Logos Global Management LP

San Francisco, CA · CIK 1792126 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2019 · limited partnership

Assets managed$2.3bn
Staff9 · 5 in investment roles
Main clients (by assets)Private funds 100%
Private funds5 (1 hedge) · $2.3bn gross assets
Form ADV · 2026-04-22SEC adviser record

Legal entityLOGOS GLOBAL MANAGEMENT LP (US)

$2.3bn reported value +19.6% vs Q1 2026

68positions

48.3%in top 10

25 new 18 added 19 reduced 20 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ERASCA INC COM ERAS	ERAS	12,150,000	$222.6m9.58%	9.58%	Added +1.0m	+1,000,000 9.0%
2	ABIVAX SA SPONSORED ADS ABVX	ABVX	1,024,000	$136.5m5.87%	5.87%	Added +349.0k	+349,000 51.7%
3	REVOLUTION MEDICINES INC COM RVMD	RVMD	700,000	$131.1m5.64%	5.64%	Reduced -1.3m	-1,300,000 -65.0%
4	IDEAYA BIOSCIENCES INC COM IDYA	IDYA	3,000,000	$111.8m4.81%	4.81%	Reduced -450.0k	-450,000 -13.0%
5	BIONTECH SE SPONSORED ADS BNTX	BNTX	1,015,000	$94.4m4.07%	4.07%	New
6	VERA THERAPEUTICS INC CL A VERA	VERA	2,200,000	$94.4m4.06%	4.06%	New
7	TANGO THERAPEUTICS INC COM TNGX	TNGX	2,850,000	$89.1m3.84%	3.84%	Reduced -150.0k	-150,000 -5.0%
8	PRAXIS PRECISION MEDICINES I COM NEW PRAX	PRAX	260,000	$87.0m3.75%	3.75%	Reduced -25.0k	-25,000 -8.8%
9	CELLDEX THERAPEUTICS INC NEW COM NEW CLDX	CLDX	2,100,000	$78.1m3.36%	3.36%	Added +1.6m	+1,650,000 366.7%
10	DIANTHUS THERAPEUTICS INC COM DNTH	DNTH	800,000	$78.0m3.36%	3.36%	Added +400.0k	+400,000 100.0%
11	CG ONCOLOGY INC COM CGON	CGON	1,000,000	$71.0m3.06%	3.06%	Added +425.0k	+425,000 73.9%
12	DISC MEDICINE INC COM IRON	IRON	875,000	$64.0m2.76%	2.76%	Added +315.0k	+315,000 56.2%
13	MAZE THERAPEUTICS INC COM MAZE	MAZE	1,935,000	$57.7m2.49%	2.49%	Added +700.0k	+700,000 56.7%
14	DYNE THERAPEUTICS INC COM DYN	DYN	2,550,000	$56.6m2.44%	2.44%	Added +1.1m	+1,150,000 82.1%
15	MOONLAKE IMMUNOTHERAPEUTICS CLASS A ORD MLTX	MLTX	2,675,000	$52.1m2.24%	2.24%	Added +1.2m	+1,175,000 78.3%
16	OCULAR THERAPEUTIX INC COM OCUL	OCUL	5,300,000	$52.0m2.24%	2.24%	Added +1.4m	+1,450,000 37.7%
17	DESIGN THERAPEUTICS INC COM DSGN	DSGN	3,000,000	$43.4m1.87%	1.87%	Added +1.1m	+1,050,000 53.9%
18	OLEMA PHARMACEUTICALS INC COM OLMA	OLMA	3,208,875	$40.1m1.73%	1.73%	Unchanged
19	BELITE BIO INC SPONSORED ADS BLTE	BLTE	250,000	$38.5m1.66%	1.66%	New
20	ACHIEVE LIFE SCIENCES INC COM ACHV	ACHV	5,425,000	$35.4m1.53%	1.53%	New
21	TREVI THERAPEUTICS INC COM TRVI	TRVI	1,880,000	$35.1m1.51%	1.51%	Reduced -520.0k	-520,000 -21.7%
22	COGENT BIOSCIENCES INC COM COGT	COGT	900,000	$34.8m1.50%	1.50%	New
23	ARRIVENT BIOPHARMA INC COM AVBP	AVBP	1,000,000	$34.7m1.50%	1.50%	Added +650.0k	+650,000 185.7%
