Logos Global Management LP
Top Portfolio Positions
63 positions ·
$2,015,707,078 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| RVMD |
Revolution Medicines, Inc.
Healthcare
|
2,000,000 | $194,500,000 | 9.65% | |
| ERAS |
Erasca, Inc.
Healthcare
|
11,150,000 | $180,407,000 | 8.95% | |
| IDYA |
IDEAYA Biosciences, Inc.
Healthcare
|
3,450,000 | $114,954,000 | 5.70% | |
| TERN |
Terns Pharmaceuticals, Inc.
Healthcare
|
2,000,000 | $105,440,000 | 5.23% | |
| PRAX |
Praxis Precision Medicines, Inc.
Healthcare
|
285,000 | $91,824,150 | 4.56% | |
| CNTA |
Centessa Pharmaceuticals plc
Healthcare
|
2,125,000 | $84,405,000 | 4.19% | |
| ABVX |
Abivax S.A.
Healthcare
|
675,000 | $75,161,250 | 3.73% | |
| TNGX |
Tango Therapeutics, Inc.
Healthcare
|
3,000,000 | $62,760,000 | 3.11% | |
| CYTK |
Cytokinetics Inc
Healthcare
|
875,000 | $57,671,250 | 2.86% | |
| OLMA |
Olema Pharmaceuticals, Inc.
Healthcare
|
3,208,875 | $47,844,326 | 2.37% |
Portfolio Trend
25 quarters · across all stocks
Holdings in IRON
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,806,400 | 560,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $40,499,100 | 510,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $29,736,000 | 450,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $37,072,000 | 700,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $19,575,136 | 394,342 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $12,680,000 | 200,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $45,945,900 | 935,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $41,689,750 | 925,000 | Shares | Sole | 2024-08-27 | |
| 2023-03-31 | $11,124,750 | 525,000 | Shares | Sole | 2023-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||