Logos Global Management LP
Net seller this quarter
$2.32B
68
-$24.7M
48.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 ERAS | $223M | 9.58% | 3.89% | +9.0% | Q2 2024 |
 ABVX | $136M | 5.87% | 1.30% | +51.7% | Q3 2025 |
 RVMD | $131M | 5.64% | 0.33% | -65.0% | Q1 2020 |
 IDYA | $112M | 4.81% | 3.11% | -13.0% | Q3 2021 |
 BNTX | $94.4M | 4.07% | 0.40% | Not reported | Q2 2020 |
 VERA | $94.4M | 4.06% | 3.06% | Not reported | Q4 2021 |
 TNGX | $89.1M | 3.84% | 1.69% | -5.0% | Q3 2025 |
 PRAX | $87M | 3.75% | 0.93% | -8.8% | Q1 2024 |
 CLDX | $78.1M | 3.36% | 2.68% | +366.7% | Q2 2020 |
 DNTH | $78M | 3.36% | 1.46% | +100.0% | Q3 2025 |
 CGON | $71.1M | 3.06% | 1.13% | +73.9% | Q1 2024 |
 IRON | $64M | 2.76% | 2.28% | +56.3% | Q1 2023 |
 MAZE | $57.7M | 2.49% | 3.49% | +56.7% | Q1 2025 |
 DYN | $56.6M | 2.44% | 1.54% | +82.1% | Q3 2020 |
 MLTX | $52.1M | 2.24% | 3.63% | +78.3% | Q4 2020 |
 OCUL | $52M | 2.24% | 2.41% | +37.7% | Q4 2023 |
 DSGN | $43.4M | 1.87% | 4.79% | +53.9% | Q1 2021 |
 OLMA | $40.1M | 1.73% | 3.67% | Not reported | Q4 2020 |
 BLTE | $38.5M | 1.66% | 0.64% | New | Q2 2026 |
 ACHV | $35.4M | 1.53% | 5.28% | New | Q2 2026 |
 TRVI | $35.1M | 1.51% | 1.32% | -21.7% | Q1 2024 |
 COGT | $34.8M | 1.50% | 0.52% | Not reported | Q4 2020 |
 AVBP | $34.7M | 1.50% | 2.07% | +185.7% | Q1 2026 |
 CBIO | $34.2M | 1.47% | 6.85% | +293.8% | Q2 2025 |
 CMPS | $31.8M | 1.37% | 1.66% | Not reported | Q3 2020 |
 MLYS | $28.3M | 1.22% | 1.19% | Not reported | Q1 2023 |
 REPL | $27.7M | 1.19% | 2.98% | New | Q2 2026 |
 XENE | $27.2M | 1.17% | 0.47% | Not reported | Q3 2022 |
 GPCR | $26.8M | 1.16% | 0.23% | Not reported | Q1 2023 |
 IMVT | $25.6M | 1.10% | 0.32% | -38.1% | Q2 2020 |
 JBIO | $25M | 1.08% | 1.77% | +181.3% | Q2 2025 |
 ELVN | $23.6M | 1.02% | 0.63% | -13.9% | Q1 2023 |
 MANE | $22.1M | 0.95% | 0.43% | +620.0% | Q1 2026 |
 AVTX | $21.3M | 0.91% | 2.17% | +283.3% | Q2 2024 |
 RCUS | $20M | 0.86% | 0.51% | -45.8% | Q2 2023 |
 SMMT | $19.7M | 0.85% | 0.17% | New | Q2 2026 |
 IMCR | $19.1M | 0.82% | 1.17% | -60.0% | Q3 2022 |
 LBRX | $19M | 0.82% | 2.04% | -36.1% | Q3 2025 |
 NERV | $18.3M | 0.79% | 6.96% | +2.3% | Q4 2019 |
 FTH | $18.1M | 0.78% | 2.80% | +2306.7% | Q1 2026 |
 CRSP | $16.4M | 0.70% | 0.31% | Not reported | Q1 2020 |
 DBVT | $15M | 0.65% | 0.31% | Not reported | Q2 2023 |
 PBLS | $14.4M | 0.62% | 0.43% | New | Q2 2026 |
 RYTM | $13.9M | 0.60% | 0.18% | -72.2% | Q3 2023 |
 VOR | $12M | 0.52% | 1.19% | -13.3% | Q4 2025 |
 SRRK | $11M | 0.47% | 0.16% | Not reported | Q1 2022 |
 IMMX | $10.3M | 0.44% | 1.40% | -18.4% | Q4 2025 |
 QTTB | $10.2M | 0.44% | 3.37% | New | Q2 2026 |
 ODTX | $9.76M | 0.42% | 1.09% | New | Q2 2026 |
