Logos Global Management LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Logos Global Management LP disclosed 68 US equity positions worth $2.3bn in its Q2 2026 13F filing. The largest position was ERAS at 9.6% of the reported book, followed by ABVX and RVMD. Against the Q1 2026 filing, it opened 16 new positions, added to 18 and reduced 13 among the top 50 holdings.
What did Logos Global Management LP own in Q2 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | ERAS ERASCA INC | Healthcare | 9.6% | $222.6m | 12,150,000 | 9% | added |
| 2 | ABVX ABIVAX SA | Healthcare | 5.9% | $136.5m | 1,024,000 | 52% | added |
| 3 | RVMD REVOLUTION MEDICINES INC | Healthcare | 5.6% | $131.1m | 700,000 | -65% | reduced |
| 4 | IDYA IDEAYA BIOSCIENCES INC | Healthcare | 4.8% | $111.8m | 3,000,000 | -13% | reduced |
| 5 | BNTX BIONTECH SE | Healthcare | 4.1% | $94.4m | 1,015,000 | – | new |
| 6 | VERA VERA THERAPEUTICS INC | Healthcare | 4.1% | $94.4m | 2,200,000 | – | new |
| 7 | TNGX TANGO THERAPEUTICS INC | Healthcare | 3.8% | $89.1m | 2,850,000 | -5% | reduced |
| 8 | PRAX PRAXIS PRECISION MEDICINES I | Healthcare | 3.7% | $87.0m | 260,000 | -9% | reduced |
| 9 | CLDX CELLDEX THERAPEUTICS INC NEW | Healthcare | 3.4% | $78.1m | 2,100,000 | 367% | added |
| 10 | DNTH DIANTHUS THERAPEUTICS INC | Healthcare | 3.4% | $78.0m | 800,000 | 100% | added |
| 11 | CGON CG ONCOLOGY INC | Healthcare | 3.1% | $71.0m | 1,000,000 | 74% | added |
| 12 | IRON DISC MEDICINE INC | Healthcare | 2.8% | $64.0m | 875,000 | 56% | added |
| 13 | MAZE MAZE THERAPEUTICS INC | Healthcare | 2.5% | $57.7m | 1,935,000 | 57% | added |
| 14 | DYN DYNE THERAPEUTICS INC | Healthcare | 2.4% | $56.6m | 2,550,000 | 82% | added |
| 15 | MLTX MOONLAKE IMMUNOTHERAPEUTICS | Healthcare | 2.2% | $52.1m | 2,675,000 | 78% | added |
| 16 | OCUL OCULAR THERAPEUTIX INC | Healthcare | 2.2% | $52.0m | 5,300,000 | 38% | added |
| 17 | DSGN DESIGN THERAPEUTICS INC | Healthcare | 1.9% | $43.4m | 3,000,000 | 54% | added |
| 18 | OLMA OLEMA PHARMACEUTICALS INC | Healthcare | 1.7% | $40.1m | 3,208,875 | 0% | held |
| 19 | BLTE BELITE BIO INC | Healthcare | 1.7% | $38.5m | 250,000 | – | new |
| 20 | ACHV ACHIEVE LIFE SCIENCE INC | 1.5% | $35.4m | 5,425,000 | – | new | |
| 21 | TRVI TREVI THERAPEUTICS INC | Healthcare | 1.5% | $35.1m | 1,880,000 | -22% | reduced |
| 22 | COGT COGENT BIOSCIENCES INC | Healthcare | 1.5% | $34.8m | 900,000 | – | new |
| 23 | AVBP ARRIVENT BIOPHARMA INC | Healthcare | 1.5% | $34.7m | 1,000,000 | 186% | added |
| 24 | CBIO CRESCENT BIOPHARMA INC. | 1.5% | $34.2m | 1,900,000 | 294% | added | |
| 25 | CMPS COMPASS PATHWAYS PLC | Healthcare | 1.4% | $31.8m | 2,250,000 | – | new |
| 26 | MLYS MINERALYS THERAPEUTICS INC | Healthcare | 1.2% | $28.3m | 1,050,000 | – | new |
| 27 | REPL REPLIMUNE GROUP INC | Healthcare | 1.2% | $27.7m | 2,500,000 | – | new |
| 28 | XENE XENON PHARMACEUTICALS INC | Healthcare | 1.2% | $27.2m | 450,000 | 0% | held |
| 29 | GPCR STRUCTURE THERAPEUTICS INC | Healthcare | 1.2% | $26.8m | 500,000 | 0% | held |
| 30 | IMVT IMMUNOVANT INC | Healthcare | 1.1% | $25.6m | 665,000 | -38% | reduced |
| 31 | JBIO JADE BIOSCIENCES INC | Healthcare | 1.1% | $25.0m | 1,125,000 | 181% | added |
| 32 | ELVN ENLIVEN THERAPEUTICS INC | Healthcare | 1.0% | $23.6m | 465,000 | -14% | reduced |
| 33 | MANE VERADERMICS INC | Healthcare | 1.0% | $22.1m | 180,000 | 620% | added |
| 34 | AVTX AVALO THERAPEUTICS INC | Healthcare | 0.9% | $21.3m | 1,150,000 | 283% | added |
| 35 | RCUS ARCUS BIOSCIENCES INC | Healthcare | 0.9% | $20.0m | 650,000 | -46% | reduced |
| 36 | SMMT SUMMIT THERAPEUTICS INC | Healthcare | 0.8% | $19.7m | 1,350,000 | – | new |
| 37 | IMCR IMMUNOCORE HLDGS PLC | Healthcare | 0.8% | $19.1m | 600,000 | -60% | reduced |
| 38 | LB PHARMACEUTICALS INC | 0.8% | $19.0m | 585,000 | -36% | reduced | |
| 39 | NERV MINERVA NEUROSCIENCES INC | 0.8% | $18.3m | 3,288,777 | 2% | added | |
| 40 | FTH FAETH THERAPEUTICS INC | 0.8% | $18.1m | 722,020 | 2307% | added | |
| 41 | CRSP CRISPR THERAPEUTICS AG | Healthcare | 0.7% | $16.4m | 300,000 | – | new |
| 42 | DBVT DBV TECHNOLOGIES S A | 0.6% | $15.0m | 915,000 | – | new | |
| 43 | PARABILIS MEDICINES INC | 0.6% | $14.4m | 525,000 | – | new | |
| 44 | RYTM RHYTHM PHARMACEUTICALS INC | Healthcare | 0.6% | $13.9m | 125,000 | -72% | reduced |
| 45 | VOR VOR BIOPHARMA INC | Healthcare | 0.5% | $12.0m | 650,000 | -13% | reduced |
| 46 | SRRK SCHOLAR ROCK HLDG CORP | Healthcare | 0.5% | $11.0m | 200,000 | – | new |
| 47 | IMMX IMMIX BIOPHARMA INC | 0.4% | $10.3m | 1,000,000 | -18% | reduced | |
| 48 | QTTB Q32 BIO INC | 0.4% | $10.2m | 800,000 | – | new | |
| 49 | ODYSSEY THERAPEUTICS INC | 0.4% | $9.8m | 521,736 | – | new | |
| 50 | ANNX ANNEXON INC | Healthcare | 0.4% | $8.6m | 1,500,000 | – | 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.