Logos Global Management
Latest statistics and disclosures from Logos Global Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are RVMD, IDYA, AKRO, ARVN, OCUL, and represent 30.87% of Logos Global Management's stock portfolio.
- Added to shares of these 10 stocks: RVMD (+$49M), ABVX (+$35M), VSTM (+$27M), PCVX (+$23M), PTGX (+$20M), AMLX (+$20M), Lb Pharmaceuticals (+$18M), CDTX (+$18M), QURE (+$18M), MAZE (+$16M).
- Started 22 new stock positions in COGT, QURE, ESPR, GUTS, PTGX, CMPX, IMRX, PEPG, TNGX, Lb Pharmaceuticals. ACLX, SRRK, CNTA, PCVX, DNTH, ALEC, KYMR, EPRX, MREO, AMLX, ABVX, PHVS.
- Reduced shares in these 10 stocks: , JAZZ (-$33M), TEVA (-$25M), , , KROS (-$18M), IDYA (-$18M), IRON (-$17M), RNA (-$15M), MDGL (-$15M).
- Sold out of its positions in ANNX, BCAX, CLDX, KRYS, LEGN, MDGL, MTSR, MLTX, NBIX, RAPP. XBI, TEVA, UTHR, XNCR, BHVN.
- Logos Global Management was a net buyer of stock by $23M.
- Logos Global Management has $1.1B in assets under management (AUM), dropping by 23.44%.
- Central Index Key (CIK): 0001792126
Tip: Access up to 7 years of quarterly data
Positions held by Logos Global Management consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for Logos Global Management
Logos Global Management holds 56 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Revolution Medicines Call Option (RVMD) | 11.5 | $128M | +61% | 2.8M | 46.70 |
|
| Ideaya Biosciences Call Option (IDYA) | 6.6 | $74M | -19% | 2.7M | 27.21 |
|
| Akero Therapeutics (AKRO) | 5.1 | $57M | 1.2M | 47.48 |
|
|
| Arvinas Ord (ARVN) | 4.3 | $48M | +16% | 5.6M | 8.52 |
|
| Ocular Therapeutix (OCUL) | 3.4 | $38M | +47% | 3.3M | 11.69 |
|
| Cidara Therapeutics Com New (CDTX) | 3.2 | $36M | +97% | 375k | 95.76 |
|
| Verastem Com New (VSTM) | 3.2 | $36M | +305% | 4.1M | 8.83 |
|
| Abivax Sa Sponsored Ads (ABVX) | 3.2 | $35M | NEW | 415k | 84.90 |
|
| Janux Therapeutics (JANX) | 3.1 | $35M | -4% | 1.4M | 24.44 |
|
| Erasca (ERAS) | 3.0 | $33M | 15M | 2.18 |
|
|
| Maze Therapeatics (MAZE) | 2.9 | $32M | +100% | 1.2M | 25.93 |
|
| Olema Pharmaceuticals (OLMA) | 2.8 | $31M | 3.2M | 9.79 |
|
|
| Immunocore Hldgs Ads (IMCR) | 2.8 | $31M | +47% | 850k | 36.33 |
|
| Dyne Therapeutics (DYN) | 2.7 | $30M | +26% | 2.4M | 12.65 |
|
| Disc Medicine (IRON) | 2.7 | $30M | -35% | 450k | 66.08 |
|
| Design Therapeutics (DSGN) | 2.5 | $28M | -13% | 3.7M | 7.53 |
|
| Jazz Pharmaceuticals Shs Usd (JAZZ) | 2.4 | $26M | -55% | 200k | 131.80 |
|
| Avidity Biosciences Ord (RNA) | 2.3 | $26M | -36% | 600k | 43.57 |
|
| Structure Therapeutics Sponsored Ads (GPCR) | 2.1 | $24M | 850k | 28.00 |
|
|
| Apellis Pharmaceuticals Call Option (APLS) | 2.0 | $23M | 1.0M | 22.63 |
|
|
| Vaxcyte (PCVX) | 2.0 | $23M | NEW | 625k | 36.02 |
|
| Rhythm Pharmaceuticals (RYTM) | 1.8 | $20M | +53% | 200k | 100.99 |
|
| Trevi Therapeutics (TRVI) | 1.8 | $20M | +158% | 2.2M | 9.15 |
|
| Protagonist Therapeutics (PTGX) | 1.8 | $20M | NEW | 300k | 66.43 |
|
| Amylyx Pharmaceuticals (AMLX) | 1.8 | $20M | NEW | 1.5M | 13.59 |
|
| Lb Pharmaceuticals Com Shs | 1.6 | $18M | NEW | 1.1M | 15.79 |
