Logos Global Management LP

Reported value$2.32Bas of Jun 30, 2026

Positions68 25 new, 20 sold out

Top 10 weight48%ERAS alone is 10%

FiledAug 1445 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

ERAS

ABVX

RVMD

Revolution Medicines INC

5.6%Trimmed

IDYA

Ideaya Biosciences INC

4.8%Trimmed

BNTX

Biontech Se

4.1%New

VERA

Vera Therapeutics INC

4.1%New

TNGX

Tango Therapeutics INC

3.8%Trimmed

PRAX

Praxis Precision Medicines I

3.7%Trimmed

CLDX

Celldex Therapeutics INC New

3.4%Added

DNTH

Dianthus Therapeutics INC

3.4%Added

58 others

51.7%

Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

What changed

Biggest moves since Mar 31, 2026

Filed Aug 14, 2026, compared with the May 15, 2026 filing

add_circleNew

BNTX $94.4M
VERA $94.4M
BLTE $38.5M
ACHV $35.4M

arrow_upwardAdded

FTH +2307%
MANE +620%
CLDX +367%
CBIO +294%

arrow_downwardTrimmed

RYTM −72%
ACAD −67%
RVMD −65%
IMCR −60%

remove_circleSold out

Centessa Pharmaceuticals PLC $84.4M
Terns Pharmaceuticals INC $79.1M
CYTK $57.7M
UTHR $47.4M