Logos Global Management LP
CIK
1792126
Location
San Francisco, CA
Portfolio Value
Mid
$2,002,915,078
Diversification
Diversified
Filing Date
Global Rank
#1,202
/ 8,603
▲ 200
· as of Mar 2026
Top Industry
Biotechnology
94.7%
3Y Alpha vs SPY
+11.2%
Period ended 3 months ago
Filed May 15, 2026 · 55d
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+128.5%
SPY
+76.5%
Annualised alpha
+10.9%
Max drawdown
−54.0%
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
63 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
9.7%
−5.7 pts
Top 5
34.3%
−4.9 pts
Top 10
50.7%
−2.3 pts
HHI
383
Diversified−113
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Healthcare | 100.0% | $2,002,915,078 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
23 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CMPX | Compass Therapeutics, Inc. | +2,000,000 | 3,150,000 | $16,663,500 | |
| CNTA | Centessa Pharmaceuticals plc | +1,925,000 | 2,125,000 | $84,405,000 | |
| TERN | Terns Pharmaceuticals, Inc. | +1,250,000 | 2,000,000 | $105,440,000 | |
| TRVI | Trevi Therapeutics, Inc. | +850,000 | 2,400,000 | $28,632,000 | |
| ELVN | Enliven Therapeutics, Inc. | +700,000 | 1,040,000 | $40,768,000 | |
| VOR | Vor Biopharma Inc. | +650,000 | 750,000 | $13,380,000 | |
| IMCR | Immunocore Holdings plc | +650,000 | 1,500,000 | $45,225,000 | |
| TYRA | Tyra Biosciences, Inc. | +640,000 | 850,000 | $32,555,000 | |
| CYTK | Cytokinetics Inc | +575,000 | 875,000 | $57,671,250 | |
| ORIC | Oric Pharmaceuticals, Inc. | +500,000 | 950,000 | $12,036,500 | |
| CGON | CG Oncology, Inc. | +375,000 | 575,000 | $38,916,000 | |
| OCUL | Ocular Therapeutix, Inc | +350,000 | 3,850,000 | $32,609,500 | |
| MAZE | Maze Therapeutics, Inc. | +285,000 | 1,235,000 | $36,864,750 | |
| ABVX | Abivax S.A. | +275,000 | 675,000 | $75,161,250 | |
| RYTM | Rhythm Pharmaceuticals, Inc. | +260,000 | 450,000 | $39,136,500 | |
| IMMX | Immix Biopharma, Inc. | +225,000 | 1,225,000 | $11,159,750 | |
| DYN | Dyne Therapeutics, Inc. | +150,000 | 1,400,000 | $25,382,000 | |
| RCUS | Arcus Biosciences, Inc. | +150,000 | 1,200,000 | $25,920,000 | |
| NAMS | NewAmsterdam Pharma Co N.V. | +150,000 | 600,000 | $19,206,000 | |
| CLDX | Celldex Therapeutics, Inc. | +100,000 | 450,000 | $14,274,000 | |
| DNTH | Dianthus Therapeutics, Inc. /DE/ | +85,000 | 400,000 | $33,568,000 | |
| IRON | Disc Medicine, Inc. | +50,000 | 560,000 | $35,806,400 | |
| JBIO | Jade Biosciences, Inc. | +5,000 | 400,000 | $5,620,000 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
23 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ERAS | Erasca, Inc. | −1,850,000 | 11,150,000 | $180,407,000 | |
| TNGX | Tango Therapeutics, Inc. | −1,200,000 | 3,000,000 | $62,760,000 | |
| RVMD | Revolution Medicines, Inc. | −1,000,000 | 2,000,000 | $194,500,000 | |
| VSTM | Verastem, Inc. | −700,000 | 1,000,000 | $5,300,000 | |
| IBIO | iBio, Inc. | −700,000 | 1,300,000 | $2,470,000 | |
| DSGN | Design Therapeutics, Inc. | −550,000 | 1,950,000 | $20,748,000 | |
| PCVX | Vaxcyte, Inc. | −350,000 | 300,000 | $17,433,000 | |
| IMVT | Immunovant, Inc. | −300,000 | 1,075,000 | $26,703,000 | |
| LBRX | Lb Pharmaceuticals Inc | −285,000 | 915,000 | $22,563,900 | |
| MLTX | MoonLake Immunotherapeutics | −250,000 | 1,500,000 | $27,960,000 | |
| AMLX | Amylyx Pharmaceuticals, Inc. | −250,000 | 700,000 | $9,730,000 | |
| IDYA | IDEAYA Biosciences, Inc. | −125,000 | 3,450,000 | $114,954,000 | |
| CBIO | Crescent Biopharma, Inc. | −117,500 | 482,500 | $8,863,525 | |
| GUTS | Fractyl Health, Inc. | −100,000 | 1,000,000 | $458,000 | |
| ACRS | Aclaris Therapeutics, Inc. | −100,000 | 500,000 | $1,875,000 | |
