Q2 2026 13F · SEC CIK 1792126

Logos Global Management LP

Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $2.3B
Reported positions: 68
Top holdings a year, 3 yrs: +34.6%
Average holding period: 1.7 yrs

Logos Global Management LP is a hedge fund that reported 68 positions worth $2.3B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Erasca, Inc. (ERAS, 9.6%), Abivax SA (ABVX, 5.9%), Revolution Medicines Inc (RVMD, 5.6%). A portfolio copying its top holdings returned 34.6% a year over the last 3 years, against 20.4% for the S&P 500.

Logos Global Management LP holdings largest 50 of 68 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Logos Global Management LP 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
ERASErasca, Inc.	9.6%	9.3%	12,150,000	+9.0%	$222.6M
ABVXAbivax SA	5.9%	3.9%	1,024,000	+51.7%	$136.5M
RVMDRevolution Medicines Inc	5.6%	10.0%	700,000	-65.0%	$131.1M
IDYAIdeaya Biosciences Inc	4.8%	5.9%	3,000,000	-13.0%	$111.8M
BNTXBiontech SE	4.1%	—	1,015,000	—	$94.4M
VERAVera Therapeutics Inc Class A	4.1%	—	2,200,000	—	$94.4M
TNGXTango Therapeutics Inc	3.8%	3.2%	2,850,000	-5.0%	$89.1M
PRAXPraxis Precision Medicines I	3.7%	4.7%	260,000	-8.8%	$87.0M
CLDXCelldex Therapeutics Inc New	3.4%	0.7%	2,100,000	+366.7%	$78.1M
DNTHDianthus Therapeutics Inc	3.4%	1.7%	800,000	+100.0%	$78.0M
CGONCg Oncology Inc	3.1%	2.0%	1,000,000	+73.9%	$71.0M
IRONDisc Medicine Inc	2.8%	1.8%	875,000	+56.3%	$64.0M
MAZEMaze Therapeutics Inc	2.5%	1.9%	1,935,000	+56.7%	$57.7M
DYNDyne Therapeutics Inc	2.4%	1.3%	2,550,000	+82.1%	$56.6M
MLTXMoonlake Immunotherapeutics	2.2%	1.4%	2,675,000	+78.3%	$52.1M
OCULOcular Therapeutix Inc	2.2%	1.7%	5,300,000	+37.7%	$52.0M
DSGNDesign Therapeutics, Inc.	1.9%	1.1%	3,000,000	+53.8%	$43.4M
OLMAOlema Pharmaceuticals Inc	1.7%	2.5%	3,208,875	+0.0%	$40.1M
BLTEBelite Bio Inc	1.7%	—	250,000	—	$38.5M
ACHVAchieve Life Science Inc	1.5%	—	5,425,000	—	$35.4M
TRVITrevi Therapeutics Inc	1.5%	1.5%	1,880,000	-21.7%	$35.1M
COGTCogent Biosciences Inc	1.5%	—	900,000	—	$34.8M
AVBPArrivent Biopharma Inc	1.5%	0.4%	1,000,000	+185.7%	$34.7M
CBIOCrescent Biopharma Inc	1.5%	0.5%	1,900,000	+293.8%	$34.2M
CMPSCompass Pathways PLC	1.4%	—	2,250,000	—	$31.8M
MLYSMineralys Therapeutics Inc	1.2%	—	1,050,000	—	$28.3M
REPLReplimune Group Inc	1.2%	—	2,500,000	—	$27.7M
XENEXenon Pharmaceuticals Inc	1.2%	1.3%	450,000	+0.0%	$27.2M
GPCRStructure Therapeutics F Unspo	1.2%	1.2%	500,000	+0.0%	$26.8M
IMVTImmunovant Inc	1.1%	1.4%	665,000	-38.1%	$25.6M
008064206Jade Biosciences Inc	1.1%	—	1,125,000	—	$25.0M
ELVNEnliven Therapeutics Inc	1.0%	1.1%	465,000	-13.9%	$23.6M
MANEVeradermics Inc	1.0%	—	180,000	—	$22.1M
AVTXAvalo Therapeutics Inc	0.9%	—	1,150,000	—	$21.3M
RCUSArcus Biosciences Inc.	0.9%	1.3%	650,000	-45.8%	$20.0M
SMMTSummit Therapeutics Inc	0.8%	—	1,350,000	—	$19.7M
IMCRImmunocore Hldgs PLC	0.8%	2.3%	600,000	-60.0%	$19.1M
LBRXLB Pharmaceuticals, Inc.	0.8%	1.2%	585,000	-36.1%	$19.0M
NERVMinerva Neurosciences Inc	0.8%	1.0%	3,288,777	+2.3%	$18.3M
FTHFaeth Therapeutics Inc	0.8%	—	722,020	—	$18.1M
CRSPCrispr Therapeutics AG	0.7%	—	300,000	—	$16.4M
DBVTDbv Technologies S A	0.6%	—	915,000	—	$15.0M
PBLSParabilis Medicines, Inc.	0.6%	—	525,000	—	$14.4M
RYTMRhythm Pharmaceuticals Inc	0.6%	2.0%	125,000	-72.2%	$13.9M
VORVor Biopharma Inc	0.5%	0.7%	650,000	-13.3%	$12.0M
SRRKScholar Rock Hldg Corp	0.5%	—	200,000	—	$11.0M
IMMXImmix Biopharma Inc	0.4%	0.6%	1,000,000	-18.4%	$10.3M
QTTBQ32 Bio Inc	0.4%	—	800,000	—	$10.2M
ODTXOdyssey Therapeutics, Inc.	0.4%	—	521,736	—	$9.8M
ANNXAnnexon Inc	0.4%	—	1,500,000	—	$8.6M

