13F HOLDINGS REPORT
Logos Global Management LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001172661-25-004983
Total Value
$1.12B
Positions
59
Other Managers
0
Confidential Omitted
No
Holdings (59)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | REVOLUTION MEDICINES INC | RVMDW | 1,750,000 | $81.7M | 7.33% |
| 2 | IDEAYA BIOSCIENCES INC | IDYA | 2,250,000 | $61.2M | 5.49% |
| 3 | AKERO THERAPEUTICS INC | 00973Y108 | 1,200,000 | $57.0M | 5.11% |
| 4 | ARVINAS INC | ARVN | 5,575,000 | $47.5M | 4.26% |
| 5 | REVOLUTION MEDICINES INC | RVMDW | 1,000,000 | $46.7M | 4.19% |
| 6 | OCULAR THERAPEUTIX INC | OCUL | 3,250,000 | $38.0M | 3.41% |
| 7 | CIDARA THERAPEUTICS INC | 171757206 | 375,000 | $35.9M | 3.22% |
| 8 | VERASTEM INC | VSTM | 4,050,000 | $35.8M | 3.21% |
| 9 | ABIVAX SA | AAVXF | 415,000 | $35.2M | 3.16% |
| 10 | ERASCA INC | ERAS | 15,150,000 | $33.0M | 2.96% |
| 11 | MAZE THERAPEUTICS INC | MAZE | 1,227,300 | $31.8M | 2.85% |
| 12 | OLEMA PHARMACEUTICALS INC | OLMA | 3,208,875 | $31.4M | 2.82% |
| 13 | IMMUNOCORE HLDGS PLC | IMCR | 850,000 | $30.9M | 2.77% |
| 14 | DYNE THERAPEUTICS INC | DYN | 2,400,000 | $30.4M | 2.72% |
| 15 | DISC MEDICINE INC | IRON | 450,000 | $29.7M | 2.67% |
| 16 | DESIGN THERAPEUTICS INC | DSGN | 3,655,000 | $27.5M | 2.47% |
| 17 | JAZZ PHARMACEUTICALS PLC | JAZZ | 200,000 | $26.4M | 2.36% |
| 18 | AVIDITY BIOSCIENCES INC | 05370A108 | 600,000 | $26.1M | 2.34% |
| 19 | STRUCTURE THERAPEUTICS INC | GPCR | 850,000 | $23.8M | 2.13% |
| 20 | JANUX THERAPEUTICS INC | JANX | 935,000 | $22.9M | 2.05% |
| 21 | APELLIS PHARMACEUTICALS INC | APLS | 1,000,000 | $22.6M | 2.03% |
| 22 | VAXCYTE INC | PCVX | 625,000 | $22.5M | 2.02% |
| 23 | RHYTHM PHARMACEUTICALS INC | RYTM | 200,000 | $20.2M | 1.81% |
| 24 | TREVI THERAPEUTICS INC | TRVI | 2,200,000 | $20.1M | 1.80% |
| 25 | PROTAGONIST THERAPEUTICS INC | PTGX | 300,000 | $19.9M | 1.79% |
| 26 | AMYLYX PHARMACEUTICALS INC | AMLX | 1,450,000 | $19.7M | 1.77% |
| 27 | LB PHARMACEUTICALS INC | LBRX | 1,130,000 | $17.8M | 1.60% |
| 28 | UNIQURE NV | QURE | 300,000 | $17.5M | 1.57% |
| 29 | KYMERA THERAPEUTICS INC | KYMR | 250,000 | $14.2M | 1.27% |
| 30 | BIOGEN INC | BIIB | 100,000 | $14.0M | 1.26% |
| 31 | ARCELLX INC | ACLX | 165,000 | $13.5M | 1.21% |
| 32 | KEROS THERAPEUTICS INC | KROS | 850,000 | $13.4M | 1.21% |
| 33 | CENTESSA PHARMACEUTICALS PLC | CNTA | 525,000 | $12.7M | 1.14% |
| 34 | IDEAYA BIOSCIENCES INC | IDYA | 450,000 | $12.2M | 1.10% |
| 35 | JANUX THERAPEUTICS INC | JANX | 500,000 | $12.2M | 1.10% |
| 36 | LARIMAR THERAPEUTICS INC | LRMR | 2,500,000 | $8.1M | 0.72% |
| 37 | TANGO THERAPEUTICS INC | TNGX | 950,000 | $8.0M | 0.72% |
| 38 | DIANTHUS THERAPEUTICS INC | DNTH | 200,000 | $7.9M | 0.71% |
| 39 | COGENT BIOSCIENCES INC | COGT | 500,000 | $7.2M | 0.64% |
| 40 | COMPASS THERAPEUTICS INC | CMPX | 2,050,000 | $7.2M | 0.64% |
| 41 | CRESCENT BIOPHARMA INC. | CBIO | 600,000 | $7.1M | 0.64% |
| 42 | ENLIVEN THERAPEUTICS INC | ELVN | 340,000 | $7.0M | 0.62% |
| 43 | IMMUNEERING CORP | IMRX | 950,000 | $6.7M | 0.60% |
| 44 | PRAXIS PRECISION MEDICINES I | PRAX | 125,000 | $6.6M | 0.59% |
| 45 | SCHOLAR ROCK HLDG CORP | SRRK | 175,000 | $6.5M | 0.58% |
| 46 | JADE BIOSCIENCES INC | JBIO | 625,000 | $5.4M | 0.48% |
| 47 | EUPRAXIA PHARMACEUTICALS INC | EPRX | 900,000 | $5.3M | 0.48% |
| 48 | IMMUNOVANT INC | IMVT | 275,000 | $4.4M | 0.40% |
| 49 | PHARVARIS N V | PHVS | 150,000 | $3.7M | 0.34% |
| 50 | ASTRIA THERAPEUTICS INC | 04635X102 | 500,000 | $3.6M | 0.33% |
| 51 | PEPGEN INC | PEPG | 750,000 | $3.5M | 0.31% |
| 52 | ACLARIS THERAPEUTICS INC | ACRS | 1,500,000 | $2.9M | 0.26% |
| 53 | UNICYCIVE THERAPEUTICS INC | UNCY | 473,563 | $2.1M | 0.19% |
| 54 | ESPERION THERAPEUTICS INC NE | ESPR | 750,000 | $2.0M | 0.18% |
| 55 | SEPTERNA INC | SEPN | 83,548 | $1.6M | 0.14% |
| 56 | ALECTOR INC | ALEC | 500,000 | $1.5M | 0.13% |
| 57 | MEREO BIOPHARMA GROUP PLC | MREO | 500,000 | $1.0M | 0.09% |
| 58 | FRACTYL HEALTH INC | GUTS | 500,000 | $795,000 | 0.07% |
| 59 | NUVATION BIO INC | NUVB | 66,666 | $13,473 | 0.00% |