| GPCR | Structure Therapeutics Inc. | −100,000 | 500,000 | $24,100,000 | |
| ACAD | Acadia Pharmaceuticals Inc | −100,000 | 750,000 | $16,695,000 | |
| NERV | Minerva Neurosciences, Inc. | −96,000 | 3,215,000 | $19,370,375 | |
| PRAX | Praxis Precision Medicines, Inc. | −90,000 | 285,000 | $91,824,150 | |
| CRVS | Corvus Pharmaceuticals, Inc. | −50,000 | 450,000 | $6,583,500 | |
| SLNO | Soleno Therapeutics Inc | −50,000 | 250,000 | $8,370,000 | |
| PHVS | Pharvaris N.V. | −35,000 | 65,000 | $1,836,250 | |
| MIRM | Mirum Pharmaceuticals, Inc. | −25,000 | 200,000 | $18,476,000 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
11 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| UTHR | UNITED THERAPEUTICS Corp | 80,000 | $47,438,400 | |
| MDGL | Madrigal Pharmaceuticals, Inc. | 85,000 | $44,494,950 | |
| XENE | Xenon Pharmaceuticals Inc. | 450,000 | $26,167,500 | |
| AVTX | Avalo Therapeutics, Inc. | 1,300,000 | $19,409,000 | |
| ALKS | Alkermes plc. | 350,000 | $12,376,000 | |
| TENX | Tenax Therapeutics, Inc. | 625,000 | $9,993,750 | |
| AVBP | ArriVent BioPharma, Inc. | 350,000 | $8,074,500 | |
| RLAY | Relay Therapeutics, Inc. | 750,000 | $7,462,500 | |
| MGTX | MeiraGTx Holdings plc | 700,000 | $6,062,000 | |
| MANE | Veradermics, Inc | 25,000 | $1,578,750 | |
| FTH | Faeth Therapeutics, Inc. | 30,000 | $945,600 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
12 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| JAZZ | Jazz Pharmaceuticals plc | 200,000 | $34,000,000 | |
| APLS | Apellis Pharmaceuticals, Inc. | 1,000,000 | $25,120,000 | |
| QURE | uniQure N.V. | 675,000 | $16,152,750 | |
| KNSA | Kiniksa Pharmaceuticals International, plc | 350,000 | $14,437,500 | |
| KYMR | Kymera Therapeutics, Inc. | 130,000 | $10,115,300 | |
| NRIX | Nurix Therapeutics, Inc. | 500,000 | $9,485,000 | |
| IMTX | Immatics N.V. | 850,000 | $8,925,000 | |
| ACLX | Arcellx, Inc. | 115,000 | $7,498,000 | |
| NGNE | Neurogene Inc. | 195,000 | $4,017,000 | |
| DAWN | Day One Biopharmaceuticals, Inc. | 300,000 | $2,796,000 | |
| MREO | Mereo BioPharma Group plc | 1,850,000 | $771,450 | |
| DBVT | DBV Technologies S.A. | 25,000 | $479,250 | |
| No positions match the current search. | ||||
63 positions ·
$2,002,915,078 total
· as of Mar 31, 2026
Showing 1–50
of 63 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| RVMD |
Revolution Medicines, Inc.
Healthcare
|
Reduced | 2,000,000 | $194,500,000 | 9.71% | |
| ERAS |
Erasca, Inc.
Healthcare
|
Reduced | 11,150,000 | $180,407,000 | 9.01% | |
| IDYA |
IDEAYA Biosciences, Inc.
Healthcare
|
Reduced | 3,450,000 | $114,954,000 | 5.74% | |
| TERN |
Terns Pharmaceuticals, Inc.
Healthcare
|
Added | 2,000,000 | $105,440,000 | 5.26% | |
| PRAX |
Praxis Precision Medicines, Inc.
Healthcare
|
Reduced | 285,000 | $91,824,150 | 4.58% | |
| CNTA |
Centessa Pharmaceuticals plc
Healthcare
|
Added | 2,125,000 | $84,405,000 | 4.21% | |
| ABVX |
Abivax S.A.
Healthcare
|
Added | 675,000 | $75,161,250 | 3.75% | |
| TNGX |
Tango Therapeutics, Inc.
Healthcare
|
Reduced | 3,000,000 | $62,760,000 | 3.13% | |
| CYTK |
Cytokinetics Inc
Healthcare
|
Added | 875,000 | $57,671,250 | 2.88% | |
| OLMA |
Olema Pharmaceuticals, Inc.
Healthcare
|
Held | 3,208,875 | $47,844,326 | 2.39% | |
| UTHR |
UNITED THERAPEUTICS Corp
Healthcare
|
NEW | 80,000 | $47,438,400 | 2.37% | |
| IMCR |
Immunocore Holdings plc
Healthcare
|
Added | 1,500,000 | $45,225,000 | 2.26% | |
| MDGL |
Madrigal Pharmaceuticals, Inc.
Healthcare
|
NEW | 85,000 | $44,494,950 | 2.22% | |
| ELVN |
Enliven Therapeutics, Inc.
Healthcare
|
Added | 1,040,000 | $40,768,000 | 2.04% | |
| RYTM |
Rhythm Pharmaceuticals, Inc.
