Q1 2026 · 13F-HR
Logos Global Management LPholdings as filed
Filed 2026-05-15 · accession 0001172661-26-002196
$2.00B
Reported value
66
Positions
2026-03-31
Period end
The Brief · Logos Global Management LP · Q1 2026
AI · grounded in 13F
Logos Global Management LP closed its position in CDTX, reducing exposure by $68.47M. The fund established new positions in UTHR and [[stock:MDGL], valued at $47.43M and $44.49M respectively. Additionally, the manager exited holdings in RNAGBP and JAZZ, while increasing its stake in CNTA by 962.5%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 76155X100 | RVMD | REVOLUTION MEDICINES INC | $194.5M | 9.71% | 2,000,000 | Common | SOLE |
| 29479A108 | ERAS | ERASCA INC | $180.4M | 9.01% | 11,150,000 | Common | SOLE |
| 45166A102 | IDYA | IDEAYA BIOSCIENCES INC | $115.0M | 5.74% | 3,450,000 | Common | SOLE |
| 74006W207 | PRAX | PRAXIS PRECISION MEDICINES I | $91.8M | 4.58% | 285,000 | Common | SOLE |
| 152309100 | CNTA | CENTESSA PHARMACEUTICALS PLC | $84.4M | 4.21% | 2,125,000 | Common | SOLE |
| 880881107 | 430 | TERNS PHARMACEUTICALS INC | $79.1M | 3.95% | 1,500,000 | Common | SOLE |
| 00370M103 | ABVX | ABIVAX SA | $75.2M | 3.75% | 675,000 | Common | SOLE |
| 87583X109 | TNGX | TANGO THERAPEUTICS INC | $62.8M | 3.13% | 3,000,000 | Common | SOLE |
| 23282W605 | CYTK | CYTOKINETICS INC | $57.7M | 2.88% | 875,000 | Common | SOLE |
| 68062P106 | OLMA | OLEMA PHARMACEUTICALS INC | $47.8M | 2.39% | 3,208,875 | Common | SOLE |
| 91307C102 | UTHR | UNITED THERAPEUTICS CORP DEL | $47.4M | 2.37% | 80,000 | Common | SOLE |
| 45258D105 | IMCR | IMMUNOCORE HLDGS PLC | $45.2M | 2.26% | 1,500,000 | Common | SOLE |
| 558868105 | MDGL | MADRIGAL PHARMACEUTICALS INC | $44.5M | 2.22% | 85,000 | Common | SOLE |
| 76243J105 | RYTM | RHYTHM PHARMACEUTICALS INC | $39.1M | 1.95% | 450,000 | Common | SOLE |
| 156944100 | CGON | CG ONCOLOGY INC | $38.9M | 1.94% | 575,000 | Common | SOLE |
| 578784100 | MAZE | MAZE THERAPEUTICS INC | $36.9M | 1.84% | 1,235,000 | Common | SOLE |
| 09062X103 | BIIB | BIOGEN INC | $36.7M | 1.83% | 200,000 | Common | SOLE |
| 254604101 | IRON | DISC MEDICINE INC | $35.8M | 1.79% | 560,000 | Common | SOLE |
| 252828108 | DNTH | DIANTHUS THERAPEUTICS INC | $33.6M | 1.68% | 400,000 | Common | SOLE |
| 67576A100 | OCUL | OCULAR THERAPEUTIX INC | $32.6M | 1.63% | 3,850,000 | Common | SOLE |
| 90240B106 | TYRA | TYRA BIOSCIENCES INC | $32.6M | 1.63% | 850,000 | Common | SOLE |
| 89532M101 | TRVI | TREVI THERAPEUTICS INC | $28.6M | 1.43% | 2,400,000 | Common | SOLE |
| 61559X104 | MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $28.0M | 1.40% | 1,500,000 | Common | SOLE |
| 45258J102 | IMVT | IMMUNOVANT INC | $26.7M | 1.33% | 1,075,000 | Common | SOLE |
| 880881107 | 430 | TERNS PHARMACEUTICALS INC | $26.4M | 1.32% | 500,000 | CALL | SOLE |
| 98420N105 | XENE | XENON PHARMACEUTICALS INC | $26.2M | 1.31% | 450,000 | Common | SOLE |
| 03969F109 | RCUS | ARCUS BIOSCIENCES INC | $25.9M | 1.29% | 1,200,000 | Common | SOLE |
| 26818M108 | DYN | DYNE THERAPEUTICS INC | $25.4M | 1.27% | 1,400,000 | Common | SOLE |
| 86366E106 | GPCR | STRUCTURE THERAPEUTICS INC | $24.1M | 1.20% | 500,000 | Common | SOLE |
| 50180M108 | LBRX | LB PHARMACEUTICALS INC | $22.6M | 1.13% | 915,000 | Common | SOLE |
