Sponsored

The Analysis of Logos Global Management LP's Holdings & P&L

Currently, Logos Global Management LP holds 63 types of securities in its portfolio with a total value $1.9B. In the most recent quarter, they have increased their positions in RVMD (+2.0M shares, valued at $194.5M), ERAS (+11.2M shares, valued at $180.4M), IDYA (+3.5M shares, valued at $115.0M); initiated new positions in RVMD (+2.0M shares, valued at $194.5M), ERAS (+11.2M shares, valued at $180.4M), IDYA (+3.5M shares, valued at $115.0M).

1M P&L

+73.8M+4.21%

3M P&L

+153.5M+9.18%

HY P&L

+332.5M+22.27%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Biotechnology1.7B

94.6%

2Drug Manufacturers - Specialty & Generic59.8M

3.3%

3Drug Manufacturers - General36.7M

2.0%

Top Industries by Stock Count

1Biotechnology50 stocks

92.6%

2Drug Manufacturers - Specialty & Generic2 stocks

3.7%

3Diagnostics & Research1 stocks

1.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

RVMD REVOLUTION MEDICINES INC2.0M sharesnew addition2026-03-312026-05-15

ERAS ERASCA INC11.2M sharesnew addition2026-03-312026-05-15

IDYA IDEAYA BIOSCIENCES INC3.5M sharesnew addition2026-03-312026-05-15

PRAXIS PRECISION MEDICINES I PRAXIS PRECISION MEDICINES I285.0K sharesnew addition2026-03-312026-05-15

