Q4 2025 · 13F-HR
Logos Global Management LPholdings as filed
Filed 2026-02-17 · accession 0001172661-26-001209
$1.65B
Reported value
69
Positions
2025-12-31
Period end
The Brief · Logos Global Management LP · Q4 2025
AI · grounded in 13F
Logos Global Management LP closed its position in AKRO, reducing exposure by $56.98M. The fund also exited positions in ARVN and PTGX, with reductions of $47.5M and $19.93M respectively. On the buy side, the fund established a new position in 430 worth $30.3M and increased its stake in IMVT by 400%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 76155X100 | RVMD | REVOLUTION MEDICINES INC | $159.3M | 9.63% | 2,000,000 | Common | SOLE |
| 74006W207 | PRAX | PRAXIS PRECISION MEDICINES I | $110.5M | 6.68% | 375,000 | Common | SOLE |
| 45166A102 | IDYA | IDEAYA BIOSCIENCES INC | $108.0M | 6.53% | 3,125,000 | Common | SOLE |
| 68062P106 | OLMA | OLEMA PHARMACEUTICALS INC | $80.2M | 4.85% | 3,208,875 | Common | SOLE |
| 76155X100 | RVMD | REVOLUTION MEDICINES INC | $79.7M | 4.81% | 1,000,000 | CALL | SOLE |
| 171757206 | CDTX | CIDARA THERAPEUTICS INC | $68.5M | 4.14% | 310,000 | Common | SOLE |
| 00370M103 | ABVX | ABIVAX SA | $53.9M | 3.26% | 400,000 | Common | SOLE |
| 29479A108 | ERAS | ERASCA INC | $48.4M | 2.92% | 13,000,000 | Common | SOLE |
| 67576A100 | OCUL | OCULAR THERAPEUTIX INC | $42.5M | 2.57% | 3,500,000 | Common | SOLE |
| 86366E106 | GPCR | STRUCTURE THERAPEUTICS INC | $41.7M | 2.52% | 600,000 | Common | SOLE |
| 254604101 | IRON | DISC MEDICINE INC | $40.5M | 2.45% | 510,000 | Common | SOLE |
| 578784100 | MAZE | MAZE THERAPEUTICS INC | $39.4M | 2.38% | 950,000 | Common | SOLE |
| 87583X109 | TNGX | TANGO THERAPEUTICS INC | $37.2M | 2.25% | 4,200,000 | Common | SOLE |
| 05370A108 | RNAGBP | AVIDITY BIOSCIENCES INC | $36.1M | 2.18% | 500,000 | Common | SOLE |
| 09062X103 | BIIB | BIOGEN INC | $35.2M | 2.13% | 200,000 | Common | SOLE |
| 45258J102 | IMVT | IMMUNOVANT INC | $35.0M | 2.11% | 1,375,000 | Common | SOLE |
| G50871105 | JAZZ | JAZZ PHARMACEUTICALS PLC | $34.0M | 2.05% | 200,000 | Common | SOLE |
| 880881107 | 430 | TERNS PHARMACEUTICALS INC | $30.3M | 1.83% | 750,000 | Common | SOLE |
| 92243G108 | PCVX | VAXCYTE INC | $30.0M | 1.81% | 650,000 | Common | SOLE |
| 45258D105 | IMCR | IMMUNOCORE HLDGS PLC | $29.5M | 1.78% | 850,000 | Common | SOLE |
| 50180M108 | LBRX | LB PHARMACEUTICALS INC | $26.7M | 1.61% | 1,200,000 | Common | SOLE |
| 03753U106 | APLSUSD | APELLIS PHARMACEUTICALS INC | $25.1M | 1.52% | 1,000,000 | CALL | SOLE |
| 03969F109 | RCUS | ARCUS BIOSCIENCES INC | $25.0M | 1.51% | 1,050,000 | CALL | SOLE |
| 26818M108 | DYN | DYNE THERAPEUTICS INC | $24.4M | 1.48% | 1,250,000 | Common | SOLE |
| 25056L103 | DSGN | DESIGN THERAPEUTICS INC | $23.4M | 1.42% | 2,500,000 | Common | SOLE |
| 61559X104 | MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $23.1M | 1.39% | 1,750,000 | Common | SOLE |
| 004225108 | ACAD | ACADIA PHARMACEUTICALS INC | $22.7M | 1.37% | 850,000 | Common | SOLE |
| 76243J105 | RYTM | RHYTHM PHARMACEUTICALS INC | $20.3M | 1.23% | 190,000 | Common | SOLE |
| 89532M101 | TRVI | TREVI THERAPEUTICS INC | $19.4M | 1.17% | 1,550,000 | Common | SOLE |
| 23282W605 | CYTK | CYTOKINETICS INC | $19.1M | 1.15% | 300,000 | Common | SOLE |
| 604749101 | MIRM | MIRUM PHARMACEUTICALS INC | $17.8M | 1.07% | 225,000 | Common | SOLE |
