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CIK: 0001792126
Total reported value
$2.3B
$2.3B
56 檔
14.8%
As reported in its official Q3 2025 Form 13F filing, Logos Global Management LP's tracked investment portfolio stood at $2.3B with 56 total positions.
In Q3 2025, Logos Global Management LP displayed an active expansion posture, initiating 35 new positions and adding to 10 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RVMD | Revolution Medicines Inc | Stock-Healthcare | 11.51% | -4.07% | +61.76% | |
| 2 | IDYA | Ideaya Biosciences Inc | Stock-Other | 6.58% | -0.93% | -19.28% | |
| 3 | AKRO | Akero Therapeutics Inc | Stock-Other | 5.11% | — | — | |
| 4 | ARVN | Arvinas Inc | Stock-Other | 4.26% | — | +16.15% | |
| 5 | OCUL | Ocular Therapeutix Inc | Stock-Other | 3.41% | +0.61% | +47.73% | |
| 6 | CDTX | Cidara Therapeutics Inc | Stock-Other | 3.22% | — | +97.37% | |
| 7 | VSTM | Verastem Inc | Stock-Other | 3.21% | -0.26% | EXIT | |
| 8 | ABVX | Abivax Sa-adr | Stock-Other | 3.16% | +2.12% | — | |
| 9 | JANX | Janux Therapeutics Inc | Stock-Other | 3.14% | -0.69% | EXIT | |
| 10 | ERAS | Erasca Inc | Stock-Other | 2.96% | +0.57% | +1.00% | |
| 11 | MAZE | Maze Therapeutics Inc | Stock-Other | 2.85% | +0.65% | +100.57% | |
| 12 | OLMA | Olema Pharmaceuticals Inc | Stock-Other | 2.82% | -0.66% | — | |
| 13 | IMCR | Immunocore Holdings Plc-adr | Stock-Other | 2.77% | -1.44% | +47.83% | |
| 14 | DYN | Dyne Therapeutics Inc | Stock-Other | 2.72% | +1.17% | +26.32% | |
| 15 | IRON | Disc Medicine Inc | Stock-Other | 2.67% | +0.97% | -35.71% | |
| 16 | DSGN | Design Therapeutics Inc | Stock-Other | 2.47% | +0.83% | -13.34% | |
| 17 | JAZZ | Jazz Pharmaceuticals plc | Stock-Healthcare | 2.36% | — | -55.56% | |
| 18 | RNAGBP | Avidity Biosciences Inc | Stock-Other | 2.34% | — | -36.84% | |
| 19 | GPCR | Structure Therapeutics Inc | Stock-Other | 2.13% | -0.04% | — | |
| 20 | APLSUSD | Apellis Pharmaceuticals Inc | Stock-Other | 2.03% | — | — | |
| 21 | PCVX | Vaxcyte Inc | Stock-Other | 2.02% | -0.87% | EXIT | |
| 22 | RYTM | Rhythm Pharmaceuticals Inc | Stock-Other | 1.81% | -1.35% | +53.85% | |
| 23 | TRVI | Trevi Therapeutics Inc | Stock-Other | 1.80% | +0.08% | +158.82% | |
| 24 | PTGX | Protagonist Therapeutics Inc | Stock-Other | 1.79% | — | — | |
| 25 | AMLX | Amylyx Pharmaceuticals Inc | Stock-Other | 1.77% | -0.22% | — | |
| 26 | LBRX | Lb Pharmaceuticals Inc | Stock-Other | 1.60% | -0.31% | — | |
| 27 | QURE | uniQure N.V. | Stock-Other | 1.57% | +0.06% | NEW | |
| 28 | KYMR | Kymera Therapeutics Inc | Stock-Other | 1.27% | — | — | |
| 29 | BIIB | Biogen Inc | Stock-Healthcare | 1.26% | -1.83% | EXIT | |
| 30 | ACLXGBX | Arcellx Inc | Stock-Other | 1.21% | — | — | |
| 31 | KROS | Keros Therapeutics Inc | Stock-Other | 1.21% | — | -57.50% | |
| 32 | 260 | Centessa Pharmaceuticals-adr | Stock-Other | 1.14% | -4.21% | EXIT | |
| 33 | LRMR | Larimar Therapeutics Inc | Stock-Other | 0.72% | — | — | |
| 34 | TNGX | Tango Therapeutics Inc | Stock-Other | 0.72% | +0.71% | — | |
| 35 | DNTH | Dianthus Therapeutics Inc | Stock-Other | 0.71% | +1.68% | — | |
| 36 | COGT | Cogent Biosciences Inc | Stock-Other | 0.64% | +1.50% | NEW | |
| 37 | CMPX | Compass Therapeutics Inc | Stock-Other | 0.64% | -0.83% | EXIT | |
| 38 | ✓ | Crescent Biopharma Inc. | Stock-Other | 0.64% | +1.03% | +8.36% | |
| 39 | ELVN | Enliven Therapeutics Inc | Stock-Other | 0.62% | -1.02% | -2.86% | |
| 40 | IMRX | Immuneering CORP - Class A | Stock-Other | 0.60% | — | — | |
| 41 | PRAX | Praxis Precision Medicines I | Stock-Other | 0.59% | -0.83% | -44.44% | |
| 42 | SRRK | Scholar Rock Holding CORP | Stock-Other | 0.58% | +0.47% | NEW | |
| 43 | JBIO | Jade Biosciences Inc | Stock-Other | 0.48% | +0.80% | — | |
| 44 | EPRX | Eupraxia Pharmaceuticals Inc | Stock-Other | 0.48% | — | — | |
| 45 | IMVT | Immunovant Inc | Stock-Other | 0.40% | -0.23% | — | |
| 46 | PHVS | Pharvaris N.V. | Stock-Other | 0.34% | -0.09% | EXIT | |
| 47 | CATBUSD | Astria Therapeutics Inc | Stock-Other | 0.33% | — | -28.57% | |
