Institutional
Logos Global Management LP
CIK 0001792126
$2.00B
Reported AUM
63
Positions
Q1 2026
Period
2026-05-15
Filed
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%.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Ticker | Issuer | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|
| 1 | RVMD | REVOLUTION MEDICINES INC | $194.5M | 9.71% | -1,000,000 | -33.3% |
| 2 | ERAS | ERASCA INC | $180.4M | 9.01% | -1,850,000 | -14.2% |
| 3 | IDYA | IDEAYA BIOSCIENCES INC | $115.0M | 5.74% | -125,000 | -3.5% |
| 4 | 430 | TERNS PHARMACEUTICALS INC | $105.4M | 5.26% | +1,250,000 | +166.7% |
| 5 | PRAX | PRAXIS PRECISION MEDICINES I | $91.8M | 4.58% | -90,000 | -24.0% |
| 6 | CNTA | CENTESSA PHARMACEUTICALS PLC | $84.4M | 4.21% | +1,925,000 | +962.5% |
| 7 | ABVX | ABIVAX SA | $75.2M | 3.75% | +275,000 | +68.8% |
| 8 | TNGX | TANGO THERAPEUTICS INC | $62.8M | 3.13% | -1,200,000 | -28.6% |
| 9 | CYTK | CYTOKINETICS INC | $57.7M | 2.88% | +575,000 | +191.7% |
| 10 | OLMA | OLEMA PHARMACEUTICALS INC | $47.8M | 2.39% | — | HELD |
| 11 | UTHR | UNITED THERAPEUTICS CORP DEL | $47.4M | 2.37% | +80,000 | NEW |
| 12 | IMCR | IMMUNOCORE HLDGS PLC | $45.2M | 2.26% | +650,000 | +76.5% |
| 13 | MDGL | MADRIGAL PHARMACEUTICALS INC | $44.5M | 2.22% | +85,000 | NEW |
| 14 | ELVN | ENLIVEN THERAPEUTICS INC | $40.8M | 2.04% | +700,000 | +205.9% |
| 15 | RYTM | RHYTHM PHARMACEUTICALS INC | $39.1M | 1.95% | +260,000 | +136.8% |
| 16 | CGON | CG ONCOLOGY INC | $38.9M | 1.94% | +375,000 | +187.5% |
| 17 | MAZE | MAZE THERAPEUTICS INC | $36.9M | 1.84% | +285,000 | +30.0% |
| 18 | BIIB | BIOGEN INC | $36.7M | 1.83% | — | HELD |
| 19 | IRON | DISC MEDICINE INC | $35.8M | 1.79% | +50,000 | +9.8% |
| 20 | DNTH | DIANTHUS THERAPEUTICS INC | $33.6M | 1.68% | +85,000 | +27.0% |
| 21 | OCUL | OCULAR THERAPEUTIX INC | $32.6M | 1.63% | +350,000 | +10.0% |
| 22 | TYRA | TYRA BIOSCIENCES INC | $32.6M | 1.63% | +640,000 | +304.8% |
| 23 | TRVI | TREVI THERAPEUTICS INC | $28.6M | 1.43% | +850,000 | +54.8% |
| 24 | MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $28.0M | 1.40% | -250,000 | -14.3% |
| 25 | IMVT | IMMUNOVANT INC | $26.7M | 1.33% | -300,000 | -21.8% |
| 26 | XENE | XENON PHARMACEUTICALS INC | $26.2M | 1.31% | +450,000 | NEW |
| 27 | RCUS | ARCUS BIOSCIENCES INC | $25.9M | 1.29% | +150,000 | +14.3% |
| 28 | DYN | DYNE THERAPEUTICS INC | $25.4M | 1.27% | +150,000 | +12.0% |
| 29 | GPCR | STRUCTURE THERAPEUTICS INC | $24.1M | 1.20% | -100,000 | -16.7% |
| 30 | LBRX | LB PHARMACEUTICALS INC | $22.6M | 1.13% | -285,000 | -23.8% |
| 31 | DSGN | DESIGN THERAPEUTICS INC | $20.7M | 1.04% | -550,000 | -22.0% |
| 32 | AVTX | AVALO THERAPEUTICS INC | $19.4M | 0.97% | +1,300,000 | NEW |
| 33 | NERV | MINERVA NEUROSCIENCES INC | $19.4M | 0.97% | -96,000 | -2.9% |
| 34 | NAMS | NEWAMSTERDAM PHARMA COMPANY | $19.2M | 0.96% | +150,000 | +33.3% |
| 35 | MIRM | MIRUM PHARMACEUTICALS INC | $18.5M | 0.92% | -25,000 | -11.1% |
| 36 | PCVX | VAXCYTE INC | $17.4M | 0.87% | -350,000 | -53.8% |
