Logos Global Management LP
CIK: 0001792126Latest portfolio: $1.7B · Q4 2025
Holdings
67
Total Value
$1.7B
New Positions
24
Closed Positions
13
Top Holdings
View All 67 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | RVMDREVOLUTION MEDICINES INC | 3,000,000 | $238.9M | 14.44% | +250K | Call |
| 2 | IDYAIDEAYA BIOSCIENCES INC | 3,575,000 | $123.6M | 7.47% | +875K | Call |
| 3 | PRAXPRAXIS PRECISION MEDICINES I | 375,000 | $110.5M | 6.68% | +250K | |
| 4 | OLMAOLEMA PHARMACEUTICALS INC | 3,208,875 | $80.2M | 4.85% | — | |
| 5 | CDTXCIDARA THERAPEUTICS INC | 310,000 | $68.5M | 4.14% | -65,000 | |
| 6 | ABVXABIVAX SA | 400,000 | $53.9M | 3.26% | -15,000 | |
| 7 | ERASERASCA INC | 13,000,000 | $48.4M | 2.92% | -2,150,000 | |
| 8 | OCULOCULAR THERAPEUTIX INC | 3,500,000 | $42.5M | 2.57% | +250K | |
| 9 | GPCRSTRUCTURE THERAPEUTICS INC | 600,000 | $41.7M | 2.52% | -250,000 | |
| 10 | IRONDISC MEDICINE INC | 510,000 | $40.5M | 2.45% | +60K | |
| 11 | MAZEMAZE THERAPEUTICS INC | 950,000 | $39.4M | 2.38% | -277,300 | |
| 12 | TNGXTANGO THERAPEUTICS INC | 4,200,000 | $37.2M | 2.25% | +3.3M | |
| 13 | RNAAVIDITY BIOSCIENCES INC | 500,000 | $36.1M | 2.18% | -100,000 | |
| 14 | BIIBBIOGEN INC | 200,000 | $35.2M | 2.13% | +100K | |
| 15 | IMVTIMMUNOVANT INC | 1,375,000 | $35.0M | 2.11% | +1.1M | |
| 16 | JAZZJAZZ PHARMACEUTICALS PLC | 200,000 | $34.0M | 2.05% | — | |
| 17 | TERNTERNS PHARMACEUTICALS INC | 750,000 | $30.3M | 1.83% | NEW | |
| 18 | PCVXVAXCYTE INC | 650,000 | $30.0M | 1.81% | +25K | |
| 19 | IMCRIMMUNOCORE HLDGS PLC | 850,000 | $29.5M | 1.78% | — | |
| 20 | LBRXLB PHARMACEUTICALS INC | 1,200,000 | $26.7M | 1.61% | +70K | |
| 21 | APLSAPELLIS PHARMACEUTICALS INC | 1,000,000 | $25.1M | 1.52% | — | Call |
| 22 | RCUSARCUS BIOSCIENCES INC | 1,050,000 | $25.0M | 1.51% | NEW | Call |
| 23 | DYNDYNE THERAPEUTICS INC | 1,250,000 | $24.4M | 1.48% | -1,150,000 | |
| 24 | DSGNDESIGN THERAPEUTICS INC | 2,500,000 | $23.4M | 1.42% | -1,155,000 | |
| 25 | MLTXMOONLAKE IMMUNOTHERAPEUTICS | 1,750,000 | $23.1M | 1.39% | NEW |
Quarterly Changes
New Positions
Increased Positions
Sector Breakdown
Healthcare0.0% ($2.3895012358711054e+285T)
Unknown0.0% ($68.5T)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 17, 2026 | $1.7B | 69 |
| Q3 2025 | Nov 14, 2025 | $1.1T | 59 |
| Q2 2025 | Aug 14, 2025 | $903.8B | 51 |
| Q1 2025 | May 15, 2025 | $562.5B | 39 |
| Q4 2024 | Feb 14, 2025 | $854.6B | 47 |
| Q3 2024 | Nov 14, 2024 | $926.8T | 55 |
| Q2 2024 | Aug 14, 2024 | $1231.8T | 54 |
| Q1 2024 | May 15, 2024 | $1235.5T | 57 |
| Q4 2023 | Feb 14, 2024 | $1071.3T | 53 |
| Q3 2023 | Nov 14, 2023 | $749.5T | 56 |
| Q2 2023 | Aug 14, 2023 | $735.2T | 51 |
| Q1 2023 | May 15, 2023 | $698.7T | 43 |
| Q4 2022 | Feb 14, 2023 | $853.6T | 40 |
| Q3 2022 | Nov 14, 2022 | $813.4B | 39 |
| Q2 2022 | Aug 15, 2022 | $545.1B | 32 |
| Q1 2022 | May 16, 2022 | $771.3B | 47 |
| Q4 2021 | Feb 14, 2022 | $969.6B | 66 |
| Q3 2021 | Nov 15, 2021 | $1.4T | 57 |
| Q2 2021 | Aug 16, 2021 | $1.2T | 58 |
| Q1 2021 | May 17, 2021 | $1.0T | 53 |
| Q4 2020 | Feb 16, 2021 | $1.2T | 59 |
| Q3 2020 | Nov 16, 2020 | $757.6B | 46 |
| Q2 2020 | Aug 14, 2020 | $500.5B | 46 |
| Q1 2020 | May 15, 2020 | $262.9B | 41 |
| Q4 2019 | Feb 14, 2020 | $405.7B | 40 |
Fund Information
Logos Global Management LP is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $1.7B across 67 holdings. The largest position is REVOLUTION MEDICINES INC (RVMD), representing 14.4% of the portfolio. Compared to the previous quarter, the fund opened 25 new positions and closed 14 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.