Institutional
Logos Global Management LP
CIK 0001792126
$2.00B
Reported AUM
63
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · Logos Global Management LP · Q1 2026
AI · grounded in 13F
Logos Global Management LP closed its position in CDTX, reducing exposure by $68.47M. The fund established new positions in UTHR and [[stock:MDGL], valued at $47.43M and $44.49M respectively. Additionally, the manager exited holdings in RNAGBP and JAZZ, while increasing its stake in CNTA by 962.5%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | RVMD | REVOLUTION MEDICINES INC | $192.17 | 6.22% | 424.62% | 560.61% | $194.5M | 9.71% | — | HELD |
| 2 | ERAS | ERASCA INC | $18.68 | 5.42% | 1243.88% | -21.87% | $180.4M | 9.01% | — | HELD |
| 3 | IDYA | IDEAYA BIOSCIENCES INC | $36.40 | 2.28% | 49.98% | 54.89% | $115.0M | 5.74% | — | HELD |
| 4 | 430 | TERNS PHARMACEUTICALS INC | — | — | — | — | $105.4M | 5.26% | — | HELD |
| 5 | PRAX | PRAXIS PRECISION MEDICINES I | $307.75 | 5.75% | 453.36% | 0.42% | $91.8M | 4.58% | — | HELD |
| 6 | CNTA | CENTESSA PHARMACEUTICALS PLC | — | — | 0.00% | — | $84.4M | 4.21% | — | HELD |
| 7 | ABVX | ABIVAX SA | $124.33 | 4.62% | 65.18% | 1070.84% | $75.2M | 3.75% | — | HELD |
| 8 | TNGX | TANGO THERAPEUTICS INC | $27.57 | 6.65% | 299.69% | 124.23% | $62.8M | 3.13% | — | HELD |
| 9 | CYTK | CYTOKINETICS INC | $80.42 | 2.59% | 118.34% | 142.98% | $57.7M | 2.88% | — | HELD |
| 10 | OLMA | OLEMA PHARMACEUTICALS INC | $11.82 | 5.63% | 108.82% | -62.80% | $47.8M | 2.39% | — | HELD |
| 11 | UTHR | UNITED THERAPEUTICS CORP DEL | $525.82 | 0.21% | 78.31% | 144.20% | $47.4M | 2.37% | — | HELD |
| 12 | IMCR | IMMUNOCORE HLDGS PLC | $33.87 | 1.35% | 2.33% | -2.31% | $45.2M | 2.26% | — | HELD |
| 13 | MDGL | MADRIGAL PHARMACEUTICALS INC | $493.11 | -9.83% | 63.19% | 495.90% | $44.5M | 2.22% | — | HELD |
| 14 | ELVN | ENLIVEN THERAPEUTICS INC | $53.95 | 1.85% | 188.04% | 181.58% | $40.8M | 2.04% | — | HELD |
| 15 | RYTM | RHYTHM PHARMACEUTICALS INC | $105.74 | -0.74% | 19.75% | 712.76% | $39.1M | 1.95% | — | HELD |
| 16 | CGON | CG ONCOLOGY INC | $73.03 | 5.66% | 168.57% | 58.04% | $38.9M | 1.94% | — | HELD |
| 17 | MAZE | MAZE THERAPEUTICS INC | $27.63 | 1.32% | 85.44% | 125.92% | $36.9M | 1.84% | — | HELD |
| 18 | BIIB | BIOGEN INC | $207.93 | -0.62% | 55.75% | -39.36% | $36.7M | 1.83% | — | HELD |
| 19 | IRON | DISC MEDICINE INC | $79.21 | 7.52% | 34.32% | -46.33% | $35.8M | 1.79% | — | HELD |
| 20 | DNTH | DIANTHUS THERAPEUTICS INC | $112.64 | 8.21% | 447.06% | 10.00% | $33.6M | 1.68% | — | HELD |
| 21 | OCUL | OCULAR THERAPEUTIX INC | $8.47 | 1.32% | -29.99% | -20.98% | $32.6M | 1.63% | — | HELD |
| 22 | TYRA | TYRA BIOSCIENCES INC | $33.06 | 6.27% | 209.64% | 43.41% | $32.6M | 1.63% | — | HELD |
| 23 | TRVI | TREVI THERAPEUTICS INC | $18.40 | 1.71% | 145.09% | 982.23% | $28.6M | 1.43% | — | HELD |
| 24 | MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $18.99 | 3.32% | -64.74% | 88.87% | $28.0M | 1.40% | — | HELD |
| 25 | IMVT | IMMUNOVANT INC | $39.48 | 2.25% | 146.85% | 347.81% | $26.7M | 1.33% | — | HELD |
| 26 | XENE | XENON PHARMACEUTICALS INC | $64.19 | 1.73% | 106.89% | 257.51% | $26.2M | 1.31% | — | HELD |
| 27 | RCUS | ARCUS BIOSCIENCES INC | $28.25 | 6.81% | 203.49% | -4.70% | $25.9M | 1.29% | — | HELD |
| 28 | DYN | DYNE THERAPEUTICS INC | $25.73 | 2.51% | 150.00% | 48.41% | $25.4M | 1.27% | — | HELD |
