Logos Global Management LP

$2.0B reported 13(f) long value · latest quarter 2026-03-31 · CIK 1792126 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $2.0B
ALL retained default holdings for this (filer, period), including NULL-value ones: 66
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 15
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 18

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `pos:11747` · issuer key `iss:680` COM	TRIM	+$132M	−1,850,000	$48.4M	$180M	13,000,000	11,150,000
position key `sid:sec:prov:f7d48a640772d3aa60939ca4949078c5` · issuer key `cusip6:45166A` COM	ADD	+$6.9M	+325,000	$108M	$115M	3,125,000	3,450,000
position key `pos:11142` · issuer key `iss:1475` COM NEW	TRIM	−$18.7M	−90,000	$111M	$91.8M	375,000	285,000
position key `pos:17964` · issuer key `cusip6:152309` SPONSORED ADS	ADD	+$79.4M	+1,925,000	$5.0M	$84.4M	200,000	2,125,000
position key `pos:17472` · issuer key `cusip6:880881` COM	ADD	+$48.8M	+750,000	$30.3M	$79.1M	750,000	1,500,000
position key `pos:12364` · issuer key `iss:26` SPONSORED ADS	ADD	+$21.2M	+275,000	$53.9M	$75.2M	400,000	675,000
position key `pos:11535` · issuer key `iss:1757` COM	TRIM	+$25.5M	−1,200,000	$37.2M	$62.8M	4,200,000	3,000,000
position key `pos:12465` · issuer key `iss:548` COM NEW	ADD	+$38.6M	+575,000	$19.1M	$57.7M	300,000	875,000
position key `pos:15016` · issuer key `iss:1868` COM	NEW	+$47.4M	+80,000	$0	$47.4M	—	80,000
position key `pos:15541` · issuer key `iss:958` ADS	ADD	+$15.7M	+650,000	$29.5M	$45.2M	850,000	1,500,000
position key `pos:14357` · issuer key `iss:1170` COM	NEW	+$44.5M	+85,000	$0	$44.5M	—	85,000
position key `pos:16702` · issuer key `iss:1556` COM	ADD	+$18.8M	+260,000	$20.3M	$39.1M	190,000	450,000
position key `pos:11549` · issuer key `iss:429` COM	ADD	+$30.6M	+375,000	$8.3M	$38.9M	200,000	575,000
position key `pos:15345` · issuer key `iss:1204` COM	ADD	−$2.5M	+285,000	$39.4M	$36.9M	950,000	1,235,000
position key `pos:12161` · issuer key `iss:587` COM	ADD	−$4.7M	+50,000	$40.5M	$35.8M	510,000	560,000
position key `pos:17547` · issuer key `iss:577` COM	ADD	+$20.6M	+85,000	$13.0M	$33.6M	315,000	400,000
position key `sid:sec:prov:26fd673c04b9acd4e799cbdab734d215` · issuer key `cusip6:67576A` COM	ADD	−$9.9M	+350,000	$42.5M	$32.6M	3,500,000	3,850,000
position key `sid:sec:prov:47170149b82e95e4444c881acffa67fc` · issuer key `cusip6:90240B` COM	ADD	+$27.0M	+640,000	$5.5M	$32.6M	210,000	850,000
position key `pos:17822` · issuer key `iss:1820` COM	ADD	+$9.2M	+850,000	$19.4M	$28.6M	1,550,000	2,400,000
position key `sid:sec:prov:66a515f74f11d5e1caa284d2543264a2` · issuer key `cusip6:61559X` CLASS A ORD	TRIM	+$4.9M	−250,000	$23.1M	$28.0M	1,750,000	1,500,000
position key `sid:sec:prov:c0680e314bfe2d1131f5c3d642c67920` · issuer key `cusip6:45258J` COM	TRIM	−$8.2M	−300,000	$35.0M	$26.7M	1,375,000	1,075,000
position key `pos:17472` · issuer key `cusip6:880881` COM CALL	NEW	+$26.4M	+500,000	$0	$26.4M	—	500,000
position key `pos:12517` · issuer key `iss:1997` COM	NEW	+$26.2M	+450,000	$0	$26.2M	—	450,000
position key `sid:sec:prov:3c51cfeec4a5be695bdb08ebfaa41e00` · issuer key `cusip6:03969F` COM	NEW	+$25.9M	+1,200,000	$0	$25.9M	—	1,200,000
position key `pos:13703` · issuer key `iss:619` COM	ADD	+$932K	+150,000	$24.5M	$25.4M	1,250,000	1,400,000
position key `sid:sec:prov:862b191ccb923fc424f39385b48ce4f8` · issuer key `cusip6:86366E` SPONSORED ADS	TRIM	−$17.6M	−100,000	$41.7M	$24.1M	600,000	500,000
position key `sid:sec:prov:be515631054470e2500985b7cc1d1245` · issuer key `cusip6:50180M` COM SHS	TRIM	−$4.1M	−285,000	$26.7M	$22.6M	1,200,000	915,000
