Filed: 2/17/2026ACC: 0001172661-26-001209
📋 What this filing means
LOGOS GLOBAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 67 equity positions with a total reported market value of $1.65B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
67
Positions
$1.65B
Total AUM (reported)
73.03M
Total Shares
Allocation by class
COM$1.13B68.1%
COM NEW$250.15M15.1%
SPONSORED ADS$101.15M6.1%
SHS USD$34.00M2.1%
ADS$29.50M1.8%
COM SHS$26.71M1.6%
SHS$25.08M1.5%
Portfolio Concentration
Top 3$473.07M28.6%
4–10$375.72M22.7%
11–25$454.40M27.5%
Rest$351.78M21.3%
Top 3 weight
28.6%
Top 10 weight
51.3%
Voting Authority Distribution
Total shares with voting rights: 73.03M
Sole
Full voting authority
73.03M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole67
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings67
Rows:
REVOLUTION MEDICINES INC
SOLEShares3M
TypeSH
Market value$238.95M
14.44%
Sole
3M
Shared
0.00
None
0.00
IDEAYA BIOSCIENCES INC
SOLEShares3.58M
TypeSH
Market value$123.59M
7.47%
Sole
3.58M
Shared
0.00
None
0.00
PRAXIS PRECISION MEDICINES I
SOLEShares375K
TypeSH
Market value$110.53M
6.68%
Sole
375K
Shared
0.00
None
0.00
OLEMA PHARMACEUTICALS INC
SOLEShares3.21M
TypeSH
Market value$80.22M
4.85%
Sole
3.21M
Shared
0.00
None
0.00
CIDARA THERAPEUTICS INC
SOLEShares310K
TypeSH
Market value$68.48M
4.14%
Sole
310K
Shared
0.00
None
0.00
ABIVAX SA
SOLEShares400K
TypeSH
Market value$53.94M
3.26%
Sole
400K
Shared
0.00
None
0.00
ERASCA INC
SOLEShares13M
TypeSH
Market value$48.36M
2.92%
Sole
13M
Shared
0.00
None
0.00
OCULAR THERAPEUTIX INC
SOLEShares3.50M
TypeSH
Market value$42.49M
2.57%
Sole
3.50M
Shared
0.00
None
0.00
STRUCTURE THERAPEUTICS INC
SOLEShares600K
TypeSH
Market value$41.73M
2.52%
Sole
600K
Shared
0.00
None
0.00
DISC MEDICINE INC
SOLEShares510K
TypeSH
Market value$40.50M
2.45%
Sole
510K
Shared
0.00
None
0.00
MAZE THERAPEUTICS INC
SOLEShares950K
TypeSH
Market value$39.36M
2.38%
Sole
950K
Shared
0.00
None
0.00
TANGO THERAPEUTICS INC
SOLEShares4.20M
TypeSH
Market value$37.21M
2.25%
Sole
4.20M
Shared
0.00
None
0.00
AVIDITY BIOSCIENCES INC
SOLEShares500K
TypeSH
Market value$36.06M
2.18%
Sole
500K
Shared
0.00
None
0.00
BIOGEN INC
SOLEShares200K
TypeSH
Market value$35.20M
2.13%
Sole
200K
Shared
0.00
None
0.00
IMMUNOVANT INC
SOLEShares1.38M
TypeSH
Market value$34.95M
2.11%
Sole
1.38M
Shared
0.00
None
0.00
JAZZ PHARMACEUTICALS PLC
SOLEShares200K
TypeSH
Market value$34.00M
2.05%
Sole
200K
Shared
0.00
None
0.00
TERNS PHARMACEUTICALS INC
SOLEShares750K
TypeSH
Market value$30.30M
1.83%
Sole
750K
Shared
0.00
None
0.00
VAXCYTE INC
SOLEShares650K
TypeSH
Market value$29.99M
1.81%
Sole
650K
Shared
0.00
None
0.00
IMMUNOCORE HLDGS PLC
SOLEShares850K
TypeSH
Market value$29.50M
1.78%
Sole
850K
Shared
0.00
None
0.00
LB PHARMACEUTICALS INC
SOLEShares1.20M
TypeSH
