CIK: 0001792126
Total reported value
$2.0B
Reporting period: 2026-03-31 · Number of holdings: 66
Logos Global Management LP disclosed 66 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $2.0B and a quarterly turnover rate of 66.1%.
Browse other institutions with $1B to $10B AUMBrowse other institutions starting with "L"
Logos Global Management LP's disclosed holdings carry a Herfindahl concentration index of 0.038 — mathematically equivalent to about 26 equally-sized positions, well below its 66 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 1.20), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 20% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Add ERAS
-14.2% $132.0M
Trim RVMD
-33.3% -$44.5M
Add 260
+962.5% $79.4M
Add 430
+166.7% $75.1M
Trim OLMA
0.0% -$32.4M
Trim PRAX
-24.0% -$18.7M
Showing top 63 holdings (of 66 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RVMD | Revolution Medicines INC | Stock-Healthcare | 9.71% | -4.73% | -33.33% | |
| 2 | ERAS | Erasca INC | Stock-Other | 9.01% | +6.09% | -14.23% | |
| 3 | IDYA | Ideaya Biosciences INC | Stock-Other | 5.74% | -1.73% | -3.50% | |
| 4 | 430 | Terns Pharmaceuticals INC | Stock-Other | 5.26% | +3.43% | +166.67% | |
| 5 | PRAX | Praxis Precision Medicines I | Stock-Other | 4.58% | -2.10% | -24.00% | |
| 6 | 260 | Centessa Pharmaceuticals-adr | Stock-Other | 4.21% | +3.91% | +962.50% | |
| 7 | ABVX | Abivax Sa-adr | Stock-Other | 3.75% | +0.49% | +68.75% | |
| 8 | TNGX | Tango Therapeutics INC | Stock-Other | 3.13% | +0.88% | -28.57% | |
| 9 | CYTK | Cytokinetics INC | Stock-Healthcare | 2.88% | +1.73% | +191.67% | |
| 10 | OLMA | Olema Pharmaceuticals INC | Stock-Other | 2.39% | -2.46% | — | |
| 11 | UTHR | United Therapeutics CORP | Stock-Healthcare | 2.37% | +2.37% | NEW | |
| 12 | IMCR | Immunocore Holdings Plc-adr | Stock-Other | 2.26% | +0.48% | +76.47% | |
| 13 | MDGL | Madrigal Pharmaceuticals INC | Stock-Healthcare | 2.22% | +2.22% | NEW | |
| 14 | ELVN | Enliven Therapeutics INC | Stock-Other | 2.04% | +1.72% | +205.88% | |
| 15 | RYTM | Rhythm Pharmaceuticals INC | Stock-Other | 1.95% | +0.72% | +136.84% | |
| 16 | CGON | Cg Oncology INC | Stock-Other | 1.94% | +1.44% | +187.50% | |
| 17 | MAZE | Maze Therapeutics INC | Stock-Other | 1.84% | — | +30.00% | |
| 18 | BIIB | Biogen INC | Stock-Healthcare | 1.83% | — | — | |
| 19 | IRON | Disc Medicine INC | Stock-Other | 1.79% | — | +9.80% | |
| 20 | DNTH | Dianthus Therapeutics INC | Stock-Other | 1.68% | +0.90% | +26.98% | |
| 21 | OCUL | Ocular Therapeutix INC | Stock-Other | 1.63% | -0.94% | +10.00% | |
| 22 | TYRA | Tyra Biosciences INC | Stock-Other | 1.63% | +1.30% | +304.76% | |
| 23 | TRVI | Trevi Therapeutics INC | Stock-Other | 1.43% | +0.26% | +54.84% | |
| 24 | MLTX | Moonlake Immunotherapeutics | Stock-Other | 1.40% | +0.01% | -14.29% | |
| 25 | IMVT | Immunovant INC | Stock-Other | 1.33% | -0.78% | -21.82% | |
| 26 | XENE | Xenon Pharmaceuticals INC | Stock-Other | 1.31% | +1.31% | NEW | |
| 27 | RCUS | Arcus Biosciences INC | Stock-Other | 1.29% | — | +14.29% | |
| 28 | DYN | Dyne Therapeutics INC | Stock-Other | 1.27% | — | +12.00% | |
| 29 | GPCR | Structure Therapeutics INC | Stock-Other | 1.20% | -1.32% | -16.67% | |
| 30 | LBRX | Lb Pharmaceuticals INC | Stock-Other | 1.13% | — | -23.75% | |
| 31 | DSGN | Design Therapeutics INC | Stock-Other | 1.04% | — | -22.00% | |
| 32 | AVTX | Avalo Therapeutics INC | Stock-Other | 0.97% | +0.97% | NEW | |
| 33 | NERV | Minerva Neurosciences INC | Stock-Other | 0.97% | +0.17% | -2.90% | |
| 34 | NAMS | NewAmsterdam Pharma Company N.V. | Stock-Other | 0.96% | — | +33.33% | |
| 35 | MIRM | Mirum Pharmaceuticals INC | Stock-Other | 0.92% | — | -11.11% | |
| 36 | PCVX | Vaxcyte INC | Stock-Other | 0.87% | -0.94% | -53.85% | |
| 37 | ACAD | Acadia Pharmaceuticals INC | Stock-Healthcare | 0.83% | -0.54% | -11.76% | |
| 38 | CMPX | Compass Therapeutics INC | Stock-Other | 0.83% | +0.46% | +173.91% | |
