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CIK: 0001792126
Total reported value
$2.3B
$2.3B
63 檔
29.6%
In Q1 2026, Logos Global Management LP's U.S. equity holdings reached a combined market value of $2.3B, distributed across 63 disclosed stock positions.
Logos Global Management LP executed strategic sector rebalancing during Q1 2026, establishing 11 new positions while fully exiting 15 holdings and trimming 23 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RVMD | Revolution Medicines Inc | Stock-Healthcare | 9.71% | -4.07% | -33.33% | |
| 2 | ERAS | Erasca Inc | Stock-Other | 9.01% | +0.57% | -14.23% | |
| 3 | IDYA | Ideaya Biosciences Inc | Stock-Other | 5.74% | -0.93% | -3.50% | |
| 4 | 430 | Terns Pharmaceuticals Inc | Stock-Other | 5.26% | -5.26% | EXIT | |
| 5 | PRAX | Praxis Precision Medicines I | Stock-Other | 4.58% | -0.83% | -24.00% | |
| 6 | 260 | Centessa Pharmaceuticals-adr | Stock-Other | 4.21% | -4.21% | EXIT | |
| 7 | ABVX | Abivax Sa-adr | Stock-Other | 3.75% | +2.12% | +68.75% | |
| 8 | TNGX | Tango Therapeutics Inc | Stock-Other | 3.13% | +0.71% | -28.57% | |
| 9 | CYTK | Cytokinetics Inc | Stock-Healthcare | 2.88% | -2.88% | EXIT | |
| 10 | OLMA | Olema Pharmaceuticals Inc | Stock-Other | 2.39% | -0.66% | — | |
| 11 | UTHR | United Therapeutics CORP | Stock-Healthcare | 2.37% | -2.37% | EXIT | |
| 12 | IMCR | Immunocore Holdings Plc-adr | Stock-Other | 2.26% | -1.44% | +76.47% | |
| 13 | MDGL | Madrigal Pharmaceuticals Inc | Stock-Healthcare | 2.22% | -2.22% | EXIT | |
| 14 | ELVN | Enliven Therapeutics Inc | Stock-Other | 2.04% | -1.02% | +205.88% | |
| 15 | RYTM | Rhythm Pharmaceuticals Inc | Stock-Other | 1.95% | -1.35% | +136.84% | |
| 16 | CGON | Cg Oncology Inc | Stock-Other | 1.94% | +1.12% | +187.50% | |
| 17 | MAZE | Maze Therapeutics Inc | Stock-Other | 1.84% | +0.65% | +30.00% | |
| 18 | BIIB | Biogen Inc | Stock-Healthcare | 1.83% | -1.83% | EXIT | |
| 19 | IRON | Disc Medicine Inc | Stock-Other | 1.79% | +0.97% | +9.80% | |
| 20 | DNTH | Dianthus Therapeutics Inc | Stock-Other | 1.68% | +1.68% | +26.98% | |
| 21 | OCUL | Ocular Therapeutix Inc | Stock-Other | 1.63% | +0.61% | +10.00% | |
| 22 | TYRA | Tyra Biosciences Inc | Stock-Other | 1.63% | -1.63% | EXIT | |
| 23 | TRVI | Trevi Therapeutics Inc | Stock-Other | 1.43% | +0.08% | +54.84% | |
| 24 | MLTX | Moonlake Immunotherapeutics | Stock-Other | 1.40% | +0.84% | -14.29% | |
| 25 | IMVT | Immunovant Inc | Stock-Other | 1.33% | -0.23% | -21.82% | |
| 26 | XENE | Xenon Pharmaceuticals Inc | Stock-Other | 1.31% | -0.14% | — | |
| 27 | RCUS | Arcus Biosciences Inc | Stock-Other | 1.29% | -0.43% | +14.29% | |
| 28 | DYN | Dyne Therapeutics Inc | Stock-Other | 1.27% | +1.17% | +12.00% | |
| 29 | GPCR | Structure Therapeutics Inc | Stock-Other | 1.20% | -0.04% | -16.67% | |
| 30 | LBRX | Lb Pharmaceuticals Inc | Stock-Other | 1.13% | -0.31% | -23.75% | |
| 31 | DSGN | Design Therapeutics Inc | Stock-Other | 1.04% | +0.83% | -22.00% | |
| 32 | AVTX | Avalo Therapeutics Inc | Stock-Other | 0.97% | -0.06% | — | |
| 33 | NERV | Minerva Neurosciences Inc | Stock-Other | 0.97% | -0.18% | -2.90% | |
| 34 | NAMS | NewAmsterdam Pharma Company N.V. | Stock-Other | 0.96% | -0.96% | EXIT | |
| 35 | MIRM | Mirum Pharmaceuticals Inc | Stock-Other | 0.92% | -0.92% | EXIT | |
| 36 | PCVX | Vaxcyte Inc | Stock-Other | 0.87% | -0.87% | EXIT | |
| 37 | ACAD | Acadia Pharmaceuticals Inc | Stock-Healthcare | 0.83% | -0.56% | -11.76% | |
| 38 | CMPX | Compass Therapeutics Inc | Stock-Other | 0.83% | -0.83% | EXIT | |
| 39 | CLDX | Celldex Therapeutics Inc | Stock-Other | 0.71% | +2.65% | +28.57% | |
| 40 | JANX | Janux Therapeutics Inc | Stock-Other | 0.69% | -0.69% | EXIT | |