| 37 | ACAD | ACADIA PHARMACEUTICALS INC | $16.7M | 0.83% | -100,000 | -11.8% |
| 38 | CMPX | COMPASS THERAPEUTICS INC | $16.7M | 0.83% | +2,000,000 | +173.9% |
| 39 | CLDX | CELLDEX THERAPEUTICS INC NEW | $14.3M | 0.71% | +100,000 | +28.6% |
| 40 | JANX | JANUX THERAPEUTICS INC | $13.9M | 0.69% | — | HELD |
| 41 | VOR | VOR BIOPHARMA INC | $13.4M | 0.67% | +650,000 | +650.0% |
| 42 | ALKS | ALKERMES PLC | $12.4M | 0.62% | +350,000 | NEW |
| 43 | ORIC | ORIC PHARMACEUTICALS INC | $12.0M | 0.60% | +500,000 | +111.1% |
| 44 | IMMX | IMMIX BIOPHARMA INC | $11.2M | 0.56% | +225,000 | +22.5% |
| 45 | TENX | TENAX THERAPEUTICS INC | $10.0M | 0.50% | +625,000 | NEW |
| 46 | AMLX | AMYLYX PHARMACEUTICALS INC | $9.7M | 0.49% | -250,000 | -26.3% |
| 47 | CBIO | CRESCENT BIOPHARMA INC. | $8.9M | 0.44% | -117,500 | -19.6% |
| 48 | SLNO | SOLENO THERAPEUTICS INC | $8.4M | 0.42% | -50,000 | -16.7% |
| 49 | AVBP | ARRIVENT BIOPHARMA INC | $8.1M | 0.40% | +350,000 | NEW |
| 50 | RLAY | RELAY THERAPEUTICS INC | $7.5M | 0.37% | +750,000 | NEW |
| 51 | CRVS | CORVUS PHARMACEUTICALS INC | $6.6M | 0.33% | -50,000 | -10.0% |
| 52 | MGTX | MEIRAGTX HLDGS PLC | $6.1M | 0.30% | +700,000 | NEW |
| 53 | JBIO | JADE BIOSCIENCES INC | $5.6M | 0.28% | +5,000 | +1.3% |
| 54 | VSTM | VERASTEM INC | $5.3M | 0.26% | -700,000 | -41.2% |
| 55 | UNCY | UNICYCIVE THERAPEUTICS INC | $3.1M | 0.16% | — | HELD |
| 56 | IBIO | IBIO INC | $2.5M | 0.12% | -700,000 | -35.0% |
| 57 | PTN | PALATIN TECHNOLOGIES INC | $2.4M | 0.12% | — | HELD |
| 58 | ACRS | ACLARIS THERAPEUTICS INC | $1.9M | 0.09% | -100,000 | -16.7% |
| 59 | PHVS | PHARVARIS N V | $1.8M | 0.09% | -35,000 | -35.0% |
| 60 | MANE | VERADERMICS INC | $1.6M | 0.08% | +25,000 | NEW |
| 61 | SNSE | SENSEI BIOTHERAPEUTICS INC | $946K | 0.05% | +30,000 | NEW |
| 62 | SEPN | SEPTERNA INC | $566K | 0.03% | — | HELD |
| 63 | GUTS | FRACTYL HEALTH INC | $458K | 0.02% | -100,000 | -9.1% |
| 64 | CDTX | CIDARA THERAPEUTICS INC | — | — | -310,000 | EXITED |
| 65 | RNAGBP | AVIDITY BIOSCIENCES INC | — | — | -500,000 | EXITED |
| 66 | JAZZ | JAZZ PHARMACEUTICALS PLC | — | — | -200,000 | EXITED |
| 67 | APLSUSD | APELLIS PHARMACEUTICALS INC | — | — | -1,000,000 | EXITED |
| 68 | QURE | UNIQURE NV | — | — | -675,000 | EXITED |
| 69 | KNSA | KINIKSA PHARMACEUTICALS INTL | — | — | -350,000 | EXITED |
| 70 | KYMR | KYMERA THERAPEUTICS INC | — | — | -130,000 | EXITED |
| 71 | NRIX | NURIX THERAPEUTICS INC | — | — | -500,000 | EXITED |
| 72 | IMTX | IMMATICS N.V | — | — | -850,000 | EXITED |
| 73 | ACLXGBX | ARCELLX INC | — | — | -115,000 | EXITED |
| 74 | NGNE | NEUROGENE INC | — | — | -195,000 | EXITED |
| 75 | DAWNGBX | DAY ONE BIOPHARMACEUTICALS I | — | — | -300,000 | EXITED |
| 76 | MREO | MEREO BIOPHARMA GROUP PLC | — | — | -1,850,000 | EXITED |
| 77 | DBVT | DBV TECHNOLOGIES S A | — | — | -25,000 | EXITED |
| 78 | NUVB/WS | NUVATION BIO INC | — | — | -66,666 | EXITED |
Source: SEC EDGAR · accession 0001172661-26-002196. 13F discloses long positions only — shorts, foreign equities, and options are excluded.