CNTA CENTESSA PHARMACEUTICALS PLC2.1M sharesnew addition2026-03-312026-05-15

TERN TERNS PHARMACEUTICALS INC1.5M sharesnew addition2026-03-312026-05-15

ABVX ABIVAX SA675.0K sharesnew addition2026-03-312026-05-15

TNGX TANGO THERAPEUTICS INC3.0M sharesnew addition2026-03-312026-05-15

Sponsored

CYTK CYTOKINETICS INC875.0K sharesnew addition2026-03-312026-05-15

OLMA OLEMA PHARMACEUTICALS INC3.2M sharesnew addition2026-03-312026-05-15

UTHR UNITED THERAPEUTICS CORP DEL80.0K sharesnew addition2026-03-312026-05-15

IMCR IMMUNOCORE HLDGS PLC1.5M sharesnew addition2026-03-312026-05-15

MDGL MADRIGAL PHARMACEUTICALS INC85.0K sharesnew addition2026-03-312026-05-15

RYTM RHYTHM PHARMACEUTICALS INC450.0K sharesnew addition2026-03-312026-05-15

CGON CG ONCOLOGY INC575.0K sharesnew addition2026-03-312026-05-15

MAZE MAZE THERAPEUTICS INC1.2M sharesnew addition2026-03-312026-05-15

Sponsored

BIIB BIOGEN INC200.0K sharesnew addition2026-03-312026-05-15

IRON DISC MEDICINE INC560.0K sharesnew addition2026-03-312026-05-15

DNTH DIANTHUS THERAPEUTICS INC400.0K sharesnew addition2026-03-312026-05-15

OCUL OCULAR THERAPEUTIX INC3.9M sharesnew addition2026-03-312026-05-15

TYRA TYRA BIOSCIENCES INC850.0K sharesnew addition2026-03-312026-05-15

TRVI TREVI THERAPEUTICS INC2.4M sharesnew addition2026-03-312026-05-15

MLTX MOONLAKE IMMUNOTHERAPEUTICS1.5M sharesnew addition2026-03-312026-05-15

IMVT IMMUNOVANT INC1.1M sharesnew addition2026-03-312026-05-15

Sponsored

XENE XENON PHARMACEUTICALS INC450.0K sharesnew addition2026-03-312026-05-15

RCUS ARCUS BIOSCIENCES INC1.2M sharesnew addition2026-03-312026-05-15

DYN DYNE THERAPEUTICS INC1.4M sharesnew addition2026-03-312026-05-15

GPCR STRUCTURE THERAPEUTICS INC500.0K sharesnew addition2026-03-312026-05-15

LBRX LB PHARMACEUTICALS INC915.0K sharesnew addition2026-03-312026-05-15

ELVN ENLIVEN THERAPEUTICS INC540.0K sharesnew addition2026-03-312026-05-15

DSGN DESIGN THERAPEUTICS INC1.9M sharesnew addition2026-03-312026-05-15

NERV MINERVA NEUROSCIENCES INC3.2M sharesnew addition2026-03-312026-05-15

Sponsored

NAMS NEWAMSTERDAM PHARMA COMPANY600.0K sharesnew addition2026-03-312026-05-15

MIRM MIRUM PHARMACEUTICALS INC200.0K sharesnew addition2026-03-312026-05-15

PCVX VAXCYTE INC300.0K sharesnew addition2026-03-312026-05-15

ACAD ACADIA PHARMACEUTICALS INC750.0K sharesnew addition2026-03-312026-05-15

CMPX COMPASS THERAPEUTICS INC3.1M sharesnew addition2026-03-312026-05-15

CLDX CELLDEX THERAPEUTICS INC NEW450.0K sharesnew addition2026-03-312026-05-15

JANX JANUX THERAPEUTICS INC1.0M sharesnew addition2026-03-312026-05-15

VOR VOR BIOPHARMA INC750.0K sharesnew addition2026-03-312026-05-15

Sponsored

ALKS ALKERMES PLC350.0K sharesnew addition2026-03-312026-05-15

ORIC ORIC PHARMACEUTICALS INC950.0K sharesnew addition2026-03-312026-05-15

IMMX IMMIX BIOPHARMA INC1.2M sharesnew addition2026-03-312026-05-15

TENAX THERAPEUTICS INC TENAX THERAPEUTICS INC625.0K sharesnew addition2026-03-312026-05-15

AMLX AMYLYX PHARMACEUTICALS INC700.0K sharesnew addition2026-03-312026-05-15

CRESCENT BIOPHARMA INC. CRESCENT BIOPHARMA INC.482.5K sharesnew addition2026-03-312026-05-15

SOLENO THERAPEUTICS INC SOLENO THERAPEUTICS INC250.0K sharesnew addition2026-03-312026-05-15

AVBP ARRIVENT BIOPHARMA INC350.0K sharesnew addition2026-03-312026-05-15

Sponsored

RLAY RELAY THERAPEUTICS INC750.0K sharesnew addition2026-03-312026-05-15

CRVS CORVUS PHARMACEUTICALS INC450.0K sharesnew addition2026-03-312026-05-15

MGTX MEIRAGTX HLDGS PLC700.0K sharesnew addition2026-03-312026-05-15

JBIO JADE BIOSCIENCES INC400.0K sharesnew addition2026-03-312026-05-15

VERASTEM INC VERASTEM INC1.0M sharesnew addition2026-03-312026-05-15

AVALO THERAPEUTICS INC AVALO THERAPEUTICS INC300.0K sharesnew addition2026-03-312026-05-15

UNCY UNICYCIVE THERAPEUTICS INC473.6K sharesnew addition2026-03-312026-05-15

IBIO INC IBIO INC1.3M sharesnew addition2026-03-312026-05-15

Sponsored

PALATIN TECHNOLOGIES INC PALATIN TECHNOLOGIES INC140.0K sharesnew addition2026-03-312026-05-15

