Logos Global Management LP
CIK: 0001792126SEC EDGAR →
Portfolio Value
$1.7B
Holdings
67
As of
Q4 2025
New Positions
22
Closed Positions
15
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | RVMDCall REVOLUTION MEDICINES INC | 3,000,000 | $238.9M | 14.44% |
| 2 | IDYACall IDEAYA BIOSCIENCES INC | 3,575,000 | $123.6M | 7.47% |
| 3 | PRAXIS PRECISION MEDICINES I | 375,000 | $110.5M | 6.68% |
| 4 | OLEMA PHARMACEUTICALS INC | 3,208,875 | $80.2M | 4.85% |
| 5 | CIDARA THERAPEUTICS INC | 310,000 | $68.5M | 4.14% |
| 6 | ABIVAX SA | 400,000 | $53.9M | 3.26% |
| 7 | ERASCA INC | 13,000,000 | $48.4M | 2.92% |
| 8 | OCULAR THERAPEUTIX INC | 3,500,000 | $42.5M | 2.57% |
| 9 | STRUCTURE THERAPEUTICS INC | 600,000 | $41.7M | 2.52% |
| 10 | DISC MEDICINE INC | 510,000 | $40.5M | 2.45% |
Quarterly Changes
Top Buys
New Positions (25)
$30.3M · 750K shares
$25.0M · 1.1M shares
$23.1M · 1.8M shares
$22.7M · 850K shares
$19.1M · 300K shares
$17.8M · 225K shares
$15.8M · 450K shares
$14.4M · 350K shares
$13.9M · 300K shares
$13.8M · 1.0M shares
$13.3M · 3.3M shares
$9.5M · 350K shares
$9.5M · 500K shares
$8.9M · 850K shares
$8.3M · 200K shares
$5.5M · 210K shares
$5.2M · 1.0M shares
$4.0M · 195K shares
$3.9M · 2.0M shares
$3.9M · 500K shares
$3.7M · 450K shares
$2.8M · 300K shares
$2.2M · 140K shares
$1.3M · 100K shares
$479K · 25K shares
Closed Positions (14)
$57.0M · 1.2M shares
$47.5M · 5.6M shares
$35.1M · 1.4M shares
$19.9M · 300K shares
$13.4M · 850K shares
$8.1M · 2.5M shares
$7.2M · 500K shares
$6.7M · 950K shares
$6.5M · 175K shares
$5.3M · 900K shares
$3.6M · 500K shares
$3.5M · 750K shares
$2.0M · 750K shares
$1.5M · 500K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Healthcare | 64 | $1.6B | 95.3% |
| Unknown | 3 | $78.0M | 4.7% |