|
| Uniqure Nv SHS (QURE) | 1.6 | $18M | NEW | 300k | 58.37 |
|
| Kymera Therapeutics (KYMR) | 1.3 | $14M | NEW | 250k | 56.60 |
|
| Biogen Idec (BIIB) | 1.3 | $14M | -50% | 100k | 140.08 |
|
| Arcellx Common Stock (ACLX) | 1.2 | $14M | NEW | 165k | 82.10 |
|
| Keros Therapeutics (KROS) | 1.2 | $13M | -57% | 850k | 15.82 |
|
| Centessa Pharmaceuticals Sponsored Ads (CNTA) | 1.1 | $13M | NEW | 525k | 24.25 |
|
| Larimar Therapeutics Call Option (LRMR) | 0.7 | $8.1M | 2.5M | 3.23 |
|
|
| Tango Therapeutics (TNGX) | 0.7 | $8.0M | NEW | 950k | 8.40 |
|
| Dianthus Therapeutics (DNTH) | 0.7 | $7.9M | NEW | 200k | 39.35 |
|
| Cogent Biosciences (COGT) | 0.6 | $7.2M | NEW | 500k | 14.36 |
|
| Compass Therapeutics (CMPX) | 0.6 | $7.2M | NEW | 2.1M | 3.50 |
|
| Crescent Biopharma (CBIO) | 0.6 | $7.1M | +8% | 600k | 11.89 |
|
| Enliven Therapeutics (ELVN) | 0.6 | $7.0M | -2% | 340k | 20.47 |
|
| Immuneering Corp Class A Com (IMRX) | 0.6 | $6.7M | NEW | 950k | 7.00 |
|
| Praxis Precision Medicines I Com New (PRAX) | 0.6 | $6.6M | -44% | 125k | 53.00 |
|
| Scholar Rock Hldg Corp (SRRK) | 0.6 | $6.5M | NEW | 175k | 37.24 |
|
| Jade Biosciences Com New (JBIO) | 0.5 | $5.4M | 625k | 8.63 |
|
|
| Eupraxia Pharmaceuticals (EPRX) | 0.5 | $5.3M | NEW | 900k | 5.90 |
|
| Immunovant (IMVT) | 0.4 | $4.4M | 275k | 16.12 |
|
|
| Pharvaris N V (PHVS) | 0.3 | $3.7M | NEW | 150k | 24.95 |
|
| Astria Therapeutics (ATXS) | 0.3 | $3.6M | -28% | 500k | 7.28 |
|
| Pepgen (PEPG) | 0.3 | $3.5M | NEW | 750k | 4.62 |
|
| Aclaris Therapeutics (ACRS) | 0.3 | $2.9M | -18% | 1.5M | 1.90 |
|
| Unicycive Therapeutics Com New (UNCY) | 0.2 | $2.1M | 474k | 4.36 |
|
|
| Esperion Therapeutics (ESPR) | 0.2 | $2.0M | NEW | 750k | 2.65 |
|
| Septerna (SEPN) | 0.1 | $1.6M | -23% | 84k | 18.81 |
|
| Alector Call Option (ALEC) | 0.1 | $1.5M | NEW | 500k | 2.96 |
|
| Mereo Biopharma Group Spon Ads (MREO) | 0.1 | $1.0M | NEW | 500k | 2.06 |
|
| Fractyl Health (GUTS) | 0.1 | $795k | NEW | 500k | 1.59 |
|
| Nuvation Bio *w Exp 02/10/202 (NUVB.WS) | 0.0 | $14k | 67k | 0.20 |
|
Past Filings by Logos Global Management
SEC 13F filings are viewable for Logos Global Management going back to 2019
- Logos Global Management 2025 Q3 filed Nov. 14, 2025
- Logos Global Management 2025 Q2 filed Aug. 14, 2025
- Logos Global Management 2025 Q1 filed May 15, 2025
- Logos Global Management 2024 Q4 filed Feb. 14, 2025
- Logos Global Management 2024 Q3 filed Nov. 14, 2024
- Logos Global Management 2024 Q2 amended filed Aug. 27, 2024
- Logos Global Management 2024 Q2 filed Aug. 14, 2024
- Logos Global Management 2024 Q1 filed May 15, 2024
- Logos Global Management 2023 Q4 filed Feb. 14, 2024
- Logos Global Management 2023 Q3 filed Nov. 14, 2023
- Logos Global Management 2023 Q2 filed Aug. 14, 2023
- Logos Global Management 2023 Q1 filed May 15, 2023
- Logos Global Management 2022 Q4 filed Feb. 14, 2023
- Logos Global Management 2022 Q3 filed Nov. 14, 2022
- Logos Global Management 2022 Q2 filed Aug. 15, 2022
- Logos Global Management 2022 Q1 filed May 16, 2022