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CIK: 0001792126
Total reported value
$2.3B
$2.3B
67 檔
26.8%
The Q4 2025 SEC filing reveals that Logos Global Management LP held a total portfolio value of $2.3B, covering 67 public equity positions.
Logos Global Management LP executed strategic sector rebalancing during Q4 2025, establishing 24 new positions while fully exiting 13 holdings and trimming 21 positions.
In terms of portfolio concentration, the top 5 core holdings (including RVMD, IDYA, PRAX) accounted for 26.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
430
市值: $30.3M
Top Position Liquidated / Trimmed
AKRO
前期市值: $57.0M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RVMD | Revolution Medicines Inc | Stock-Healthcare | 14.44% | -4.07% | +9.09% | |
| 2 | IDYA | Ideaya Biosciences Inc | Stock-Other | 7.47% | -0.93% | +32.41% | |
| 3 | PRAX | Praxis Precision Medicines I | Stock-Other | 6.68% | -0.83% | +200.00% | |
| 4 | OLMA | Olema Pharmaceuticals Inc | Stock-Other | 4.85% | -0.66% | — | |
| 5 | CDTX | Cidara Therapeutics Inc | Stock-Other | 4.14% | — | -17.33% | |
| 6 | ABVX | Abivax Sa-adr | Stock-Other | 3.26% | +2.12% | -3.61% | |
| 7 | ERAS | Erasca Inc | Stock-Other | 2.92% | +0.57% | -14.19% | |
| 8 | OCUL | Ocular Therapeutix Inc | Stock-Other | 2.57% | +0.61% | +7.69% | |
| 9 | GPCR | Structure Therapeutics Inc | Stock-Other | 2.52% | -0.04% | -29.41% | |
| 10 | IRON | Disc Medicine Inc | Stock-Other | 2.45% | +0.97% | +13.33% | |
| 11 | MAZE | Maze Therapeutics Inc | Stock-Other | 2.38% | +0.65% | -22.59% | |
| 12 | TNGX | Tango Therapeutics Inc | Stock-Other | 2.25% | +0.71% | +342.11% | |
| 13 | RNAGBP | Avidity Biosciences Inc | Stock-Other | 2.18% | — | -16.67% | |
| 14 | BIIB | Biogen Inc | Stock-Healthcare | 2.13% | -1.83% | EXIT | |
| 15 | IMVT | Immunovant Inc | Stock-Other | 2.11% | -0.23% | +400.00% | |
| 16 | JAZZ | Jazz Pharmaceuticals plc | Stock-Healthcare | 2.05% | — | — | |
| 17 | 430 | Terns Pharmaceuticals Inc | Stock-Other | 1.83% | -5.26% | EXIT | |
| 18 | PCVX | Vaxcyte Inc | Stock-Other | 1.81% | -0.87% | EXIT | |
| 19 | IMCR | Immunocore Holdings Plc-adr | Stock-Other | 1.78% | -1.44% | — | |
| 20 | LBRX | Lb Pharmaceuticals Inc | Stock-Other | 1.61% | -0.31% | +6.19% | |
| 21 | APLSUSD | Apellis Pharmaceuticals Inc | Stock-Other | 1.52% | — | — | |
| 22 | RCUS | Arcus Biosciences Inc | Stock-Other | 1.51% | -0.43% | — | |
| 23 | DYN | Dyne Therapeutics Inc | Stock-Other | 1.48% | +1.17% | -47.92% | |
| 24 | DSGN | Design Therapeutics Inc | Stock-Other | 1.42% | +0.83% | -31.60% | |
| 25 | MLTX | Moonlake Immunotherapeutics | Stock-Other | 1.39% | +0.84% | — | |
| 26 | ACAD | Acadia Pharmaceuticals Inc | Stock-Healthcare | 1.37% | -0.56% | — | |