| 29337E102 | ELVN | ENLIVEN THERAPEUTICS INC | $21.2M | 1.06% | 540,000 | Common | SOLE |
| 25056L103 | DSGN | DESIGN THERAPEUTICS INC | $20.7M | 1.04% | 1,950,000 | Common | SOLE |
| 29337E102 | ELVN | ENLIVEN THERAPEUTICS INC | $19.6M | 0.98% | 500,000 | CALL | SOLE |
| 603380205 | NERV | MINERVA NEUROSCIENCES INC | $19.4M | 0.97% | 3,215,000 | Common | SOLE |
| N62509109 | NAMS | NEWAMSTERDAM PHARMA COMPANY | $19.2M | 0.96% | 600,000 | Common | SOLE |
| 604749101 | MIRM | MIRUM PHARMACEUTICALS INC | $18.5M | 0.92% | 200,000 | Common | SOLE |
| 92243G108 | PCVX | VAXCYTE INC | $17.4M | 0.87% | 300,000 | Common | SOLE |
| 004225108 | ACAD | ACADIA PHARMACEUTICALS INC | $16.7M | 0.83% | 750,000 | Common | SOLE |
| 20454B104 | CMPX | COMPASS THERAPEUTICS INC | $16.7M | 0.83% | 3,150,000 | Common | SOLE |
| 05338F306 | AVTX | AVALO THERAPEUTICS INC | $14.9M | 0.75% | 1,000,000 | CALL | SOLE |
| 15117B202 | CLDX | CELLDEX THERAPEUTICS INC NEW | $14.3M | 0.71% | 450,000 | Common | SOLE |
| 47103J105 | JANX | JANUX THERAPEUTICS INC | $13.9M | 0.69% | 1,000,000 | Common | SOLE |
| 929033207 | VOR | VOR BIOPHARMA INC | $13.4M | 0.67% | 750,000 | Common | SOLE |
| G01767105 | ALKS | ALKERMES PLC | $12.4M | 0.62% | 350,000 | Common | SOLE |
| 68622P109 | ORIC | ORIC PHARMACEUTICALS INC | $12.0M | 0.60% | 950,000 | Common | SOLE |
| 45258H106 | IMMX | IMMIX BIOPHARMA INC | $11.2M | 0.56% | 1,225,000 | Common | SOLE |
| 88032L605 | TENX | TENAX THERAPEUTICS INC | $10.0M | 0.50% | 625,000 | Common | SOLE |
| 03237H101 | AMLX | AMYLYX PHARMACEUTICALS INC | $9.7M | 0.49% | 700,000 | Common | SOLE |
| G2545C104 | CBIO | CRESCENT BIOPHARMA INC. | $8.9M | 0.44% | 482,500 | Common | SOLE |
| 834203309 | SLNO | SOLENO THERAPEUTICS INC | $8.4M | 0.42% | 250,000 | Common | SOLE |
| 04272N102 | AVBP | ARRIVENT BIOPHARMA INC | $8.1M | 0.40% | 350,000 | Common | SOLE |
| 75943R102 | RLAY | RELAY THERAPEUTICS INC | $7.5M | 0.37% | 750,000 | Common | SOLE |
| 221015100 | CRVS | CORVUS PHARMACEUTICALS INC | $6.6M | 0.33% | 450,000 | Common | SOLE |
| G59665102 | MGTX | MEIRAGTX HLDGS PLC | $6.1M | 0.30% | 700,000 | Common | SOLE |
| 008064206 | JBIO | JADE BIOSCIENCES INC | $5.6M | 0.28% | 400,000 | Common | SOLE |
| 92337C203 | VSTM | VERASTEM INC | $5.3M | 0.26% | 1,000,000 | Common | SOLE |
| 05338F306 | AVTX | AVALO THERAPEUTICS INC | $4.5M | 0.22% | 300,000 | Common | SOLE |
| 90466Y202 | UNCY | UNICYCIVE THERAPEUTICS INC | $3.1M | 0.16% | 473,563 | Common | SOLE |
| 451033708 | IBIO | IBIO INC | $2.5M | 0.12% | 1,300,000 | Common | SOLE |
| 696077601 | PTN | PALATIN TECHNOLOGIES INC | $2.4M | 0.12% | 140,000 | Common | SOLE |
| 00461U105 | ACRS | ACLARIS THERAPEUTICS INC | $1.9M | 0.09% | 500,000 | Common | SOLE |
| N69605108 | PHVS | PHARVARIS N V | $1.8M | 0.09% | 65,000 | Common | SOLE |
| 922967104 | MANE | VERADERMICS INC | $1.6M | 0.08% | 25,000 | Common | SOLE |
| 81728A207 | SNSE | SENSEI BIOTHERAPEUTICS INC | $945,600 | 0.05% | 30,000 | Common | SOLE |
| 81734D104 | SEPN | SEPTERNA INC | $565,858 | 0.03% | 23,548 | Common | SOLE |
| 35168W103 | GUTS | FRACTYL HEALTH INC | $457,800 | 0.02% | 1,000,000 | 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.