Logos Global Management LP
Top Portfolio Positions
63 positions ·
$2,002,915,078 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 | 9.71% | |
| ERAS |
Erasca, Inc.
Healthcare
|
11,150,000 | $180,407,000 | 9.01% | |
| IDYA |
IDEAYA Biosciences, Inc.
Healthcare
|
3,450,000 | $114,954,000 | 5.74% | |
| TERN |
Terns Pharmaceuticals, Inc.
Healthcare
|
2,000,000 | $105,440,000 | 5.26% | |
| PRAX |
Praxis Precision Medicines, Inc.
Healthcare
|
285,000 | $91,824,150 | 4.58% | |
| CNTA |
Centessa Pharmaceuticals plc
Healthcare
|
2,125,000 | $84,405,000 | 4.21% | |
| ABVX |
Abivax S.A.
Healthcare
|
675,000 | $75,161,250 | 3.75% | |
| TNGX |
Tango Therapeutics, Inc.
Healthcare
|
3,000,000 | $62,760,000 | 3.13% | |
| CYTK |
Cytokinetics Inc
Healthcare
|
875,000 | $57,671,250 | 2.88% | |
| OLMA |
Olema Pharmaceuticals, Inc.
Healthcare
|
3,208,875 | $47,844,326 | 2.39% |
Portfolio Trend
Holdings in SEPN
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $565,858 | 23,548 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $656,518 | 23,548 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,571,537 | 83,548 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,154,265 | 109,202 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $777,029 | 134,202 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,073,225 | 134,202 | Shares | Sole | 2025-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||