Logos Global Management as of Sept. 30, 2025
Portfolio 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 | 2.8M | 46.70 | |
| Ideaya Biosciences Call Option (IDYA) | 6.6 | $74M | 2.7M | 27.21 | |
| Akero Therapeutics (AKRO) | 5.1 | $57M | 1.2M | 47.48 | |
| Arvinas Ord (ARVN) | 4.3 | $48M | 5.6M | 8.52 | |
| Ocular Therapeutix (OCUL) | 3.4 | $38M | 3.3M | 11.69 | |
| Cidara Therapeutics Com New (CDTX) | 3.2 | $36M | 375k | 95.76 | |
| Verastem Com New (VSTM) | 3.2 | $36M | 4.1M | 8.83 | |
| Abivax Sa Sponsored Ads (ABVX) | 3.2 | $35M | 415k | 84.90 | |
| Janux Therapeutics (JANX) | 3.1 | $35M | 1.4M | 24.44 | |
| Erasca (ERAS) | 3.0 | $33M | 15M | 2.18 | |
| Maze Therapeatics (MAZE) | 2.9 | $32M | 1.2M | 25.93 | |
| Olema Pharmaceuticals (OLMA) | 2.8 | $31M | 3.2M | 9.79 | |
| Immunocore Hldgs Ads (IMCR) | 2.8 | $31M | 850k | 36.33 | |
| Dyne Therapeutics (DYN) | 2.7 | $30M | 2.4M | 12.65 | |
| Disc Medicine (IRON) | 2.7 | $30M | 450k | 66.08 | |
| Design Therapeutics (DSGN) | 2.5 | $28M | 3.7M | 7.53 | |
| Jazz Pharmaceuticals Shs Usd (JAZZ) | 2.4 | $26M | 200k | 131.80 | |
| Avidity Biosciences Ord (RNA) | 2.3 | $26M | 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 | 625k | 36.02 | |
| Rhythm Pharmaceuticals (RYTM) | 1.8 | $20M | 200k | 100.99 | |
| Trevi Therapeutics (TRVI) | 1.8 | $20M | 2.2M | 9.15 | |
| Protagonist Therapeutics (PTGX) | 1.8 | $20M | 300k | 66.43 | |
| Amylyx Pharmaceuticals (AMLX) | 1.8 | $20M | 1.5M | 13.59 | |
| Lb Pharmaceuticals Com Shs (LBRX) | 1.6 | $18M | 1.1M | 15.79 | |
| Uniqure Nv SHS (QURE) | 1.6 | $18M | 300k | 58.37 | |
| Kymera Therapeutics (KYMR) | 1.3 | $14M | 250k | 56.60 | |
| Biogen Idec (BIIB) | 1.3 | $14M | 100k | 140.08 | |
| Arcellx Common Stock (ACLX) | 1.2 | $14M | 165k | 82.10 | |
| Keros Therapeutics (KROS) | 1.2 | $13M | 850k | 15.82 | |
| Centessa Pharmaceuticals Sponsored Ads (CNTA) | 1.1 | $13M | 525k | 24.25 | |
| Larimar Therapeutics Call Option (LRMR) | 0.7 | $8.1M | 2.5M | 3.23 | |
| Tango Therapeutics (TNGX) | 0.7 | $8.0M | 950k | 8.40 | |
| Dianthus Therapeutics (DNTH) | 0.7 | $7.9M | 200k | 39.35 | |
| Cogent Biosciences (COGT) | 0.6 | $7.2M | 500k | 14.36 | |
| Compass Therapeutics (CMPX) | 0.6 | $7.2M | 2.1M | 3.50 | |
| Crescent Biopharma (CBIO) | 0.6 | $7.1M | 600k | 11.89 | |
| Enliven Therapeutics (ELVN) | 0.6 | $7.0M | 340k | 20.47 | |
| Immuneering Corp Class A Com (IMRX) | 0.6 | $6.7M | 950k | 7.00 | |
| Praxis Precision Medicines I Com New (PRAX) | 0.6 | $6.6M | 125k | 53.00 | |
| Scholar Rock Hldg Corp (SRRK) | 0.6 | $6.5M | 175k | 37.24 | |
| Jade Biosciences Com New (JBIO) | 0.5 | $5.4M | 625k | 8.63 | |
| Eupraxia Pharmaceuticals (EPRX) | 0.5 | $5.3M | 900k | 5.90 | |
| Immunovant (IMVT) | 0.4 | $4.4M | 275k | 16.12 | |
| Pharvaris N V (PHVS) | 0.3 | $3.7M | 150k | 24.95 | |
| Astria Therapeutics | 0.3 | $3.6M | 500k | 7.28 | |
| Pepgen (PEPG) | 0.3 | $3.5M | 750k | 4.62 | |
| Aclaris Therapeutics (ACRS) | 0.3 | $2.9M | 1.5M | 1.90 | |
| Unicycive Therapeutics Com New (UNCY) | 0.2 | $2.1M | 474k | 4.36 | |
| Esperion Therapeutics (ESPR) | 0.2 | $2.0M | 750k | 2.65 | |
| Septerna (SEPN) | 0.1 | $1.6M | 84k | 18.81 | |
| Alector Call Option (ALEC) | 0.1 | $1.5M | 500k | 2.96 | |
| Mereo Biopharma Group Spon Ads (MREO) | 0.1 | $1.0M | 500k | 2.06 | |
| Fractyl Health (GUTS) | 0.1 | $795k | 500k | 1.59 | |
| Nuvation Bio *w Exp 02/10/202 (NUVB.WS) | 0.0 | $14k | 67k | 0.20 |