Market value$26.71M
1.61%
Sole
1.20M
Shared
0.00
None
0.00
APELLIS PHARMACEUTICALS INC
SOLEShares1M
TypeSH
Market value$25.12M
1.52%
Sole
1M
Shared
0.00
None
0.00
ARCUS BIOSCIENCES INC
SOLEShares1.05M
TypeSH
Market value$25.02M
1.51%
Sole
1.05M
Shared
0.00
None
0.00
DYNE THERAPEUTICS INC
SOLEShares1.25M
TypeSH
Market value$24.45M
1.48%
Sole
1.25M
Shared
0.00
None
0.00
DESIGN THERAPEUTICS INC
SOLEShares2.50M
TypeSH
Market value$23.45M
1.42%
Sole
2.50M
Shared
0.00
None
0.00
MOONLAKE IMMUNOTHERAPEUTICS
SOLEShares1.75M
TypeSH
Market value$23.07M
1.39%
Sole
1.75M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
REVOLUTION MEDICINES INCSOLE | COM | 3M | SH | $238.95M 14.44% | 3M | 0.00 | 0.00 |
IDEAYA BIOSCIENCES INCSOLE | COM | 3.58M | SH | $123.59M 7.47% | 3.58M | 0.00 | 0.00 |
PRAXIS PRECISION MEDICINES ISOLE | COM NEW | 375K | SH | $110.53M 6.68% | 375K | 0.00 | 0.00 |
OLEMA PHARMACEUTICALS INCSOLE | COM | 3.21M | SH | $80.22M 4.85% | 3.21M | 0.00 | 0.00 |
CIDARA THERAPEUTICS INCSOLE | COM NEW | 310K | SH | $68.48M 4.14% | 310K | 0.00 | 0.00 |
ABIVAX SASOLE | SPONSORED ADS | 400K | SH | $53.94M 3.26% | 400K | 0.00 | 0.00 |
ERASCA INCSOLE | COM | 13M | SH | $48.36M 2.92% | 13M | 0.00 | 0.00 |
OCULAR THERAPEUTIX INCSOLE | COM | 3.50M | SH | $42.49M 2.57% | 3.50M | 0.00 | 0.00 |
STRUCTURE THERAPEUTICS INCSOLE | SPONSORED ADS | 600K | SH | $41.73M 2.52% | 600K | 0.00 | 0.00 |
DISC MEDICINE INCSOLE | COM | 510K | SH | $40.50M 2.45% | 510K | 0.00 | 0.00 |
MAZE THERAPEUTICS INCSOLE | COM | 950K | SH | $39.36M 2.38% | 950K | 0.00 | 0.00 |
TANGO THERAPEUTICS INCSOLE | COM | 4.20M | SH | $37.21M 2.25% | 4.20M | 0.00 | 0.00 |
AVIDITY BIOSCIENCES INCSOLE | COM | 500K | SH | $36.06M 2.18% | 500K | 0.00 | 0.00 |
BIOGEN INCSOLE | COM | 200K | SH | $35.20M 2.13% | 200K | 0.00 | 0.00 |
IMMUNOVANT INCSOLE | COM | 1.38M | SH | $34.95M 2.11% | 1.38M | 0.00 | 0.00 |
JAZZ PHARMACEUTICALS PLCSOLE | SHS USD | 200K | SH | $34.00M 2.05% | 200K | 0.00 | 0.00 |
TERNS PHARMACEUTICALS INCSOLE | COM | 750K | SH | $30.30M 1.83% | 750K | 0.00 | 0.00 |
VAXCYTE INCSOLE | COM | 650K | SH | $29.99M 1.81% | 650K | 0.00 | 0.00 |
IMMUNOCORE HLDGS PLCSOLE | ADS | 850K | SH | $29.50M 1.78% | 850K | 0.00 | 0.00 |
LB PHARMACEUTICALS INCSOLE | COM SHS | 1.20M | SH | $26.71M 1.61% | 1.20M | 0.00 | 0.00 |
APELLIS PHARMACEUTICALS INCSOLE | COM | 1M | SH | $25.12M 1.52% | 1M | 0.00 | 0.00 |
ARCUS BIOSCIENCES INCSOLE | COM | 1.05M | SH | $25.02M 1.51% | 1.05M | 0.00 | 0.00 |
DYNE THERAPEUTICS INCSOLE | COM | 1.25M | SH | $24.45M 1.48% | 1.25M | 0.00 | 0.00 |
DESIGN THERAPEUTICS INCSOLE | COM | 2.50M | SH | $23.45M 1.42% | 2.50M | 0.00 | 0.00 |
MOONLAKE IMMUNOTHERAPEUTICSSOLE | CLASS A ORD | 1.75M | SH | $23.07M 1.39% | 1.75M | 0.00 | 0.00 |
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