 ANNX | $8.57M | 0.37% | 1.00% | Not reported | Q3 2020 |
| Q1 2026 | |||||
| RVMD | $195M | 9.71% | 1.00% | Not reported | Q1 2020 |
| ERAS | $180M | 9.01% | 3.59% | -14.2% | Q2 2024 |
| IDYA | $115M | 5.74% | 3.93% | +10.4% | Q3 2021 |
| PRAX | $91.8M | 4.58% | 1.02% | -24.0% | Q1 2024 |
| CNTA | $84.4M | 4.21% | 1.37% | +962.5% | Q2 2021 |
| TERN | $79.1M | 3.95% | 1.30% | +100.0% | Q4 2025 |
| ABVX | $75.2M | 3.75% | 0.86% | +68.8% | Q3 2025 |
| TNGX | $62.8M | 3.13% | 2.08% | -28.6% | Q3 2025 |
 CYTK | $57.7M | 2.88% | 0.71% | +191.7% | Q1 2020 |
| OLMA | $47.8M | 2.39% | 3.67% | Not reported | Q4 2020 |
 UTHR | $47.4M | 2.37% | 0.19% | Not reported | Q2 2025 |
| IMCR | $45.2M | 2.26% | 2.95% | +76.5% | Q3 2022 |
 MDGL | $44.5M | 2.22% | 0.37% | Not reported | Q4 2019 |
| RYTM | $39.1M | 1.95% | 0.66% | +136.8% | Q3 2023 |
| CGON | $38.9M | 1.94% | 0.65% | +187.5% | Q1 2024 |
| MAZE | $36.9M | 1.84% | 2.48% | +30.0% | Q1 2025 |
 BIIB | $36.7M | 1.83% | 0.14% | Not reported | Q1 2023 |
| IRON | $35.8M | 1.79% | 1.47% | +9.8% | Q1 2023 |
| DNTH | $33.6M | 1.68% | 0.73% | +27.0% | Q3 2025 |
| OCUL | $32.6M | 1.63% | 1.76% | +10.0% | Q4 2023 |
 TYRA | $32.6M | 1.63% | 1.43% | +304.8% | Q3 2021 |
| TRVI | $28.6M | 1.43% | 1.87% | +54.8% | Q1 2024 |
| MLTX | $28M | 1.40% | 2.85% | -14.3% | Q4 2020 |
| IMVT | $26.7M | 1.33% | 0.53% | -21.8% | Q2 2020 |
| XENE | $26.2M | 1.31% | 0.47% | Not reported | Q3 2022 |
| RCUS | $25.9M | 1.29% | 0.96% | Not reported | Q2 2023 |
| DYN | $25.4M | 1.27% | 0.85% | +12.0% | Q3 2020 |
| GPCR | $24.1M | 1.20% | 0.23% | -16.7% | Q1 2023 |
| LBRX | $22.6M | 1.13% | 3.19% | -23.8% | Q3 2025 |
| ELVN | $21.2M | 1.06% | 0.89% | +58.8% | Q1 2023 |
| DSGN | $20.7M | 1.04% | 3.12% | -22.0% | Q1 2021 |
| NERV | $19.4M | 0.97% | 7.33% | -2.9% | Q4 2019 |
 NAMS | $19.2M | 0.96% | 0.51% | +33.3% | Q4 2025 |
 MIRM | $18.5M | 0.92% | 0.33% | -11.1% | Q4 2025 |
 PCVX | $17.4M | 0.87% | 0.21% | -53.9% | Q2 2020 |
 ACAD | $16.7M | 0.83% | 0.44% | -11.8% | Q2 2022 |
 CMPX | $16.7M | 0.83% | 1.75% | +173.9% | Q3 2025 |
| CLDX | $14.3M | 0.71% | 0.68% | +28.6% | Q2 2020 |
 JANX | $13.9M | 0.69% | 1.64% | Not reported | Q2 2021 |
| VOR | $13.4M | 0.67% | 1.38% | +650.0% | Q4 2025 |
 ALKS | $12.4M | 0.62% | 0.21% | Not reported | Q4 2024 |
 ORIC | $12M | 0.60% | 0.92% | +111.1% | Q4 2025 |
| IMMX | $11.2M | 0.56% | 2.31% | +22.5% | Q4 2025 |
 TENX | $9.99M | 0.50% | 2.57% | New | Q1 2026 |
 AMLX | $9.73M | 0.49% | 0.63% | -26.3% | Q3 2025 |
| CBIO | $8.86M | 0.44% | 1.75% | -19.6% | Q2 2025 |
| SLNO | $8.37M | 0.42% | 0.48% | -16.7% | Q3 2023 |
| AVBP | $8.07M | 0.40% | 0.77% | New | Q1 2026 |
 RLAY | $7.46M | 0.37% | 0.40% | Not reported | Q3 2020 |
 CRVS | $6.58M | 0.33% | 0.54% | -10.0% | Q4 2025 |
