The Analysis of Logos Global Management LP's Holdings


Currently, Logos Global Management LP holds 55 types of securities in its portfolio with a total value $1.0B. In the most recent quarter, they have increased their positions in ABVX (+415.0K shares, valued at $35.2M), VSTM (+3.0M shares, valued at $26.9M), PCVX (+625.0K shares, valued at $22.5M); decreased their positions in JAZZ (-250.0K shares, valued at $33.0M), IDYA (-1.1M shares, valued at $29.8M), KROS (-1.1M shares, valued at $18.2M); initiated new positions in ABVX (+415.0K shares, valued at $35.2M), PCVX (+625.0K shares, valued at $22.5M), PTGX (+300.0K shares, valued at $19.9M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
RVMD REVOLUTION MEDICINES INC1.8M shares2.94%2025-09-302025-11-14history
IDYA IDEAYA BIOSCIENCES INC2.3M shares-32.74%2025-09-302025-11-14history
AKRO AKERO THERAPEUTICS INC1.2M shares0.00%2025-09-302025-11-14history
ARVN ARVINAS INC5.6M shares68.94%2025-09-302025-11-14history
OCUL OCULAR THERAPEUTIX INC3.3M shares47.73%2025-09-302025-11-14history
CDTX CIDARA THERAPEUTICS INC375.0K shares97.37%2025-09-302025-11-14history
VSTM VERASTEM INC4.0M shares305.00%2025-09-302025-11-14history
ABVX ABIVAX SA415.0K sharesnew addition2025-09-302025-11-14history
Sponsored
ERAS ERASCA INC15.2M shares1.00%2025-09-302025-11-14history
MAZE MAZE THERAPEUTICS INC1.2M shares100.57%2025-09-302025-11-14history
OLMA OLEMA PHARMACEUTICALS INC3.2M shares0.00%2025-09-302025-11-14history
IMCR IMMUNOCORE HLDGS PLC850.0K shares47.83%2025-09-302025-11-14history
DYN DYNE THERAPEUTICS INC2.4M shares26.32%2025-09-302025-11-14history
IRON DISC MEDICINE INC450.0K shares-35.71%2025-09-302025-11-14history
DSGN DESIGN THERAPEUTICS INC3.7M shares-13.34%2025-09-302025-11-14history
JAZZ JAZZ PHARMACEUTICALS PLC200.0K shares-55.56%2025-09-302025-11-14history
Sponsored
RNA AVIDITY BIOSCIENCES INC600.0K shares-36.84%2025-09-302025-11-14history
GPCR STRUCTURE THERAPEUTICS INC850.0K shares0.00%2025-09-302025-11-14history
JANX JANUX THERAPEUTICS INC935.0K shares-6.50%2025-09-302025-11-14history
PCVX VAXCYTE INC625.0K sharesnew addition2025-09-302025-11-14history
RYTM RHYTHM PHARMACEUTICALS INC200.0K shares53.85%2025-09-302025-11-14history
TRVI TREVI THERAPEUTICS INC2.2M shares158.82%2025-09-302025-11-14history
PTGX PROTAGONIST THERAPEUTICS INC300.0K sharesnew addition2025-09-302025-11-14history
AMLX AMYLYX PHARMACEUTICALS INC1.4M sharesnew addition2025-09-302025-11-14history
Sponsored
LBRX LB PHARMACEUTICALS INC1.1M sharesnew addition2025-09-302025-11-14history
QURE UNIQURE NV300.0K sharesnew addition2025-09-302025-11-14history
KYMR KYMERA THERAPEUTICS INC250.0K sharesnew addition2025-09-302025-11-14history
BIIB BIOGEN INC100.0K shares-50.00%2025-09-302025-11-14history
ACLX ARCELLX INC165.0K sharesnew addition2025-09-302025-11-14history
KROS KEROS THERAPEUTICS INC850.0K shares-57.50%2025-09-302025-11-14history
CNTA CENTESSA PHARMACEUTICALS PLC525.0K sharesnew addition2025-09-302025-11-14history
TNGX TANGO THERAPEUTICS INC950.0K sharesnew addition2025-09-302025-11-14history
Sponsored
DNTH DIANTHUS THERAPEUTICS INC200.0K sharesnew addition2025-09-302025-11-14history
COGT COGENT BIOSCIENCES INC500.0K sharesnew addition2025-09-302025-11-14history
CMPX COMPASS THERAPEUTICS INC2.0M sharesnew addition2025-09-302025-11-14history
CBIO CRESCENT BIOPHARMA INC.600.0K shares8.36%2025-09-302025-11-14history
ELVN ENLIVEN THERAPEUTICS INC340.0K shares-2.86%2025-09-302025-11-14history
IMRX IMMUNEERING CORP950.0K sharesnew addition2025-09-302025-11-14history
PRAX PRAXIS PRECISION MEDICINES I125.0K shares-44.44%2025-09-302025-11-14history
SRRK SCHOLAR ROCK HLDG CORP175.0K sharesnew addition2025-09-302025-11-14history
Sponsored
JBIO JADE BIOSCIENCES INC625.0K shares0.00%2025-09-302025-11-14history
EPRX EUPRAXIA PHARMACEUTICALS INC900.0K sharesnew addition2025-09-302025-11-14history
IMVT IMMUNOVANT INC275.0K shares0.00%2025-09-302025-11-14history
IBIO 2.0M sharesnew addition2025-12-122025-12-19history
PHVS PHARVARIS N V150.0K sharesnew addition2025-09-302025-11-14history
ATXS ASTRIA THERAPEUTICS INC500.0K shares-28.57%2025-09-302025-11-14history
PEPG PEPGEN INC750.0K sharesnew addition2025-09-302025-11-14history
ACRS ACLARIS THERAPEUTICS INC1.5M shares-18.92%2025-09-302025-11-14history
Sponsored
UNCY UNICYCIVE THERAPEUTICS INC473.6K shares0.00%2025-09-302025-11-14history
ESPR ESPERION THERAPEUTICS INC NE750.0K sharesnew addition2025-09-302025-11-14history
SEPN SEPTERNA INC83.5K shares-23.49%2025-09-302025-11-14history
MREO MEREO BIOPHARMA GROUP PLC500.0K sharesnew addition2025-09-302025-11-14history
GUTS FRACTYL HEALTH INC500.0K sharesnew addition2025-09-302025-11-14history
NUVB.WS NUVATION BIO INC66.7K shares0.00%2025-09-302025-11-14history
PTNT 142.3K sharesnew addition2025-11-062025-11-14history

Call Option Holdings
RVMD Call CallREVOLUTION MEDICINES INC1.0M sharesnew addition2025-09-302025-11-14history
APLS Call CallAPELLIS PHARMACEUTICALS INC1.0M shares0.00%2025-09-302025-11-14history
IDYA Call CallIDEAYA BIOSCIENCES INC450.0K sharesnew addition2025-09-302025-11-14history
JANX Call CallJANUX THERAPEUTICS INC500.0K shares0.00%2025-09-302025-11-14history
LRMR Call CallLARIMAR THERAPEUTICS INC2.5M shares0.00%2025-09-302025-11-14history
ALEC Call CallALECTOR INC500.0K sharesnew addition2025-09-302025-11-14history

Put Option Holdings
No put option holdings data available