Logos Global Management LP
CIK
1792126
Location
San Francisco, CA
Portfolio Value
Mid
$1,548,242,921
Diversification
Diversified
Filing Date
Global Rank
#1,240
/ 8,420
▲ 521
Top Industry
Biotechnology
96.1%
3Y Alpha vs SPY
-0.5%
Period ended 6 months ago
Filed Feb 17, 2026 · 4mo
24 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+74.0%
SPY
+76.3%
Annualised alpha
-0.5%
Max drawdown
−54.1%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
64 positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025Top Position
15.4%
+2.5 pts
Top 5
39.2%
+6.7 pts
Top 10
52.9%
+3.6 pts
HHI
496
Diversified+70
Portfolio Trend
24 quarters · across all stocks
Sector Breakdown
As of Dec 31, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Healthcare | 100.0% | $1,548,242,921 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
14 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| TNGX | Tango Therapeutics, Inc. | +3,250,000 | 4,200,000 | $37,212,000 | |
| MREO | Mereo BioPharma Group plc | +1,350,000 | 1,850,000 | $771,450 | |
| IMVT | Immunovant, Inc. | +1,100,000 | 1,375,000 | $34,952,500 | |
| IDYA | IDEAYA Biosciences, Inc. | +875,000 | 3,575,000 | $123,587,750 | |
| GUTS | Fractyl Health, Inc. | +600,000 | 1,100,000 | $2,420,000 | |
| QURE | uniQure N.V. | +375,000 | 675,000 | $16,152,750 | |
| OCUL | Ocular Therapeutix, Inc | +250,000 | 3,500,000 | $42,490,000 | |
| PRAX | Praxis Precision Medicines, Inc. | +250,000 | 375,000 | $110,527,500 | |
| RVMD | Revolution Medicines, Inc. | +250,000 | 3,000,000 | $238,950,000 | |
| DNTH | Dianthus Therapeutics, Inc. /DE/ | +115,000 | 315,000 | $12,981,150 | |
| BIIB | Biogen Inc. | +100,000 | 200,000 | $35,198,000 | |
| LBRX | Lb Pharmaceuticals Inc | +70,000 | 1,200,000 | $26,712,000 | |
| IRON | Disc Medicine, Inc. | +60,000 | 510,000 | $40,499,100 | |
| PCVX | Vaxcyte, Inc. | +25,000 | 650,000 | $29,991,000 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
19 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VSTM | Verastem, Inc. | −2,350,000 | 1,700,000 | $13,124,000 | |
| ERAS | Erasca, Inc. | −2,150,000 | 13,000,000 | $48,360,000 | |
| DSGN | Design Therapeutics, Inc. | −1,155,000 | 2,500,000 | $23,450,000 | |
| DYN | Dyne Therapeutics, Inc. | −1,150,000 | 1,250,000 | $24,450,000 | |
| ACRS | Aclaris Therapeutics, Inc. | −900,000 | 600,000 | $1,806,000 | |
| CMPX | Compass Therapeutics, Inc. | −900,000 | 1,150,000 | $6,175,500 | |
| TRVI | Trevi Therapeutics, Inc. | −650,000 | 1,550,000 | $19,406,000 | |
| AMLX | Amylyx Pharmaceuticals, Inc. | −500,000 | 950,000 | $11,476,000 | |
| JANX | Janux Therapeutics, Inc. | −435,000 | 1,000,000 | $13,800,000 | |
| CNTA | Centessa Pharmaceuticals plc | −325,000 | 200,000 | $5,002,000 | |
| MAZE | Maze Therapeutics, Inc. | −277,300 | 950,000 | $39,358,500 | |
| GPCR | Structure Therapeutics Inc. | −250,000 | 600,000 | $41,730,000 | |
| JBIO | Jade Biosciences, Inc. | −230,000 | 395,000 | $6,094,850 | |
| KYMR | Kymera Therapeutics, Inc. | −120,000 | 130,000 | $10,115,300 | |
| SEPN | Septerna, Inc. | −60,000 | 23,548 | $656,518 | |
| PHVS | Pharvaris N.V. | −50,000 | 100,000 | $2,775,000 | |
| ACLX | Arcellx, Inc. | −50,000 | 115,000 | $7,498,000 | |
| ABVX | Abivax S.A. | −15,000 | 400,000 | $53,942,000 | |
| RYTM | Rhythm Pharmaceuticals, Inc. | −10,000 | 190,000 | $20,337,600 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
24 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| TERN | Terns Pharmaceuticals, Inc. | 750,000 | $30,300,000 | |
| RCUS | Arcus Biosciences, Inc. | 1,050,000 | $25,021,500 | |
