Logos Global Management LP

Position in IRON — Disc Medicine, Inc.

CIK 1792126 San Francisco, CA

Position in IRON

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$63,997,500

+$28,191,100 QoQ

Shares Held

875,000

+56.2% QoQ

Ownership

2.28%

of shares outstanding

% of Portfolio

2.76%

of 13F equity value

Holder Rank

#16

of 216 holders

Holding Since

Sep 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Logos Global Management LP holds $2,282,084,584 across 63 Biotechnology names. IRON ranks #12 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ERAS	Erasca, Inc.	12,150,000	$222,588,000
2	ABVX	Abivax S.A.	1,024,000	$136,458,240
3	RVMD	Revolution Medicines, Inc.	700,000	$131,096,000
4	IDYA	IDEAYA Biosciences, Inc.	3,000,000	$111,810,000
5	BNTX	BioNTech SE	1,015,000	$94,445,750
6	VERA	Vera Therapeutics, Inc.	2,200,000	$94,402,000
7	TNGX	Tango Therapeutics, Inc.	2,850,000	$89,091,000
8	PRAX	Praxis Precision Medicines, Inc.	260,000	$87,045,400

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$63,997,500	875,000	+56.2%	Shares	Sole	2026-08-14
2026-03-31	$35,806,400	560,000	+9.8%	Shares	Sole	2026-05-15
2025-12-31	$40,499,100	510,000	+13.3%	Shares	Sole	2026-02-17
2025-09-30	$29,736,000	450,000	-35.7%	Shares	Sole	2025-11-14
2025-06-30	$37,072,000	700,000	+77.5%	Shares	Sole	2025-08-14
2025-03-31	$19,575,136	394,342	+97.2%	Shares	Sole	2025-05-15
2024-12-31	$12,680,000	200,000	-78.6%	Shares	Sole	2025-02-14
2024-09-30	$45,945,900	935,000	+1.1%	Shares	Sole	2024-11-14
2024-06-30	$41,689,750	925,000	+76.2%	Shares	Sole	2024-08-14
2023-03-31	$11,124,750	525,000	—	Shares	Sole	2023-05-15
2020-12-31 FSDC	—	100,000	0.0%	Shares	Sole	2021-02-16
2020-09-30 FSDC	—	100,000	—	Shares	Sole	2020-11-17
No filing history on record for this holder in this stock.