What Logos Global Management LP bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +115.0% /yr; S&P 500 +20.1%
3 years: +34.6% /yr; S&P 500 +20.4%
5 years: +9.7% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$2.3B	68
Q1 2026	$1.9B	63
Q4 2025	$1.5B	64
Q3 2025	$1.0B	53
Q2 2025	$748.6M	45
Q1 2025	$562.5M	39
Q4 2024	$854.6M	47
Q3 2024	$892.7M	53
Q2 2024	$856.3M	48
Q1 2024	$950.2M	50
Q4 2023	$899.3M	47
Q3 2023	$701.0M	52

Questions about Logos Global Management LP's portfolio

What stocks does Logos Global Management LP own?

Logos Global Management LP's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 68 positions worth $2.3B. The largest are Erasca, Inc. (ERAS) at 9.6%, Abivax SA (ABVX) at 5.9%, Revolution Medicines Inc (RVMD) at 5.6%, Ideaya Biosciences Inc (IDYA) at 4.8% and Biontech SE (BNTX) at 4.1%.

What did Logos Global Management LP buy last quarter?

In Q2 2026, Logos Global Management LP added Celldex Therapeutics Inc New (CLDX) (+366.7% shares), Crescent Biopharma Inc (CBIO) (+293.8% shares) and Arrivent Biopharma Inc (AVBP) (+185.7% shares), compared with its Q1 2026 filing.

What did Logos Global Management LP sell last quarter?

In Q2 2026, Logos Global Management LP cut from its top 50 Centessa Pharmaceuticals PLC (CNTA), cut from its top 50 Terns Pharmaceuticals Inc (TERN), cut from its top 50 Cytokinetics (CYTK), cut from its top 50 United Therapeutics Corp Del (UTHR), cut from its top 50 Madrigal Pharmaceuticals Inc (MDGL), Rhythm Pharmaceuticals Inc (RYTM) (-72.2% shares), Revolution Medicines Inc (RVMD) (-65.0% shares) and Immunocore Hldgs PLC (IMCR) (-60.0% shares), compared with its Q1 2026 filing.

How has Logos Global Management LP's portfolio performed?

A portfolio copying Logos Global Management LP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +34.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +115.0% against +20.1%. Over 5 years: +9.7% a year against +11.6%.

When is Logos Global Management LP's next 13F filing due?

13F filings are due 45 days after each quarter ends. Logos Global Management LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.