| 29 | GPCR | STRUCTURE THERAPEUTICS INC | $49.47 | 4.48% | 169.19% | 99.03% | $24.1M | 1.20% | — | HELD |
| 30 | LBRX | LB PHARMACEUTICALS INC | $40.90 | 4.87% | 142.26% | 152.32% | $22.6M | 1.13% | — | HELD |
| 31 | DSGN | DESIGN THERAPEUTICS INC | $12.62 | 4.99% | — | — | $20.7M | 1.04% | — | HELD |
| 32 | AVTX | AVALO THERAPEUTICS INC | $19.39 | 2.00% | — | — | $19.4M | 0.97% | — | HELD |
| 33 | NERV | MINERVA NEUROSCIENCES INC | $4.02 | -1.71% | — | — | $19.4M | 0.97% | — | HELD |
| 34 | NAMS | NEWAMSTERDAM PHARMA COMPANY | $28.46 | 1.97% | — | — | $19.2M | 0.96% | — | HELD |
| 35 | MIRM | MIRUM PHARMACEUTICALS INC | $112.59 | 4.67% | — | — | $18.5M | 0.92% | — | HELD |
| 36 | PCVX | VAXCYTE INC | $55.96 | 5.62% | — | — | $17.4M | 0.87% | — | HELD |
| 37 | ACAD | ACADIA PHARMACEUTICALS INC | $26.55 | 0.80% | — | — | $16.7M | 0.83% | — | HELD |
| 38 | CMPX | COMPASS THERAPEUTICS INC | $1.94 | 0.00% | — | — | $16.7M | 0.83% | — | HELD |
| 39 | CLDX | CELLDEX THERAPEUTICS INC NEW | $38.49 | 2.61% | — | — | $14.3M | 0.71% | — | HELD |
| 40 | JANX | JANUX THERAPEUTICS INC | $15.58 | 4.14% | — | — | $13.9M | 0.69% | — | HELD |
| 41 | VOR | VOR BIOPHARMA INC | $21.80 | 11.51% | — | — | $13.4M | 0.67% | — | HELD |
| 42 | ALKS | ALKERMES PLC | $50.03 | 3.50% | — | — | $12.4M | 0.62% | — | HELD |
| 43 | ORIC | ORIC PHARMACEUTICALS INC | $11.64 | 3.19% | — | — | $12.0M | 0.60% | — | HELD |
| 44 | IMMX | IMMIX BIOPHARMA INC | $8.55 | 4.65% | — | — | $11.2M | 0.56% | — | HELD |
| 45 | TENX | TENAX THERAPEUTICS INC | $15.10 | 1.89% | — | — | $10.0M | 0.50% | — | HELD |
| 46 | AMLX | AMYLYX PHARMACEUTICALS INC | $20.75 | 5.17% | — | — | $9.7M | 0.49% | — | HELD |
| 47 | CBIO | CRESCENT BIOPHARMA INC. | $15.02 | 1.69% | — | — | $8.9M | 0.44% | — | HELD |
| 48 | SLNO | SOLENO THERAPEUTICS INC | — | — | — | — | $8.4M | 0.42% | — | HELD |
| 49 | AVBP | ARRIVENT BIOPHARMA INC | $30.66 | 2.06% | — | — | $8.1M | 0.40% | — | HELD |
| 50 | RLAY | RELAY THERAPEUTICS INC | $19.45 | 5.88% | — | — | $7.5M | 0.37% | — | HELD |
| 51 | CRVS | CORVUS PHARMACEUTICALS INC | $13.19 | 1.15% | — | — | $6.6M | 0.33% | — | HELD |
| 52 | MGTX | MEIRAGTX HLDGS PLC | $11.98 | 3.10% | — | — | $6.1M | 0.30% | — | HELD |
| 53 | JBIO | JADE BIOSCIENCES INC | $20.00 | 3.36% | — | — | $5.6M | 0.28% | — | HELD |
| 54 | VSTM | VERASTEM INC | $6.10 | 1.50% | — | — | $5.3M | 0.26% | — | HELD |
| 55 | UNCY | UNICYCIVE THERAPEUTICS INC | $5.30 | 11.81% | — | — | $3.1M | 0.16% | — | HELD |
| 56 | IBIO | IBIO INC | $1.39 | 2.21% | — | — | $2.5M | 0.12% | — | HELD |
| 57 | PTN | PALATIN TECHNOLOGIES INC | $7.81 | -3.34% | — | — | $2.4M | 0.12% | — | HELD |
| 58 | ACRS | ACLARIS THERAPEUTICS INC | $5.32 | 3.91% | — | — | $1.9M | 0.09% | — | HELD |
| 59 | PHVS | PHARVARIS N V | $33.88 | 3.86% | — | — | $1.8M | 0.09% | — | HELD |
| 60 | MANE | VERADERMICS INC | $104.63 | -2.90% | — | — | $1.6M | 0.08% | — | HELD |
| 61 | SNSE | SENSEI BIOTHERAPEUTICS INC | — | — | — | — | $946K | 0.05% | — | HELD |
| 62 | SEPN | SEPTERNA INC | $35.18 | 4.67% | — | — | $566K | 0.03% | — | HELD |
| 63 | GUTS | FRACTYL HEALTH INC | $0.69 | 0.00% | — | — | $458K | 0.02% | — | HELD |
Source: SEC EDGAR · accession 0001172661-26-002196. 13F discloses long positions only — shorts, foreign equities, and options are excluded.