Logos Global Management LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Logos Global Management LP disclosed 63 US equity positions worth $1.9bn in its Q1 2026 13F filing. The largest position was RVMD at 10.0% of the reported book, followed by ERAS and IDYA.
What did Logos Global Management LP own in Q1 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | RVMD REVOLUTION MEDICINES INC | Healthcare | 10.0% | $194.5m | 2,000,000 | – | |
| 2 | ERAS ERASCA INC | Healthcare | 9.3% | $180.4m | 11,150,000 | – | |
| 3 | IDYA IDEAYA BIOSCIENCES INC | Healthcare | 5.9% | $115.0m | 3,450,000 | – | |
| 4 | PRAX PRAXIS PRECISION MEDICINES I | Healthcare | 4.7% | $91.8m | 285,000 | – | |
| 5 | CNTA CENTESSA PHARMACEUTICALS PLC | 4.3% | $84.4m | 2,125,000 | – | ||
| 6 | 430 TERNS PHARMACEUTICALS INC | 4.1% | $79.1m | 1,500,000 | – | ||
| 7 | ABVX ABIVAX SA | Healthcare | 3.9% | $75.2m | 675,000 | – | |
| 8 | TNGX TANGO THERAPEUTICS INC | Healthcare | 3.2% | $62.8m | 3,000,000 | – | |
| 9 | CYTK CYTOKINETICS INC | Healthcare | 3.0% | $57.7m | 875,000 | – | |
| 10 | OLMA OLEMA PHARMACEUTICALS INC | Healthcare | 2.5% | $47.8m | 3,208,875 | – | |
| 11 | UTHR UNITED THERAPEUTICS CORP DEL | Healthcare | 2.4% | $47.4m | 80,000 | – | |
| 12 | IMCR IMMUNOCORE HLDGS PLC | Healthcare | 2.3% | $45.2m | 1,500,000 | – | |
| 13 | MDGL MADRIGAL PHARMACEUTICALS INC | Healthcare | 2.3% | $44.5m | 85,000 | – | |
| 14 | RYTM RHYTHM PHARMACEUTICALS INC | Healthcare | 2.0% | $39.1m | 450,000 | – | |
| 15 | CGON CG ONCOLOGY INC | Healthcare | 2.0% | $38.9m | 575,000 | – | |
| 16 | MAZE MAZE THERAPEUTICS INC | Healthcare | 1.9% | $36.9m | 1,235,000 | – | |
| 17 | BIIB BIOGEN INC | Healthcare | 1.9% | $36.7m | 200,000 | – | |
| 18 | IRON DISC MEDICINE INC | Healthcare | 1.8% | $35.8m | 560,000 | – | |
| 19 | DNTH DIANTHUS THERAPEUTICS INC | Healthcare | 1.7% | $33.6m | 400,000 | – | |
| 20 | OCUL OCULAR THERAPEUTIX INC | Healthcare | 1.7% | $32.6m | 3,850,000 | – | |
| 21 | TYRA TYRA BIOSCIENCES INC | Healthcare | 1.7% | $32.6m | 850,000 | – | |
| 22 | TRVI TREVI THERAPEUTICS INC | Healthcare | 1.5% | $28.6m | 2,400,000 | – | |
| 23 | MLTX MOONLAKE IMMUNOTHERAPEUTICS | Healthcare | 1.4% | $28.0m | 1,500,000 | – | |
| 24 | IMVT IMMUNOVANT INC | Healthcare | 1.4% | $26.7m | 1,075,000 | – | |
| 25 | XENE XENON PHARMACEUTICALS INC | Healthcare | 1.3% | $26.2m | 450,000 | – | |
| 26 | RCUS ARCUS BIOSCIENCES INC | Healthcare | 1.3% | $25.9m | 1,200,000 | – | |
| 27 | DYN DYNE THERAPEUTICS INC | Healthcare | 1.3% | $25.4m | 1,400,000 | – | |
| 28 | GPCR STRUCTURE THERAPEUTICS INC | Healthcare | 1.2% | $24.1m | 500,000 | – | |
| 29 | LB PHARMACEUTICALS INC | 1.2% | $22.6m | 915,000 | – | ||
| 30 | ELVN ENLIVEN THERAPEUTICS INC | Healthcare | 1.1% | $21.2m | 540,000 | – | |
| 31 | DSGN DESIGN THERAPEUTICS INC | Healthcare | 1.1% | $20.7m | 1,950,000 | – | |
| 32 | NERV MINERVA NEUROSCIENCES INC | 1.0% | $19.4m | 3,215,000 | – | ||
| 33 | NEWAMSTERDAM PHARMA COMPANY | 1.0% | $19.2m | 600,000 | – | ||
| 34 | MIRM MIRUM PHARMACEUTICALS INC | Healthcare | 1.0% | $18.5m | 200,000 | – | |
| 35 | PCVX VAXCYTE INC | Healthcare | 0.9% | $17.4m | 300,000 | – | |
| 36 | ACAD ACADIA PHARMACEUTICALS INC | Healthcare | 0.9% | $16.7m | 750,000 | – | |
| 37 | CMPX COMPASS THERAPEUTICS INC | 0.9% | $16.7m | 3,150,000 | – | ||
| 38 | CLDX CELLDEX THERAPEUTICS INC NEW | Healthcare | 0.7% | $14.3m | 450,000 | – | |
| 39 | JANX JANUX THERAPEUTICS INC | Healthcare | 0.7% | $13.9m | 1,000,000 | – | |
| 40 | VOR VOR BIOPHARMA INC | Healthcare | 0.7% | $13.4m | 750,000 | – | |
| 41 | ALKS ALKERMES PLC | Healthcare | 0.6% | $12.4m | 350,000 | – | |
| 42 | ORIC ORIC PHARMACEUTICALS INC | Healthcare | 0.6% | $12.0m | 950,000 | – | |
| 43 | IMMX IMMIX BIOPHARMA INC | 0.6% | $11.2m | 1,225,000 | – | ||
| 44 | TENX TENAX THERAPEUTICS INC | 0.5% | $10.0m | 625,000 | – | ||
| 45 | AMLX AMYLYX PHARMACEUTICALS INC | Healthcare | 0.5% | $9.7m | 700,000 | – | |
| 46 | CBIO CRESCENT BIOPHARMA INC. | 0.5% | $8.9m | 482,500 | – | ||
| 47 | SLNOEUR SOLENO THERAPEUTICS INC | 0.4% | $8.4m | 250,000 | – | ||
| 48 | AVBP ARRIVENT BIOPHARMA INC | Healthcare | 0.4% | $8.1m | 350,000 | – | |
| 49 | RLAY RELAY THERAPEUTICS INC | Healthcare | 0.4% | $7.5m | 750,000 | – | |
| 50 | CRVS CORVUS PHARMACEUTICALS INC | Healthcare | 0.3% | $6.6m | 450,000 | – |
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.