Investor
Logos Global Management LP
CIK 0001792126 · filed 2026-05-15 · SEC filing
13F book
$2B
Positions
63
12 new · 13 sold
Largest name
9.7%
Revolution Medicines Inc
Est. mark
$192.1M
Price effect on 51 names still held. Flow $249.3M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Revolution Medicines Inc | — | 2M | $194.5M | 9.7% | $35.2M | Held |
| Erasca, Inc. | ERAS | 11.2M | $180.4M | 9.0% | $138.9M | Cut$132M |
| IDEAYA Biosciences, Inc. | IDYA | 3.45M | $115M | 5.7% | −$3.91M | Added$6.92M |
| Praxis Precision Medicines I | — | 285K | $91.8M | 4.6% | $7.82M | Cut−$18.7M |
| Centessa Pharmaceuticals Plc | — | 2.13M | $84.4M | 4.2% | $2.94M | Added$79.4M |
| Terns Pharmaceuticals Inc | — | 1.5M | $79.1M | 3.9% | $9.24M | Added$48.8M |
| Abivax Sa | — | 675K | $75.2M | 3.8% | −$9.4M | Added$21.2M |
| Tango Therapeutics, Inc. | TNGX | 3M | $62.8M | 3.1% | $36.2M | Cut$25.5M |
| Cytokinetics Inc | CYTK | 875K | $57.7M | 2.9% | $711K | Added$38.6M |
| Olema Pharmaceuticals, Inc. | OLMA | 3.21M | $47.8M | 2.4% | −$32.4M | Held |
| United Therapeutics Corp Del | — | 80K | $47.4M | 2.4% | — | New |
| Immunocore Hldgs Plc | — | 1.5M | $45.2M | 2.3% | −$3.88M | Added$15.7M |
| Madrigal Pharmaceuticals, Inc. | MDGL | 85K | $44.5M | 2.2% | — | New |
| Rhythm Pharmaceuticals, Inc. | RYTM | 450K | $39.1M | 2.0% | −$3.81M | Added$18.8M |
| CG Oncology, Inc. | CGON | 575K | $38.9M | 1.9% | $5.23M | Added$30.6M |
| Maze Therapeutics, Inc. | MAZE | 1.24M | $36.9M | 1.8% | −$11M | Added−$2.49M |
| Biogen Inc. | BIIB | 200K | $36.7M | 1.8% | $1.47M | Held |
| Disc Medicine, Inc. | IRON | 560K | $35.8M | 1.8% | −$7.89M | Added−$4.69M |
| Dianthus Therapeutics Inc | — | 400K | $33.6M | 1.7% | $13.5M | Added$20.6M |
| Ocular Therapeutix, Inc | OCUL | 3.85M | $32.6M | 1.6% | −$12.8M | Added−$9.88M |
| Tyra Biosciences, Inc. | TYRA | 850K | $32.6M | 1.6% | $2.52M | Added$27M |
| Trevi Therapeutics, Inc. | TRVI | 2.4M | $28.6M | 1.4% | −$914.5K | Added$9.23M |
| Moonlake Immunotherapeutics | MLTX | 1.5M | $28M | 1.4% | $8.19M | Cut$4.89M |
| Immunovant, Inc. | IMVT | 1.07M | $26.7M | 1.3% | −$623.5K | Cut−$8.25M |
| Xenon Pharmaceuticals Inc. | XENE | 450K | $26.2M | 1.3% | — | New |
| Arcus Biosciences, Inc. | RCUS | 1.2M | $25.9M | 1.3% | — | New |
| Dyne Therapeutics, Inc. | DYN | 1.4M | $25.4M | 1.3% | −$1.79M | Added$932K |
| Structure Therapeutics Inc. | GPCR | 500K | $24.1M | 1.2% | −$10.7M | Cut−$17.6M |
| Lb Pharmaceuticals Inc | LBRX | 915K | $22.6M | 1.1% | $2.2M | Cut−$4.15M |
| Enliven Therapeutics, Inc. | ELVN | 540K | $21.2M | 1.1% | $8.09M | Added$15.9M |
