Logos Global Management LP 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Logos Global Management LP disclosed 64 US equity positions worth $1.5bn in its Q4 2025 13F filing. The largest position was RVMD at 10.6% of the reported book, followed by PRAX and IDYA. Against the Q3 2025 filing, it opened 15 new positions, added to 13 and reduced 17 among the top 50 holdings.
What did Logos Global Management LP own in Q4 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | RVMD REVOLUTION MEDICINES INC | Healthcare | 10.6% | $159.3m | 2,000,000 | 14% | added |
| 2 | PRAX PRAXIS PRECISION MEDICINES I | Healthcare | 7.4% | $110.5m | 375,000 | 200% | added |
| 3 | IDYA IDEAYA BIOSCIENCES INC | Healthcare | 7.2% | $108.0m | 3,125,000 | 39% | added |
| 4 | OLMA OLEMA PHARMACEUTICALS INC | Healthcare | 5.3% | $80.2m | 3,208,875 | 0% | held |
| 5 | CDTX CIDARA THERAPEUTICS INC | 4.6% | $68.5m | 310,000 | -17% | reduced | |
| 6 | ABVX ABIVAX SA | 3.6% | $53.9m | 400,000 | -4% | reduced | |
| 7 | ERAS ERASCA INC | Healthcare | 3.2% | $48.4m | 13,000,000 | -14% | reduced |
| 8 | OCUL OCULAR THERAPEUTIX INC | Healthcare | 2.8% | $42.5m | 3,500,000 | 8% | added |
| 9 | GPCR STRUCTURE THERAPEUTICS INC | Healthcare | 2.8% | $41.7m | 600,000 | -29% | reduced |
| 10 | IRON DISC MEDICINE INC | Healthcare | 2.7% | $40.5m | 510,000 | 13% | added |
| 11 | MAZE MAZE THERAPEUTICS INC | 2.6% | $39.4m | 950,000 | -23% | reduced | |
| 12 | TNGX TANGO THERAPEUTICS INC | Healthcare | 2.5% | $37.2m | 4,200,000 | 342% | added |
| 13 | RNAGBP AVIDITY BIOSCIENCES INC | 2.4% | $36.1m | 500,000 | -17% | reduced | |
| 14 | BIIB BIOGEN INC | Healthcare | 2.3% | $35.2m | 200,000 | 100% | added |
| 15 | IMVT IMMUNOVANT INC | Healthcare | 2.3% | $35.0m | 1,375,000 | 400% | added |
| 16 | JAZZ JAZZ PHARMACEUTICALS PLC | Healthcare | 2.3% | $34.0m | 200,000 | 0% | held |
| 17 | 430 TERNS PHARMACEUTICALS INC | 2.0% | $30.3m | 750,000 | – | new | |
| 18 | PCVX VAXCYTE INC | Healthcare | 2.0% | $30.0m | 650,000 | 4% | added |
| 19 | IMCR IMMUNOCORE HLDGS PLC | Healthcare | 2.0% | $29.5m | 850,000 | 0% | held |
| 20 | LB PHARMACEUTICALS INC | 1.8% | $26.7m | 1,200,000 | 6% | added | |
| 21 | DYN DYNE THERAPEUTICS INC | Healthcare | 1.6% | $24.4m | 1,250,000 | -48% | reduced |
| 22 | DSGN DESIGN THERAPEUTICS INC | Healthcare | 1.6% | $23.4m | 2,500,000 | -32% | reduced |
| 23 | MLTX MOONLAKE IMMUNOTHERAPEUTICS | Healthcare | 1.5% | $23.1m | 1,750,000 | – | new |
| 24 | ACAD ACADIA PHARMACEUTICALS INC | Healthcare | 1.5% | $22.7m | 850,000 | – | new |
| 25 | RYTM RHYTHM PHARMACEUTICALS INC | Healthcare | 1.4% | $20.3m | 190,000 | -5% | reduced |
| 26 | TRVI TREVI THERAPEUTICS INC | Healthcare | 1.3% | $19.4m | 1,550,000 | -30% | reduced |
| 27 | CYTK CYTOKINETICS INC | Healthcare | 1.3% | $19.1m | 300,000 | – | new |
| 28 | MIRM MIRUM PHARMACEUTICALS INC | Healthcare | 1.2% | $17.8m | 225,000 | – | new |
| 29 | QURE UNIQURE NV | 1.1% | $16.2m | 675,000 | 125% | added | |
| 30 | NEWAMSTERDAM PHARMA COMPANY | 1.1% | $15.8m | 450,000 | – | new | |
| 31 | KINIKSA PHARMACEUTICALS INTL | 1.0% | $14.4m | 350,000 | – | new | |
| 32 | SLNOEUR SOLENO THERAPEUTICS INC | 0.9% | $13.9m | 300,000 | – | new | |
| 33 | JANX JANUX THERAPEUTICS INC | Healthcare | 0.9% | $13.8m | 1,000,000 | 7% | added |
| 34 | NERV MINERVA NEUROSCIENCES INC | 0.9% | $13.3m | 3,311,000 | – | new | |
| 35 | VSTM VERASTEM INC | Healthcare | 0.9% | $13.1m | 1,700,000 | -58% | reduced |
| 36 | DNTH DIANTHUS THERAPEUTICS INC | Healthcare | 0.9% | $13.0m | 315,000 | 57% | added |
| 37 | AMLX AMYLYX PHARMACEUTICALS INC | Healthcare | 0.8% | $11.5m | 950,000 | -34% | reduced |
| 38 | KYMR KYMERA THERAPEUTICS INC | Healthcare | 0.7% | $10.1m | 130,000 | -48% | reduced |
| 39 | CLDX CELLDEX THERAPEUTICS INC NEW | Healthcare | 0.6% | $9.5m | 350,000 | – | new |
| 40 | NRIX NURIX THERAPEUTICS INC | Healthcare | 0.6% | $9.5m | 500,000 | – | new |
| 41 | CGON CG ONCOLOGY INC | Healthcare | 0.6% | $8.3m | 200,000 | – | new |
| 42 | ACLXGBX ARCELLX INC | 0.5% | $7.5m | 115,000 | -30% | reduced | |
| 43 | CBIO CRESCENT BIOPHARMA INC. | 0.5% | $7.1m | 600,000 | 0% | held | |
| 44 | CMPX COMPASS THERAPEUTICS INC | 0.4% | $6.2m | 1,150,000 | -44% | reduced | |
| 45 | JBIO JADE BIOSCIENCES INC | 0.4% | $6.1m | 395,000 | -37% | reduced | |
| 46 | TYRA TYRA BIOSCIENCES INC | Healthcare | 0.4% | $5.5m | 210,000 | – | new |
| 47 | ELVN ENLIVEN THERAPEUTICS INC | Healthcare | 0.3% | $5.2m | 340,000 | 0% | held |
| 48 | IMMX IMMIX BIOPHARMA INC | 0.3% | $5.2m | 1,000,000 | – | new | |
| 49 | CNTA CENTESSA PHARMACEUTICALS PLC | 0.3% | $5.0m | 200,000 | -62% | reduced | |
| 50 | NGNE NEUROGENE INC | 0.3% | $4.0m | 195,000 | – | new |
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.