| N90064101 | QURE | UNIQURE NV | $16.2M | 0.98% | 675,000 | Common | SOLE |
| N62509109 | NAMS | NEWAMSTERDAM PHARMA COMPANY | $15.8M | 0.95% | 450,000 | Common | SOLE |
| 45166A102 | IDYA | IDEAYA BIOSCIENCES INC | $15.6M | 0.94% | 450,000 | CALL | SOLE |
| G52694109 | KNSA | KINIKSA PHARMACEUTICALS INTL | $14.4M | 0.87% | 350,000 | Common | SOLE |
| 834203309 | SLNO | SOLENO THERAPEUTICS INC | $13.9M | 0.84% | 300,000 | Common | SOLE |
| 47103J105 | JANX | JANUX THERAPEUTICS INC | $13.8M | 0.83% | 1,000,000 | Common | SOLE |
| 603380205 | NERV | MINERVA NEUROSCIENCES INC | $13.3M | 0.80% | 3,311,000 | Common | SOLE |
| 92337C203 | VSTM | VERASTEM INC | $13.1M | 0.79% | 1,700,000 | Common | SOLE |
| 252828108 | DNTH | DIANTHUS THERAPEUTICS INC | $13.0M | 0.78% | 315,000 | Common | SOLE |
| 03237H101 | AMLX | AMYLYX PHARMACEUTICALS INC | $11.5M | 0.69% | 950,000 | Common | SOLE |
| 501575104 | KYMR | KYMERA THERAPEUTICS INC | $10.1M | 0.61% | 130,000 | Common | SOLE |
| 15117B202 | CLDX | CELLDEX THERAPEUTICS INC NEW | $9.5M | 0.57% | 350,000 | Common | SOLE |
| 67080M103 | NRIX | NURIX THERAPEUTICS INC | $9.5M | 0.57% | 500,000 | Common | SOLE |
| N44445109 | IMTX | IMMATICS N.V | $8.9M | 0.54% | 850,000 | CALL | SOLE |
| 156944100 | CGON | CG ONCOLOGY INC | $8.3M | 0.50% | 200,000 | Common | SOLE |
| 03940C100 | ACLXGBX | ARCELLX INC | $7.5M | 0.45% | 115,000 | Common | SOLE |
| G2545C104 | CBIO | CRESCENT BIOPHARMA INC. | $7.1M | 0.43% | 600,000 | Common | SOLE |
| 20454B104 | CMPX | COMPASS THERAPEUTICS INC | $6.2M | 0.37% | 1,150,000 | Common | SOLE |
| 008064206 | JBIO | JADE BIOSCIENCES INC | $6.1M | 0.37% | 395,000 | Common | SOLE |
| 90240B106 | TYRA | TYRA BIOSCIENCES INC | $5.5M | 0.33% | 210,000 | Common | SOLE |
| 29337E102 | ELVN | ENLIVEN THERAPEUTICS INC | $5.2M | 0.32% | 340,000 | Common | SOLE |
| 45258H106 | IMMX | IMMIX BIOPHARMA INC | $5.2M | 0.32% | 1,000,000 | Common | SOLE |
| 152309100 | CNTA | CENTESSA PHARMACEUTICALS PLC | $5.0M | 0.30% | 200,000 | Common | SOLE |
| 64135M105 | NGNE | NEUROGENE INC | $4.0M | 0.24% | 195,000 | Common | SOLE |
| 451033708 | IBIO | IBIO INC | $3.9M | 0.23% | 2,000,000 | Common | SOLE |
| 221015100 | CRVS | CORVUS PHARMACEUTICALS INC | $3.9M | 0.23% | 500,000 | Common | SOLE |
| 68622P109 | ORIC | ORIC PHARMACEUTICALS INC | $3.7M | 0.22% | 450,000 | Common | SOLE |
| 23954D109 | DAWNGBX | DAY ONE BIOPHARMACEUTICALS I | $2.8M | 0.17% | 300,000 | Common | SOLE |
| N69605108 | PHVS | PHARVARIS N V | $2.8M | 0.17% | 100,000 | Common | SOLE |
| 90466Y202 | UNCY | UNICYCIVE THERAPEUTICS INC | $2.7M | 0.17% | 473,563 | Common | SOLE |
| 35168W103 | GUTS | FRACTYL HEALTH INC | $2.4M | 0.15% | 1,100,000 | Common | SOLE |
| 696077601 | PTN | PALATIN TECHNOLOGIES INC | $2.2M | 0.13% | 140,000 | Common | SOLE |
| 00461U105 | ACRS | ACLARIS THERAPEUTICS INC | $1.8M | 0.11% | 600,000 | Common | SOLE |
| 929033207 | VOR | VOR BIOPHARMA INC | $1.3M | 0.08% | 100,000 | Common | SOLE |
| 589492107 | MREO | MEREO BIOPHARMA GROUP PLC | $770,895 | 0.05% | 1,850,000 | Common | SOLE |
| 81734D104 | SEPN | SEPTERNA INC | $656,518 | 0.04% | 23,548 | Common | SOLE |
| 23306J309 | DBVT | DBV TECHNOLOGIES S A | $479,250 | 0.03% | 25,000 | Common | SOLE |
| 67080N119 | NUVB/WS | NUVATION BIO INC | $22,000 | 0.00% | 66,666 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.