Institutional Manager · CIK 0001792126
Logos Global Management LP
San Francisco, CA · File #028-20025
Latest AUM
$1.65B
Positions
69
Top-10 Concentration
49.5%
Filings
13
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202569 pos · $1.65B
- 13F HOLDINGS REPORTQ/E Sep 202559 pos · $1.12B
- 13F HOLDINGS REPORTQ/E Jun 202551 pos · $903.8M
- 13F HOLDINGS REPORTQ/E Mar 202539 pos · $562.5M
- 13F HOLDINGS REPORTQ/E Dec 202447 pos · $854.6M
- 13F HOLDINGS REPORTQ/E Sep 202455 pos · $926.8M
- 13F HOLDINGS REPORT (Amended)Q/E Jun 202457 pos · $1.24B
- 13F HOLDINGS REPORTQ/E Jun 202454 pos · $1.23B
- 13F HOLDINGS REPORTQ/E Mar 202457 pos · $1.24B
- 13F HOLDINGS REPORTQ/E Dec 202356 pos · $749.5M
- 13F HOLDINGS REPORTQ/E Sep 202351 pos · $735.2M
- 13F HOLDINGS REPORTQ/E Jun 202343 pos · $698.7M
- 13F HOLDINGS REPORTQ/E Mar 202340 pos · $853.6M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | REVOLUTION MEDICINES INC | RVMDW | 2,000,000 | $159.3M | 9.95% |
| 2 | PRAXIS PRECISION MEDICINES I | PRAX | 375,000 | $110.5M | 6.91% |
| 3 | IDEAYA BIOSCIENCES INC | IDYA | 3,125,000 | $108.0M | 6.75% |
| 4 | OLEMA PHARMACEUTICALS INC | OLMA | 3,208,875 | $80.2M | 5.01% |
| 5 | REVOLUTION MEDICINES INC | RVMDW | 1,000,000 | $79.7M | 4.98% |
| 6 | CIDARA THERAPEUTICS INC | 171757206 | 310,000 | $68.5M | 4.28% |
| 7 | ABIVAX SA | AAVXF | 400,000 | $53.9M | 3.37% |
| 8 | ERASCA INC | ERAS | 13,000,000 | $48.4M | 3.02% |
| 9 | OCULAR THERAPEUTIX INC | OCUL | 3,500,000 | $42.5M | 2.65% |
| 10 | STRUCTURE THERAPEUTICS INC | GPCR | 600,000 | $41.7M | 2.61% |
| 11 | DISC MEDICINE INC | IRON | 510,000 | $40.5M | 2.53% |
| 12 | MAZE THERAPEUTICS INC | MAZE | 950,000 | $39.4M | 2.46% |
| 13 | TANGO THERAPEUTICS INC | TNGX | 4,200,000 | $37.2M | 2.32% |
| 14 | AVIDITY BIOSCIENCES INC | 05370A108 | 500,000 | $36.1M | 2.25% |
| 15 | BIOGEN INC | BIIB | 200,000 | $35.2M | 2.20% |
| 16 | IMMUNOVANT INC | IMVT | 1,375,000 | $35.0M | 2.18% |
| 17 | JAZZ PHARMACEUTICALS PLC | JAZZ | 200,000 | $34.0M | 2.12% |
| 18 | TERNS PHARMACEUTICALS INC | TERN | 750,000 | $30.3M | 1.89% |
| 19 | VAXCYTE INC | PCVX | 650,000 | $30.0M | 1.87% |
| 20 | IMMUNOCORE HLDGS PLC | IMCR | 850,000 | $29.5M | 1.84% |