Filed: 5/15/2026ACC: 0001172661-26-002196
📋 What this filing means
LOGOS GLOBAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 63 equity positions with a total reported market value of $2.00B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
63
Positions
$2.00B
Total AUM (reported)
74.49M
Total Shares
Allocation by class
COM$1.44B72.1%
COM NEW$245.81M12.3%
SPONSORED ADS$183.67M9.2%
ADS$45.23M2.3%
CLASS A ORD$27.96M1.4%
COM SHS$22.56M1.1%
ORDINARY SHARES$19.21M1.0%
Portfolio Concentration
Top 3$489.86M24.5%
4–10$525.11M26.2%
11–25$547.34M27.3%
Rest$440.60M22.0%
Top 3 weight
24.5%
Top 10 weight
50.7%
Voting Authority Distribution
Total shares with voting rights: 74.49M
Sole
Full voting authority
74.49M
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)
Sole63
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings63
Rows:
REVOLUTION MEDICINES INC
SOLEShares2M
TypeSH
Market value$194.50M
9.71%
Sole
2M
Shared
0.00
None
0.00
ERASCA INC
SOLEShares11.15M
TypeSH
Market value$180.41M
9.01%
Sole
11.15M
Shared
0.00
None
0.00
IDEAYA BIOSCIENCES INC
SOLEShares3.45M
TypeSH
Market value$114.95M
5.74%
Sole
3.45M
Shared
0.00
None
0.00
TERNS PHARMACEUTICALS INC
SOLEShares2M
TypeSH
Market value$105.44M
5.26%
Sole
2M
Shared
0.00
None
0.00
PRAXIS PRECISION MEDICINES I
SOLEShares285K
TypeSH
Market value$91.82M
4.58%
Sole
285K
Shared
0.00
None
0.00
CENTESSA PHARMACEUTICALS PLC
SOLEShares2.13M
TypeSH
Market value$84.41M
4.21%
Sole
2.13M
Shared
0.00
None
0.00
ABIVAX SA
SOLEShares675K
TypeSH
Market value$75.16M
3.75%
Sole
675K
Shared
0.00
None
0.00
TANGO THERAPEUTICS INC
SOLEShares3M
TypeSH
Market value$62.76M
3.13%
Sole
3M
Shared
0.00
None
0.00
CYTOKINETICS INC
SOLEShares875K
TypeSH
Market value$57.67M
2.88%
Sole
875K
Shared
0.00
None
0.00
OLEMA PHARMACEUTICALS INC
SOLEShares3.21M
TypeSH
Market value$47.84M
2.39%
Sole
3.21M
Shared
0.00
None
0.00
UNITED THERAPEUTICS CORP DEL
SOLEShares80K
TypeSH
Market value$47.44M
2.37%
Sole
80K
Shared
0.00
None
0.00
IMMUNOCORE HLDGS PLC
SOLEShares1.50M
TypeSH
Market value$45.23M
2.26%
Sole
1.50M
Shared
0.00
None
0.00
MADRIGAL PHARMACEUTICALS INC
SOLEShares85K
TypeSH
Market value$44.49M
2.22%
Sole
85K
Shared
0.00
None
0.00
ENLIVEN THERAPEUTICS INC
SOLEShares1.04M
TypeSH
Market value$40.77M
2.04%
Sole
1.04M
Shared
0.00
None
0.00
RHYTHM PHARMACEUTICALS INC
SOLEShares450K
TypeSH
Market value$39.14M
1.95%
Sole
450K
Shared
0.00
None
0.00
CG ONCOLOGY INC
SOLEShares575K
TypeSH
Market value$38.92M
1.94%
Sole
575K
Shared
0.00
None
0.00
MAZE THERAPEUTICS INC
SOLEShares1.24M
TypeSH
Market value$36.86M
1.84%
Sole
1.24M
Shared
0.00
None
0.00
BIOGEN INC
SOLEShares200K
TypeSH
Market value$36.67M
1.83%
Sole
200K
Shared
0.00
None
0.00
DISC MEDICINE INC
SOLEShares560K
TypeSH
Market value$35.81M
1.79%
Sole
560K
Shared
0.00
None
0.00
DIANTHUS THERAPEUTICS INC
