Logos Global Management LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ERASCA INC(ERAS) | 13,000,000 | 11,150,000 | -1,850,000 | 48,360,000 | 180,407,000 | 9.29% | +132,047,000 |
| CENTESSA PHARMACEUTICALS PLC | 200,000 | 2,125,000 | +1,925,000 | 5,002,000 | 84,405,000 | 4.35% | +79,403,000 |
| TERNS PHARMACEUTICALS INC | 750,000 | 1,500,000 | +750,000 | 30,300,000 | 79,080,000 | 4.07% | +48,780,000 |
| UNITED THERAPEUTICS CORP DEL(UTHR) | 0 | 80,000 | +80,000 | 0 | 47,438,400 | 2.44% | +47,438,400 |
| MADRIGAL PHARMACEUTICALS INC(MDGL) | 0 | 85,000 | +85,000 | 0 | 44,494,950 | 2.29% | +44,494,950 |
| CYTOKINETICS INC(CYTK) | 300,000 | 875,000 | +575,000 | 19,062,000 | 57,671,250 | 2.97% | +38,609,250 |
| REVOLUTION MEDICINES INC(RVMD) | 2,000,000 | 2,000,000 | 0 | 159,300,000 | 194,500,000 | 10.02% | +35,200,000 |
| CG ONCOLOGY INC(CGON) | 200,000 | 575,000 | +375,000 | 8,304,000 | 38,916,000 | 2.00% | +30,612,000 |
| TYRA BIOSCIENCES INC(TYRA) | 210,000 | 850,000 | +640,000 | 5,520,900 | 32,555,000 | 1.68% | +27,034,100 |
| TERNS PHARMACEUTICALS INC(Call) | 0 | 500,000 | +500,000 | 0 | 26,360,000 | — | +26,360,000 |
| XENON PHARMACEUTICALS INC(XENE) | 0 | 450,000 | +450,000 | 0 | 26,167,500 | 1.35% | +26,167,500 |
| ARCUS BIOSCIENCES INC(RCUS) | 0 | 1,200,000 | +1,200,000 | 0 | 25,920,000 | 1.33% | +25,920,000 |
| TANGO THERAPEUTICS INC(TNGX) | 4,200,000 | 3,000,000 | -1,200,000 | 37,212,000 | 62,760,000 | 3.23% | +25,548,000 |
| ABIVAX SA(ABVX) | 400,000 | 675,000 | +275,000 | 53,942,000 | 75,161,250 | 3.87% | +21,219,250 |
| DIANTHUS THERAPEUTICS INC(DNTH) | 315,000 | 400,000 | +85,000 | 12,981,150 | 33,568,000 | 1.73% | +20,586,850 |
| ENLIVEN THERAPEUTICS INC(Call) | 0 | 500,000 | +500,000 | 0 | 19,600,000 | — | +19,600,000 |
| RHYTHM PHARMACEUTICALS INC(RYTM) | 190,000 | 450,000 | +260,000 | 20,337,600 | 39,136,500 | 2.02% | +18,798,900 |
| ENLIVEN THERAPEUTICS INC | 340,000 | 540,000 | +200,000 | 5,236,000 | 21,168,000 | 1.09% | +15,932,000 |
| IMMUNOCORE HLDGS PLC(IMCR) | 850,000 | 1,500,000 | +650,000 | 29,503,500 | 45,225,000 | 2.33% | +15,721,500 |
| AVALO THERAPEUTICS INC(AVTX)(Call) | 0 | 1,000,000 | +1,000,000 | 0 | 14,930,000 | — | +14,930,000 |
| ALKERMES PLC(ALKS) | 0 | 350,000 | +350,000 | 0 | 12,376,000 | 0.64% | +12,376,000 |
| VOR BIOPHARMA INC(VOR) | 100,000 | 750,000 | +650,000 | 1,308,000 | 13,380,000 | 0.69% | +12,072,000 |
| COMPASS THERAPEUTICS INC | 1,150,000 | 3,150,000 | +2,000,000 | 6,175,500 | 16,663,500 | 0.86% | +10,488,000 |
| TENAX THERAPEUTICS INC | 0 | 625,000 | +625,000 | 0 | 9,993,750 | 0.51% | +9,993,750 |
| TREVI THERAPEUTICS INC(TRVI) | 1,550,000 | 2,400,000 | +850,000 | 19,406,000 | 28,632,000 | 1.47% | +9,226,000 |
| ORIC PHARMACEUTICALS INC(ORIC) | 450,000 | 950,000 | +500,000 | 3,681,000 | 12,036,500 | 0.62% | +8,355,500 |
| ARRIVENT BIOPHARMA INC(AVBP) | 0 | 350,000 | +350,000 | 0 | 8,074,500 | 0.42% | +8,074,500 |