| 27 | RYTM | Rhythm Pharmaceuticals Inc | Stock-Other | 1.23% | -1.35% | -5.00% | |
| 28 | TRVI | Trevi Therapeutics Inc | Stock-Other | 1.17% | +0.08% | -29.55% | |
| 29 | CYTK | Cytokinetics Inc | Stock-Healthcare | 1.15% | -2.88% | EXIT | |
| 30 | MIRM | Mirum Pharmaceuticals Inc | Stock-Other | 1.07% | -0.92% | EXIT | |
| 31 | QURE | uniQure N.V. | Stock-Other | 0.98% | +0.06% | NEW | |
| 32 | NAMS | NewAmsterdam Pharma Company N.V. | Stock-Other | 0.95% | -0.96% | EXIT | |
| 33 | KNSA | Kiniksa Pharmaceuticals International, plc | Stock-Other | 0.87% | — | — | |
| 34 | SLNOEUR | Soleno Therapeutics Inc | Stock-Other | 0.84% | -0.42% | EXIT | |
| 35 | JANX | Janux Therapeutics Inc | Stock-Other | 0.83% | -0.69% | EXIT | |
| 36 | NERV | Minerva Neurosciences Inc | Stock-Other | 0.80% | -0.18% | — | |
| 37 | VSTM | Verastem Inc | Stock-Other | 0.79% | -0.26% | EXIT | |
| 38 | DNTH | Dianthus Therapeutics Inc | Stock-Other | 0.78% | +1.68% | +57.50% | |
| 39 | AMLX | Amylyx Pharmaceuticals Inc | Stock-Other | 0.69% | -0.22% | -34.48% | |
| 40 | KYMR | Kymera Therapeutics Inc | Stock-Other | 0.61% | — | -48.00% | |
| 41 | CLDX | Celldex Therapeutics Inc | Stock-Other | 0.57% | +2.65% | — | |
| 42 | NRIX | Nurix Therapeutics Inc | Stock-Other | 0.57% | — | — | |
| 43 | ✓ | Immatics NV | Stock-Other | 0.54% | — | — | |
| 44 | CGON | Cg Oncology Inc | Stock-Other | 0.50% | +1.12% | — | |
| 45 | ACLXGBX | Arcellx Inc | Stock-Other | 0.45% | — | -30.30% | |
| 46 | ✓ | Crescent Biopharma Inc. | Stock-Other | 0.43% | +1.03% | — | |
| 47 | CMPX | Compass Therapeutics Inc | Stock-Other | 0.37% | -0.83% | EXIT | |
| 48 | JBIO | Jade Biosciences Inc | Stock-Other | 0.37% | +0.80% | -36.80% | |
| 49 | TYRA | Tyra Biosciences Inc | Stock-Other | 0.33% | -1.63% | EXIT | |
| 50 | ELVN | Enliven Therapeutics Inc | Stock-Other | 0.32% | -1.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PRAX | Praxis Precision Medicines I | +6.1% | +200.00% | Add |
| 2 | RVMD | Revolution Medicines Inc | +2.9% | +9.09% | Add |
| 3 | OLMA | Olema Pharmaceuticals Inc | +2% | — | Unchanged |
| 4 | IMVT | Immunovant Inc | +1.7% | +400.00% | Add |
| 5 | TNGX | Tango Therapeutics Inc | +1.5% | +342.11% | Add |
| 6 | CDTX | Cidara Therapeutics Inc | +0.9% | -17.33% | Trim |
| 7 | IDYA | Ideaya Biosciences Inc | +0.9% | +32.41% | Add |
| 8 | BIIB | Biogen Inc | +0.9% | +100.00% | Add |
| 9 | GPCR | Structure Therapeutics Inc | +0.4% | -29.41% | Trim |
| 10 | ABVX | Abivax Sa-adr | +0.1% | -3.61% | Trim |
| 11 | GUTS | Fractyl Health Inc | +0.1% | +120.00% | Add |
| 12 | DNTH | Dianthus Therapeutics Inc | +0.1% | +57.50% | Add |
| 13 | LBRX | Lb Pharmaceuticals Inc | 0% | +6.19% | Add |
| 14 | NUVB-WS | Nuvation Bio Inc -cw27 | — | — | Unchanged |
