# Logos Global Management LP: Form 13F holdings

An institutional investment manager in San Francisco, CA. SEC CIK 1792126.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $2.32bn
- Positions: 68 (68 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1792126/000117266126003529/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [ERASCA INC (ERAS)](/companies/eras.md) | COM | $222.6m | 9.6% | 12,150,000 |  | Added +1,000,000 |
| [ABIVAX SA (ABVX)](/companies/abvx.md) | SPONSORED ADS | $136.5m | 5.9% | 1,024,000 |  | Added +349,000 |
| [REVOLUTION MEDICINES INC (RVMD)](/companies/rvmd.md) | COM | $131.1m | 5.6% | 700,000 |  | Reduced −1,300,000 |
| [IDEAYA BIOSCIENCES INC (IDYA)](/companies/idya.md) | COM | $111.8m | 4.8% | 3,000,000 |  | Reduced −450,000 |
| [BIONTECH SE (BNTX)](/companies/bntx.md) | SPONSORED ADS | $94.4m | 4.1% | 1,015,000 |  | New +1,015,000 |
| [VERA THERAPEUTICS INC (VERA)](/companies/vera.md) | CL A | $94.4m | 4.1% | 2,200,000 |  | New +2,200,000 |
| [TANGO THERAPEUTICS INC (TNGX)](/companies/tngx.md) | COM | $89.1m | 3.8% | 2,850,000 |  | Reduced −150,000 |
| [PRAXIS PRECISION MEDICINES I (PRAX)](/companies/prax.md) | COM NEW | $87.0m | 3.7% | 260,000 |  | Reduced −25,000 |
| [CELLDEX THERAPEUTICS INC NEW (CLDX)](/companies/cldx.md) | COM NEW | $78.1m | 3.4% | 2,100,000 |  | Added +1,650,000 |
| [DIANTHUS THERAPEUTICS INC (DNTH)](/companies/dnth.md) | COM | $78.0m | 3.4% | 800,000 |  | Added +400,000 |
| [CG ONCOLOGY INC (CGON)](/companies/cgon.md) | COM | $71.0m | 3.1% | 1,000,000 |  | Added +425,000 |
| [DISC MEDICINE INC (IRON)](/companies/iron.md) | COM | $64.0m | 2.8% | 875,000 |  | Added +315,000 |
| [MAZE THERAPEUTICS INC (MAZE)](/companies/maze.md) | COM | $57.7m | 2.5% | 1,935,000 |  | Added +700,000 |
| [DYNE THERAPEUTICS INC (DYN)](/companies/dyn.md) | COM | $56.6m | 2.4% | 2,550,000 |  | Added +1,150,000 |
| [MOONLAKE IMMUNOTHERAPEUTICS (MLTX)](/companies/mltx.md) | CLASS A ORD | $52.1m | 2.2% | 2,675,000 |  | Added +1,175,000 |
| [OCULAR THERAPEUTIX INC (OCUL)](/companies/ocul.md) | COM | $52.0m | 2.2% | 5,300,000 |  | Added +1,450,000 |
| [DESIGN THERAPEUTICS INC (DSGN)](/companies/dsgn.md) | COM | $43.4m | 1.9% | 3,000,000 |  | Added +1,050,000 |
| [OLEMA PHARMACEUTICALS INC (OLMA)](/companies/olma.md) | COM | $40.1m | 1.7% | 3,208,875 |  | Unchanged |
| [BELITE BIO INC (BLTE)](/companies/blte.md) | SPONSORED ADS | $38.5m | 1.7% | 250,000 |  | New +250,000 |
| [ACHIEVE LIFE SCIENCE INC (ACHV)](/companies/achv.md) | COM | $35.4m | 1.5% | 5,425,000 |  | New +5,425,000 |
| [TREVI THERAPEUTICS INC (TRVI)](/companies/trvi.md) | COM | $35.1m | 1.5% | 1,880,000 |  | Reduced −520,000 |
| [COGENT BIOSCIENCES INC (COGT)](/companies/cogt.md) | COM | $34.8m | 1.5% | 900,000 |  | New +900,000 |
| [ARRIVENT BIOPHARMA INC (AVBP)](/companies/avbp.md) | COM | $34.7m | 1.5% | 1,000,000 |  | Added +650,000 |
| CRESCENT BIOPHARMA INC. | COM | $34.2m | 1.5% | 1,900,000 |  | Added +1,417,500 |
| [COMPASS PATHWAYS PLC (CMPS)](/companies/cmps.md) | SPONSORED ADS | $31.8m | 1.4% | 2,250,000 |  | New +2,250,000 |
| [MINERALYS THERAPEUTICS INC (MLYS)](/companies/mlys.md) | COM | $28.3m | 1.2% | 1,050,000 |  | New +1,050,000 |
| [REPLIMUNE GROUP INC (REPL)](/companies/repl.md) | COM | $27.7m | 1.2% | 2,500,000 |  | New +2,500,000 |