| 48 | PEPG | Pepgen Inc | Stock-Other | 0.31% | — | — | |
| 49 | ACRS | Aclaris Therapeutics Inc | Stock-Other | 0.26% | -0.04% | -18.92% | |
| 50 | UNCY | Unicycive Therapeutics Inc | Stock-Other | 0.19% | -0.06% | +0.00% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DYN | Dyne Therapeutics Inc | +1.8% | +26.32% | Add |
| 2 | RVMD | Revolution Medicines Inc | +1.5% | +61.76% | Add |
| 3 | TRVI | Trevi Therapeutics Inc | +1.3% | +158.82% | Add |
| 4 | MAZE | Maze Therapeutics Inc | +1% | +100.57% | Add |
| 5 | GPCR | Structure Therapeutics Inc | +0.8% | — | Add |
| 6 | OLMA | Olema Pharmaceuticals Inc | +0.7% | — | Unchanged |
| 7 | RNAGBP | Avidity Biosciences Inc | +0.5% | -36.84% | Add |
| 8 | OCUL | Ocular Therapeutix Inc | +0.4% | +47.73% | Add |
| 9 | SEPN | Septerna Inc | — | -23.49% | Trim |
| 10 | NUVB-WS | Nuvation Bio Inc -cw27 | — | — | Unchanged |
| 11 | CATBUSD | Astria Therapeutics Inc | -0.1% | -28.57% | Unchanged |
| 12 | ERAS | Erasca Inc | -0.2% | +1.00% | Add |
| 13 | ELVN | Enliven Therapeutics Inc | -0.2% | -2.86% | Add |
| 14 | ACRS | Aclaris Therapeutics Inc | -0.3% | -18.92% | Trim |
| 15 | DSGN | Design Therapeutics Inc | -0.4% | -13.34% | Trim |
| 16 | IMVT | Immunovant Inc | -0.4% | — | Unchanged |
| 17 | IRON | Disc Medicine Inc | -0.8% | -35.71% | Add |
| 18 | KROS | Keros Therapeutics Inc | -2.4% | -57.50% | Trim |
| 19 | AKRO | Akero Therapeutics Inc | -3.5% | — | Unchanged |
| 20 | IDYA | Ideaya Biosciences Inc | -3.6% | -19.28% | Trim |
| 21 | JANX | Janux Therapeutics Inc | -4.8% | -4.33% | Trim |
| 22 | ARVN | Arvinas Inc | — | NEW | New buy |
| 23 | CDTX | Cidara Therapeutics Inc | — | NEW | New buy |
| 24 | VSTM | Verastem Inc | — | NEW | New buy |
| 25 | NUVL | Nuvalent Inc-a | — | EXIT | Sold out |
| 26 | ABVX | Abivax Sa-adr | — | NEW | New buy |
| 27 | IMCR | Immunocore Holdings Plc-adr | — | NEW | New buy |
| 28 | JAZZ | Jazz Pharmaceuticals plc | — | NEW | New buy |
| 29 | TEVA | Teva Pharmaceutical-sp Adr | — | EXIT | Sold out |
| 30 | APLSUSD | Apellis Pharmaceuticals Inc | — | NEW | New buy |
| 31 | PCVX | Vaxcyte Inc | — | NEW | New buy |
| 32 | XENE | Xenon Pharmaceuticals Inc | — | EXIT | Sold out |
| 33 | RYTM | Rhythm Pharmaceuticals Inc | — | NEW | New buy |
| 34 | PTGX | Protagonist Therapeutics Inc | — | NEW | New buy |
| 35 | AMLX | Amylyx Pharmaceuticals Inc | — | NEW | New buy |
| 36 | BNTX | Biontech Se-adr | — | EXIT | Sold out |
| 37 | ETNBGBP | 89bio Inc | — | EXIT | Sold out |
| 38 | SLNOEUR | Soleno Therapeutics Inc | — | EXIT | Sold out |
| 39 | LBRX | Lb Pharmaceuticals Inc | — | NEW | New buy |
| 40 | QURE | uniQure N.V. | — | NEW | New buy |
| 41 | KYMR | Kymera Therapeutics Inc | — | NEW | New buy |
| 42 | BIIB | Biogen Inc | — | NEW | New buy |
| 43 | MLTX | Moonlake Immunotherapeutics | — | EXIT | Sold out |
| 44 | ACLXGBX | Arcellx Inc | — | NEW | New buy |
| 45 | 260 | Centessa Pharmaceuticals-adr | — | NEW | New buy |
| 46 | GERN | Geron CORP | — | EXIT | Sold out |
| 47 | CRNX | Crinetics Pharmaceuticals In | — | EXIT | Sold out |
| 48 | LRMR | Larimar Therapeutics Inc | — | NEW | New buy |
| 49 | TNGX | Tango Therapeutics Inc | — | NEW | New buy |
| 50 | DNTH | Dianthus Therapeutics Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Logos Global Management LP reported a total U.S. public equity portfolio value of $2.3B across 56 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including RVMD, IDYA, AKRO) accounted for 14.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
ARVN
市值: $47.5M
Top Position Liquidated / Trimmed
NUVL
前期市值: $35.5M
During Q3 2025, Logos Global Management LP's top holdings by market value included RVMD (11.5%)、IDYA (6.6%)、AKRO (5.1%). The largest single position, RVMD, represented 11.5% of total portfolio value.
In Q3 2025, Logos Global Management LP made 69 total portfolio adjustments, initiating 35 new buys, adding to 10 positions, trimming 6 holdings, and fully liquidating 18 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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