Logos Global Management LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$903.8B
Holdings
49
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (49 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | XBISPDR SERIES TRUST | 1,000,000 | $82.9B | 9.18% | Call |
| 2 | IDYAIDEAYA BIOSCIENCES INC | 3,345,000 | $70.3B | 7.78% | |
| 3 | AKROAKERO THERAPEUTICS INC | 1,200,000 | $64.0B | 7.08% | |
| 4 | RVMDREVOLUTION MEDICINES INC | 1,700,000 | $62.5B | 6.92% | |
| 5 | JAZZJAZZ PHARMACEUTICALS PLC | 450,000 | $47.8B | 5.28% | |
| 6 | IRONDISC MEDICINE INC | 700,000 | $37.1B | 4.10% | |
| 7 | ARVNARVINAS INC | 4,800,000 | $35.3B | 3.91% | Call |
| 8 | JANXJANUX THERAPEUTICS INC | 1,500,000 | $34.6B | 3.83% | Call |
| 9 | RNAAVIDITY BIOSCIENCES INC | 950,000 | $27.0B | 2.99% | |
| 10 | KROSKEROS THERAPEUTICS INC | 2,000,000 | $26.7B | 2.95% | |
| 11 | TEVATEVA PHARMACEUTICAL INDS LTD | 1,500,000 | $25.1B | 2.78% | Call |
| 12 | BIIBBIOGEN INC | 200,000 | $25.1B | 2.78% | |
| 13 | UTHUNITED THERAPEUTICS CORP DEL | 85,000 | $24.4B | 2.70% | |
| 14 | OCULOCULAR THERAPEUTIX INC | 2,200,000 | $20.4B | 2.26% | |
| 15 | ERASERASCA INC | 15,000,000 | $19.1B | 2.11% | |
| 16 | NBIXNEUROCRINE BIOSCIENCES INC | 150,000 | $18.9B | 2.09% | |
| 17 | DYNDYNE THERAPEUTICS INC | 1,900,000 | $18.1B | 2.00% | |
| 18 | IMCRIMMUNOCORE HLDGS PLC | 575,000 | $18.0B | 2.00% | |
| 19 | GPCRSTRUCTURE THERAPEUTICS INC | 850,000 | $17.6B | 1.95% | |
| 20 | APLSAPELLIS PHARMACEUTICALS INC | 1,000,000 | $17.3B | 1.92% | Call |
| 21 | MDGLMADRIGAL PHARMACEUTICALS INC | 50,000 | $15.1B | 1.67% | |
| 22 | DSGNDESIGN THERAPEUTICS INC | 4,217,627 | $14.2B | 1.57% | |
| 23 | KRYSKRYSTAL BIOTECH INC | 100,000 | $13.7B | 1.52% | |
| 24 | OLMAOLEMA PHARMACEUTICALS INC | 3,208,875 | $13.7B | 1.51% | |
| 25 | TCE2CELLDEX THERAPEUTICS INC NEW | 600,000 | $12.2B | 1.35% | |
| 26 | BHVNBIOHAVEN LTD | 700,000 | $9.9B | 1.09% | |
| 27 | XNCRXENCOR INC | 1,250,000 | $9.8B | 1.09% | |
| 28 | PRAXPRAXIS PRECISION MEDICINES I | 225,000 | $9.5B | 1.05% | |
| 29 | MLTXMOONLAKE IMMUNOTHERAPEUTICS | 200,000 | $9.4B | 1.04% | |
| 30 | CDTXCIDARA THERAPEUTICS INC | 190,000 | $9.3B | 1.02% | |
| 31 | CBIOCRESCENT BIOPHARMA INC. | 553,686 | $8.9B | 0.99% | |
| 32 | LEGNLEGEND BIOTECH CORP | 250,000 | $8.9B | 0.98% | |
| 33 | RYTMRHYTHM PHARMACEUTICALS INC | 130,000 | $8.2B | 0.91% | |
| 34 | MAZEMAZE THERAPEUTICS INC | 611,914 | $7.5B | 0.83% | |
| 35 | LRMRLARIMAR THERAPEUTICS INC | 2,500,000 | $7.2B | 0.80% | Call |
| 36 | ELVNENLIVEN THERAPEUTICS INC | 350,000 | $7.0B | 0.78% | |
| 37 | JBIOJADE BIOSCIENCES INC | 625,000 | $6.2B | 0.69% | |
| 38 | ANNXANNEXON INC | 2,410,000 | $5.8B | 0.64% | |
| 39 | MTSRMETSERA INC | 200,000 | $5.7B | 0.63% | |
| 40 | TRVITREVI THERAPEUTICS INC | 850,000 | $4.6B | 0.51% | |
| 41 | IMVTIMMUNOVANT INC | 275,000 | $4.4B | 0.49% | |
| 42 | VSTMVERASTEM INC | 1,000,000 | $4.2B | 0.46% | |
| 43 | CATBUSDASTRIA THERAPEUTICS INC | 700,000 | $3.8B | 0.42% | |
| 44 | BCAXBICARA THERAPEUTICS INC | 400,000 | $3.7B | 0.41% | |
| 45 | ACRSACLARIS THERAPEUTICS INC | 1,850,000 | $2.6B | 0.29% | |
| 46 | RAPPRAPPORT THERAPEUTICS INC | 208,910 | $2.4B | 0.26% | |
| 47 | UNCYUNICYCIVE THERAPEUTICS INC | 473,562 | $2.3B | 0.25% | |
| 48 | SEPNSEPTERNA INC | 109,202 | $1.2B | 0.13% | |
| 49 | NUVB/WSNUVATION BIO INC | 66,666 | $18.0M | 0.00% |