Logos Global Management LP Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$1.7B
Holdings
67
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (67 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | RVMDREVOLUTION MEDICINES INC | 3,000,000 | $238.9M | 14.44% | Call |
| 2 | IDYAIDEAYA BIOSCIENCES INC | 3,575,000 | $123.6M | 7.47% | Call |
| 3 | PRAXPRAXIS PRECISION MEDICINES I | 375,000 | $110.5M | 6.68% | |
| 4 | OLMAOLEMA PHARMACEUTICALS INC | 3,208,875 | $80.2M | 4.85% | |
| 5 | CDTXCIDARA THERAPEUTICS INC | 310,000 | $68.5M | 4.14% | |
| 6 | ABVXABIVAX SA | 400,000 | $53.9M | 3.26% | |
| 7 | ERASERASCA INC | 13,000,000 | $48.4M | 2.92% | |
| 8 | OCULOCULAR THERAPEUTIX INC | 3,500,000 | $42.5M | 2.57% | |
| 9 | GPCRSTRUCTURE THERAPEUTICS INC | 600,000 | $41.7M | 2.52% | |
| 10 | IRONDISC MEDICINE INC | 510,000 | $40.5M | 2.45% | |
| 11 | MAZEMAZE THERAPEUTICS INC | 950,000 | $39.4M | 2.38% | |
| 12 | TNGXTANGO THERAPEUTICS INC | 4,200,000 | $37.2M | 2.25% | |
| 13 | RNAAVIDITY BIOSCIENCES INC | 500,000 | $36.1M | 2.18% | |
| 14 | BIIBBIOGEN INC | 200,000 | $35.2M | 2.13% | |
| 15 | IMVTIMMUNOVANT INC | 1,375,000 | $35.0M | 2.11% | |
| 16 | JAZZJAZZ PHARMACEUTICALS PLC | 200,000 | $34.0M | 2.05% | |
| 17 | TERNTERNS PHARMACEUTICALS INC | 750,000 | $30.3M | 1.83% | |
| 18 | PCVXVAXCYTE INC | 650,000 | $30.0M | 1.81% | |
| 19 | IMCRIMMUNOCORE HLDGS PLC | 850,000 | $29.5M | 1.78% | |
| 20 | LBRXLB PHARMACEUTICALS INC | 1,200,000 | $26.7M | 1.61% | |
| 21 | APLSAPELLIS PHARMACEUTICALS INC | 1,000,000 | $25.1M | 1.52% | Call |
| 22 | RCUSARCUS BIOSCIENCES INC | 1,050,000 | $25.0M | 1.51% | Call |
| 23 | DYNDYNE THERAPEUTICS INC | 1,250,000 | $24.4M | 1.48% | |
| 24 | DSGNDESIGN THERAPEUTICS INC | 2,500,000 | $23.4M | 1.42% | |
| 25 | MLTXMOONLAKE IMMUNOTHERAPEUTICS | 1,750,000 | $23.1M | 1.39% | |
| 26 | ACADACADIA PHARMACEUTICALS INC | 850,000 | $22.7M | 1.37% | |
| 27 | RYTMRHYTHM PHARMACEUTICALS INC | 190,000 | $20.3M | 1.23% | |
| 28 | TRVITREVI THERAPEUTICS INC | 1,550,000 | $19.4M | 1.17% | |
| 29 | CYTKCYTOKINETICS INC | 300,000 | $19.1M | 1.15% | |
| 30 | MIRMMIRUM PHARMACEUTICALS INC | 225,000 | $17.8M | 1.07% | |
| 31 | QUREUNIQURE NV | 675,000 | $16.2M | 0.98% | |
| 32 | NAMSNEWAMSTERDAM PHARMA COMPANY | 450,000 | $15.8M | 0.95% | |
| 33 | KNSAKINIKSA PHARMACEUTICALS INTL | 350,000 | $14.4M | 0.87% | |
| 34 | SLNOSOLENO THERAPEUTICS INC | 300,000 | $13.9M | 0.84% | |
| 35 | JANXJANUX THERAPEUTICS INC | 1,000,000 | $13.8M | 0.83% | |
| 36 | NERVMINERVA NEUROSCIENCES INC | 3,311,000 | $13.3M | 0.80% | |
| 37 | VSTMVERASTEM INC | 1,700,000 | $13.1M | 0.79% | |
| 38 | DNTHDIANTHUS THERAPEUTICS INC | 315,000 | $13.0M | 0.78% | |
| 39 | AMLXAMYLYX PHARMACEUTICALS INC | 950,000 | $11.5M | 0.69% | |
| 40 | KYMRKYMERA THERAPEUTICS INC | 130,000 | $10.1M | 0.61% | |
| 41 | TCE2CELLDEX THERAPEUTICS INC NEW | 350,000 | $9.5M | 0.57% | |
| 42 | NRIXNURIX THERAPEUTICS INC | 500,000 | $9.5M | 0.57% | |
| 43 | IMTXIMMATICS N.V | 850,000 | $8.9M | 0.54% | Call |
| 44 | CGONCG ONCOLOGY INC | 200,000 | $8.3M | 0.50% | |
| 45 | ACLXARCELLX INC | 115,000 | $7.5M | 0.45% | |
| 46 | CBIOCRESCENT BIOPHARMA INC. | 600,000 | $7.1M | 0.43% | |
| 47 | CMPXCOMPASS THERAPEUTICS INC | 1,150,000 | $6.2M | 0.37% | |
| 48 | JBIOJADE BIOSCIENCES INC | 395,000 | $6.1M | 0.37% | |
| 49 | TYRATYRA BIOSCIENCES INC | 210,000 | $5.5M | 0.33% | |
| 50 | ELVNENLIVEN THERAPEUTICS INC | 340,000 | $5.2M | 0.32% | |
| 51 | IMMXIMMIX BIOPHARMA INC | 1,000,000 | $5.2M | 0.32% | |
| 52 | CNTACENTESSA PHARMACEUTICALS PLC | 200,000 | $5.0M | 0.30% | |
| 53 | NGNENEUROGENE INC | 195,000 | $4.0M | 0.24% | |
| 54 | IBIOIBIO INC | 2,000,000 | $3.9M | 0.23% | |
| 55 | CRVSCORVUS PHARMACEUTICALS INC | 500,000 | $3.9M | 0.23% | |
| 56 | ORICORIC PHARMACEUTICALS INC | 450,000 | $3.7M | 0.22% | |
| 57 | DAWNDAY ONE BIOPHARMACEUTICALS I | 300,000 | $2.8M | 0.17% | |
| 58 | PHVSPHARVARIS N V | 100,000 | $2.8M | 0.17% | |
| 59 | UNCYUNICYCIVE THERAPEUTICS INC | 473,563 | $2.7M | 0.17% | |
| 60 | GUTSFRACTYL HEALTH INC | 1,100,000 | $2.4M | 0.15% | |
| 61 | PTNPALATIN TECHNOLOGIES INC | 140,000 | $2.2M | 0.13% | |
| 62 | ACRSACLARIS THERAPEUTICS INC | 600,000 | $1.8M | 0.11% | |
| 63 | VORVOR BIOPHARMA INC | 100,000 | $1.3M | 0.08% | |
| 64 | MREOMEREO BIOPHARMA GROUP PLC | 1,850,000 | $770K | 0.05% | |
| 65 | SEPNSEPTERNA INC | 23,548 | $656K | 0.04% | |
| 66 | DBVTDBV TECHNOLOGIES S A | 25,000 | $479K | 0.03% | |
| 67 | NUVB/WSNUVATION BIO INC | 66,666 | $22K | 0.00% |