Logos Global Management LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Logos Global Management LP reported 68 stock positions worth $2.3 billion. Its top holding was Erasca (ERAS) at 9.6% of the portfolio, followed by Abivax SA-ADR (ABVX, 5.9%) and Revolution Medicines (RVMD, 5.6%). Compared with Q1 2026, it opened 25 new positions, sold out of 20, added to 18 and reduced 19. The biggest buy was a new position in Biontech SE-ADR (BNTX) and the biggest sale Revolution Medicines (RVMD, shares −65%).
- Most Recent 13F
- Q2 2026
- Location
- San Francisco, CA
- CIK
- 0001792126
- Portfolio Value
- $2.3B (Q2 2026)
- SEC Filing
- 0001172661-26-003529 ↗ filed Aug 14, 2026
Holdings Value
Holdings 68 stocks · $2.3B
| ERAS Erasca Inc. | 9.58% | 12,150,000 | $222.6M | Add +9.0% |
| ABVX Abivax SA-ADR | 5.87% | 1,024,000 | $136.5M | Add +51.7% |
| RVMD Revolution Medicines Inc. | 5.64% | 700,000 | $131.1M | Reduce -65.0% |
| IDYA Ideaya Biosciences Inc. | 4.81% | 3,000,000 | $111.8M | Reduce -13.0% |
| BNTX Biontech SE-ADR | 4.07% | 1,015,000 | $94.4M | New |
| VERA Vera Therapeutics Inc. | 4.06% | 2,200,000 | $94.4M | New |
| TNGX Tango Therapeutics Inc. | 3.84% | 2,850,000 | $89.1M | Reduce -5.0% |
| PRAX Praxis Precision Medicines I | 3.75% | 260,000 | $87.0M | Reduce -8.8% |
| CLDX Celldex Therapeutics Inc. | 3.36% | 2,100,000 | $78.1M | Add +366.7% |
| DNTH Dianthus Therapeutics Inc. | 3.36% | 800,000 | $78.0M | Add +100.0% |
| CGON CG Oncology Inc. | 3.06% | 1,000,000 | $71.0M | Add +73.9% |
| IRON Disc Medicine Inc. | 2.75% | 875,000 | $64.0M | Add +56.3% |
| MAZE Maze Therapeutics Inc. | 2.49% | 1,935,000 | $57.7M | Add +56.7% |
| DYN Dyne Therapeutics Inc. | 2.44% | 2,550,000 | $56.6M | Add +82.1% |
| MLTX Moonlake Immunotherapeutics | 2.24% | 2,675,000 | $52.1M | Add +78.3% |
| OCUL Ocular Therapeutix Inc. | 2.24% | 5,300,000 | $52.0M | Add +37.7% |
| DSGN Design Therapeutics Inc. | 1.87% | 3,000,000 | $43.4M | Add +53.9% |
| OLMA Olema Pharmaceuticals Inc. | 1.73% | 3,208,875 | $40.1M | No change |
| BLTE Belite Bio Inc. - ADR | 1.66% | 250,000 | $38.5M | New |
| ACHV Achieve Life Sciences Inc. | 1.52% | 5,425,000 | $35.4M | New |
| TRVI Trevi Therapeutics Inc. | 1.51% | 1,880,000 | $35.1M | Reduce -21.7% |
| COGT Cogent Biosciences Inc. | 1.50% | 900,000 | $34.8M | New |
| AVBP Arrivent Biopharma Inc. | 1.50% | 1,000,000 | $34.7M | Add +185.7% |
| CBIO Crescent Biopharma Inc. | 1.47% | 1,900,000 | $34.2M | Add +293.8% |
| CMPS Compass Pathways PLC | 1.37% | 2,250,000 | $31.8M | New |
| MLYS Mineralys Therapeutics Inc. | 1.22% | 1,050,000 | $28.3M | New |
| REPL Replimune Group Inc. | 1.19% | 2,500,000 | $27.7M | New |
| XENE Xenon Pharmaceuticals Inc. | 1.17% | 450,000 | $27.2M | No change |
| GPCR Structure Therapeutics Inc. | 1.16% | 500,000 | $26.8M | No change |
