Logos Global Management LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$1.1T
Holdings
56
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (56 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | RVMDREVOLUTION MEDICINES INC | 2,750,000 | $128.4B | 11.51% | Call |
| 2 | IDYAIDEAYA BIOSCIENCES INC | 2,700,000 | $73.5B | 6.58% | Call |
| 3 | AKROAKERO THERAPEUTICS INC | 1,200,000 | $57.0B | 5.11% | |
| 4 | ARVNARVINAS INC | 5,575,000 | $47.5B | 4.26% | |
| 5 | OCULOCULAR THERAPEUTIX INC | 3,250,000 | $38.0B | 3.41% | |
| 6 | CDTXCIDARA THERAPEUTICS INC | 375,000 | $35.9B | 3.22% | |
| 7 | VSTMVERASTEM INC | 4,050,000 | $35.8B | 3.21% | |
| 8 | ABVXABIVAX SA | 415,000 | $35.2B | 3.16% | |
| 9 | JANXJANUX THERAPEUTICS INC | 1,435,000 | $35.1B | 3.14% | Call |
| 10 | ERASERASCA INC | 15,150,000 | $33.0B | 2.96% | |
| 11 | MAZEMAZE THERAPEUTICS INC | 1,227,300 | $31.8B | 2.85% | |
| 12 | OLMAOLEMA PHARMACEUTICALS INC | 3,208,875 | $31.4B | 2.82% | |
| 13 | IMCRIMMUNOCORE HLDGS PLC | 850,000 | $30.9B | 2.77% | |
| 14 | DYNDYNE THERAPEUTICS INC | 2,400,000 | $30.4B | 2.72% | |
| 15 | IRONDISC MEDICINE INC | 450,000 | $29.7B | 2.67% | |
| 16 | DSGNDESIGN THERAPEUTICS INC | 3,655,000 | $27.5B | 2.47% | |
| 17 | JAZZJAZZ PHARMACEUTICALS PLC | 200,000 | $26.4B | 2.36% | |
| 18 | RNAAVIDITY BIOSCIENCES INC | 600,000 | $26.1B | 2.34% | |
| 19 | GPCRSTRUCTURE THERAPEUTICS INC | 850,000 | $23.8B | 2.13% | |
| 20 | APLSAPELLIS PHARMACEUTICALS INC | 1,000,000 | $22.6B | 2.03% | Call |
| 21 | PCVXVAXCYTE INC | 625,000 | $22.5B | 2.02% | |
| 22 | RYTMRHYTHM PHARMACEUTICALS INC | 200,000 | $20.2B | 1.81% | |
| 23 | TRVITREVI THERAPEUTICS INC | 2,200,000 | $20.1B | 1.80% | |
| 24 | PTGXPROTAGONIST THERAPEUTICS INC | 300,000 | $19.9B | 1.79% | |
| 25 | AMLXAMYLYX PHARMACEUTICALS INC | 1,450,000 | $19.7B | 1.77% | |
| 26 | LBRXLB PHARMACEUTICALS INC | 1,130,000 | $17.8B | 1.60% | |
| 27 | QUREUNIQURE NV | 300,000 | $17.5B | 1.57% | |
| 28 | KYMRKYMERA THERAPEUTICS INC | 250,000 | $14.2B | 1.27% | |
| 29 | BIIBBIOGEN INC | 100,000 | $14.0B | 1.26% | |
| 30 | ACLXARCELLX INC | 165,000 | $13.5B | 1.21% | |
| 31 | KROSKEROS THERAPEUTICS INC | 850,000 | $13.4B | 1.21% | |
| 32 | CNTACENTESSA PHARMACEUTICALS PLC | 525,000 | $12.7B | 1.14% | |
| 33 | LRMRLARIMAR THERAPEUTICS INC | 2,500,000 | $8.1B | 0.72% | Call |
| 34 | TNGXTANGO THERAPEUTICS INC | 950,000 | $8.0B | 0.72% | |
| 35 | DNTHDIANTHUS THERAPEUTICS INC | 200,000 | $7.9B | 0.71% | |
| 36 | COGTCOGENT BIOSCIENCES INC | 500,000 | $7.2B | 0.64% | |
| 37 | CMPXCOMPASS THERAPEUTICS INC | 2,050,000 | $7.2B | 0.64% | |
| 38 | CBIOCRESCENT BIOPHARMA INC. | 600,000 | $7.1B | 0.64% | |
| 39 | ELVNENLIVEN THERAPEUTICS INC | 340,000 | $7.0B | 0.62% | |
| 40 | IMRXIMMUNEERING CORP | 950,000 | $6.7B | 0.60% | |
| 41 | PRAXPRAXIS PRECISION MEDICINES I | 125,000 | $6.6B | 0.59% | |
| 42 | SRRKSCHOLAR ROCK HLDG CORP | 175,000 | $6.5B | 0.58% | |
| 43 | JBIOJADE BIOSCIENCES INC | 625,000 | $5.4B | 0.48% | |
| 44 | EPRXEUPRAXIA PHARMACEUTICALS INC | 900,000 | $5.3B | 0.48% | |
| 45 | IMVTIMMUNOVANT INC | 275,000 | $4.4B | 0.40% | |
| 46 | PHVSPHARVARIS N V | 150,000 | $3.7B | 0.34% | |
| 47 | CATBUSDASTRIA THERAPEUTICS INC | 500,000 | $3.6B | 0.33% | |
| 48 | PEPGPEPGEN INC | 750,000 | $3.5B | 0.31% | |
| 49 | ACRSACLARIS THERAPEUTICS INC | 1,500,000 | $2.9B | 0.26% | |
| 50 | UNCYUNICYCIVE THERAPEUTICS INC | 473,563 | $2.1B | 0.19% | |
| 51 | ESPRESPERION THERAPEUTICS INC NE | 750,000 | $2.0B | 0.18% | |
| 52 | SEPNSEPTERNA INC | 83,548 | $1.6B | 0.14% | |
| 53 | ALECALECTOR INC | 500,000 | $1.5B | 0.13% | Call |
| 54 | MREOMEREO BIOPHARMA GROUP PLC | 500,000 | $1.0B | 0.09% | |
| 55 | GUTSFRACTYL HEALTH INC | 500,000 | $795.0M | 0.07% | |
| 56 | NUVB/WSNUVATION BIO INC | 66,666 | $13.5M | 0.00% |