| Design Therapeutics, Inc. | DSGN | 1.95M | $20.7M | 1.0% | $2.46M | Cut−$2.7M |
| Minerva Neurosciences, Inc. | NERV | 3.21M | $19.4M | 1.0% | $6.45M | Cut$6.06M |
| Newamsterdam Pharma Company | — | 600K | $19.2M | 1.0% | −$1.38M | Added$3.42M |
| Mirum Pharmaceuticals, Inc. | MIRM | 200K | $18.5M | 0.9% | $2.68M | Cut$703.3K |
| Vaxcyte, Inc. | PCVX | 300K | $17.4M | 0.9% | $3.59M | Cut−$12.6M |
| Acadia Pharmaceuticals Inc | ACAD | 750K | $16.7M | 0.8% | −$3.34M | Cut−$6.01M |
| Compass Therapeutics, Inc. | CMPX | 3.15M | $16.7M | 0.8% | −$92K | Added$10.5M |
| Celldex Therapeutics Inc New | — | 450K | $14.3M | 0.7% | $1.6M | Added$4.77M |
| Janux Therapeutics, Inc. | JANX | 1M | $13.9M | 0.7% | $100K | Held |
| Vor Biopharma Inc. | VOR | 750K | $13.4M | 0.7% | $476K | Added$12.1M |
| Alkermes plc. | ALKS | 350K | $12.4M | 0.6% | — | New |
| Oric Pharmaceuticals, Inc. | ORIC | 950K | $12M | 0.6% | $2.02M | Added$8.36M |
| Immix Biopharma, Inc. | IMMX | 1.23M | $11.2M | 0.6% | $3.88M | Added$5.93M |
| Tenax Therapeutics, Inc. | TENX | 625K | $9.99M | 0.5% | — | New |
| Amylyx Pharmaceuticals, Inc. | AMLX | 700K | $9.73M | 0.5% | $1.27M | Cut−$1.75M |
| Crescent Biopharma, Inc. | CBIO | 482.5K | $8.86M | 0.4% | $3.14M | Cut$1.75M |
| Soleno Therapeutics Inc | — | 250K | $8.37M | 0.4% | −$3.21M | Cut−$5.52M |
| ArriVent BioPharma, Inc. | AVBP | 350K | $8.07M | 0.4% | — | New |
| Relay Therapeutics, Inc. | RLAY | 750K | $7.46M | 0.4% | — | New |
| Corvus Pharmaceuticals, Inc. | CRVS | 450K | $6.58M | 0.3% | $3.12M | Cut$2.73M |
| Meiragtx Hldgs Plc | — | 700K | $6.06M | 0.3% | — | New |
| Jade Biosciences, Inc. | JBIO | 400K | $5.62M | 0.3% | −$545.1K | Added−$474.9K |
| Verastem, Inc. | VSTM | 1M | $5.3M | 0.3% | −$2.42M | Cut−$7.82M |
| Avalo Therapeutics, Inc. | AVTX | 300K | $4.48M | 0.2% | — | New |
| Unicycive Therapeutics, Inc. | UNCY | 473.6K | $3.12M | 0.2% | $383.6K | Held |
| iBio, Inc. | IBIO | 1.3M | $2.47M | 0.1% | −$39K | Cut−$1.39M |
| Palatin Technologies Inc | PTN | 140K | $2.44M | 0.1% | $285.6K | Held |
| Aclaris Therapeutics, Inc. | ACRS | 500K | $1.88M | 0.1% | $370K | Cut$69K |
| Pharvaris N.V. | PHVS | 65K | $1.84M | 0.1% | $32.5K | Cut−$938.8K |
| Veradermics, Inc | MANE | 25K | $1.58M | 0.1% | — | New |
| Sensei Biotherapeutics Inc | FTH | 30K | $945.6K | 0.0% | — | New |
| Septerna, Inc. | SEPN | 23.5K | $565.9K | 0.0% | −$90.7K | Held |
| Fractyl Health, Inc. | GUTS | 1M | $457.8K | 0.0% | −$1.74M | Cut−$1.96M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.