| Q4 2025 | |||||
| RVMD | $159M | 9.63% | 1.02% | +14.3% | Q1 2020 |
| PRAX | $111M | 6.68% | 1.49% | +200.0% | Q1 2024 |
| IDYA | $108M | 6.53% | 3.56% | +38.9% | Q3 2021 |
| OLMA | $80.2M | 4.85% | 3.94% | Not reported | Q4 2020 |
| CDTX | $68.5M | 4.14% | 0.99% | -17.3% | Q2 2025 |
| ABVX | $53.9M | 3.26% | 0.51% | -3.6% | Q3 2025 |
| ERAS | $48.4M | 2.92% | 4.57% | -14.2% | Q2 2024 |
| OCUL | $42.5M | 2.57% | 1.62% | +7.7% | Q4 2023 |
| GPCR | $41.7M | 2.52% | 0.28% | -29.4% | Q1 2023 |
| IRON | $40.5M | 2.45% | 1.35% | +13.3% | Q1 2023 |
| MAZE | $39.4M | 2.38% | 1.93% | -22.6% | Q1 2025 |
| TNGX | $37.2M | 2.25% | 3.09% | +342.1% | Q3 2025 |
| RNAM | $36.1M | 2.18% | 0.33% | -16.7% | Q2 2020 |
| BIIB | $35.2M | 2.13% | 0.14% | +100.0% | Q1 2023 |
| IMVT | $35M | 2.11% | 0.68% | +400.0% | Q2 2020 |
 JAZZ | $34M | 2.05% | 0.33% | Not reported | Q4 2024 |
| TERN | $30.3M | 1.83% | 0.67% | New | Q4 2025 |
| PCVX | $30M | 1.81% | 0.50% | +4.0% | Q2 2020 |
| IMCR | $29.5M | 1.78% | 1.68% | Not reported | Q3 2022 |
| LBRX | $26.7M | 1.61% | 4.74% | +6.2% | Q3 2025 |
| DYN | $24.5M | 1.48% | 0.76% | -47.9% | Q3 2020 |
| DSGN | $23.5M | 1.42% | 4.14% | -31.6% | Q1 2021 |
| MLTX | $23.1M | 1.39% | 3.32% | Not reported | Q4 2020 |
| ACAD | $22.7M | 1.37% | 0.50% | Not reported | Q2 2022 |
| RYTM | $20.3M | 1.23% | 0.28% | -5.0% | Q3 2023 |
| TRVI | $19.4M | 1.17% | 1.21% | -29.6% | Q1 2024 |
| CYTK | $19.1M | 1.15% | 0.24% | Not reported | Q1 2020 |
| MIRM | $17.8M | 1.07% | 0.43% | New | Q4 2025 |
 QURE | $16.2M | 0.98% | 1.08% | +125.0% | Q4 2019 |
| NAMS | $15.8M | 0.95% | 0.39% | New | Q4 2025 |
 KNSA | $14.4M | 0.87% | Not reported | Not reported | Q1 2021 |
| SLNO | $13.9M | 0.84% | 0.57% | Not reported | Q3 2023 |
| JANX | $13.8M | 0.83% | 1.66% | +7.0% | Q2 2021 |
| NERV | $13.3M | 0.80% | 7.65% | Not reported | Q4 2019 |
 VSTM | $13.1M | 0.79% | 2.19% | -58.0% | Q1 2020 |
| DNTH | $13M | 0.78% | 0.73% | +57.5% | Q3 2025 |
| AMLX | $11.5M | 0.69% | 0.86% | -34.5% | Q3 2025 |
 KYMR | $10.1M | 0.61% | 0.16% | -48.0% | Q3 2020 |
| CLDX | $9.51M | 0.57% | 0.53% | Not reported | Q2 2020 |
 NRIX | $9.49M | 0.57% | 0.49% | Not reported | Q3 2020 |
| CGON | $8.3M | 0.50% | 0.25% | Not reported | Q1 2024 |
| ACLX | $7.5M | 0.45% | 0.20% | -30.3% | Q2 2023 |
| CBIO | $7.12M | 0.43% | 2.18% | Not reported | Q2 2025 |
| CMPX | $6.18M | 0.37% | 0.64% | -43.9% | Q3 2025 |
| JBIO | $6.09M | 0.37% | 0.80% | -36.8% | Q2 2025 |
| TYRA | $5.52M | 0.33% | 0.39% | Not reported | Q3 2021 |
| ELVN | $5.24M | 0.32% | 0.57% | Not reported | Q1 2023 |
| IMMX | $5.23M | 0.32% | 1.89% | New | Q4 2025 |
| CNTA | $5M | 0.30% | 0.13% | -61.9% | Q2 2021 |
