Holdings of Logos Global Management LP

Name: Holdings of Logos Global Management LP
Creator: Titelia
License: https://titelia.com/en/sources

· Original filing · Compare with another fund · Report an error

Net assets: -
Positions: 56 in 2 countries
Top ten: 53.7 % of the equity sleeve
Filed on: Mar 31, 2026

Portfolio shape

Positions

Rank	Company	Shares	Value
1	Revolution Medicines Inc	2,000,000	194.5M $
2	Erasca Inc	11,150,000	180.4M $
3	Ideaya Biosciences Inc	3,450,000	115M $
4	Praxis Precision Medicines Inc	285,000	91.8M $
5	CENTESSA PHARMACEUTICALS PLC	2,125,000	84.4M $
6	Terns Pharmaceuticals Inc	1,500,000	79.1M $
7	Abivax SA	675,000	75.2M $
8	Tango Therapeutics Inc	3,000,000	62.8M $
9	Cytokinetics Inc	875,000	57.7M $
10	Olema Pharmaceuticals Inc	3,208,875	47.8M $
11	United Therapeutics Corp	80,000	47.4M $
12	Immunocore Holdings PLC	1,500,000	45.2M $
13	Madrigal Pharmaceuticals Inc	85,000	44.5M $
14	Rhythm Pharmaceuticals Inc	450,000	39.1M $
15	CG oncology Inc	575,000	38.9M $
16	Maze Therapeutics Inc	1,235,000	36.9M $
17	Biogen Inc	200,000	36.7M $
18	Disc Medicine Inc	560,000	35.8M $
19	Dianthus Therapeutics Inc	400,000	33.6M $
20	Ocular Therapeutix Inc	3,850,000	32.6M $
21	Tyra Biosciences Inc	850,000	32.6M $
22	Trevi Therapeutics Inc	2,400,000	28.6M $
23	Immunovant Inc	1,075,000	26.7M $
24	Arcus Biosciences Inc	1,200,000	25.9M $
25	Dyne Therapeutics Inc	1,400,000	25.4M $
26	Structure Therapeutics Inc	500,000	24.1M $
27	LB Pharmaceuticals Inc	915,000	22.6M $
28	Enliven Therapeutics Inc	540,000	21.2M $
29	Design Therapeutics Inc	1,950,000	20.7M $
30	Minerva Neurosciences Inc	3,215,000	19.4M $
31	Mirum Pharmaceuticals Inc	200,000	18.5M $
32	Vaxcyte Inc	300,000	17.4M $
33	ACADIA Pharmaceuticals Inc	750,000	16.7M $
34	Compass Therapeutics Inc	3,150,000	16.7M $
35	Celldex Therapeutics Inc	450,000	14.3M $
36	Janux Therapeutics Inc	1,000,000	13.9M $
37	Vor BioPharma Inc	750,000	13.4M $
38	ORIC Pharmaceuticals Inc	950,000	12M $
39	Immix Biopharma Inc	1,225,000	11.2M $
40	Tenax Therapeutics Inc	625,000	10M $
41	Amylyx Pharmaceuticals Inc	700,000	9.7M $
42	Soleno Therapeutics Inc	250,000	8.4M $
43	ArriVent Biopharma Inc	350,000	8.1M $
44	Relay Therapeutics Inc	750,000	7.5M $
45	Corvus Pharmaceuticals Inc	450,000	6.6M $
46	JADE BIOSCIENCES INC	400,000	5.6M $
47	Verastem Inc	1,000,000	5.3M $
48	AVALO THERAPEUTICS INC	300,000	4.5M $
49	Unicycive Therapeutics Inc	473,563	3.1M $
50	IBIO INC	1,300,000	2.5M $
51	PALATIN TECHNOLOGIES INC	140,000	2.4M $
52	Aclaris Therapeutics Inc	500,000	1.9M $
53	VeraDermics Inc	25,000	1.6M $
54	SENSEI BIOTHERAPEUTICS INC	30,000	945.6K $
55	Septerna Inc	23,548	565.9K $
56	Fractyl Health Inc	1,000,000	457.8K $

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Sector breakdown

Health care 4.6 %
Unattributed 95.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

United States 95.9 %
France 4.1 %

Shares computed on the equity sleeve.

Rank	Country	Lines	Value	Share
1	United States	55	1.8B $	95.91 %
2	France	1	75.2M $	4.09 %

Cite this page

Titelia. "Holdings of Logos Global Management LP". https://titelia.com/en/funds/US13F1792126