EdgeMarket › What Logos Global Management Lp reported owning
What Logos Global Management Lp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.0BPositions
66Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| RVMD Revolution Medicines, Inc. | 194.5M | 9.7% | 2.0M | 209.46 | +479.3% |
| ERAS Erasca, Inc. | 180.4M | 9.0% | 11.2M | 17.63 | +1107.5% |
| IDYA IDEAYA Biosciences, Inc. | 115.0M | 5.7% | 3.5M | 39.67 | +63.1% |
| PRAX Praxis Precision Medicines, Inc. | 91.8M | 4.6% | 285.0K | 375.94 | +730.8% |
| unmapped CUSIP 152309100 | 84.4M | 4.2% | 2.1M | — | — |
| unmapped CUSIP 880881107 | 79.1M | 3.9% | 1.5M | — | — |
| ABVX Abivax S.A. | 75.2M | 3.8% | 675.0K | 114.95 | +59.9% |
| TNGX Tango Therapeutics, Inc. | 62.8M | 3.1% | 3.0M | 23.88 | +253.8% |
| CYTK CYTOKINETICS INC | 57.7M | 2.9% | 875.0K | 76.84 | +105.9% |
| OLMA Olema Pharmaceuticals, Inc. | 47.8M | 2.4% | 3.2M | 10.69 | +96.1% |
| UTHR UNITED THERAPEUTICS Corp | 47.4M | 2.4% | 80.0K | 513.12 | +67.4% |
| IMCR Immunocore Holdings plc | 45.2M | 2.3% | 1.5M | 36.88 | +13.5% |
| MDGL MADRIGAL PHARMACEUTICALS, INC. | 44.5M | 2.2% | 85.0K | 516.74 | +31.9% |
| RYTM RHYTHM PHARMACEUTICALS, INC. | 39.1M | 2.0% | 450.0K | 110.00 | +11.4% |
| CGON CG Oncology, Inc. | 38.9M | 1.9% | 575.0K | 79.81 | +212.6% |
| MAZE Maze Therapeutics, Inc. | 36.9M | 1.8% | 1.2M | 29.43 | +118.3% |
| BIIB BIOGEN INC. | 36.7M | 1.8% | 200.0K | 216.78 | +56.0% |
| IRON Disc Medicine, Inc. | 35.8M | 1.8% | 560.0K | 79.81 | +35.9% |
| DNTH Dianthus Therapeutics, Inc. /DE/ | 33.6M | 1.7% | 400.0K | 111.10 | +374.4% |
| OCUL OCULAR THERAPEUTIX, INC | 32.6M | 1.6% | 3.9M | 11.08 | -7.4% |
| TYRA Tyra Biosciences, Inc. | 32.6M | 1.6% | 850.0K | 26.05 | +154.4% |
| TRVI Trevi Therapeutics, Inc. | 28.6M | 1.4% | 2.4M | 17.96 | +142.0% |
| MLTX MoonLake Immunotherapeutics | 28.0M | 1.4% | 1.5M | 15.76 | -70.9% |
| IMVT Immunovant, Inc. | 26.7M | 1.3% | 1.1M | 44.37 | +199.4% |
| XENE Xenon Pharmaceuticals Inc. | 26.2M | 1.3% | 450.0K | 60.77 | +61.5% |
| RCUS Arcus Biosciences, Inc. | 25.9M | 1.3% | 1.2M | 30.34 | +200.7% |
| DYN Dyne Therapeutics, Inc. | 25.4M | 1.3% | 1.4M | 26.10 | +118.0% |
| GPCR Structure Therapeutics Inc. | 24.1M | 1.2% | 500.0K | 49.09 | +164.4% |
| LBRX LB PHARMACEUTICALS INC | 22.6M | 1.1% | 915.0K | 47.62 | — |
| ELVN Enliven Therapeutics, Inc. | 21.2M | 1.1% | 540.0K | 59.82 | +204.3% |
| DSGN Design Therapeutics, Inc. | 20.7M | 1.0% | 1.9M | 14.99 | +212.9% |
| NERV Minerva Neurosciences, Inc. | 19.4M | 1.0% | 3.2M | 4.84 | +110.7% |
| NAMS NewAmsterdam Pharma Co N.V. | 19.2M | 1.0% | 600.0K | 27.87 | +14.6% |
| MIRM Mirum Pharmaceuticals, Inc. | 18.5M | 0.9% | 200.0K | 96.31 | +44.4% |
| PCVX Vaxcyte, Inc. | 17.4M | 0.9% | 300.0K | 62.62 | +100.3% |
| ACAD ACADIA PHARMACEUTICALS INC | 16.7M | 0.8% | 750.0K | 29.50 | +18.3% |
| CMPX Compass Therapeutics, Inc. | 16.7M | 0.8% | 3.1M | 2.40 | -13.7% |
| CLDX Celldex Therapeutics, Inc. | 14.3M | 0.7% | 450.0K | 40.38 | +93.3% |
| JANX Janux Therapeutics, Inc. | 13.9M | 0.7% | 1.0M | 17.39 | -30.1% |
| VOR Vor Biopharma Inc. | 13.4M | 0.7% | 750.0K | 23.36 | -46.9% |
| ALKS Alkermes plc. | 12.4M | 0.6% | 350.0K | 48.33 | +66.8% |
| ORIC Oric Pharmaceuticals, Inc. | 12.0M | 0.6% | 950.0K | 14.20 | +49.3% |
| IMMX Immix Biopharma, Inc. | 11.2M | 0.6% | 1.2M | 13.66 | +523.7% |
| TENX TENAX THERAPEUTICS, INC. | 10.0M | 0.5% | 625.0K | 1.75 | -70.7% |
| AMLX Amylyx Pharmaceuticals, Inc. | 9.7M | 0.5% | 700.0K | 38.66 | +381.4% |
| CBIO CRESCENT BIOPHARMA, INC. | 8.9M | 0.4% | 482.5K | 17.15 | +24.3% |
| unmapped CUSIP 834203309 | 8.4M | 0.4% | 250.0K | — | — |
| AVBP ArriVent BioPharma, Inc. | 8.1M | 0.4% | 350.0K | 29.12 | +51.1% |
| RLAY Relay Therapeutics, Inc. | 7.5M | 0.4% | 750.0K | 19.44 | +471.8% |
| CRVS Corvus Pharmaceuticals, Inc. | 6.6M | 0.3% | 450.0K | 14.46 | +178.6% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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