| [XENON PHARMACEUTICALS INC (XENE)](/companies/xene.md) | COM | $27.2m | 1.2% | 450,000 |  | Unchanged |
| [STRUCTURE THERAPEUTICS INC (GPCR)](/companies/gpcr.md) | SPONSORED ADS | $26.8m | 1.2% | 500,000 |  | Unchanged |
| [IMMUNOVANT INC (IMVT)](/companies/imvt.md) | COM | $25.6m | 1.1% | 665,000 |  | Reduced −410,000 |
| [JADE BIOSCIENCES INC (JBIO)](/companies/jbio.md) | COM NEW | $25.0m | 1.1% | 1,125,000 |  | Added +725,000 |
| [ENLIVEN THERAPEUTICS INC (ELVN)](/companies/elvn.md) | COM | $23.6m | 1.0% | 465,000 |  | Reduced −75,000 |
| [VERADERMICS INC (MANE)](/companies/mane.md) | COMMON STOCK | $22.1m | 1.0% | 180,000 |  | Added +155,000 |
| [AVALO THERAPEUTICS INC (AVTX)](/companies/avtx.md) | COM NEW | $21.3m | 0.9% | 1,150,000 |  | Added +850,000 |
| [ARCUS BIOSCIENCES INC (RCUS)](/companies/rcus.md) | COM | $20.0m | 0.9% | 650,000 |  | Reduced −550,000 |
| [SUMMIT THERAPEUTICS INC (SMMT)](/companies/smmt.md) | COM | $19.7m | 0.8% | 1,350,000 |  | New +1,350,000 |
| [IMMUNOCORE HLDGS PLC (IMCR)](/companies/imcr.md) | ADS | $19.1m | 0.8% | 600,000 |  | Reduced −900,000 |
| [LB PHARMACEUTICALS INC (LBRX)](/companies/lbrx.md) | COM SHS | $19.0m | 0.8% | 585,000 |  | Reduced −330,000 |
| [MINERVA NEUROSCIENCES INC (NERV)](/companies/nerv.md) | COM NEW | $18.3m | 0.8% | 3,288,777 |  | Added +73,777 |
| [FAETH THERAPEUTICS INC (FTH)](/companies/fth.md) | COM NEW | $18.1m | 0.8% | 722,020 |  | Added +692,020 |
| CRISPR THERAPEUTICS AG | NAMEN AKT | $16.4m | 0.7% | 300,000 |  | New +300,000 |
| [DBV TECHNOLOGIES S A (DBVT)](/companies/dbvt.md) | SPONSORED ADS | $15.0m | 0.6% | 915,000 |  | New +915,000 |
| [PARABILIS MEDICINES INC (PBLS)](/companies/pbls.md) | COM | $14.4m | 0.6% | 525,000 |  | New +525,000 |
| [RHYTHM PHARMACEUTICALS INC (RYTM)](/companies/rytm.md) | COM | $13.9m | 0.6% | 125,000 |  | Reduced −325,000 |
| [VOR BIOPHARMA INC (VOR)](/companies/vor.md) | COM NEW | $12.0m | 0.5% | 650,000 |  | Reduced −100,000 |
| [SCHOLAR ROCK HLDG CORP (SRRK)](/companies/srrk.md) | COM | $11.0m | 0.5% | 200,000 |  | New +200,000 |
| [IMMIX BIOPHARMA INC (IMMX)](/companies/immx.md) | COM | $10.3m | 0.4% | 1,000,000 |  | Reduced −225,000 |
| [Q32 BIO INC (QTTB)](/companies/qttb.md) | COM | $10.2m | 0.4% | 800,000 |  | New +800,000 |
| [ODYSSEY THERAPEUTICS INC (ODTX)](/companies/odtx.md) | COMMON STOCK | $9.8m | 0.4% | 521,736 |  | New +521,736 |
| [ANNEXON INC (ANNX)](/companies/annx.md) | COM | $8.6m | 0.4% | 1,500,000 |  | New +1,500,000 |
| [EDITAS MEDICINE INC (EDIT)](/companies/edit.md) | COM | $7.2m | 0.3% | 2,222,000 |  | New +2,222,000 |
| [RELAY THERAPEUTICS INC (RLAY)](/companies/rlay.md) | COM | $6.5m | 0.3% | 350,000 |  | Reduced −400,000 |
| [ACADIA PHARMACEUTICALS INC (ACAD)](/companies/acad.md) | COM | $6.3m | 0.3% | 250,000 |  | Reduced −500,000 |
| [AMYLYX PHARMACEUTICALS INC (AMLX)](/companies/amlx.md) | COM | $6.3m | 0.3% | 350,000 |  | Reduced −350,000 |
| CYBIN INC | COM NEW | $5.0m | 0.2% | 750,000 |  | New +750,000 |
| [ONKURE THERAPEUTICS INC (OKUR)](/companies/okur.md) | COM CL A | $4.4m | 0.2% | 963,855 |  | New +963,855 |
| [TENAX THERAPEUTICS INC (TENX)](/companies/tenx.md) | COM NEW | $4.4m | 0.2% | 300,000 |  | Reduced −325,000 |