| IMVT Immunovant Inc. | 1.10% | 665,000 | $25.6M | Reduce -38.1% |
| JBIO Jade Biosciences Inc. | 1.08% | 1,125,000 | $25.0M | Add +181.3% |
| ELVN Enliven Therapeutics Inc. | 1.02% | 465,000 | $23.6M | Reduce -13.9% |
| MANE Veradermics Inc. | 0.95% | 180,000 | $22.1M | Add +620.0% |
| AVTX Avalo Therapeutics Inc. | 0.91% | 1,150,000 | $21.3M | Add +283.3% |
| RCUS Arcus Biosciences Inc. | 0.86% | 650,000 | $20.0M | Reduce -45.8% |
| SMMT Summit Therapeutics Inc. | 0.85% | 1,350,000 | $19.7M | New |
| IMCR Immunocore Holdings PLC-ADR | 0.82% | 600,000 | $19.1M | Reduce -60.0% |
| LBRX LB Pharmaceuticals Inc. | 0.82% | 585,000 | $19.0M | Reduce -36.1% |
| NERV Minerva Neurosciences Inc. | 0.79% | 3,288,777 | $18.3M | Add +2.3% |
| FTH Faeth Therapeutics Inc. | 0.78% | 722,020 | $18.1M | Add +2306.7% |
| CRSP Crispr Therapeutics AG | 0.70% | 300,000 | $16.4M | New |
| DBVT DBV Technologies SA-Spon ADR | 0.65% | 915,000 | $15.0M | New |
| PBLS Parabilis Medicines Inc. | 0.62% | 525,000 | $14.4M | New |
| RYTM Rhythm Pharmaceuticals Inc. | 0.60% | 125,000 | $13.9M | Reduce -72.2% |
| VOR Vor Biopharma Inc. | 0.52% | 650,000 | $12.0M | Reduce -13.3% |
| SRRK Scholar Rock Holding Corp. | 0.47% | 200,000 | $11.0M | New |
| IMMX Immix Biopharma Inc. | 0.44% | 1,000,000 | $10.3M | Reduce -18.4% |
| QTTB Q32 Bio Inc. | 0.44% | 800,000 | $10.2M | New |
| ODTX Odyssey Therapeutics Inc. | 0.42% | 521,736 | $9.8M | New |
| ANNX Annexon Inc. | 0.37% | 1,500,000 | $8.6M | New |
| EDIT Editas Medicine Inc. | 0.31% | 2,222,000 | $7.2M | New |
| RLAY Relay Therapeutics Inc. | 0.28% | 350,000 | $6.5M | Reduce -53.3% |
| ACAD Acadia Pharmaceuticals Inc. | 0.27% | 250,000 | $6.3M | Reduce -66.7% |
| AMLX Amylyx Pharmaceuticals Inc. | 0.27% | 350,000 | $6.3M | Reduce -50.0% |
| HELP Cybin Inc. | 0.21% | 750,000 | $5.0M | New |
| OKUR Onkure Therapeutics Inc. Class A | 0.19% | 963,855 | $4.4M | New |
| TENX Tenax Therapeutics Inc. | 0.19% | 300,000 | $4.4M | Reduce -52.0% |
| DFTX Definium Therapeutics Inc. | 0.16% | 80,000 | $3.8M | New |
| UNCY Unicycive Therapeutics Inc. | 0.10% | 473,563 | $2.2M | No change |
| PTN Palatin Technologies Inc. | 0.06% | 130,000 | $1.4M | Reduce -7.1% |
| QURE Uniqure NV | 0.06% | 30,000 | $1.4M | New |
| JATT Jatt II Acquisition Corp. | 0.05% | 100,000 | $1.1M | New |
| RACC Research Alliance Corp. Class A | 0.05% | 100,000 | $1.1M | New |
| ACRS Aclaris Therapeutics Inc. | 0.05% | 200,000 | $1.1M | Reduce -60.0% |
| LGVN Longeveron Inc. | 0.04% | 1,287,000 | $905K | New |
| GUTS Fractyl Health Inc. | 0.03% | 1,000,000 | $794K | No change |
| SEPN Septerna Inc. | 0.03% | 23,548 | $789K | No change |
| AMAN Amanat Acquisition Corp. Class A | 0.02% | 50,000 | $508K | New |
Portfolio Sells Q1 2026 → Q2 2026
| RVMD Revolution Medicines Inc. | Reduce -65.0% | 5.64% | −4.37 |