| RELAY THERAPEUTICS INC(RLAY) | 0 | 750,000 | +750,000 | 0 | 7,462,500 | 0.38% | +7,462,500 |
| IDEAYA BIOSCIENCES INC(IDYA) | 3,125,000 | 3,450,000 | +325,000 | 108,031,250 | 114,954,000 | 5.92% | +6,922,750 |
| MEIRAGTX HLDGS PLC(MGTX) | 0 | 700,000 | +700,000 | 0 | 6,062,000 | 0.31% | +6,062,000 |
| MINERVA NEUROSCIENCES INC | 3,311,000 | 3,215,000 | -96,000 | 13,310,220 | 19,370,375 | 1.00% | +6,060,155 |
| IMMIX BIOPHARMA INC | 1,000,000 | 1,225,000 | +225,000 | 5,230,000 | 11,159,750 | 0.57% | +5,929,750 |
| MOONLAKE IMMUNOTHERAPEUTICS(MLTX) | 1,750,000 | 1,500,000 | -250,000 | 23,065,000 | 27,960,000 | 1.44% | +4,895,000 |
| CELLDEX THERAPEUTICS INC NEW(CLDX) | 350,000 | 450,000 | +100,000 | 9,506,000 | 14,274,000 | 0.74% | +4,768,000 |
| AVALO THERAPEUTICS INC(AVTX) | 0 | 300,000 | +300,000 | 0 | 4,479,000 | 0.23% | +4,479,000 |
| NEWAMSTERDAM PHARMA COMPANY ORDINARY SHARES | 450,000 | 600,000 | +150,000 | 15,786,000 | 19,206,000 | 0.99% | +3,420,000 |
| CORVUS PHARMACEUTICALS INC(CRVS) | 500,000 | 450,000 | -50,000 | 3,850,000 | 6,583,500 | 0.34% | +2,733,500 |
| CRESCENT BIOPHARMA INC. | 600,000 | 482,500 | -117,500 | 7,116,000 | 8,863,525 | 0.46% | +1,747,525 |
| VERADERMICS INC(MANE) | 0 | 25,000 | +25,000 | 0 | 1,578,750 | 0.08% | +1,578,750 |
| BIOGEN INC(BIIB) | 200,000 | 200,000 | 0 | 35,198,000 | 36,666,000 | 1.89% | +1,468,000 |
| SENSEI BIOTHERAPEUTICS INC | 0 | 30,000 | +30,000 | 0 | 945,600 | 0.05% | +945,600 |
| DYNE THERAPEUTICS INC(DYN) | 1,250,000 | 1,400,000 | +150,000 | 24,450,000 | 25,382,000 | 1.31% | +932,000 |
| MIRUM PHARMACEUTICALS INC(MIRM) | 225,000 | 200,000 | -25,000 | 17,772,750 | 18,476,000 | 0.95% | +703,250 |
| UNICYCIVE THERAPEUTICS INC | 473,563 | 473,563 | 0 | 2,732,459 | 3,116,045 | 0.16% | +383,586 |
| PALATIN TECHNOLOGIES INC | 140,000 | 140,000 | 0 | 2,153,200 | 2,438,800 | 0.13% | +285,600 |
| JANUX THERAPEUTICS INC(JANX) | 1,000,000 | 1,000,000 | 0 | 13,800,000 | 13,900,000 | 0.72% | +100,000 |
| ACLARIS THERAPEUTICS INC | 600,000 | 500,000 | -100,000 | 1,806,000 | 1,875,000 | 0.10% | +69,000 |
| NUVATION BIO INC(NUVB) | 66,666 | 0 | -66,666 | 22,000 | 0 | — | -22,000 |
| SEPTERNA INC(SEPN) | 23,548 | 23,548 | 0 | 656,518 | 565,858 | 0.03% | -90,660 |
| JADE BIOSCIENCES INC | 395,000 | 400,000 | +5,000 | 6,094,850 | 5,620,000 | 0.29% | -474,850 |
| DBV TECHNOLOGIES S A | 25,000 | 0 | -25,000 | 479,250 | 0 | — | -479,250 |
| MEREO BIOPHARMA GROUP PLC | 1,850,000 | 0 | -1,850,000 | 770,895 | 0 | — | -770,895 |
| PHARVARIS N V COM | 100,000 | 65,000 | -35,000 | 2,775,000 | 1,836,250 | 0.09% | -938,750 |
| IBIO INC | 2,000,000 | 1,300,000 | -700,000 | 3,860,000 | 2,470,000 | 0.13% | -1,390,000 |
| AMYLYX PHARMACEUTICALS INC(AMLX) | 950,000 | 700,000 | -250,000 | 11,476,000 | 9,730,000 | 0.50% | -1,746,000 |