ACRS ACLARIS THERAPEUTICS INC500.0K sharesnew addition2026-03-312026-05-15

PHVS PHARVARIS N V65.0K sharesnew addition2026-03-312026-05-15

VERADERMICS INC VERADERMICS INC25.0K sharesnew addition2026-03-312026-05-15

SNSE SENSEI BIOTHERAPEUTICS INC30.0K sharesnew addition2026-03-312026-05-15

SEPN SEPTERNA INC23.5K sharesnew addition2026-03-312026-05-15

GUTS FRACTYL HEALTH INC1.0M sharesnew addition2026-03-312026-05-15

RVMD

REVOLUTION MEDICINES INC

New

Shares2.0M

Event2026-03-31

Filed2026-05-15

ERAS

ERASCA INC

New

Shares11.2M

Event2026-03-31

Filed2026-05-15

IDYA

IDEAYA BIOSCIENCES INC

New

Shares3.5M

Event2026-03-31

Filed2026-05-15

PRAXIS PRECISION MEDICINES I

New

Shares285.0K

Event2026-03-31

Filed2026-05-15

CNTA

CENTESSA PHARMACEUTICALS PLC

New

Shares2.1M

Event2026-03-31

Filed2026-05-15

TERN

TERNS PHARMACEUTICALS INC

New

Shares1.5M

Event2026-03-31

Filed2026-05-15

ABVX

ABIVAX SA

New

Shares675.0K

Event2026-03-31

Filed2026-05-15

TNGX

TANGO THERAPEUTICS INC

New

Shares3.0M

Event2026-03-31

Filed2026-05-15

CYTK

CYTOKINETICS INC

New

Shares875.0K

Event2026-03-31

Filed2026-05-15

OLMA

OLEMA PHARMACEUTICALS INC

New

Shares3.2M

Event2026-03-31

Filed2026-05-15

UTHR

UNITED THERAPEUTICS CORP DEL

New

Shares80.0K

Event2026-03-31

Filed2026-05-15

IMCR

IMMUNOCORE HLDGS PLC

New

Shares1.5M

Event2026-03-31

Filed2026-05-15

MDGL

MADRIGAL PHARMACEUTICALS INC

New

Shares85.0K

Event2026-03-31

Filed2026-05-15

RYTM

RHYTHM PHARMACEUTICALS INC

New

Shares450.0K

Event2026-03-31

Filed2026-05-15

CGON

CG ONCOLOGY INC

New

Shares575.0K

Event2026-03-31

Filed2026-05-15

MAZE

MAZE THERAPEUTICS INC

New

Shares1.2M

Event2026-03-31

Filed2026-05-15

BIIB

BIOGEN INC

New

Shares200.0K

Event2026-03-31

Filed2026-05-15

IRON

DISC MEDICINE INC

New

Shares560.0K

Event2026-03-31

Filed2026-05-15

DNTH

DIANTHUS THERAPEUTICS INC

New

Shares400.0K

Event2026-03-31

Filed2026-05-15

OCUL

OCULAR THERAPEUTIX INC

New

Shares3.9M

Event2026-03-31

Filed2026-05-15

TYRA

TYRA BIOSCIENCES INC

New

Shares850.0K

Event2026-03-31

Filed2026-05-15

TRVI

TREVI THERAPEUTICS INC

New

Shares2.4M

Event2026-03-31

Filed2026-05-15

MLTX

MOONLAKE IMMUNOTHERAPEUTICS

New

Shares1.5M

Event2026-03-31

Filed2026-05-15

IMVT

IMMUNOVANT INC

New

Shares1.1M

Event2026-03-31

Filed2026-05-15

XENE

XENON PHARMACEUTICALS INC

New

Shares450.0K

Event2026-03-31

Filed2026-05-15

RCUS

ARCUS BIOSCIENCES INC

New

Shares1.2M

Event2026-03-31

Filed2026-05-15

DYN

DYNE THERAPEUTICS INC

New

Shares1.4M

Event2026-03-31

Filed2026-05-15

GPCR

STRUCTURE THERAPEUTICS INC

New

Shares500.0K

Event2026-03-31

Filed2026-05-15

LBRX

LB PHARMACEUTICALS INC

New

Shares915.0K

Event2026-03-31

Filed2026-05-15

ELVN

ENLIVEN THERAPEUTICS INC

New

Shares540.0K

Event2026-03-31

Filed2026-05-15

DSGN

DESIGN THERAPEUTICS INC

New

Shares1.9M

Event2026-03-31

Filed2026-05-15

NERV

MINERVA NEUROSCIENCES INC

New

Shares3.2M

Event2026-03-31

Filed2026-05-15

NAMS

NEWAMSTERDAM PHARMA COMPANY

