Filed: 8/14/2026ACC: 0001172661-26-003529
📋 What this filing means
LOGOS GLOBAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 68 equity positions with a total reported market value of $2.32B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
68
Positions
$2.32B
Total AUM (reported)
90.73M
Total Shares
Allocation by class
COM$1.46B62.9%
SPONSORED ADS$343.08M14.8%
COM NEW$272.65M11.7%
CL A$94.40M4.1%
CLASS A ORD$52.08M2.2%
COMMON STOCK$31.89M1.4%
COM SHS$22.75M1.0%
Portfolio Concentration
Top 3$490.14M21.1%
4–10$632.92M27.2%
11–25$681.70M29.3%
Rest$518.17M22.3%
Top 3 weight
21.1%
Top 10 weight
48.3%
Voting Authority Distribution
Total shares with voting rights: 90.73M
Sole
Full voting authority
90.73M
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)
Sole68
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings68
Rows:
ERASCA INC
SOLEShares12.15M
TypeSH
Market value$222.59M
9.58%
Sole
12.15M
Shared
0.00
None
0.00
ABIVAX SA
SOLEShares1.02M
TypeSH
Market value$136.46M
5.87%
Sole
1.02M
Shared
0.00
None
0.00
REVOLUTION MEDICINES INC
SOLEShares700K
TypeSH
Market value$131.10M
5.64%
Sole
700K
Shared
0.00
None
0.00
IDEAYA BIOSCIENCES INC
SOLEShares3M
TypeSH
Market value$111.81M
4.81%
Sole
3M
Shared
0.00
None
0.00
BIONTECH SE
SOLEShares1.01M
TypeSH
Market value$94.45M
4.07%
Sole
1.01M
Shared
0.00
None
0.00
VERA THERAPEUTICS INC
SOLEShares2.20M
TypeSH
Market value$94.40M
4.06%
Sole
2.20M
Shared
0.00
None
0.00
TANGO THERAPEUTICS INC
SOLEShares2.85M
TypeSH
Market value$89.09M
3.84%
Sole
2.85M
Shared
0.00
None
0.00
PRAXIS PRECISION MEDICINES I
SOLEShares260K
TypeSH
Market value$87.05M
3.75%
Sole
260K
Shared
0.00
None
0.00
CELLDEX THERAPEUTICS INC NEW
SOLEShares2.10M
TypeSH
Market value$78.14M
3.36%
Sole
2.10M
Shared
0.00
None
0.00
DIANTHUS THERAPEUTICS INC
SOLEShares800K
TypeSH
Market value$77.98M
3.36%
Sole
800K
Shared
0.00
None
0.00
CG ONCOLOGY INC
SOLEShares1M
TypeSH
Market value$71.05M
3.06%
Sole
1M
Shared
0.00
None
0.00
DISC MEDICINE INC
SOLEShares875K
TypeSH
Market value$64.00M
2.76%
Sole
875K
Shared
0.00
None
0.00
MAZE THERAPEUTICS INC
SOLEShares1.94M
TypeSH
Market value$57.74M
2.49%
Sole
1.94M
Shared
0.00
None
0.00
DYNE THERAPEUTICS INC
SOLEShares2.55M
TypeSH
Market value$56.64M
2.44%
Sole
2.55M
Shared
0.00
None
0.00
MOONLAKE IMMUNOTHERAPEUTICS
SOLEShares2.67M
TypeSH
Market value$52.08M
2.24%
Sole
2.67M
Shared
0.00
None
0.00
OCULAR THERAPEUTIX INC
SOLEShares5.30M
TypeSH
Market value$52.05M
2.24%
Sole
5.30M
Shared
0.00
None
0.00
DESIGN THERAPEUTICS INC
SOLEShares3M
TypeSH
Market value$43.41M
1.87%
Sole
3M
Shared
0.00
None
0.00
OLEMA PHARMACEUTICALS INC
SOLEShares3.21M
TypeSH
Market value$40.14M
1.73%
Sole
3.21M
Shared
0.00
None
0.00
BELITE BIO INC
SOLEShares250K
TypeSH
Market value$38.50M
1.66%
Sole
250K
Shared
0.00
None
0.00
ACHIEVE LIFE SCIENCE INC
SOLEShares5.42M
TypeSH
Market value$35.43M
1.53%
Sole
5.42M
Shared
0.00
None
0.00
TREVI THERAPEUTICS INC
SOLEShares1.88M
TypeSH
Market value$35.06M
1.51%
Sole
1.88M
Shared
0.00
None
0.00
COGENT BIOSCIENCES INC
SOLEShares900K
TypeSH
Market value$34.83M
1.50%
Sole
900K
Shared
0.00
None
0.00
ARRIVENT BIOPHARMA INC
SOLEShares1M
TypeSH
Market value$34.74M
1.50%
Sole
1M
Shared
0.00
None
0.00
CRESCENT BIOPHARMA INC.