24	CRESCENT BIOPHARMA INC. COM CBIO	CBIO	1,900,000	$34.2m1.47%	1.47%	Added +1.4m	+1,417,500 293.8%
25	COMPASS PATHWAYS PLC SPONSORED ADS CMPS	CMPS	2,250,000	$31.8m1.37%	1.37%	New
26	MINERALYS THERAPEUTICS INC COM MLYS	MLYS	1,050,000	$28.3m1.22%	1.22%	New
27	REPLIMUNE GROUP INC COM REPL	REPL	2,500,000	$27.7m1.19%	1.19%	New
28	XENON PHARMACEUTICALS INC COM XENE	XENE	450,000	$27.2m1.17%	1.17%	Unchanged
29	STRUCTURE THERAPEUTICS INC SPONSORED ADS GPCR	GPCR	500,000	$26.8m1.16%	1.16%	Unchanged
30	IMMUNOVANT INC COM IMVT	IMVT	665,000	$25.6m1.10%	1.10%	Reduced -410.0k	-410,000 -38.1%
31	JADE BIOSCIENCES INC COM NEW JBIO	JBIO	1,125,000	$25.0m1.08%	1.08%	Added +725.0k	+725,000 181.2%
32	ENLIVEN THERAPEUTICS INC COM ELVN	ELVN	465,000	$23.6m1.02%	1.02%	Reduced -75.0k	-75,000 -13.9%
33	VERADERMICS INC COMMON STOCK MANE	MANE	180,000	$22.1m0.95%	0.95%	Added +155.0k	+155,000 620.0%
34	AVALO THERAPEUTICS INC COM NEW AVTX	AVTX	1,150,000	$21.3m0.91%	0.91%	Added +850.0k	+850,000 283.3%
35	ARCUS BIOSCIENCES INC COM RCUS	RCUS	650,000	$20.0m0.86%	0.86%	Reduced -550.0k	-550,000 -45.8%
36	SUMMIT THERAPEUTICS INC COM SMMT	SMMT	1,350,000	$19.7m0.85%	0.85%	New
37	IMMUNOCORE HLDGS PLC ADS IMCR	IMCR	600,000	$19.1m0.82%	0.82%	Reduced -900.0k	-900,000 -60.0%
38	LB PHARMACEUTICALS INC COM SHS LBRX	LBRX	585,000	$19.0m0.82%	0.82%	Reduced -330.0k	-330,000 -36.1%
39	MINERVA NEUROSCIENCES INC COM NEW NERV	NERV	3,288,777	$18.3m0.79%	0.79%	Added +73.8k	+73,777 2.3%
40	FAETH THERAPEUTICS INC COM NEW FTH	FTH	722,020	$18.1m0.78%	0.78%	Added +692.0k	+692,020 2306.7%
41	CRISPR THERAPEUTICS AG NAMEN AKT CRSP	CRSP	300,000	$16.4m0.70%	0.70%	New
42	DBV TECHNOLOGIES S A SPONSORED ADS DBVT	DBVT	915,000	$15.0m0.65%	0.65%	New
43	PARABILIS MEDICINES INC COM PBLS	PBLS	525,000	$14.4m0.62%	0.62%	New
44	RHYTHM PHARMACEUTICALS INC COM RYTM	RYTM	125,000	$13.9m0.60%	0.60%	Reduced -325.0k	-325,000 -72.2%
45	VOR BIOPHARMA INC COM NEW VOR	VOR	650,000	$12.0m0.52%	0.52%	Reduced -100.0k	-100,000 -13.3%
46	SCHOLAR ROCK HLDG CORP COM SRRK	SRRK	200,000	$11.0m0.47%	0.47%	New
47	IMMIX BIOPHARMA INC COM IMMX	IMMX	1,000,000	$10.3m0.44%	0.44%	Reduced -225.0k	-225,000 -18.4%
48	Q32 BIO INC COM QTTB	QTTB	800,000	$10.2m0.44%	0.44%	New
49	ODYSSEY THERAPEUTICS INC COMMON STOCK ODTX	ODTX	521,736	$9.8m0.42%	0.42%	New
50	ANNEXON INC COM ANNX	ANNX	1,500,000	$8.6m0.37%	0.37%	New
51	EDITAS MEDICINE INC COM EDIT	EDIT	2,222,000	$7.2m0.31%	0.31%	New
52	RELAY THERAPEUTICS INC COM RLAY	RLAY	350,000	$6.5m0.28%	0.28%	Reduced -400.0k	-400,000 -53.3%
53	ACADIA PHARMACEUTICALS INC COM ACAD	ACAD	250,000	$6.3m0.27%	0.27%	Reduced -500.0k	-500,000 -66.7%
54	AMYLYX PHARMACEUTICALS INC COM AMLX	AMLX	350,000	$6.3m0.27%	0.27%	Reduced -350.0k	-350,000 -50.0%