New

Shares600.0K

Event2026-03-31

Filed2026-05-15

MIRM

MIRUM PHARMACEUTICALS INC

New

Shares200.0K

Event2026-03-31

Filed2026-05-15

PCVX

VAXCYTE INC

New

Shares300.0K

Event2026-03-31

Filed2026-05-15

ACAD

ACADIA PHARMACEUTICALS INC

New

Shares750.0K

Event2026-03-31

Filed2026-05-15

CMPX

COMPASS THERAPEUTICS INC

New

Shares3.1M

Event2026-03-31

Filed2026-05-15

CLDX

CELLDEX THERAPEUTICS INC NEW

New

Shares450.0K

Event2026-03-31

Filed2026-05-15

JANX

JANUX THERAPEUTICS INC

New

Shares1.0M

Event2026-03-31

Filed2026-05-15

VOR

VOR BIOPHARMA INC

New

Shares750.0K

Event2026-03-31

Filed2026-05-15

ALKS

ALKERMES PLC

New

Shares350.0K

Event2026-03-31

Filed2026-05-15

ORIC

ORIC PHARMACEUTICALS INC

New

Shares950.0K

Event2026-03-31

Filed2026-05-15

IMMX

IMMIX BIOPHARMA INC

New

Shares1.2M

Event2026-03-31

Filed2026-05-15

TENAX THERAPEUTICS INC

New

Shares625.0K

Event2026-03-31

Filed2026-05-15

AMLX

AMYLYX PHARMACEUTICALS INC

New

Shares700.0K

Event2026-03-31

Filed2026-05-15

CRESCENT BIOPHARMA INC.

New

Shares482.5K

Event2026-03-31

Filed2026-05-15

SOLENO THERAPEUTICS INC

New

Shares250.0K

Event2026-03-31

Filed2026-05-15

AVBP

ARRIVENT BIOPHARMA INC

New

Shares350.0K

Event2026-03-31

Filed2026-05-15

RLAY

RELAY THERAPEUTICS INC

New

Shares750.0K

Event2026-03-31

Filed2026-05-15

CRVS

CORVUS PHARMACEUTICALS INC

New

Shares450.0K

Event2026-03-31

Filed2026-05-15

MGTX

MEIRAGTX HLDGS PLC

New

Shares700.0K

Event2026-03-31

Filed2026-05-15

JBIO

JADE BIOSCIENCES INC

New

Shares400.0K

Event2026-03-31

Filed2026-05-15

VERASTEM INC

New

Shares1.0M

Event2026-03-31

Filed2026-05-15

AVALO THERAPEUTICS INC

New

Shares300.0K

Event2026-03-31

Filed2026-05-15

UNCY

UNICYCIVE THERAPEUTICS INC

New

Shares473.6K

Event2026-03-31

Filed2026-05-15

IBIO INC

New

Shares1.3M

Event2026-03-31

Filed2026-05-15

PALATIN TECHNOLOGIES INC

New

Shares140.0K

Event2026-03-31

Filed2026-05-15

ACRS

ACLARIS THERAPEUTICS INC

New

Shares500.0K

Event2026-03-31

Filed2026-05-15

PHVS

PHARVARIS N V

New

Shares65.0K

Event2026-03-31

Filed2026-05-15

VERADERMICS INC

New

Shares25.0K

Event2026-03-31

Filed2026-05-15

SNSE

SENSEI BIOTHERAPEUTICS INC

New

Shares30.0K

Event2026-03-31

Filed2026-05-15

SEPN

SEPTERNA INC

New

Shares23.5K

Event2026-03-31

Filed2026-05-15

GUTS

FRACTYL HEALTH INC

New

Shares1.0M

Event2026-03-31

Filed2026-05-15

Call Option Holdings

TERN Call CallTERNS PHARMACEUTICALS INC500.0K sharesnew addition2026-03-312026-05-15

ELVN Call CallENLIVEN THERAPEUTICS INC500.0K sharesnew addition2026-03-312026-05-15

AVALO THERAPEUTICS INC Call CallAVALO THERAPEUTICS INC1.0M sharesnew addition2026-03-312026-05-15

TERN Call

TERNS PHARMACEUTICALS INC

New

Shares500.0K

Event2026-03-31

Filed2026-05-15

ELVN Call

ENLIVEN THERAPEUTICS INC

New

Shares500.0K

Event2026-03-31

Filed2026-05-15

AVALO THERAPEUTICS INC Call

AVALO THERAPEUTICS INC

New

Shares1.0M

Event2026-03-31

Filed2026-05-15

Put Option Holdings

No put option holdings data available