTICS CORP DEL | Healthcare | 3.3% | $24.4m | 85,000 | – | new |
| 10 | ARVN ARVINAS INC | Healthcare | 3.2% | $24.3m | 3,300,000 | – | new |
| 11 | JANX JANUX THERAPEUTICS INC | Healthcare | 3.1% | $23.1m | 1,000,000 | -39% | reduced |
| 12 | OCUL OCULAR THERAPEUTIX INC | Healthcare | 2.7% | $20.4m | 2,200,000 | -4% | reduced |
| 13 | ERAS ERASCA INC | Healthcare | 2.5% | $19.1m | 15,000,000 | 15% | added |
| 14 | NBIX NEUROCRINE BIOSCIENCES INC | Healthcare | 2.5% | $18.9m | 150,000 | – | new |
| 15 | DYN DYNE THERAPEUTICS INC | Healthcare | 2.4% | $18.1m | 1,900,000 | 280% | added |
| 16 | IMCR IMMUNOCORE HLDGS PLC | Healthcare | 2.4% | $18.0m | 575,000 | – | new |
| 17 | GPCR STRUCTURE THERAPEUTICS INC | Healthcare | 2.4% | $17.6m | 850,000 | 100% | added |
| 18 | MDGL MADRIGAL PHARMACEUTICALS INC | Healthcare | 2.0% | $15.1m | 50,000 | – | new |
| 19 | DSGN DESIGN THERAPEUTICS INC | Healthcare | 1.9% | $14.2m | 4,217,627 | 0% | held |
| 20 | KRYS KRYSTAL BIOTECH INC | Healthcare | 1.8% | $13.7m | 100,000 | – | new |
| 21 | OLMA OLEMA PHARMACEUTICALS INC | Healthcare | 1.8% | $13.7m | 3,208,875 | 0% | held |
| 22 | CLDX CELLDEX THERAPEUTICS INC NEW | Healthcare | 1.6% | $12.2m | 600,000 | – | new |
| 23 | BHVN BIOHAVEN LTD | Healthcare | 1.3% | $9.9m | 700,000 | – | new |
| 24 | XNCR XENCOR INC | Healthcare | 1.3% | $9.8m | 1,250,000 | – | new |
| 25 | PRAX PRAXIS PRECISION MEDICINES I | Healthcare | 1.3% | $9.5m | 225,000 | – | new |
| 26 | MLTX MOONLAKE IMMUNOTHERAPEUTICS | Healthcare | 1.3% | $9.4m | 200,000 | -43% | reduced |
| 27 | CDTX CIDARA THERAPEUTICS INC | 1.2% | $9.3m | 190,000 | – | new | |
| 28 | CBIO CRESCENT BIOPHARMA INC. | 1.2% | $8.9m | 553,686 | – | new | |
| 29 | LEGN LEGEND BIOTECH CORP | Healthcare | 1.2% | $8.9m | 250,000 | – | new |
| 30 | RYTM RHYTHM PHARMACEUTICALS INC | Healthcare | 1.1% | $8.2m | 130,000 | – | new |
| 31 | MAZE MAZE THERAPEUTICS INC | 1.0% | $7.5m | 611,914 | -35% | reduced | |
| 32 | ELVN ENLIVEN THERAPEUTICS INC | Healthcare | 0.9% | $7.0m | 350,000 | 46% | added |
| 33 | JBIO JADE BIOSCIENCES INC | 0.8% | $6.2m | 625,000 | – | new | |
| 34 | ANNX ANNEXON INC | Healthcare | 0.8% | $5.8m | 2,410,000 | -40% | reduced |
| 35 | METSERA INC | 0.8% | $5.7m | 200,000 | – | new | |
| 36 | TRVI TREVI THERAPEUTICS INC | Healthcare | 0.6% | $4.6m | 850,000 | 100% | added |
| 37 | IMVT IMMUNOVANT INC | Healthcare | 0.6% | $4.4m | 275,000 | 0% | held |
| 38 | VSTM VERASTEM INC | Healthcare | 0.6% | $4.2m | 1,000,000 | – | new |
| 39 | CATBUSD ASTRIA THERAPEUTICS INC | 0.5% | $3.8m | 700,000 | 40% | added | |
| 40 | BCAX BICARA THERAPEUTICS INC | 0.5% | $3.7m | 400,000 | – | new | |
| 41 | ACRS ACLARIS THERAPEUTICS INC | Healthcare | 0.4% | $2.6m | 1,850,000 | -17% | reduced |
| 42 | RAPP RAPPORT THERAPEUTICS INC | 0.3% | $2.4m | 208,910 | 0% | held | |
| 43 | UNCY UNICYCIVE THERAPEUTICS INC | 0.3% | $2.3m | 473,562 | – | new | |
| 44 | SEPN SEPTERNA INC | 0.2% | $1.2m | 109,202 | -19% | reduced | |
| 45 | NUVATION BIO INC | 0.0% | $18.0k | 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.