55	CYBIN INC COM NEW COM NEW		750,000	$5.0m0.21%	0.21%	New
56	ONKURE THERAPEUTICS INC COM CL A OKUR	OKUR	963,855	$4.4m0.19%	0.19%	New
57	TENAX THERAPEUTICS INC COM NEW TENX	TENX	300,000	$4.4m0.19%	0.19%	Reduced -325.0k	-325,000 -52.0%
58	DEFINIUM THERAPEUTICS INC COM SHS DFTX	DFTX	80,000	$3.8m0.16%	0.16%	New
59	UNICYCIVE THERAPEUTICS INC COM NEW UNCY	UNCY	473,563	$2.2m0.10%	0.10%	Unchanged
60	PALATIN TECHNOLOGIES INC COM NEW PTN	PTN	130,000	$1.4m0.06%	0.06%	Reduced -10.0k	-10,000 -7.1%
61	UNIQURE NV SHS QURE	QURE	30,000	$1.4m0.06%	0.06%	New
62	JATT II ACQUISITION CORP ORD SHS JATT	JATT	100,000	$1.1m0.05%	0.05%	New
63	RESEARCH ALLIANCE CORP III ORD SHS CL A RACC	RACC	100,000	$1.1m0.05%	0.05%	New
64	ACLARIS THERAPEUTICS INC COM ACRS	ACRS	200,000	$1.1m0.05%	0.05%	Reduced -300.0k	-300,000 -60.0%
65	LONGEVERON INC CL A NEW CL A NEW		1,287,000	$904.8k0.04%	0.04%	New
66	FRACTYL HEALTH INC COM COM		1,000,000	$794.4k0.03%	0.03%	Unchanged
67	SEPTERNA INC COM SEPN	SEPN	23,548	$788.6k0.03%	0.03%	Unchanged
68	AMANAT ACQUISITION CORP CL A ORD AMAN	AMAN	50,000	$508.0k0.02%	0.02%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
CENTESSA PHARMACEUTICALS PLC		2,125,000	$84.4m2.1m shares
TERNS PHARMACEUTICALS INC		1,500,000	$79.1m1.5m shares
CYTOKINETICS INC CYTK	CYTK	875,000	$57.7m875.0k shares
UNITED THERAPEUTICS CORP DEL UTHR	UTHR	80,000	$47.4m80.0k shares
MADRIGAL PHARMACEUTICALS INC MDGL	MDGL	85,000	$44.5m85.0k shares
BIOGEN INC BIIB	BIIB	200,000	$36.7m200.0k shares
TYRA BIOSCIENCES INC TYRA	TYRA	850,000	$32.6m850.0k shares
NEWAMSTERDAM PHARMA COMPANY NAMS	NAMS	600,000	$19.2m600.0k shares
MIRUM PHARMACEUTICALS INC MIRM	MIRM	200,000	$18.5m200.0k shares
VAXCYTE INC PCVX	PCVX	300,000	$17.4m300.0k shares
COMPASS THERAPEUTICS INC CMPX	CMPX	3,150,000	$16.7m3.1m shares
JANUX THERAPEUTICS INC JANX	JANX	1,000,000	$13.9m1.0m shares
ALKERMES PLC ALKS	ALKS	350,000	$12.4m350.0k shares
ORIC PHARMACEUTICALS INC ORIC	ORIC	950,000	$12.0m950.0k shares
SOLENO THERAPEUTICS INC SLNO	SLNO	250,000	$8.4m250.0k shares
CORVUS PHARMACEUTICALS INC CRVS	CRVS	450,000	$6.6m450.0k shares
MEIRAGTX HLDGS PLC MGTX	MGTX	700,000	$6.1m700.0k shares
VERASTEM INC VSTM	VSTM	1,000,000	$5.3m1.0m shares
IBIO INC IBIO	IBIO	1,300,000	$2.5m1.3m shares
PHARVARIS N V PHVS	PHVS	65,000	$1.8m65.0k shares

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
ACHIEVE LIFE SCIENCES INC ACHV · 13G · filed 2026-08-17	ACHV	10.0%≈ $68.8m	new	13G	2026-08-17
PALATIN TECHNOLOGIES INC PTN · 13G · filed 2026-05-15	PTN	9.9%≈ $2.0m	no change	13G	2026-05-15
MINERVA NEUROSCIENCES INC NERV · 13G · filed 2026-02-17	NERV	9.9%≈ $24.6m	new	13G	2026-02-17