 NGNE | $4.02M | 0.24% | 1.26% | New | Q4 2025 |
| Q3 2025 | |||||
| RVMD | $81.7M | 7.33% | 0.92% | +2.9% | Q1 2020 |
| IDYA | $61.2M | 5.49% | 2.57% | -32.7% | Q3 2021 |
| AKRO | $57M | 5.11% | 1.50% | Not reported | Q3 2022 |
 ARVN | $47.5M | 4.26% | 7.87% | +68.9% | Q3 2024 |
| OCUL | $38M | 3.41% | 1.86% | +47.7% | Q4 2023 |
| CDTX | $35.9M | 3.22% | 1.28% | +97.4% | Q2 2025 |
| VSTM | $35.8M | 3.21% | 6.07% | +305.0% | Q1 2020 |
| ABVX | $35.2M | 3.16% | 0.66% | New | Q3 2025 |
| ERAS | $33M | 2.96% | 5.34% | +1.0% | Q2 2024 |
| MAZE | $31.8M | 2.85% | 2.55% | +100.6% | Q1 2025 |
| OLMA | $31.4M | 2.82% | 4.67% | Not reported | Q4 2020 |
| IMCR | $30.9M | 2.77% | 1.68% | +47.8% | Q3 2022 |
| DYN | $30.4M | 2.72% | 1.68% | +26.3% | Q3 2020 |
| IRON | $29.7M | 2.67% | 1.29% | -35.7% | Q1 2023 |
| DSGN | $27.5M | 2.47% | 6.42% | -13.3% | Q1 2021 |
| JAZZ | $26.4M | 2.36% | 0.33% | -55.6% | Q4 2024 |
| RNAM | $26.1M | 2.34% | 0.41% | -36.8% | Q2 2020 |
| GPCR | $23.8M | 2.13% | 0.47% | Not reported | Q1 2023 |
| JANX | $22.9M | 2.05% | 1.56% | -6.5% | Q2 2021 |
| PCVX | $22.5M | 2.02% | 0.48% | Not reported | Q2 2020 |
| RYTM | $20.2M | 1.81% | 0.30% | +53.9% | Q3 2023 |
| TRVI | $20.1M | 1.80% | 1.72% | +158.8% | Q1 2024 |
 PTGX | $19.9M | 1.79% | 0.48% | Not reported | Q4 2021 |
| AMLX | $19.7M | 1.77% | 1.32% | New | Q3 2025 |
| LBRX | $17.8M | 1.60% | 4.47% | New | Q3 2025 |
| QURE | $17.5M | 1.57% | 0.48% | Not reported | Q4 2019 |
| KYMR | $14.2M | 1.27% | 0.35% | Not reported | Q3 2020 |
| BIIB | $14M | 1.26% | 0.07% | -50.0% | Q1 2023 |
| ACLX | $13.5M | 1.21% | 0.29% | Not reported | Q2 2023 |
 KROS | $13.4M | 1.21% | 2.09% | -57.5% | Q2 2020 |
| CNTA | $12.7M | 1.14% | 0.39% | Not reported | Q2 2021 |
| TNGX | $7.98M | 0.72% | 0.85% | New | Q3 2025 |
| DNTH | $7.87M | 0.71% | 0.47% | New | Q3 2025 |
| COGT | $7.18M | 0.64% | 0.36% | Not reported | Q4 2020 |
| CMPX | $7.18M | 0.64% | 1.15% | New | Q3 2025 |
| CBIO | $7.13M | 0.64% | 4.32% | +8.4% | Q2 2025 |
| ELVN | $6.96M | 0.62% | 0.57% | -2.9% | Q1 2023 |
 IMRX | $6.65M | 0.60% | 3.66% | New | Q3 2025 |
| PRAX | $6.63M | 0.59% | 0.59% | -44.4% | Q1 2024 |
| SRRK | $6.52M | 0.58% | 0.18% | Not reported | Q1 2022 |
| JBIO | $5.39M | 0.48% | 1.92% | Not reported | Q2 2025 |
 EPRX | $5.31M | 0.48% | 2.53% | New | Q3 2025 |
| IMVT | $4.43M | 0.40% | 0.16% | Not reported | Q2 2020 |
 PHVS | $3.74M | 0.34% | 0.28% | New | Q3 2025 |
| ATXS | $3.64M | 0.33% | 0.89% | -28.6% | Q4 2022 |
 PEPG | $3.47M | 0.31% | 2.29% | New | Q3 2025 |
 ACRS | $2.85M | 0.26% | 1.38% | -18.9% | Q2 2021 |
 UNCY | $2.06M | 0.19% | 2.27% | 0.0% | Q1 2024 |
| ESPR | $1.99M | 0.18% | 0.37% | New | Q3 2025 |
 SEPN | $1.57M | 0.14% | 0.19% | -23.5% | Q4 2024 |