SOLEShares1.90M
TypeSH
Market value$34.20M
1.47%
Sole
1.90M
Shared
0.00
None
0.00
COMPASS PATHWAYS PLC
SOLEShares2.25M
TypeSH
Market value$31.84M
1.37%
Sole
2.25M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ERASCA INCSOLE | COM | 12.15M | SH | $222.59M 9.58% | 12.15M | 0.00 | 0.00 |
ABIVAX SASOLE | SPONSORED ADS | 1.02M | SH | $136.46M 5.87% | 1.02M | 0.00 | 0.00 |
REVOLUTION MEDICINES INCSOLE | COM | 700K | SH | $131.10M 5.64% | 700K | 0.00 | 0.00 |
IDEAYA BIOSCIENCES INCSOLE | COM | 3M | SH | $111.81M 4.81% | 3M | 0.00 | 0.00 |
BIONTECH SESOLE | SPONSORED ADS | 1.01M | SH | $94.45M 4.07% | 1.01M | 0.00 | 0.00 |
VERA THERAPEUTICS INCSOLE | CL A | 2.20M | SH | $94.40M 4.06% | 2.20M | 0.00 | 0.00 |
TANGO THERAPEUTICS INCSOLE | COM | 2.85M | SH | $89.09M 3.84% | 2.85M | 0.00 | 0.00 |
PRAXIS PRECISION MEDICINES ISOLE | COM NEW | 260K | SH | $87.05M 3.75% | 260K | 0.00 | 0.00 |
CELLDEX THERAPEUTICS INC NEWSOLE | COM NEW | 2.10M | SH | $78.14M 3.36% | 2.10M | 0.00 | 0.00 |
DIANTHUS THERAPEUTICS INCSOLE | COM | 800K | SH | $77.98M 3.36% | 800K | 0.00 | 0.00 |
CG ONCOLOGY INCSOLE | COM | 1M | SH | $71.05M 3.06% | 1M | 0.00 | 0.00 |
DISC MEDICINE INCSOLE | COM | 875K | SH | $64.00M 2.76% | 875K | 0.00 | 0.00 |
MAZE THERAPEUTICS INCSOLE | COM | 1.94M | SH | $57.74M 2.49% | 1.94M | 0.00 | 0.00 |
DYNE THERAPEUTICS INCSOLE | COM | 2.55M | SH | $56.64M 2.44% | 2.55M | 0.00 | 0.00 |
MOONLAKE IMMUNOTHERAPEUTICSSOLE | CLASS A ORD | 2.67M | SH | $52.08M 2.24% | 2.67M | 0.00 | 0.00 |
OCULAR THERAPEUTIX INCSOLE | COM | 5.30M | SH | $52.05M 2.24% | 5.30M | 0.00 | 0.00 |
DESIGN THERAPEUTICS INCSOLE | COM | 3M | SH | $43.41M 1.87% | 3M | 0.00 | 0.00 |
OLEMA PHARMACEUTICALS INCSOLE | COM | 3.21M | SH | $40.14M 1.73% | 3.21M | 0.00 | 0.00 |
BELITE BIO INCSOLE | SPONSORED ADS | 250K | SH | $38.50M 1.66% | 250K | 0.00 | 0.00 |
ACHIEVE LIFE SCIENCE INCSOLE | COM | 5.42M | SH | $35.43M 1.53% | 5.42M | 0.00 | 0.00 |
TREVI THERAPEUTICS INCSOLE | COM | 1.88M | SH | $35.06M 1.51% | 1.88M | 0.00 | 0.00 |
COGENT BIOSCIENCES INCSOLE | COM | 900K | SH | $34.83M 1.50% | 900K | 0.00 | 0.00 |
ARRIVENT BIOPHARMA INCSOLE | COM | 1M | SH | $34.74M 1.50% | 1M | 0.00 | 0.00 |
CRESCENT BIOPHARMA INC.SOLE | COM | 1.90M | SH | $34.20M 1.47% | 1.90M | 0.00 | 0.00 |
COMPASS PATHWAYS PLCSOLE | SPONSORED ADS | 2.25M | SH | $31.84M 1.37% | 2.25M | 0.00 | 0.00 |
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