13F HOLDINGS REPORT
Logos Global Management LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001172661-26-001209
Total Value
$1.65B
Positions
69
Other Managers
0
Confidential Omitted
No
Holdings (69)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | REVOLUTION MEDICINES INC | RVMDW | 2,000,000 | $159.3M | 9.63% |
| 2 | PRAXIS PRECISION MEDICINES I | PRAX | 375,000 | $110.5M | 6.68% |
| 3 | IDEAYA BIOSCIENCES INC | IDYA | 3,125,000 | $108.0M | 6.53% |
| 4 | OLEMA PHARMACEUTICALS INC | OLMA | 3,208,875 | $80.2M | 4.85% |
| 5 | REVOLUTION MEDICINES INC | RVMDW | 1,000,000 | $79.7M | 4.81% |
| 6 | CIDARA THERAPEUTICS INC | 171757206 | 310,000 | $68.5M | 4.14% |
| 7 | ABIVAX SA | AAVXF | 400,000 | $53.9M | 3.26% |
| 8 | ERASCA INC | ERAS | 13,000,000 | $48.4M | 2.92% |
| 9 | OCULAR THERAPEUTIX INC | OCUL | 3,500,000 | $42.5M | 2.57% |
| 10 | STRUCTURE THERAPEUTICS INC | GPCR | 600,000 | $41.7M | 2.52% |
| 11 | DISC MEDICINE INC | IRON | 510,000 | $40.5M | 2.45% |
| 12 | MAZE THERAPEUTICS INC | MAZE | 950,000 | $39.4M | 2.38% |
| 13 | TANGO THERAPEUTICS INC | TNGX | 4,200,000 | $37.2M | 2.25% |
| 14 | AVIDITY BIOSCIENCES INC | 05370A108 | 500,000 | $36.1M | 2.18% |
| 15 | BIOGEN INC | BIIB | 200,000 | $35.2M | 2.13% |
| 16 | IMMUNOVANT INC | IMVT | 1,375,000 | $35.0M | 2.11% |
| 17 | JAZZ PHARMACEUTICALS PLC | JAZZ | 200,000 | $34.0M | 2.05% |
| 18 | TERNS PHARMACEUTICALS INC | TERN | 750,000 | $30.3M | 1.83% |
| 19 | VAXCYTE INC | PCVX | 650,000 | $30.0M | 1.81% |
| 20 | IMMUNOCORE HLDGS PLC | IMCR | 850,000 | $29.5M | 1.78% |
| 21 | LB PHARMACEUTICALS INC | LBRX | 1,200,000 | $26.7M | 1.61% |
| 22 | APELLIS PHARMACEUTICALS INC | APLS | 1,000,000 | $25.1M | 1.52% |
| 23 | ARCUS BIOSCIENCES INC | RCUS | 1,050,000 | $25.0M | 1.51% |
| 24 | DYNE THERAPEUTICS INC | DYN | 1,250,000 | $24.4M | 1.48% |
| 25 | DESIGN THERAPEUTICS INC | DSGN | 2,500,000 | $23.4M | 1.42% |
| 26 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 1,750,000 | $23.1M | 1.39% |
| 27 | ACADIA PHARMACEUTICALS INC | ACAD | 850,000 | $22.7M | 1.37% |
| 28 | RHYTHM PHARMACEUTICALS INC | RYTM | 190,000 | $20.3M | 1.23% |
| 29 | TREVI THERAPEUTICS INC | TRVI | 1,550,000 | $19.4M | 1.17% |
| 30 | CYTOKINETICS INC | CYTK | 300,000 | $19.1M | 1.15% |
| 31 | MIRUM PHARMACEUTICALS INC | MIRM | 225,000 | $17.8M | 1.07% |
| 32 | UNIQURE NV | QURE | 675,000 | $16.2M | 0.98% |