| [DEFINIUM THERAPEUTICS INC (DFTX)](/companies/dftx.md) | COM SHS | $3.8m | 0.2% | 80,000 |  | New +80,000 |
| [UNICYCIVE THERAPEUTICS INC (UNCY)](/companies/uncy.md) | COM NEW | $2.2m | <0.1% | 473,563 |  | Unchanged |
| [PALATIN TECHNOLOGIES INC (PTN)](/companies/ptn.md) | COM NEW | $1.4m | <0.1% | 130,000 |  | Reduced −10,000 |
| UNIQURE NV | SHS | $1.4m | <0.1% | 30,000 |  | New +30,000 |
| JATT II ACQUISITION CORP | ORD SHS | $1.1m | <0.1% | 100,000 |  | New +100,000 |
| RESEARCH ALLIANCE CORP III | ORD SHS CL A | $1.1m | <0.1% | 100,000 |  | New +100,000 |
| [ACLARIS THERAPEUTICS INC (ACRS)](/companies/acrs.md) | COM | $1.1m | <0.1% | 200,000 |  | Reduced −300,000 |
| LONGEVERON INC | CL A NEW | $904.8k | <0.1% | 1,287,000 |  | New +1,287,000 |
| FRACTYL HEALTH INC | COM | $794.4k | <0.1% | 1,000,000 |  | Unchanged |
| [SEPTERNA INC (SEPN)](/companies/sepn.md) | COM | $788.6k | <0.1% | 23,548 |  | Unchanged |
| AMANAT ACQUISITION CORP | CL A ORD | $508.0k | <0.1% | 50,000 |  | New +50,000 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| ALKERMES PLC | SHS | $0 | 0.0% | 0 |  | Sold out −350,000 |
| [AVALO THERAPEUTICS INC (AVTX)](/companies/avtx.md) | COM NEW | $0 | 0.0% | 0 | Call | Sold out −1,000,000 |
| [BIOGEN INC (BIIB)](/companies/biib.md) | COM | $0 | 0.0% | 0 |  | Sold out −200,000 |
| CENTESSA PHARMACEUTICALS PLC | SPONSORED ADS | $0 | 0.0% | 0 |  | Sold out −2,125,000 |
| [COMPASS THERAPEUTICS INC (CMPX)](/companies/cmpx.md) | COM | $0 | 0.0% | 0 |  | Sold out −3,150,000 |
| [CORVUS PHARMACEUTICALS INC (CRVS)](/companies/crvs.md) | COM | $0 | 0.0% | 0 |  | Sold out −450,000 |
| [CYTOKINETICS INC (CYTK)](/companies/cytk.md) | COM NEW | $0 | 0.0% | 0 |  | Sold out −875,000 |
| [ENLIVEN THERAPEUTICS INC (ELVN)](/companies/elvn.md) | COM | $0 | 0.0% | 0 | Call | Sold out −500,000 |
| [IBIO INC (IBIO)](/companies/ibio.md) | COM NEW | $0 | 0.0% | 0 |  | Sold out −1,300,000 |
| [JANUX THERAPEUTICS INC (JANX)](/companies/janx.md) | COM | $0 | 0.0% | 0 |  | Sold out −1,000,000 |
| [MADRIGAL PHARMACEUTICALS INC (MDGL)](/companies/mdgl.md) | COM | $0 | 0.0% | 0 |  | Sold out −85,000 |
| MEIRAGTX HLDGS PLC | COM | $0 | 0.0% | 0 |  | Sold out −700,000 |
| [MIRUM PHARMACEUTICALS INC (MIRM)](/companies/mirm.md) | COM | $0 | 0.0% | 0 |  | Sold out −200,000 |
| NEWAMSTERDAM PHARMA COMPANY | ORDINARY SHARES | $0 | 0.0% | 0 |  | Sold out −600,000 |
| [ORIC PHARMACEUTICALS INC (ORIC)](/companies/oric.md) | COM | $0 | 0.0% | 0 |  | Sold out −950,000 |
| PHARVARIS N V | COM | $0 | 0.0% | 0 |  | Sold out −65,000 |
| SOLENO THERAPEUTICS INC | COM | $0 | 0.0% | 0 |  | Sold out −250,000 |
| TERNS PHARMACEUTICALS INC | COM | $0 | 0.0% | 0 |  | Sold out −1,500,000 |
| TERNS PHARMACEUTICALS INC | COM | $0 | 0.0% | 0 | Call | Sold out −500,000 |
| [TYRA BIOSCIENCES INC (TYRA)](/companies/tyra.md) | COM | $0 | 0.0% | 0 |  | Sold out −850,000 |
| [UNITED THERAPEUTICS CORP DEL (UTHR)](/companies/uthr.md) | COM | $0 | 0.0% | 0 |  | Sold out −80,000 |
| [VAXCYTE INC (PCVX)](/companies/pcvx.md) | COM | $0 | 0.0% | 0 |  | Sold out −300,000 |
| [VERASTEM INC (VSTM)](/companies/vstm.md) | COM NEW | $0 | 0.0% | 0 |  | Sold out −1,000,000 |

Source: SEC EDGAR, Form 13F-HR, accession 0001172661-26-003529. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.