Healthcare
|
Added | 450,000 | $39,136,500 | 1.95% | |
| CGON |
CG Oncology, Inc.
Healthcare
|
Added | 575,000 | $38,916,000 | 1.94% | |
| MAZE |
Maze Therapeutics, Inc.
Healthcare
|
Added | 1,235,000 | $36,864,750 | 1.84% | |
| BIIB |
Biogen Inc.
Healthcare
|
Held | 200,000 | $36,666,000 | 1.83% | |
| IRON |
Disc Medicine, Inc.
Healthcare
|
Added | 560,000 | $35,806,400 | 1.79% | |
| DNTH |
Dianthus Therapeutics, Inc. /DE/
Healthcare
|
Added | 400,000 | $33,568,000 | 1.68% | |
| OCUL |
Ocular Therapeutix, Inc
Healthcare
|
Added | 3,850,000 | $32,609,500 | 1.63% | |
| TYRA |
Tyra Biosciences, Inc.
Healthcare
|
Added | 850,000 | $32,555,000 | 1.63% | |
| TRVI |
Trevi Therapeutics, Inc.
Healthcare
|
Added | 2,400,000 | $28,632,000 | 1.43% | |
| MLTX |
MoonLake Immunotherapeutics
Healthcare
|
Reduced | 1,500,000 | $27,960,000 | 1.40% | |
| IMVT |
Immunovant, Inc.
Healthcare
|
Reduced | 1,075,000 | $26,703,000 | 1.33% | |
| XENE |
Xenon Pharmaceuticals Inc.
Healthcare
|
NEW | 450,000 | $26,167,500 | 1.31% | |
| RCUS |
Arcus Biosciences, Inc.
Healthcare
|
Added | 1,200,000 | $25,920,000 | 1.29% | |
| DYN |
Dyne Therapeutics, Inc.
Healthcare
|
Added | 1,400,000 | $25,382,000 | 1.27% | |
| GPCR |
Structure Therapeutics Inc.
Healthcare
|
Reduced | 500,000 | $24,100,000 | 1.20% | |
| LBRX |
Lb Pharmaceuticals Inc
Healthcare
|
Reduced | 915,000 | $22,563,900 | 1.13% | |
| DSGN |
Design Therapeutics, Inc.
Healthcare
|
Reduced | 1,950,000 | $20,748,000 | 1.04% | |
| AVTX |
Avalo Therapeutics, Inc.
Healthcare
|
NEW | 1,300,000 | $19,409,000 | 0.97% | |
| NERV |
Minerva Neurosciences, Inc.
Healthcare
|
Reduced | 3,215,000 | $19,370,375 | 0.97% | |
| NAMS |
NewAmsterdam Pharma Co N.V.
Healthcare
|
Added | 600,000 | $19,206,000 | 0.96% | |
| MIRM |
Mirum Pharmaceuticals, Inc.
Healthcare
|
Reduced | 200,000 | $18,476,000 | 0.92% | |
| PCVX |
Vaxcyte, Inc.
Healthcare
|
Reduced | 300,000 | $17,433,000 | 0.87% | |
| ACAD |
Acadia Pharmaceuticals Inc
Healthcare
|
Reduced | 750,000 | $16,695,000 | 0.83% | |
| CMPX |
Compass Therapeutics, Inc.
Healthcare
|
Added | 3,150,000 | $16,663,500 | 0.83% | |
| CLDX |
Celldex Therapeutics, Inc.
Healthcare
|
Added | 450,000 | $14,274,000 | 0.71% | |
| JANX |
Janux Therapeutics, Inc.
Healthcare
|
Held | 1,000,000 | $13,900,000 | 0.69% | |
| VOR |
Vor Biopharma Inc.
Healthcare
|
Added | 750,000 | $13,380,000 | 0.67% | |
| ALKS |
Alkermes plc.
Healthcare
|
NEW | 350,000 | $12,376,000 | 0.62% | |
| ORIC |
Oric Pharmaceuticals, Inc.
Healthcare
|
Added | 950,000 | $12,036,500 | 0.60% | |
| IMMX |
Immix Biopharma, Inc.
Healthcare
|
Added | 1,225,000 | $11,159,750 | 0.56% | |
| TENX |
Tenax Therapeutics, Inc.
Healthcare
|
NEW | 625,000 | $9,993,750 | 0.50% | |
| AMLX |
Amylyx Pharmaceuticals, Inc.
Healthcare
|
Reduced | 700,000 | $9,730,000 | 0.49% | |
| CBIO |
Crescent Biopharma, Inc.
Healthcare
|
Reduced | 482,500 | $8,863,525 | 0.44% | |
| SLNO |
Soleno Therapeutics Inc
Healthcare
|
Reduced | 250,000 | $8,370,000 | 0.42% | |
| AVBP |
ArriVent BioPharma, Inc.
Healthcare
|
NEW | 350,000 | $8,074,500 | 0.40% | |
| RLAY |
Relay Therapeutics, Inc.
Healthcare
|
NEW | 750,000 | $7,462,500 | 0.37% |