| 39 | CLDX | Celldex Therapeutics INC | Stock-Other | 0.71% | +0.14% | +28.57% | |
| 40 | JANX | Janux Therapeutics INC | Stock-Other | 0.69% | — | — | |
| 41 | VOR | Vor Biopharma INC | Stock-Other | 0.67% | +0.59% | +650.00% | |
| 42 | ALKS | Alkermes plc | Stock-Healthcare | 0.62% | +0.62% | NEW | |
| 43 | ORIC | Oric Pharmaceuticals INC | Stock-Other | 0.60% | +0.38% | +111.11% | |
| 44 | IMMX | Immix Biopharma INC | Stock-Other | 0.56% | +0.24% | +22.50% | |
| 45 | TENX | Tenax Therapeutics INC | Stock-Other | 0.50% | +0.50% | NEW | |
| 46 | AMLX | Amylyx Pharmaceuticals INC | Stock-Other | 0.49% | — | -26.32% | |
| 47 | ✓ | Crescent Biopharma INC. | Stock-Other | 0.44% | — | -19.58% | |
| 48 | SLNOEUR | Soleno Therapeutics INC | Stock-Other | 0.42% | -0.42% | -16.67% | |
| 49 | AVBP | Arrivent Biopharma INC | Stock-Other | 0.40% | +0.40% | NEW | |
| 50 | RLAY | Relay Therapeutics INC | Stock-Other | 0.37% | +0.37% | NEW |
Performance for Q3 2026
+23.8%
Performance Last 4 Quarters
+143.9%
Based on 69% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 66 | $2.0B | 66 | |
| 2025-12-31 | 69 | $1.7B | 78 | |
| 2025-09-30 | 59 | $1.1B | 98 | |
| 2025-06-30 | 51 | $903.8M | 0 | |
| 2025-03-31 | 39 | $562.5M | 100 | |
| 2024-12-31 | 47 | $854.6M | 0 | |
| 2024-09-30 | 55 | $926.8M | 0 | |
| 2024-06-30 | 57 | $1.2B | 0 | |
| 2024-03-31 | 57 | $1.2B | 0 | |
| 2023-12-31 | 53 | $1.1B | 0 | |
| 2023-09-30 | 56 | $749.5M | 0 | |
| 2023-06-30 | 51 | $735.2M | 0 | |
| 2023-03-31 | 43 | $698.7M | 0 | |
| 2022-12-31 | 40 | $853.6M | 0 | |
| 2022-09-30 | 39 | $813.4M | 0 | |
| 2022-06-30 | 32 | $545.1M | 0 | |
| 2022-03-31 | 47 | $771.3M | 0 | |
| 2021-12-31 | 66 | $969.6M | 0 | |
| 2021-09-30 | 57 | $1.4B | 0 | |
| 2021-06-30 | 58 | $1.2B | 68 | |
| 2021-03-31 | 53 | $1.0B | 82 | |
| 2020-12-31 | 59 | $1.2B | 95 | |
| 2020-09-30 | 46 | $781.4M | 100 | |
| 2020-06-30 | 46 | $500.5M | 100 | |
| 2020-03-31 | 41 | $262.9M | 100 | |
| 2019-12-31 | 40 | $405.7M | 0 |
Logos Global Management LP's most significant position changes for 2026-03-31: Sold out: Cidara Therapeutics INC (CDTX); New buy: United Therapeutics CORP (UTHR); New buy: Madrigal Pharmaceuticals INC (MDGL); Sold out: Avidity Biosciences INC (RNAGBP); Sold out: Jazz Pharmaceuticals plc (JAZZ).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ERAS | Erasca INC | +6.1% | -14.23% | Trim |
| 2 | 260 | Centessa Pharmaceuticals-adr | +3.9% | +962.50% | Add |
| 3 | 430 | Terns Pharmaceuticals INC | +3.4% | +166.67% | Add |
| 4 | CYTK | Cytokinetics INC | +1.7% | +191.67% | Add |
| 5 | ELVN | Enliven Therapeutics INC | +1.7% | +205.88% | Add |
| 6 | CGON | Cg Oncology INC | +1.4% | +187.50% | Add |
| 7 | TYRA | Tyra Biosciences INC | +1.3% | +304.76% | Add |
| 8 | DNTH | Dianthus Therapeutics INC | +0.9% | +26.98% | Add |
| 9 | TNGX | Tango Therapeutics INC | +0.9% | -28.57% | Trim |
| 10 | RYTM | Rhythm Pharmaceuticals INC | +0.7% | +136.84% | Add |
| 11 | VOR | Vor Biopharma INC | +0.6% | +650.00% | Add |
| 12 | ABVX | Abivax Sa-adr | +0.5% | +68.75% | Add |
| 13 | IMCR | Immunocore Holdings Plc-adr | +0.5% | +76.47% | Add |
| 14 | CMPX | Compass Therapeutics INC | +0.5% | +173.91% | Add |
| 15 | ORIC | Oric Pharmaceuticals INC | +0.4% | +111.11% | Add |
| 16 | TRVI | Trevi Therapeutics INC | +0.3% | +54.84% | Add |
| 17 | IMMX | Immix Biopharma INC | +0.2% | +22.50% | Add |
| 18 | NERV | Minerva Neurosciences INC | +0.2% | -2.90% | Trim |
| 19 | CLDX | Celldex Therapeutics INC | +0.1% | +28.57% | Add |
| 20 | MLTX | Moonlake Immunotherapeutics | 0% | -14.29% | Trim |
| 21 | SLNOEUR | Soleno Therapeutics INC | -0.4% | -16.67% | Trim |
| 22 | VSTM | Verastem INC | -0.5% | -41.18% | Trim |
| 23 | ACAD | Acadia Pharmaceuticals INC | -0.5% | -11.76% | Trim |
| 24 | IMVT | Immunovant INC | -0.8% | -21.82% | Trim |
| 25 | PCVX | Vaxcyte INC | -0.9% | -53.85% | Trim |
| 26 | OCUL | Ocular Therapeutix INC | -0.9% | +10.00% | Add |
