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CIK: 0001792126
Total reported value
$2.3B
$2.3B
39 檔
10.4%
According to the latest 13F quarterly dataset, Logos Global Management LP managed an equity portfolio of $2.3B at the end of Q1 2025, spanning 39 distinct U.S. exchange-listed positions.
In Q1 2025, Logos Global Management LP adopted a defensive or profit-taking posture, trimming 2 positions and completely liquidating 49 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IDYA | Ideaya Biosciences Inc | Stock-Other | 10.19% | -0.93% | +16.67% | |
| 2 | RVMD | Revolution Medicines Inc | Stock-Healthcare | 10.06% | -4.07% | +10.34% | |
| 3 | AKRO | Akero Therapeutics Inc | Stock-Other | 8.64% | — | +50.00% | |
| 4 | JANX | Janux Therapeutics Inc | Stock-Other | 7.92% | -0.69% | EXIT | |
| 5 | NUVL | Nuvalent Inc-a | Stock-Other | 6.30% | — | — | |
| 6 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 4.64% | — | — | |
| 7 | XENE | Xenon Pharmaceuticals Inc | Stock-Other | 3.88% | -0.14% | — | |
| 8 | KROS | Keros Therapeutics Inc | Stock-Other | 3.62% | — | — | |
| 9 | IRON | Disc Medicine Inc | Stock-Other | 3.48% | +0.97% | +97.17% | |
| 10 | BNTX | Biontech Se-adr | Stock-Other | 3.24% | +4.07% | NEW | |
| 11 | ETNBGBP | 89bio Inc | Stock-Other | 3.23% | — | — | |
| 12 | SLNOEUR | Soleno Therapeutics Inc | Stock-Other | 3.18% | -0.42% | EXIT | |
| 13 | ERAS | Erasca Inc | Stock-Other | 3.17% | +0.57% | +4.00% | |
| 14 | OCUL | Ocular Therapeutix Inc | Stock-Other | 3.00% | +0.61% | -34.29% | |
| 15 | DSGN | Design Therapeutics Inc | Stock-Other | 2.89% | +0.83% | — | |
| 16 | MLTX | Moonlake Immunotherapeutics | Stock-Other | 2.43% | +0.84% | — | |
| 17 | GERN | Geron CORP | Stock-Other | 2.26% | — | +300.00% | |
| 18 | OLMA | Olema Pharmaceuticals Inc | Stock-Other | 2.14% | -0.66% | — | |
| 19 | CRNX | Crinetics Pharmaceuticals In | Stock-Other | 2.09% | — | — | |
| 20 | RNAGBP | Avidity Biosciences Inc | Stock-Other | 1.84% | — | — | |
| 21 | MAZE | Maze Therapeutics Inc | Stock-Other | 1.83% | +0.65% | — | |
| 22 | ANNX | Annexon Inc | Stock-Other | 1.37% | +0.37% | NEW | |
| 23 | GPCR | Structure Therapeutics Inc | Stock-Other | 1.31% | -0.04% | -39.29% | |
| 24 | CMPS | Compass Pathways PLC | Stock-Other | 1.02% | +1.37% | NEW | |
| 25 | DYN | Dyne Therapeutics Inc | Stock-Other | 0.93% | +1.17% | +11.11% | |
| 26 | ELVN | Enliven Therapeutics Inc | Stock-Other | 0.84% | -1.02% | +71.43% | |
| 27 | IMVT | Immunovant Inc | Stock-Other | 0.84% | -0.23% | -8.33% | |
| 28 | ✓ | Stock-Other | 0.62% | — | — | ||
| 29 | ACRS | Aclaris Therapeutics Inc | Stock-Other | 0.60% | -0.04% | — | |
| 30 | ✓ | Stock-Other | 0.52% | — | — | ||
| 31 | TRVI | Trevi Therapeutics Inc | Stock-Other | 0.47% | +0.08% | -66.02% | |
| 32 | CATBUSD | Astria Therapeutics Inc | Stock-Other | 0.47% | — | — | |
| 33 | RAPP | Rapport Therapeutics Inc | Stock-Other | 0.37% | — | — | |
| 34 | GLYCEUR | Glycomimetics Inc | Stock-Other | 0.20% | — | — | |
| 35 | SEPN | Septerna Inc | Stock-Other | 0.14% | — | — | |
| 36 | ALLKGUSD | Allakos Inc | Stock-Other | 0.12% | — | — | |
| 37 | ARTV | Artiva Biotherapeutics Inc | Stock-Other | 0.08% | — | — | |
| 38 | SLDB | Solid Biosciences Inc | Stock-Other | 0.07% | — | — | |
| 39 | NUVB-WS | Nuvation Bio Inc -cw27 | Stock-Other | — | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JANX | Janux Therapeutics Inc | +6.8% | +32.00% | Add |
| 2 | ANNX | Annexon Inc | +1.1% | +56.86% | Add |
| 3 | NUVB-WS | Nuvation Bio Inc -cw27 | 0% | — | Unchanged |