| 33 | NEWAMSTERDAM PHARMA COMPANY | NAMSW | 450,000 | $15.8M | 0.95% |
| 34 | IDEAYA BIOSCIENCES INC | IDYA | 450,000 | $15.6M | 0.94% |
| 35 | KINIKSA PHARMACEUTICALS INTL | G52694109 | 350,000 | $14.4M | 0.87% |
| 36 | SOLENO THERAPEUTICS INC | SLNO | 300,000 | $13.9M | 0.84% |
| 37 | JANUX THERAPEUTICS INC | JANX | 1,000,000 | $13.8M | 0.83% |
| 38 | MINERVA NEUROSCIENCES INC | NERV | 3,311,000 | $13.3M | 0.80% |
| 39 | VERASTEM INC | VSTM | 1,700,000 | $13.1M | 0.79% |
| 40 | DIANTHUS THERAPEUTICS INC | DNTH | 315,000 | $13.0M | 0.78% |
| 41 | AMYLYX PHARMACEUTICALS INC | AMLX | 950,000 | $11.5M | 0.69% |
| 42 | KYMERA THERAPEUTICS INC | KYMR | 130,000 | $10.1M | 0.61% |
| 43 | CELLDEX THERAPEUTICS INC NEW | CLDX | 350,000 | $9.5M | 0.57% |
| 44 | NURIX THERAPEUTICS INC | NRIX | 500,000 | $9.5M | 0.57% |
| 45 | IMMATICS N.V | IMTX | 850,000 | $8.9M | 0.54% |
| 46 | CG ONCOLOGY INC | CGON | 200,000 | $8.3M | 0.50% |
| 47 | ARCELLX INC | ACLX | 115,000 | $7.5M | 0.45% |
| 48 | CRESCENT BIOPHARMA INC. | CBIO | 600,000 | $7.1M | 0.43% |
| 49 | COMPASS THERAPEUTICS INC | CMPX | 1,150,000 | $6.2M | 0.37% |
| 50 | JADE BIOSCIENCES INC | JBIO | 395,000 | $6.1M | 0.37% |
| 51 | TYRA BIOSCIENCES INC | TYRA | 210,000 | $5.5M | 0.33% |
| 52 | ENLIVEN THERAPEUTICS INC | ELVN | 340,000 | $5.2M | 0.32% |
| 53 | IMMIX BIOPHARMA INC | IMMX | 1,000,000 | $5.2M | 0.32% |
| 54 | CENTESSA PHARMACEUTICALS PLC | CNTA | 200,000 | $5.0M | 0.30% |
| 55 | NEUROGENE INC | NGNE | 195,000 | $4.0M | 0.24% |
| 56 | IBIO INC | IBIO | 2,000,000 | $3.9M | 0.23% |
| 57 | CORVUS PHARMACEUTICALS INC | CRVS | 500,000 | $3.9M | 0.23% |
| 58 | ORIC PHARMACEUTICALS INC | ORIC | 450,000 | $3.7M | 0.22% |
| 59 | DAY ONE BIOPHARMACEUTICALS I | DAWN | 300,000 | $2.8M | 0.17% |
| 60 | PHARVARIS N V | PHVS | 100,000 | $2.8M | 0.17% |
| 61 | UNICYCIVE THERAPEUTICS INC | UNCY | 473,563 | $2.7M | 0.17% |
| 62 | FRACTYL HEALTH INC | GUTS | 1,100,000 | $2.4M | 0.15% |
| 63 | PALATIN TECHNOLOGIES INC | PTN | 140,000 | $2.2M | 0.13% |
| 64 | ACLARIS THERAPEUTICS INC | ACRS | 600,000 | $1.8M | 0.11% |
| 65 | VOR BIOPHARMA INC | VOR | 100,000 | $1.3M | 0.08% |
| 66 | MEREO BIOPHARMA GROUP PLC | MREO | 1,850,000 | $770,895 | 0.05% |
| 67 | SEPTERNA INC | SEPN | 23,548 | $656,518 | 0.04% |
| 68 | DBV TECHNOLOGIES S A | DBVTF | 25,000 | $479,250 | 0.03% |
| 69 | NUVATION BIO INC | NUVB | 66,666 | $22,000 | 0.00% |