| CNTA Centessa Pharmaceuticals Ltd. | Sold out | 0.00% | −4.35 |
| TERN Terns Pharmaceuticals Inc. | Sold out | 0.00% | −4.07 |
| CYTK Cytokinetics Inc. | Sold out | 0.00% | −2.97 |
| UTHR United Therapeutics Corp. | Sold out | 0.00% | −2.44 |
| MDGL Madrigal Pharmaceuticals Inc. | Sold out | 0.00% | −2.29 |
| BIIB Biogen Inc. | Sold out | 0.00% | −1.89 |
| TYRA Tyra Biosciences Inc. | Sold out | 0.00% | −1.68 |
| IMCR Immunocore Holdings PLC-ADR | Reduce -60.0% | 0.82% | −1.51 |
| RYTM Rhythm Pharmaceuticals Inc. | Reduce -72.2% | 0.60% | −1.42 |
| IDYA Ideaya Biosciences Inc. | Reduce -13.0% | 4.81% | −1.11 |
| NAMS Newamsterdam Pharma Co. NV | Sold out | 0.00% | −0.99 |
| PRAX Praxis Precision Medicines I | Reduce -8.8% | 3.75% | −0.98 |
| MIRM Mirum Pharmaceuticals Inc. | Sold out | 0.00% | −0.95 |
| PCVX Vaxcyte Inc. | Sold out | 0.00% | −0.90 |
| CMPX Compass Therapeutics Inc. | Sold out | 0.00% | −0.86 |
| JANX Janux Therapeutics Inc. | Sold out | 0.00% | −0.72 |
| ALKS Alkermes PLC | Sold out | 0.00% | −0.64 |
| ORIC Oric Pharmaceuticals Inc. | Sold out | 0.00% | −0.62 |
| ACAD Acadia Pharmaceuticals Inc. | Reduce -66.7% | 0.27% | −0.59 |
| RCUS Arcus Biosciences Inc. | Reduce -45.8% | 0.86% | −0.47 |
| SLNO Soleno Therapeutics Inc. | Sold out | 0.00% | −0.43 |
| LBRX LB Pharmaceuticals Inc. | Reduce -36.1% | 0.82% | −0.34 |
| CRVS Corvus Pharmaceuticals Inc. | Sold out | 0.00% | −0.34 |
| TENX Tenax Therapeutics Inc. | Reduce -52.0% | 0.19% | −0.33 |
| MGTX Meiragtx Holdings PLC | Sold out | 0.00% | −0.31 |
| VSTM Verastem Inc. | Sold out | 0.00% | −0.27 |
| IMVT Immunovant Inc. | Reduce -38.1% | 1.10% | −0.27 |
| AMLX Amylyx Pharmaceuticals Inc. | Reduce -50.0% | 0.27% | −0.23 |
| VOR Vor Biopharma Inc. | Reduce -13.3% | 0.52% | −0.17 |
| IMMX Immix Biopharma Inc. | Reduce -18.4% | 0.44% | −0.13 |
| IBIO Ibio Inc. | Sold out | 0.00% | −0.13 |
| RLAY Relay Therapeutics Inc. | Reduce -53.3% | 0.28% | −0.10 |
| PHVS Pharvaris NV | Sold out | 0.00% | −0.09 |
| ELVN Enliven Therapeutics Inc. | Reduce -13.9% | 1.02% | −0.07 |
| PTN Palatin Technologies Inc. | Reduce -7.1% | 0.06% | −0.07 |
| ACRS Aclaris Therapeutics Inc. | Reduce -60.0% | 0.05% | −0.05 |
| TRVI Trevi Therapeutics Inc. | Reduce -21.7% | 1.51% | +0.04 |
| TNGX Tango Therapeutics Inc. | Reduce -5.0% | 3.84% | +0.60 |
Portfolio Buys Q1 2026 → Q2 2026
| BNTX Biontech SE-ADR | New | 4.07% | +4.07 |
| VERA Vera Therapeutics Inc. | New | 4.06% | +4.06 |
| CLDX Celldex Therapeutics Inc. | Add +366.7% | 3.36% | +2.63 |
| ABVX Abivax SA-ADR | Add +51.7% | 5.87% | +2.00 |
| BLTE Belite Bio Inc. - ADR | New | 1.66% | +1.66 |
| DNTH Dianthus Therapeutics Inc. | Add +100.0% | 3.36% | +1.63 |
| ACHV Achieve Life Sciences Inc. | New | 1.52% | +1.52 |
| COGT Cogent Biosciences Inc. | New | 1.50% | +1.50 |
| CMPS Compass Pathways PLC | New | 1.37% | +1.37 |
