Logos Global Management LP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Logos Global Management LP disclosed 53 US equity positions worth $1.0bn in its Q3 2025 13F filing. The largest position was RVMD at 8.1% of the reported book, followed by IDYA and AKERO THERAPEUTICS INC. Against the Q2 2025 filing, it opened 19 new positions, added to 12 and reduced 13 among the top 50 holdings.
What did Logos Global Management LP own in Q3 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | RVMD REVOLUTION MEDICINES INC | Healthcare | 8.1% | $81.7m | 1,750,000 | 3% | added |
| 2 | IDYA IDEAYA BIOSCIENCES INC | Healthcare | 6.0% | $61.2m | 2,250,000 | -33% | reduced |
| 3 | AKERO THERAPEUTICS INC | 5.6% | $57.0m | 1,200,000 | 0% | held | |
| 4 | ARVN ARVINAS INC | Healthcare | 4.7% | $47.5m | 5,575,000 | 69% | added |
| 5 | OCUL OCULAR THERAPEUTIX INC | Healthcare | 3.8% | $38.0m | 3,250,000 | 48% | added |
| 6 | CDTX CIDARA THERAPEUTICS INC | 3.5% | $35.9m | 375,000 | 97% | added | |
| 7 | VSTM VERASTEM INC | Healthcare | 3.5% | $35.8m | 4,050,000 | 305% | added |
| 8 | ABVX ABIVAX SA | 3.5% | $35.2m | 415,000 | – | new | |
| 9 | ERAS ERASCA INC | Healthcare | 3.3% | $33.0m | 15,150,000 | 1% | added |
| 10 | MAZE MAZE THERAPEUTICS INC | 3.1% | $31.8m | 1,227,300 | 101% | added | |
| 11 | OLMA OLEMA PHARMACEUTICALS INC | Healthcare | 3.1% | $31.4m | 3,208,875 | 0% | held |
| 12 | IMCR IMMUNOCORE HLDGS PLC | Healthcare | 3.1% | $30.9m | 850,000 | 48% | added |
| 13 | DYN DYNE THERAPEUTICS INC | Healthcare | 3.0% | $30.4m | 2,400,000 | 26% | added |
| 14 | IRON DISC MEDICINE INC | Healthcare | 2.9% | $29.7m | 450,000 | -36% | reduced |
| 15 | DSGN DESIGN THERAPEUTICS INC | Healthcare | 2.7% | $27.5m | 3,655,000 | -13% | reduced |
| 16 | JAZZ JAZZ PHARMACEUTICALS PLC | Healthcare | 2.6% | $26.4m | 200,000 | -56% | reduced |
| 17 | RNAGBP AVIDITY BIOSCIENCES INC | 2.6% | $26.1m | 600,000 | -37% | reduced | |
| 18 | GPCR STRUCTURE THERAPEUTICS INC | Healthcare | 2.4% | $23.8m | 850,000 | 0% | held |
| 19 | JANX JANUX THERAPEUTICS INC | Healthcare | 2.3% | $22.9m | 935,000 | -6% | reduced |
| 20 | PCVX VAXCYTE INC | Healthcare | 2.2% | $22.5m | 625,000 | – | new |
| 21 | RYTM RHYTHM PHARMACEUTICALS INC | Healthcare | 2.0% | $20.2m | 200,000 | 54% | added |
| 22 | TRVI TREVI THERAPEUTICS INC | Healthcare | 2.0% | $20.1m | 2,200,000 | 159% | added |
| 23 | PTGX PROTAGONIST THERAPEUTICS INC | Healthcare | 2.0% | $19.9m | 300,000 | – | new |
| 24 | AMLX AMYLYX PHARMACEUTICALS INC | Healthcare | 1.9% | $19.7m | 1,450,000 | – | new |
| 25 | LB PHARMACEUTICALS INC | 1.8% | $17.8m | 1,130,000 | – | new | |
| 26 | QURE UNIQURE NV | 1.7% | $17.5m | 300,000 | – | new | |
| 27 | KYMR KYMERA THERAPEUTICS INC | Healthcare | 1.4% | $14.2m | 250,000 | – | new |
| 28 | BIIB BIOGEN INC | Healthcare | 1.4% | $14.0m | 100,000 | -50% | reduced |
| 29 | ACLXGBX ARCELLX INC | 1.3% | $13.5m | 165,000 | – | new | |
| 30 | KROS KEROS THERAPEUTICS INC | Healthcare | 1.3% | $13.4m | 850,000 | -57% | reduced |
| 31 | CNTA CENTESSA PHARMACEUTICALS PLC | 1.3% | $12.7m | 525,000 | – | new | |
| 32 | TNGX TANGO THERAPEUTICS INC | Healthcare | 0.8% | $8.0m | 950,000 | – | new |
| 33 | DNTH DIANTHUS THERAPEUTICS INC | Healthcare | 0.8% | $7.9m | 200,000 | – | new |
| 34 | COGT COGENT BIOSCIENCES INC | Healthcare | 0.7% | $7.2m | 500,000 | – | new |
| 35 | CMPX COMPASS THERAPEUTICS INC | 0.7% | $7.2m | 2,050,000 | – | new | |
| 36 | CBIO CRESCENT BIOPHARMA INC. | 0.7% | $7.1m | 600,000 | 8% | added | |
| 37 | ELVN ENLIVEN THERAPEUTICS INC | Healthcare | 0.7% | $7.0m | 340,000 | -3% | reduced |
| 38 | IMRX IMMUNEERING CORP | 0.7% | $6.7m | 950,000 | – | new | |
| 39 | PRAX PRAXIS PRECISION MEDICINES I | Healthcare | 0.7% | $6.6m | 125,000 | -44% | reduced |
| 40 | SRRK SCHOLAR ROCK HLDG CORP | Healthcare | 0.6% | $6.5m | 175,000 | – | new |
| 41 | JBIO JADE BIOSCIENCES INC | 0.5% | $5.4m | 625,000 | 0% | held | |
| 42 | EPRX EUPRAXIA PHARMACEUTICALS INC | 0.5% | $5.3m | 900,000 | – | new | |
| 43 | IMVT IMMUNOVANT INC | Healthcare | 0.4% | $4.4m | 275,000 | 0% | held |
| 44 | PHVS PHARVARIS N V | 0.4% | $3.7m | 150,000 | – | new | |
| 45 | CATBUSD ASTRIA THERAPEUTICS INC | 0.4% | $3.6m | 500,000 | -29% | reduced | |
| 46 | PEPG PEPGEN INC | Healthcare | 0.3% | $3.5m | 750,000 | – | new |
| 47 | ACRS ACLARIS THERAPEUTICS INC | Healthcare | 0.3% | $2.9m | 1,500,000 | -19% | reduced |
| 48 | UNCY UNICYCIVE THERAPEUTICS INC | 0.2% | $2.1m | 473,563 | 0% | held | |
| 49 | ESPERION THERAPEUTICS INC NE | 0.2% | $2.0m | 750,000 | – | new | |
| 50 | SEPN SEPTERNA INC | 0.2% | $1.6m | 83,548 | -23% | reduced |
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.