| FRACTYL HEALTH INC | 1,100,000 | 1,000,000 | -100,000 | 2,420,000 | 457,800 | 0.02% | -1,962,200 |
| MAZE THERAPEUTICS INC(MAZE) | 950,000 | 1,235,000 | +285,000 | 39,358,500 | 36,864,750 | 1.90% | -2,493,750 |
| DESIGN THERAPEUTICS INC | 2,500,000 | 1,950,000 | -550,000 | 23,450,000 | 20,748,000 | 1.07% | -2,702,000 |
| DAY ONE BIOPHARMACEUTICALS I COM | 300,000 | 0 | -300,000 | 2,796,000 | 0 | — | -2,796,000 |
| NEUROGENE INC | 195,000 | 0 | -195,000 | 4,017,000 | 0 | — | -4,017,000 |
| LB PHARMACEUTICALS INC(LBRX) | 1,200,000 | 915,000 | -285,000 | 26,712,000 | 22,563,900 | 1.16% | -4,148,100 |
| DISC MEDICINE INC(IRON) | 510,000 | 560,000 | +50,000 | 40,499,100 | 35,806,400 | 1.84% | -4,692,700 |
| SOLENO THERAPEUTICS INC | 300,000 | 250,000 | -50,000 | 13,890,000 | 8,370,000 | 0.43% | -5,520,000 |
| ACADIA PHARMACEUTICALS INC | 850,000 | 750,000 | -100,000 | 22,703,500 | 16,695,000 | 0.86% | -6,008,500 |
| ARCELLX INC COMMON STOCK | 115,000 | 0 | -115,000 | 7,498,000 | 0 | — | -7,498,000 |
| VERASTEM INC | 1,700,000 | 1,000,000 | -700,000 | 13,124,000 | 5,300,000 | 0.27% | -7,824,000 |
| IMMUNOVANT INC(IMVT) | 1,375,000 | 1,075,000 | -300,000 | 34,952,500 | 26,703,000 | 1.38% | -8,249,500 |
| IMMATICS N.V(IMTX)(Call) | 850,000 | 0 | -850,000 | 8,925,000 | 0 | — | -8,925,000 |
| NURIX THERAPEUTICS INC(NRIX) | 500,000 | 0 | -500,000 | 9,485,000 | 0 | — | -9,485,000 |
| OCULAR THERAPEUTIX INC(OCUL) | 3,500,000 | 3,850,000 | +350,000 | 42,490,000 | 32,609,500 | 1.68% | -9,880,500 |
| KYMERA THERAPEUTICS INC(KYMR) | 130,000 | 0 | -130,000 | 10,115,300 | 0 | — | -10,115,300 |
| VAXCYTE INC(PCVX) | 650,000 | 300,000 | -350,000 | 29,991,000 | 17,433,000 | 0.90% | -12,558,000 |
| KINIKSA PHARMACEUTICALS INTL(KNSA) | 350,000 | 0 | -350,000 | 14,437,500 | 0 | — | -14,437,500 |
| IDEAYA BIOSCIENCES INC(IDYA)(Call) | 450,000 | 0 | -450,000 | 15,556,500 | 0 | — | -15,556,500 |
| UNIQURE NV(QURE) | 675,000 | 0 | -675,000 | 16,152,750 | 0 | — | -16,152,750 |
| STRUCTURE THERAPEUTICS INC | 600,000 | 500,000 | -100,000 | 41,730,000 | 24,100,000 | 1.24% | -17,630,000 |
| PRAXIS PRECISION MEDICINES I(PRAX) | 375,000 | 285,000 | -90,000 | 110,527,500 | 91,824,150 | 4.73% | -18,703,350 |
| ARCUS BIOSCIENCES INC(RCUS)(Call) | 1,050,000 | 0 | -1,050,000 | 25,021,500 | 0 | — | -25,021,500 |
| APELLIS PHARMACEUTICALS INC(Call) COM | 1,000,000 | 0 | -1,000,000 | 25,120,000 | 0 | — | -25,120,000 |
| OLEMA PHARMACEUTICALS INC(OLMA) | 3,208,875 | 3,208,875 | 0 | 80,221,875 | 47,844,326 | 2.46% | -32,377,549 |
| JAZZ PHARMACEUTICALS PLC(JAZZ) | 200,000 | 0 | -200,000 | 34,000,000 | 0 | — | -34,000,000 |
| AVIDITY BIOSCIENCES INC | 500,000 | 0 | -500,000 | 36,065,000 | 0 | — | -36,065,000 |
| CIDARA THERAPEUTICS INC | 310,000 | 0 | -310,000 | 68,475,900 | 0 | — | -68,475,900 |
| REVOLUTION MEDICINES INC(RVMD)(Call) | 1,000,000 | 0 | -1,000,000 | 79,650,000 | 0 | — | -79,650,000 |