| 4 | ACRS | Aclaris Therapeutics Inc | -0.4% | — | Add |
| 5 | DSGN | Design Therapeutics Inc | -1.7% | — | Add |
| 6 | CMPS | Compass Pathways PLC | -1.7% | — | Add |
| 7 | DYN | Dyne Therapeutics Inc | -2.7% | +11.11% | Trim |
| 8 | OLMA | Olema Pharmaceuticals Inc | -6.7% | — | Trim |
| 9 | ALXO | Alx Oncology Holdings Inc | — | EXIT | Sold out |
| 10 | IDYA | Ideaya Biosciences Inc | — | NEW | New buy |
| 11 | RVMD | Revolution Medicines Inc | — | NEW | New buy |
| 12 | AKRO | Akero Therapeutics Inc | — | NEW | New buy |
| 13 | ✓ | Verve Therapeutics Inc | — | EXIT | Sold out |
| 14 | DCPHEUR | Deciphera Pharmaceuticals In | — | EXIT | Sold out |
| 15 | ✓ | — | EXIT | Sold out | |
| 16 | NUVL | Nuvalent Inc-a | — | NEW | New buy |
| 17 | GRPH | Graphite Bio Inc | — | EXIT | Sold out |
| 18 | ✓ | Instil Bio, Inc. | — | EXIT | Sold out |
| 19 | ✓ | Rapt Therapeutics Inc | — | EXIT | Sold out |
| 20 | NKTX | Nkarta Inc | — | EXIT | Sold out |
| 21 | TPB | Turning Point Brands, Inc. | — | EXIT | Sold out |
| 22 | KNTEUSD | Kinnate Biopharma Inc | — | EXIT | Sold out |
| 23 | ✓ | Forma Therapeutics Holdings | — | EXIT | Sold out |
| 24 | IOVA | Iovance Biotherapeutics Inc | — | EXIT | Sold out |
| 25 | IPSC | Century Therapeutics Inc | — | EXIT | Sold out |
| 26 | CYTK | Cytokinetics Inc | — | EXIT | Sold out |
| 27 | EWTX | Edgewise Therapeutics Inc | — | EXIT | Sold out |
| 28 | TEVA | Teva Pharmaceutical-sp Adr | — | NEW | New buy |
| 29 | APLSUSD | Apellis Pharmaceuticals Inc | — | EXIT | Sold out |
| 30 | XENE | Xenon Pharmaceuticals Inc | — | NEW | New buy |
| 31 | BCYC | Bicycle Therapeutics Plc-adr | — | EXIT | Sold out |
| 32 | 260 | Centessa Pharmaceuticals-adr | — | EXIT | Sold out |
| 33 | KROS | Keros Therapeutics Inc | — | NEW | New buy |
| 34 | IRON | Disc Medicine Inc | — | NEW | New buy |
| 35 | BNTX | Biontech Se-adr | — | NEW | New buy |
| 36 | ETNBGBP | 89bio Inc | — | NEW | New buy |
| 37 | BMEA | Biomea Fusion Inc | — | EXIT | Sold out |
| 38 | SLNOEUR | Soleno Therapeutics Inc | — | NEW | New buy |
| 39 | ERAS | Erasca Inc | — | NEW | New buy |
| 40 | OCUL | Ocular Therapeutix Inc | — | NEW | New buy |
| 41 | OPHTEUR | Iveric Bio Inc | — | EXIT | Sold out |
| 42 | GHRS | GH Research PLC | — | EXIT | Sold out |
| 43 | ✓ | Athira Pharma Inc | — | EXIT | Sold out |
| 44 | MLTX | Moonlake Immunotherapeutics | — | NEW | New buy |
| 45 | GERN | Geron CORP | — | NEW | New buy |
| 46 | ✓ | — | EXIT | Sold out | |
| 47 | ✓ | Rain Oncology Inc Com | — | EXIT | Sold out |
| 48 | CRNX | Crinetics Pharmaceuticals In | — | NEW | New buy |
| 49 | COGT | Cogent Biosciences Inc | — | EXIT | Sold out |
| 50 | PRLD | Prelude Therapeutics Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Logos Global Management LP reported a total U.S. public equity portfolio value of $2.3B across 39 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IDYA, RVMD, AKRO) accounted for 10.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
IDYA
市值: $57.3M
Top Position Liquidated / Trimmed
ALXO
前期市值: $172.6M
During Q1 2025, Logos Global Management LP's top holdings by market value included IDYA (10.2%)、RVMD (10.1%)、AKRO (8.6%). The largest single position, IDYA, represented 10.2% of total portfolio value.
In Q1 2025, Logos Global Management LP made 87 total portfolio adjustments, initiating 31 new buys, adding to 5 positions, trimming 2 holdings, and fully liquidating 49 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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