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CIK: 0001792126
Total reported value
$2.3B
$2.3B
49 檔
14.1%
At the close of Q2 2025, Logos Global Management LP disclosed equity holdings valued at approximately $2.3B, spread across 49 reported holdings.
In Q2 2025, Logos Global Management LP displayed an active expansion posture, initiating 24 new positions and adding to 9 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 9.18% | — | — | |
| 2 | IDYA | Ideaya Biosciences Inc | Stock-Other | 7.78% | -0.93% | -4.43% | |
| 3 | AKRO | Akero Therapeutics Inc | Stock-Other | 7.08% | — | — | |
| 4 | RVMD | Revolution Medicines Inc | Stock-Healthcare | 6.92% | -4.07% | +6.25% | |
| 5 | JAZZ | Jazz Pharmaceuticals plc | Stock-Healthcare | 5.28% | — | — | |
| 6 | IRON | Disc Medicine Inc | Stock-Other | 4.10% | +0.97% | +77.51% | |
| 7 | ARVN | Arvinas Inc | Stock-Other | 3.91% | — | — | |
| 8 | JANX | Janux Therapeutics Inc | Stock-Other | 3.83% | -0.69% | EXIT | |
| 9 | RNAGBP | Avidity Biosciences Inc | Stock-Other | 2.99% | — | +171.43% | |
| 10 | KROS | Keros Therapeutics Inc | Stock-Other | 2.95% | — | — | |
| 11 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 2.78% | — | -11.76% | |
| 12 | BIIB | Biogen Inc | Stock-Healthcare | 2.78% | -1.83% | EXIT | |
| 13 | UTHR | United Therapeutics CORP | Stock-Healthcare | 2.70% | -2.37% | EXIT | |
| 14 | OCUL | Ocular Therapeutix Inc | Stock-Other | 2.26% | +0.61% | -4.35% | |
| 15 | ERAS | Erasca Inc | Stock-Other | 2.11% | +0.57% | +15.38% | |
| 16 | NBIX | Neurocrine Biosciences Inc | Stock-Healthcare | 2.09% | — | — | |
| 17 | DYN | Dyne Therapeutics Inc | Stock-Other | 2.00% | +1.17% | +280.00% | |
| 18 | IMCR | Immunocore Holdings Plc-adr | Stock-Other | 2.00% | -1.44% | — | |
| 19 | GPCR | Structure Therapeutics Inc | Stock-Other | 1.95% | -0.04% | +100.00% | |
| 20 | APLSUSD | Apellis Pharmaceuticals Inc | Stock-Other | 1.92% | — | — | |
| 21 | MDGL | Madrigal Pharmaceuticals Inc | Stock-Healthcare | 1.67% | -2.22% | EXIT | |
| 22 | DSGN | Design Therapeutics Inc | Stock-Other | 1.57% | +0.83% | — | |
| 23 | KRYS | Krystal Biotech Inc | Stock-Healthcare | 1.52% | — | — | |
| 24 | OLMA | Olema Pharmaceuticals Inc | Stock-Other | 1.51% | -0.66% | — | |
| 25 | CLDX | Celldex Therapeutics Inc | Stock-Other | 1.35% | +2.65% | — | |
| 26 | BHVN | Biohaven Ltd. | Stock-Other | 1.09% | — | — | |
| 27 | XNCR | Xencor Inc | Stock-Other | 1.09% | — | — | |
| 28 | PRAX | Praxis Precision Medicines I | Stock-Other | 1.05% | -0.83% | — | |
| 29 | MLTX | Moonlake Immunotherapeutics | Stock-Other | 1.04% | +0.84% | -42.86% | |
| 30 | CDTX | Cidara Therapeutics Inc | Stock-Other | 1.02% | — | — | |
| 31 | ✓ | Crescent Biopharma Inc. | Stock-Other | 0.99% | +1.03% | — | |
| 32 | LEGN | Legend Biotech Corp-adr | Stock-Other | 0.98% | — | — | |
| 33 | RYTM | Rhythm Pharmaceuticals Inc | Stock-Other | 0.91% | -1.35% | — | |
| 34 | MAZE | Maze Therapeutics Inc | Stock-Other | 0.83% | +0.65% | -34.69% | |
| 35 | LRMR | Larimar Therapeutics Inc | Stock-Other | 0.80% | — | — | |
| 36 | ELVN | Enliven Therapeutics Inc | Stock-Other | 0.78% | -1.02% | +45.83% | |
| 37 | JBIO | Jade Biosciences Inc | Stock-Other | 0.69% | +0.80% | — | |
| 38 | ANNX | Annexon Inc | Stock-Other | 0.64% | +0.37% | NEW | |
| 39 | ✓ | Stock-Other | 0.63% | — | — | ||
| 40 | TRVI | Trevi Therapeutics Inc | Stock-Other | 0.51% | +0.08% | +100.13% | |
| 41 | IMVT | Immunovant Inc | Stock-Other | 0.49% | -0.23% | — | |
| 42 | VSTM | Verastem Inc | Stock-Other | 0.46% | -0.26% | EXIT | |
| 43 | CATBUSD | Astria Therapeutics Inc | Stock-Other | 0.42% | — | +40.00% | |
| 44 | BCAX | Bicara Therapeutics Inc | Stock-Other | 0.41% | — | — | |
| 45 | ACRS | Aclaris Therapeutics Inc | Stock-Other | 0.29% | -0.04% | -16.75% | |
| 46 | RAPP | Rapport Therapeutics Inc | Stock-Other | 0.26% | — | — | |
| 47 | UNCY | Unicycive Therapeutics Inc | Stock-Other | 0.25% | -0.06% | — | |
| 48 | SEPN | Septerna Inc | Stock-Other | 0.13% | — | -18.63% | |