| MLYS Mineralys Therapeutics Inc. | New | 1.22% | +1.22 |
| REPL Replimune Group Inc. | New | 1.19% | +1.19 |
| DYN Dyne Therapeutics Inc. | Add +82.1% | 2.44% | +1.13 |
| AVBP Arrivent Biopharma Inc. | Add +185.7% | 1.50% | +1.08 |
| CGON CG Oncology Inc. | Add +73.9% | 3.06% | +1.05 |
| CBIO Crescent Biopharma Inc. | Add +293.8% | 1.47% | +1.02 |
| IRON Disc Medicine Inc. | Add +56.3% | 2.75% | +0.91 |
| MANE Veradermics Inc. | Add +620.0% | 0.95% | +0.87 |
| SMMT Summit Therapeutics Inc. | New | 0.85% | +0.85 |
| MLTX Moonlake Immunotherapeutics | Add +78.3% | 2.24% | +0.80 |
| DSGN Design Therapeutics Inc. | Add +53.9% | 1.87% | +0.80 |
| JBIO Jade Biosciences Inc. | Add +181.3% | 1.08% | +0.79 |
| FTH Faeth Therapeutics Inc. | Add +2306.7% | 0.78% | +0.73 |
| CRSP Crispr Therapeutics AG | New | 0.70% | +0.70 |
| AVTX Avalo Therapeutics Inc. | Add +283.3% | 0.91% | +0.68 |
| DBVT DBV Technologies SA-Spon ADR | New | 0.65% | +0.65 |
| PBLS Parabilis Medicines Inc. | New | 0.62% | +0.62 |
| MAZE Maze Therapeutics Inc. | Add +56.7% | 2.49% | +0.59 |
| OCUL Ocular Therapeutix Inc. | Add +37.7% | 2.24% | +0.56 |
| SRRK Scholar Rock Holding Corp. | New | 0.47% | +0.47 |
| QTTB Q32 Bio Inc. | New | 0.44% | +0.44 |
| ODTX Odyssey Therapeutics Inc. | New | 0.42% | +0.42 |
| ANNX Annexon Inc. | New | 0.37% | +0.37 |
| EDIT Editas Medicine Inc. | New | 0.31% | +0.31 |
| ERAS Erasca Inc. | Add +9.0% | 9.58% | +0.29 |
| HELP Cybin Inc. | New | 0.21% | +0.21 |
| OKUR Onkure Therapeutics Inc. Class A | New | 0.19% | +0.19 |
| DFTX Definium Therapeutics Inc. | New | 0.16% | +0.16 |
| QURE Uniqure NV | New | 0.06% | +0.06 |
| JATT Jatt II Acquisition Corp. | New | 0.05% | +0.05 |
| RACC Research Alliance Corp. Class A | New | 0.05% | +0.05 |
| LGVN Longeveron Inc. | New | 0.04% | +0.04 |
| AMAN Amanat Acquisition Corp. Class A | New | 0.02% | +0.02 |
| NERV Minerva Neurosciences Inc. | Add +2.3% | 0.79% | −0.21 |
Options Activity Q1 2026 → Q2 2026
| TERN Terns Pharmaceuticals Inc. | call | Sold out | 500,000 | $26.4Mbefore exit |
| ELVN Enliven Therapeutics Inc. | call | Sold out | 500,000 | $19.6Mbefore exit |
| AVTX Avalo Therapeutics Inc. | call | Sold out | 1,000,000 | $14.9Mbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 68 | $2.3B | ERAS, ABVX, RVMD, IDYA, BNTX |
| Q1 2026 | 63 | $1.9B | RVMD, ERAS, IDYA, PRAX, CNTA |
| Q4 2025 | 63 | $1.5B | RVMD, PRAX, IDYA, OLMA, CDTX |
| Q3 2025 | 52 | $1.0B | RVMD, IDYA, AKRO, ARVN, OCUL |
| Q2 2025 | 44 | $748.6M | IDYA, AKRO, RVMD, JAZZ, IRON |
| Q1 2025 | 38 | $562.5M | IDYA, RVMD, AKRO, JANX, NUVL |
| Q4 2024 | 46 | $854.6M | IDYA, JANX, RVMD, CYTK, VERA |
| Q3 2024 | 53 | $892.7M | IDYA, GPCR, RVMD, IRON, JANX |
| Q2 2024Amended | 50 | $867.8M | IDYA, ARGX, MRUS, RVMD, GPCR |
| Q1 2024 | 49 | $950.2M | IDYA, IMCR, IMVT, OCUL, SRPT |