| 27 | GPCR | Structure Therapeutics INC | -1.3% | -16.67% | Trim |
| 28 | IDYA | Ideaya Biosciences INC | -1.7% | -3.50% | Trim |
| 29 | PRAX | Praxis Precision Medicines I | -2.1% | -24.00% | Trim |
| 30 | OLMA | Olema Pharmaceuticals INC | -2.5% | — | Unchanged |
| 31 | RVMD | Revolution Medicines INC | -4.7% | -33.33% | Trim |
| 32 | CDTX | Cidara Therapeutics INC | — | EXIT | Sold out |
| 33 | UTHR | United Therapeutics CORP | — | NEW | New buy |
| 34 | MDGL | Madrigal Pharmaceuticals INC | — | NEW | New buy |
| 35 | RNAGBP | Avidity Biosciences INC | — | EXIT | Sold out |
| 36 | JAZZ | Jazz Pharmaceuticals plc | — | EXIT | Sold out |
| 37 | XENE | Xenon Pharmaceuticals INC | — | NEW | New buy |
| 38 | APLSUSD | Apellis Pharmaceuticals INC | — | EXIT | Sold out |
| 39 | AVTX | Avalo Therapeutics INC | — | NEW | New buy |
| 40 | QURE | uniQure N.V. | — | EXIT | Sold out |
| 41 | KNSA | Kiniksa Pharmaceuticals International, plc | — | EXIT | Sold out |
| 42 | ALKS | Alkermes plc | — | NEW | New buy |
| 43 | KYMR | Kymera Therapeutics INC | — | EXIT | Sold out |
| 44 | TENX | Tenax Therapeutics INC | — | NEW | New buy |
| 45 | NRIX | Nurix Therapeutics INC | — | EXIT | Sold out |
| 46 | ✓ | Immatics NV | — | EXIT | Sold out |
| 47 | AVBP | Arrivent Biopharma INC | — | NEW | New buy |
| 48 | ACLXGBX | Arcellx INC | — | EXIT | Sold out |
| 49 | RLAY | Relay Therapeutics INC | — | NEW | New buy |
| 50 | MGTX | MeiraGTx Holdings plc | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-15 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-17 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-14 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-14 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-15 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-14 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-14 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-27 | Amendment | View on EDGAR |
| 2024-06-30 | 2024-08-14 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-15 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-14 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-14 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-14 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-15 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-14 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-14 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-15 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-16 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-14 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-15 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-17 | Amendment | View on EDGAR |
| 2021-06-30 | 2021-08-16 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-17 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-16 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-17 | Amendment | View on EDGAR |
| 2020-09-30 | 2020-11-16 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-14 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-15 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-14 | 13F-HR | View on EDGAR |
Institutions with a similar AUM
CIK 0001491685
Total reported value
$2.0B
548 stks
2026-03-31
AUM within 0.0% of this institution
CIK 0001483272
Total reported value
$2.0B
140 stks
2013-09-30
Stale — no recent filing
AUM within 0.1% of this institution
CIK 0001447578
Total reported value
$2.0B
542 stks
2026-03-31
AUM within 0.1% of this institution
Institutions with overlapping top holdings
CIK 0001674712
Total reported value
$1.2B
46 stks
2026-03-31
3 of the top 5 holdings overlap, including Erasca INC
CIK 0001582844
Total reported value
$141.8M
27 stks
2026-03-31
2 of the top 5 holdings overlap, including Praxis Precision Medicines I
CIK 0001583977
Total reported value
$2.0B
47 stks
2026-03-31
2 of the top 5 holdings overlap, including Praxis Precision Medicines I