| MLTX | MoonLake Immunotherapeutics | 1,750,000 | $23,065,000 | |
| ACAD | Acadia Pharmaceuticals Inc | 850,000 | $22,703,500 | |
| CYTK | Cytokinetics Inc | 300,000 | $19,062,000 | |
| MIRM | Mirum Pharmaceuticals, Inc. | 225,000 | $17,772,750 | |
| NAMS | NewAmsterdam Pharma Co N.V. | 450,000 | $15,786,000 | |
| KNSA | Kiniksa Pharmaceuticals International, plc | 350,000 | $14,437,500 | |
| SLNO | Soleno Therapeutics Inc | 300,000 | $13,890,000 | |
| NERV | Minerva Neurosciences, Inc. | 3,311,000 | $13,310,220 | |
| CLDX | Celldex Therapeutics, Inc. | 350,000 | $9,506,000 | |
| NRIX | Nurix Therapeutics, Inc. | 500,000 | $9,485,000 | |
| IMTX | Immatics N.V. | 850,000 | $8,925,000 | |
| CGON | CG Oncology, Inc. | 200,000 | $8,304,000 | |
| TYRA | Tyra Biosciences, Inc. | 210,000 | $5,520,900 | |
| IMMX | Immix Biopharma, Inc. | 1,000,000 | $5,230,000 | |
| NGNE | Neurogene Inc. | 195,000 | $4,017,000 | |
| IBIO | iBio, Inc. | 2,000,000 | $3,860,000 | |
| CRVS | Corvus Pharmaceuticals, Inc. | 500,000 | $3,850,000 | |
| ORIC | Oric Pharmaceuticals, Inc. | 450,000 | $3,681,000 | |
| DAWN | Day One Biopharmaceuticals, Inc. | 300,000 | $2,796,000 | |
| VOR | Vor Biopharma Inc. | 100,000 | $1,308,000 | |
| DBVT | DBV Technologies S.A. | 25,000 | $479,250 | |
| PTN | Palatin Technologies Inc | 140,000 | $0 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
11 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ARVN | Arvinas, Inc. | 5,575,000 | $47,499,000 | |
| PTGX | Protagonist Therapeutics, Inc | 300,000 | $19,929,000 | |
| KROS | Keros Therapeutics, Inc. | 850,000 | $13,447,000 | |
| LRMR | Larimar Therapeutics, Inc. | 2,500,000 | $8,075,000 | |
| COGT | Cogent Biosciences, Inc. | 500,000 | $7,180,000 | |
| IMRX | Immuneering Corp | 950,000 | $6,650,000 | |
| SRRK | Scholar Rock Holding Corp | 175,000 | $6,517,000 | |
| EPRX | Eupraxia Pharmaceuticals Inc. | 900,000 | $5,310,000 | |
| PEPG | PepGen Inc. | 750,000 | $3,465,000 | |
| ESPR | Esperion Therapeutics, Inc. | 750,000 | $1,987,500 | |
| ALEC | Alector, Inc. | 500,000 | $1,480,000 | |
| No positions match the current search. | ||||
64 positions ·
$1,548,242,921 total
· as of Dec 31, 2025
Showing 1–50
of 64 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| RVMD |
Revolution Medicines, Inc.
Healthcare
|
Added | 3,000,000 | $238,950,000 | 15.43% | |
| IDYA |
IDEAYA Biosciences, Inc.
Healthcare
|
Added | 3,575,000 | $123,587,750 | 7.98% | |
| PRAX |
Praxis Precision Medicines, Inc.
Healthcare
|
Added | 375,000 | $110,527,500 | 7.14% | |
| OLMA |
Olema Pharmaceuticals, Inc.
Healthcare
|
Held | 3,208,875 | $80,221,875 | 5.18% | |
| ABVX |
Abivax S.A.
Healthcare
|
Reduced | 400,000 | $53,942,000 | 3.48% | |
| ERAS |
Erasca, Inc.
Healthcare
|
Reduced | 13,000,000 | $48,360,000 | 3.12% | |
| OCUL |
Ocular Therapeutix, Inc
Healthcare
|
Added | 3,500,000 | $42,490,000 | 2.74% | |
| GPCR |
Structure Therapeutics Inc.
Healthcare
|
Reduced | 600,000 | $41,730,000 | 2.70% | |
| IRON |
Disc Medicine, Inc.
Healthcare
|
Added | 510,000 | $40,499,100 | 2.62% | |
| MAZE |
Maze Therapeutics, Inc.
Healthcare
|
Reduced | 950,000 | $39,358,500 | 2.54% | |
| TNGX |
Tango Therapeutics, Inc.
Healthcare
|
Added | 4,200,000 | $37,212,000 | 2.40% | |
| BIIB |
Biogen Inc.
Healthcare
|
Added | 200,000 | $35,198,000 | 2.27% | |
| IMVT |
Immunovant, Inc.
Healthcare
|
Added | 1,375,000 | $34,952,500 | 2.26% | |
| JAZZ |
Jazz Pharmaceuticals plc
Healthcare
|
Held | 200,000 | $34,000,000 | 2.20% | |
| TERN |
Terns Pharmaceuticals, Inc.
Healthcare
|
NEW | 750,000 | $30,300,000 | 1.96% | |
| PCVX |
Vaxcyte, Inc.