| 49 | NUVB-WS | Nuvation Bio Inc -cw27 | Stock-Other | — | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XBI | Ss Spdr S&p Biotech ETF | +9.2% | NEW | New buy |
| 2 | JAZZ | Jazz Pharmaceuticals plc | +5.3% | NEW | New buy |
| 3 | ARVN | Arvinas Inc | +3.9% | NEW | New buy |
| 4 | BIIB | Biogen Inc | +2.8% | NEW | New buy |
| 5 | UTHR | United Therapeutics CORP | +2.7% | NEW | New buy |
| 6 | NBIX | Neurocrine Biosciences Inc | +2.1% | NEW | New buy |
| 7 | IMCR | Immunocore Holdings Plc-adr | +2% | NEW | New buy |
| 8 | APLSUSD | Apellis Pharmaceuticals Inc | +1.9% | NEW | New buy |
| 9 | MDGL | Madrigal Pharmaceuticals Inc | +1.7% | NEW | New buy |
| 10 | KRYS | Krystal Biotech Inc | +1.5% | NEW | New buy |
| 11 | CLDX | Celldex Therapeutics Inc | +1.4% | NEW | New buy |
| 12 | RNAGBP | Avidity Biosciences Inc | +1.2% | +171.43% | Add |
| 13 | BHVN | Biohaven Ltd. | +1.1% | NEW | New buy |
| 14 | XNCR | Xencor Inc | +1.1% | NEW | New buy |
| 15 | DYN | Dyne Therapeutics Inc | +1.1% | +280.00% | Add |
| 16 | PRAX | Praxis Precision Medicines I | +1.1% | NEW | New buy |
| 17 | CDTX | Cidara Therapeutics Inc | +1% | NEW | New buy |
| 18 | ✓ | Crescent Biopharma Inc. | +1% | NEW | New buy |
| 19 | LEGN | Legend Biotech Corp-adr | +1% | NEW | New buy |
| 20 | RYTM | Rhythm Pharmaceuticals Inc | +0.9% | NEW | New buy |
| 21 | LRMR | Larimar Therapeutics Inc | +0.8% | NEW | New buy |
| 22 | JBIO | Jade Biosciences Inc | +0.7% | NEW | New buy |
| 23 | GPCR | Structure Therapeutics Inc | +0.6% | +100.00% | Add |
| 24 | ✓ | +0.6% | NEW | New buy | |
| 25 | IRON | Disc Medicine Inc | +0.6% | +77.51% | Add |
| 26 | VSTM | Verastem Inc | +0.5% | NEW | New buy |
| 27 | BCAX | Bicara Therapeutics Inc | +0.4% | NEW | New buy |
| 28 | UNCY | Unicycive Therapeutics Inc | +0.3% | NEW | New buy |
| 29 | TRVI | Trevi Therapeutics Inc | 0% | +100.13% | Add |
| 30 | NUVB-WS | Nuvation Bio Inc -cw27 | — | — | Unchanged |
| 31 | SEPN | Septerna Inc | 0% | -18.63% | Trim |
| 32 | CATBUSD | Astria Therapeutics Inc | -0.1% | +40.00% | Add |
| 33 | ELVN | Enliven Therapeutics Inc | -0.1% | +45.83% | Add |
| 34 | SLDB | Solid Biosciences Inc | -0.1% | EXIT | Sold out |
| 35 | ARTV | Artiva Biotherapeutics Inc | -0.1% | EXIT | Sold out |
| 36 | RAPP | Rapport Therapeutics Inc | -0.1% | — | Unchanged |
| 37 | ALLKGUSD | Allakos Inc | -0.1% | EXIT | Sold out |
| 38 | GLYCEUR | Glycomimetics Inc | -0.2% | EXIT | Sold out |
| 39 | ACRS | Aclaris Therapeutics Inc | -0.3% | -16.75% | Trim |
| 40 | IMVT | Immunovant Inc | -0.4% | — | Unchanged |
| 41 | ✓ | -0.5% | EXIT | Sold out | |
| 42 | ✓ | -0.6% | EXIT | Sold out | |
| 43 | OLMA | Olema Pharmaceuticals Inc | -0.6% | — | Unchanged |
| 44 | KROS | Keros Therapeutics Inc | -0.7% | — | Unchanged |
| 45 | ANNX | Annexon Inc | -0.7% | -39.75% | Trim |
| 46 | OCUL | Ocular Therapeutix Inc | -0.7% | -4.35% | Trim |
| 47 | MAZE | Maze Therapeutics Inc | -1% | -34.69% | Trim |
| 48 | CMPS | Compass Pathways PLC | -1% | EXIT | Sold out |
| 49 | ERAS | Erasca Inc | -1.1% | +15.38% | Add |
| 50 | DSGN | Design Therapeutics Inc | -1.3% | — | Unchanged |
According to official SEC Form 13F filings, Logos Global Management LP reported a total U.S. public equity portfolio value of $2.3B across 49 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including XBI, IDYA, AKRO) accounted for 14.1% of total reported equity market value during Q2 2025.
Top New Position Initiated
XBI
市值: $82.9M
Top Position Liquidated / Trimmed
NUVL
前期市值: $35.5M
During Q2 2025, Logos Global Management LP's top holdings by market value included XBI (9.2%)、IDYA (7.8%)、AKRO (7.1%). The largest single position, XBI, represented 9.2% of total portfolio value.
In Q2 2025, Logos Global Management LP made 56 total portfolio adjustments, initiating 24 new buys, adding to 9 positions, trimming 9 holdings, and fully liquidating 14 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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