| 41 | VOR | Vor Biopharma Inc | Stock-Other | 0.67% | -0.15% | +650.00% | |
| 42 | ALKS | Alkermes plc | Stock-Healthcare | 0.62% | -0.62% | EXIT | |
| 43 | ORIC | Oric Pharmaceuticals Inc | Stock-Other | 0.60% | -0.60% | EXIT | |
| 44 | IMMX | Immix Biopharma Inc | Stock-Other | 0.56% | -0.12% | +22.50% | |
| 45 | TENX | Tenax Therapeutics Inc | Stock-Other | 0.50% | -0.31% | — | |
| 46 | AMLX | Amylyx Pharmaceuticals Inc | Stock-Other | 0.49% | -0.22% | -26.32% | |
| 47 | ✓ | Crescent Biopharma Inc. | Stock-Other | 0.44% | +1.03% | -19.58% | |
| 48 | SLNOEUR | Soleno Therapeutics Inc | Stock-Other | 0.42% | -0.42% | EXIT | |
| 49 | AVBP | Arrivent Biopharma Inc | Stock-Other | 0.40% | +1.10% | — | |
| 50 | RLAY | Relay Therapeutics Inc | Stock-Other | 0.37% | -0.09% | — |
| # | 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 | CRVS | Corvus Pharmaceuticals Inc | +0.1% | -10.00% | Trim |
| 21 | MLTX | Moonlake Immunotherapeutics | 0% | -14.29% | Trim |
| 22 | NAMS | NewAmsterdam Pharma Company N.V. | 0% | +33.33% | Add |
| 23 | ✓ | Crescent Biopharma Inc. | 0% | -19.58% | Trim |
| 24 | UNCY | Unicycive Therapeutics Inc | 0% | — | Unchanged |
| 25 | PTN | Palatin Technologies Inc | 0% | — | Unchanged |
| 26 | SEPN | Septerna Inc | 0% | — | Unchanged |
| 27 | ACRS | Aclaris Therapeutics Inc | 0% | -16.67% | Trim |
| 28 | PHVS | Pharvaris N.V. | -0.1% | -35.00% | Trim |
| 29 | JBIO | Jade Biosciences Inc | -0.1% | +1.27% | Add |
| 30 | IBIO | Ibio Inc | -0.1% | -35.00% | Trim |
| 31 | GUTS | Fractyl Health Inc | -0.1% | -9.09% | Trim |
| 32 | JANX | Janux Therapeutics Inc | -0.1% | — | Unchanged |
| 33 | MIRM | Mirum Pharmaceuticals Inc | -0.2% | -11.11% | Trim |
| 34 | AMLX | Amylyx Pharmaceuticals Inc | -0.2% | -26.32% | Trim |
| 35 | DYN | Dyne Therapeutics Inc | -0.2% | +12.00% | Add |
| 36 | RCUS | Arcus Biosciences Inc | -0.2% | +14.29% | Add |
| 37 | BIIB | Biogen Inc | -0.3% | — | Unchanged |
| 38 | DSGN | Design Therapeutics Inc | -0.4% | -22.00% | Trim |
| 39 | SLNOEUR | Soleno Therapeutics Inc | -0.4% | -16.67% | Trim |
| 40 | LBRX | Lb Pharmaceuticals Inc | -0.5% | -23.75% | Trim |
| 41 | VSTM | Verastem Inc | -0.5% | -41.18% | Trim |
| 42 | ACAD | Acadia Pharmaceuticals Inc | -0.5% | -11.76% | Trim |
| 43 | MAZE | Maze Therapeutics Inc | -0.5% | +30.00% | Add |
| 44 | IRON | Disc Medicine Inc | -0.7% | +9.80% | Add |
| 45 | IMVT | Immunovant Inc | -0.8% | -21.82% | Trim |
| 46 | PCVX | Vaxcyte Inc | -0.9% | -53.85% | Trim |
| 47 | OCUL | Ocular Therapeutix Inc | -0.9% | +10.00% | Add |
| 48 | GPCR | Structure Therapeutics Inc | -1.3% | -16.67% | Trim |
| 49 | IDYA | Ideaya Biosciences Inc | -1.7% | -3.50% | Trim |
| 50 | PRAX | Praxis Precision Medicines I | -2.1% | -24.00% | Trim |
According to official SEC Form 13F filings, Logos Global Management LP reported a total U.S. public equity portfolio value of $2.3B across 63 disclosed positions in Q1 2026.
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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 RVMD, ERAS, IDYA) accounted for 29.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
UTHR
市值: $47.4M
Top Position Liquidated / Trimmed
CDTX
前期市值: $68.5M
During Q1 2026, Logos Global Management LP's top holdings by market value included RVMD (9.7%)、ERAS (9.0%)、IDYA (5.7%). The largest single position, RVMD, represented 9.7% of total portfolio value.
In Q1 2026, Logos Global Management LP made 72 total portfolio adjustments, initiating 11 new buys, adding to 23 positions, trimming 23 holdings, and fully liquidating 15 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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