Healthcare
|
Added | 650,000 | $29,991,000 | 1.94% | |
| IMCR |
Immunocore Holdings plc
Healthcare
|
Held | 850,000 | $29,503,500 | 1.91% | |
| LBRX |
Lb Pharmaceuticals Inc
Healthcare
|
Added | 1,200,000 | $26,712,000 | 1.73% | |
| APLS |
Apellis Pharmaceuticals, Inc.
Healthcare
|
Held | 1,000,000 | $25,120,000 | 1.62% | |
| RCUS |
Arcus Biosciences, Inc.
Healthcare
|
NEW | 1,050,000 | $25,021,500 | 1.62% | |
| DYN |
Dyne Therapeutics, Inc.
Healthcare
|
Reduced | 1,250,000 | $24,450,000 | 1.58% | |
| DSGN |
Design Therapeutics, Inc.
Healthcare
|
Reduced | 2,500,000 | $23,450,000 | 1.51% | |
| MLTX |
MoonLake Immunotherapeutics
Healthcare
|
NEW | 1,750,000 | $23,065,000 | 1.49% | |
| ACAD |
Acadia Pharmaceuticals Inc
Healthcare
|
NEW | 850,000 | $22,703,500 | 1.47% | |
| RYTM |
Rhythm Pharmaceuticals, Inc.
Healthcare
|
Reduced | 190,000 | $20,337,600 | 1.31% | |
| TRVI |
Trevi Therapeutics, Inc.
Healthcare
|
Reduced | 1,550,000 | $19,406,000 | 1.25% | |
| CYTK |
Cytokinetics Inc
Healthcare
|
NEW | 300,000 | $19,062,000 | 1.23% | |
| MIRM |
Mirum Pharmaceuticals, Inc.
Healthcare
|
NEW | 225,000 | $17,772,750 | 1.15% | |
| QURE |
uniQure N.V.
Healthcare
|
Added | 675,000 | $16,152,750 | 1.04% | |
| NAMS |
NewAmsterdam Pharma Co N.V.
Healthcare
|
NEW | 450,000 | $15,786,000 | 1.02% | |
| KNSA |
Kiniksa Pharmaceuticals International, plc
Healthcare
|
NEW | 350,000 | $14,437,500 | 0.93% | |
| SLNO |
Soleno Therapeutics Inc
Healthcare
|
NEW | 300,000 | $13,890,000 | 0.90% | |
| JANX |
Janux Therapeutics, Inc.
Healthcare
|
Reduced | 1,000,000 | $13,800,000 | 0.89% | |
| NERV |
Minerva Neurosciences, Inc.
Healthcare
|
NEW | 3,311,000 | $13,310,220 | 0.86% | |
| VSTM |
Verastem, Inc.
Healthcare
|
Reduced | 1,700,000 | $13,124,000 | 0.85% | |
| DNTH |
Dianthus Therapeutics, Inc. /DE/
Healthcare
|
Added | 315,000 | $12,981,150 | 0.84% | |
| AMLX |
Amylyx Pharmaceuticals, Inc.
Healthcare
|
Reduced | 950,000 | $11,476,000 | 0.74% | |
| KYMR |
Kymera Therapeutics, Inc.
Healthcare
|
Reduced | 130,000 | $10,115,300 | 0.65% | |
| CLDX |
Celldex Therapeutics, Inc.
Healthcare
|
NEW | 350,000 | $9,506,000 | 0.61% | |
| NRIX |
Nurix Therapeutics, Inc.
Healthcare
|
NEW | 500,000 | $9,485,000 | 0.61% | |
| IMTX |
Immatics N.V.
Healthcare
|
NEW | 850,000 | $8,925,000 | 0.58% | |
| CGON |
CG Oncology, Inc.
Healthcare
|
NEW | 200,000 | $8,304,000 | 0.54% | |
| ACLX |
Arcellx, Inc.
Healthcare
|
Reduced | 115,000 | $7,498,000 | 0.48% | |
| CBIO |
Crescent Biopharma, Inc.
Healthcare
|
Held | 600,000 | $7,116,000 | 0.46% | |
| CMPX |
Compass Therapeutics, Inc.
Healthcare
|
Reduced | 1,150,000 | $6,175,500 | 0.40% | |
| JBIO |
Jade Biosciences, Inc.
Healthcare
|
Reduced | 395,000 | $6,094,850 | 0.39% | |
| TYRA |
Tyra Biosciences, Inc.
Healthcare
|
NEW | 210,000 | $5,520,900 | 0.36% | |
| ELVN |
Enliven Therapeutics, Inc.
Healthcare
|
Held | 340,000 | $5,236,000 | 0.34% | |
| IMMX |
Immix Biopharma, Inc.
Healthcare
|
NEW | 1,000,000 | $5,230,000 | 0.34% | |
| CNTA |
Centessa Pharmaceuticals plc
Healthcare
|
Reduced | 200,000 | $5,002,000 | 0.32% |