| 15 | UNCY | Unicycive Therapeutics Inc | 0% | — | Unchanged |
| 16 | ERAS | Erasca Inc | 0% | -14.19% | Trim |
| 17 | MREO | Mereo Biopharma Group Pl-adr | 0% | +270.00% | Add |
| 18 | SEPN | Septerna Inc | -0.1% | -71.81% | Trim |
| 19 | JBIO | Jade Biosciences Inc | -0.1% | -36.80% | Trim |
| 20 | ACRS | Aclaris Therapeutics Inc | -0.2% | -60.00% | Trim |
| 21 | RNAGBP | Avidity Biosciences Inc | -0.2% | -16.67% | Trim |
| 22 | PHVS | Pharvaris N.V. | -0.2% | -33.33% | Trim |
| 23 | PCVX | Vaxcyte Inc | -0.2% | +4.00% | Add |
| 24 | ✓ | Crescent Biopharma Inc. | -0.2% | — | Unchanged |
| 25 | IRON | Disc Medicine Inc | -0.2% | +13.33% | Add |
| 26 | CMPX | Compass Therapeutics Inc | -0.3% | -43.90% | Trim |
| 27 | ELVN | Enliven Therapeutics Inc | -0.3% | — | Unchanged |
| 28 | JAZZ | Jazz Pharmaceuticals plc | -0.3% | — | Unchanged |
| 29 | MAZE | Maze Therapeutics Inc | -0.5% | -22.59% | Trim |
| 30 | APLSUSD | Apellis Pharmaceuticals Inc | -0.5% | — | Unchanged |
| 31 | RYTM | Rhythm Pharmaceuticals Inc | -0.6% | -5.00% | Trim |
| 32 | QURE | uniQure N.V. | -0.6% | +125.00% | Add |
| 33 | TRVI | Trevi Therapeutics Inc | -0.6% | -29.55% | Trim |
| 34 | KYMR | Kymera Therapeutics Inc | -0.7% | -48.00% | Trim |
| 35 | ACLXGBX | Arcellx Inc | -0.8% | -30.30% | Trim |
| 36 | 260 | Centessa Pharmaceuticals-adr | -0.8% | -61.90% | Trim |
| 37 | OCUL | Ocular Therapeutix Inc | -0.8% | +7.69% | Add |
| 38 | IMCR | Immunocore Holdings Plc-adr | -1% | — | Unchanged |
| 39 | DSGN | Design Therapeutics Inc | -1.1% | -31.60% | Trim |
| 40 | AMLX | Amylyx Pharmaceuticals Inc | -1.1% | -34.48% | Trim |
| 41 | DYN | Dyne Therapeutics Inc | -1.2% | -47.92% | Trim |
| 42 | JANX | Janux Therapeutics Inc | -2.3% | -30.31% | Trim |
| 43 | VSTM | Verastem Inc | -2.4% | -58.02% | Trim |
| 44 | AKRO | Akero Therapeutics Inc | — | EXIT | Sold out |
| 45 | ARVN | Arvinas Inc | — | EXIT | Sold out |
| 46 | 430 | Terns Pharmaceuticals Inc | — | NEW | New buy |
| 47 | RCUS | Arcus Biosciences Inc | — | NEW | New buy |
| 48 | MLTX | Moonlake Immunotherapeutics | — | NEW | New buy |
| 49 | ACAD | Acadia Pharmaceuticals Inc | — | NEW | New buy |
| 50 | PTGX | Protagonist 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 67 disclosed positions in Q4 2025.
During Q4 2025, Logos Global Management LP's top holdings by market value included RVMD (14.4%)、IDYA (7.5%)、PRAX (6.7%). The largest single position, RVMD, represented 14.4% of total portfolio value.
In Q4 2025, Logos Global Management LP made 72 total portfolio adjustments, initiating 24 new buys, adding to 14 positions, trimming 21 holdings, and fully liquidating 13 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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