13F HOLDINGS REPORT
Logos Global Management LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001172661-25-003284
Total Value
$903.8M
Positions
51
Other Managers
0
Confidential Omitted
No
Holdings (51)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 78464A870 | 1,000,000 | $82.9M | 9.18% |
| 2 | IDEAYA BIOSCIENCES INC | IDYA | 3,345,000 | $70.3M | 7.78% |
| 3 | AKERO THERAPEUTICS INC | 00973Y108 | 1,200,000 | $64.0M | 7.08% |
| 4 | REVOLUTION MEDICINES INC | RVMDW | 1,700,000 | $62.5M | 6.92% |
| 5 | JAZZ PHARMACEUTICALS PLC | JAZZ | 450,000 | $47.8M | 5.28% |
| 6 | DISC MEDICINE INC | IRON | 700,000 | $37.1M | 4.10% |
| 7 | AVIDITY BIOSCIENCES INC | 05370A108 | 950,000 | $27.0M | 2.99% |
| 8 | KEROS THERAPEUTICS INC | KROS | 2,000,000 | $26.7M | 2.95% |
| 9 | TEVA PHARMACEUTICAL INDS LTD | 881624209 | 1,500,000 | $25.1M | 2.78% |
| 10 | BIOGEN INC | BIIB | 200,000 | $25.1M | 2.78% |
| 11 | UNITED THERAPEUTICS CORP DEL | UTHR | 85,000 | $24.4M | 2.70% |
| 12 | ARVINAS INC | ARVN | 3,300,000 | $24.3M | 2.69% |
| 13 | JANUX THERAPEUTICS INC | JANX | 1,000,000 | $23.1M | 2.56% |
| 14 | OCULAR THERAPEUTIX INC | OCUL | 2,200,000 | $20.4M | 2.26% |
| 15 | ERASCA INC | ERAS | 15,000,000 | $19.1M | 2.11% |
| 16 | NEUROCRINE BIOSCIENCES INC | NBIX | 150,000 | $18.9M | 2.09% |
| 17 | DYNE THERAPEUTICS INC | DYN | 1,900,000 | $18.1M | 2.00% |
| 18 | IMMUNOCORE HLDGS PLC | IMCR | 575,000 | $18.0M | 2.00% |
| 19 | STRUCTURE THERAPEUTICS INC | GPCR | 850,000 | $17.6M | 1.95% |
| 20 | APELLIS PHARMACEUTICALS INC | APLS | 1,000,000 | $17.3M | 1.92% |
| 21 | MADRIGAL PHARMACEUTICALS INC | MDGL | 50,000 | $15.1M | 1.67% |
| 22 | DESIGN THERAPEUTICS INC | DSGN | 4,217,627 | $14.2M | 1.57% |
| 23 | KRYSTAL BIOTECH INC | KRYS | 100,000 | $13.7M | 1.52% |
| 24 | OLEMA PHARMACEUTICALS INC | OLMA | 3,208,875 | $13.7M | 1.51% |
| 25 | CELLDEX THERAPEUTICS INC NEW | CLDX | 600,000 | $12.2M | 1.35% |
| 26 | JANUX THERAPEUTICS INC | JANX | 500,000 | $11.6M | 1.28% |
| 27 | ARVINAS INC | ARVN | 1,500,000 | $11.0M | 1.22% |
| 28 | BIOHAVEN LTD | BHVN | 700,000 | $9.9M | 1.09% |
| 29 | XENCOR INC | XNCR | 1,250,000 | $9.8M | 1.09% |
| 30 | PRAXIS PRECISION MEDICINES I | PRAX | 225,000 | $9.5M | 1.05% |
| 31 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 200,000 | $9.4M | 1.04% |
| 32 | CIDARA THERAPEUTICS INC | 171757206 | 190,000 | $9.3M | 1.02% |
| 33 | CRESCENT BIOPHARMA INC. | CBIO | 553,686 | $8.9M | 0.99% |
| 34 | LEGEND BIOTECH CORP | LEGN | 250,000 | $8.9M | 0.98% |
| 35 | RHYTHM PHARMACEUTICALS INC | RYTM | 130,000 | $8.2M | 0.91% |
| 36 | MAZE THERAPEUTICS INC | MAZE | 611,914 | $7.5M | 0.83% |
| 37 | LARIMAR THERAPEUTICS INC | LRMR | 2,500,000 | $7.2M | 0.80% |
| 38 | ENLIVEN THERAPEUTICS INC | ELVN | 350,000 | $7.0M | 0.78% |
| 39 | JADE BIOSCIENCES INC | JBIO | 625,000 | $6.2M | 0.69% |
| 40 | ANNEXON INC | ANNX | 2,410,000 | $5.8M | 0.64% |
| 41 | METSERA INC | 59267L107 | 200,000 | $5.7M | 0.63% |
| 42 | TREVI THERAPEUTICS INC | TRVI | 850,000 | $4.6M | 0.51% |
| 43 | IMMUNOVANT INC | IMVT | 275,000 | $4.4M | 0.49% |
| 44 | VERASTEM INC | VSTM | 1,000,000 | $4.2M | 0.46% |
| 45 | ASTRIA THERAPEUTICS INC | 04635X102 | 700,000 | $3.8M | 0.42% |
| 46 | BICARA THERAPEUTICS INC | BCAX | 400,000 | $3.7M | 0.41% |
| 47 | ACLARIS THERAPEUTICS INC | ACRS | 1,850,000 | $2.6M | 0.29% |
| 48 | RAPPORT THERAPEUTICS INC | RAPP | 208,910 | $2.4M | 0.26% |
| 49 | UNICYCIVE THERAPEUTICS INC | UNCY | 473,562 | $2.3M | 0.25% |
| 50 | SEPTERNA INC | SEPN | 109,202 | $1.2M | 0.13% |
| 51 | NUVATION BIO INC | NUVB | 66,666 | $17,993 | 0.00% |