SOLEShares400K
TypeSH
Market value$33.57M
1.68%
Sole
400K
Shared
0.00
None
0.00
OCULAR THERAPEUTIX INC
SOLEShares3.85M
TypeSH
Market value$32.61M
1.63%
Sole
3.85M
Shared
0.00
None
0.00
TYRA BIOSCIENCES INC
SOLEShares850K
TypeSH
Market value$32.55M
1.63%
Sole
850K
Shared
0.00
None
0.00
TREVI THERAPEUTICS INC
SOLEShares2.40M
TypeSH
Market value$28.63M
1.43%
Sole
2.40M
Shared
0.00
None
0.00
MOONLAKE IMMUNOTHERAPEUTICS
SOLEShares1.50M
TypeSH
Market value$27.96M
1.40%
Sole
1.50M
Shared
0.00
None
0.00
IMMUNOVANT INC
SOLEShares1.07M
TypeSH
Market value$26.70M
1.33%
Sole
1.07M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
REVOLUTION MEDICINES INCSOLE | COM | 2M | SH | $194.50M 9.71% | 2M | 0.00 | 0.00 |
ERASCA INCSOLE | COM | 11.15M | SH | $180.41M 9.01% | 11.15M | 0.00 | 0.00 |
IDEAYA BIOSCIENCES INCSOLE | COM | 3.45M | SH | $114.95M 5.74% | 3.45M | 0.00 | 0.00 |
TERNS PHARMACEUTICALS INCSOLE | COM | 2M | SH | $105.44M 5.26% | 2M | 0.00 | 0.00 |
PRAXIS PRECISION MEDICINES ISOLE | COM NEW | 285K | SH | $91.82M 4.58% | 285K | 0.00 | 0.00 |
CENTESSA PHARMACEUTICALS PLCSOLE | SPONSORED ADS | 2.13M | SH | $84.41M 4.21% | 2.13M | 0.00 | 0.00 |
ABIVAX SASOLE | SPONSORED ADS | 675K | SH | $75.16M 3.75% | 675K | 0.00 | 0.00 |
TANGO THERAPEUTICS INCSOLE | COM | 3M | SH | $62.76M 3.13% | 3M | 0.00 | 0.00 |
CYTOKINETICS INCSOLE | COM NEW | 875K | SH | $57.67M 2.88% | 875K | 0.00 | 0.00 |
OLEMA PHARMACEUTICALS INCSOLE | COM | 3.21M | SH | $47.84M 2.39% | 3.21M | 0.00 | 0.00 |
UNITED THERAPEUTICS CORP DELSOLE | COM | 80K | SH | $47.44M 2.37% | 80K | 0.00 | 0.00 |
IMMUNOCORE HLDGS PLCSOLE | ADS | 1.50M | SH | $45.23M 2.26% | 1.50M | 0.00 | 0.00 |
MADRIGAL PHARMACEUTICALS INCSOLE | COM | 85K | SH | $44.49M 2.22% | 85K | 0.00 | 0.00 |
ENLIVEN THERAPEUTICS INCSOLE | COM | 1.04M | SH | $40.77M 2.04% | 1.04M | 0.00 | 0.00 |
RHYTHM PHARMACEUTICALS INCSOLE | COM | 450K | SH | $39.14M 1.95% | 450K | 0.00 | 0.00 |
CG ONCOLOGY INCSOLE | COM | 575K | SH | $38.92M 1.94% | 575K | 0.00 | 0.00 |
MAZE THERAPEUTICS INCSOLE | COM | 1.24M | SH | $36.86M 1.84% | 1.24M | 0.00 | 0.00 |
BIOGEN INCSOLE | COM | 200K | SH | $36.67M 1.83% | 200K | 0.00 | 0.00 |
DISC MEDICINE INCSOLE | COM | 560K | SH | $35.81M 1.79% | 560K | 0.00 | 0.00 |
DIANTHUS THERAPEUTICS INCSOLE | COM | 400K | SH | $33.57M 1.68% | 400K | 0.00 | 0.00 |
OCULAR THERAPEUTIX INCSOLE | COM | 3.85M | SH | $32.61M 1.63% | 3.85M | 0.00 | 0.00 |
TYRA BIOSCIENCES INCSOLE | COM | 850K | SH | $32.55M 1.63% | 850K | 0.00 | 0.00 |
TREVI THERAPEUTICS INCSOLE | COM | 2.40M | SH | $28.63M 1.43% | 2.40M | 0.00 | 0.00 |
MOONLAKE IMMUNOTHERAPEUTICSSOLE | CLASS A ORD | 1.50M | SH | $27.96M 1.40% | 1.50M | 0.00 | 0.00 |
IMMUNOVANT INCSOLE | COM | 1.07M | SH | $26.70M 1.33% | 1.07M | 0.00 | 0.00 |
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