position key `sid:sec:prov:bf437640b37b30ed62d091e5e9de5808` · issuer key `cusip6:29337E` COM	ADD	+$15.9M	+200,000	$5.2M	$21.2M	340,000	540,000
position key `sid:sec:prov:652160e4f88d5e68e96c8504db5fee2d` · issuer key `cusip6:25056L` COM	TRIM	−$2.7M	−550,000	$23.5M	$20.7M	2,500,000	1,950,000
position key `sid:sec:prov:bf437640b37b30ed62d091e5e9de5808` · issuer key `cusip6:29337E` COM CALL	NEW	+$19.6M	+500,000	$0	$19.6M	—	500,000
position key `sid:sec:prov:b7de953800440a74b441d1803da39922` · issuer key `cusip6:603380` COM NEW	TRIM	+$6.1M	−96,000	$13.3M	$19.4M	3,311,000	3,215,000
position key `pos:16384` · issuer key `iss:2294` ORDINARY SHARES	ADD	+$3.4M	+150,000	$15.8M	$19.2M	450,000	600,000
position key `pos:11504` · issuer key `iss:1236` COM	TRIM	+$703K	−25,000	$17.8M	$18.5M	225,000	200,000
position key `pos:11660` · issuer key `iss:1893` COM	TRIM	−$12.6M	−350,000	$30.0M	$17.4M	650,000	300,000
position key `pos:17971` · issuer key `iss:30` COM	TRIM	−$6.0M	−100,000	$22.7M	$16.7M	850,000	750,000
position key `sid:sec:prov:c5f3f37de4d48fd1b29c266e9a76eb0b` · issuer key `cusip6:20454B` COM	ADD	+$10.5M	+2,000,000	$6.2M	$16.7M	1,150,000	3,150,000
position key `sid:sec:prov:37b91915f07af95197894a79df85a91e` · issuer key `cusip6:05338F` COM NEW CALL	NEW	+$14.9M	+1,000,000	$0	$14.9M	—	1,000,000
position key `sid:sec:prov:30f8f229420c7a82ec2ecf2f2f622045` · issuer key `cusip6:15117B` COM NEW	ADD	+$4.8M	+100,000	$9.5M	$14.3M	350,000	450,000
position key `sid:sec:prov:60242973181bde6041719c13381cdbb1` · issuer key `cusip6:929033` COM NEW	ADD	+$12.1M	+650,000	$1.3M	$13.4M	100,000	750,000
position key `pos:15525` · issuer key `iss:2023` SHS	NEW	+$12.4M	+350,000	$0	$12.4M	—	350,000
position key `pos:10700` · issuer key `iss:1374` COM	ADD	+$8.4M	+500,000	$3.7M	$12.0M	450,000	950,000
position key `sid:sec:prov:a4c0ee8cb9f5ffef6a4d9929cac1aeee` · issuer key `cusip6:45258H` COM	ADD	+$5.9M	+225,000	$5.2M	$11.2M	1,000,000	1,225,000
position key `sid:sec:prov:9e958f4e10d0d474cc9e75d42ea33a9a` · issuer key `cusip6:88032L` COM NEW	NEW	+$10.0M	+625,000	$0	$10.0M	—	625,000
position key `sid:sec:prov:6456a8a739b1b376bb8de72f440b1279` · issuer key `cusip6:03237H` COM	TRIM	−$1.7M	−250,000	$11.5M	$9.7M	950,000	700,000
position key `pos:16706` · issuer key `iss:2081` COM	TRIM	+$1.7M	−117,500	$7.1M	$8.9M	600,000	482,500
position key `sid:sec:prov:9c654c0b85e21e330a7ebfd2ced217c7` · issuer key `cusip6:834203` COM	TRIM	−$5.5M	−50,000	$13.9M	$8.4M	300,000	250,000
position key `sid:sec:prov:1a78f2f31f5e82c1522796ab4aa69fd1` · issuer key `cusip6:04272N` COM	NEW	+$8.1M	+350,000	$0	$8.1M	—	350,000
position key `pos:12369` · issuer key `iss:1540` COM	NEW	+$7.5M	+750,000	$0	$7.5M	—	750,000
position key `sid:sec:prov:990effbc09610fc927e1edc54d252d9d` · issuer key `cusip6:221015` COM	TRIM	+$2.7M	−50,000	$3.9M	$6.6M	500,000	450,000
position key `sid:sec:prov:8c4f97ba195668adc97a71db173c878f` · issuer key `cusip6:G59665` COM	NEW	+$6.1M	+700,000	$0	$6.1M	—	700,000
position key `sid:sec:prov:3b4a08cf659449a1ac1d2ee41e501b50` · issuer key `cusip6:008064` COM NEW	ADD	−$475K	+5,000	$6.1M	$5.6M	395,000	400,000
position key `pos:13163` · issuer key `cusip6:92337C` COM NEW	TRIM	−$7.8M	−700,000	$13.1M	$5.3M	1,700,000	1,000,000
position key `sid:sec:prov:37b91915f07af95197894a79df85a91e` · issuer key `cusip6:05338F` COM NEW	NEW	+$4.5M	+300,000	$0	$4.5M	—	300,000
position key `sid:sec:prov:1da079c25df03f1597bca8fccb831a3d` · issuer key `cusip6:451033` COM NEW	TRIM	−$1.4M	−700,000	$3.9M	$2.5M	2,000,000	1,300,000
position key `sid:sec:prov:d6ea93a81ffbe77fbd59d8ff01875a57` · issuer key `cusip6:00461U` COM	TRIM	+$69.0K	−100,000	$1.8M	$1.9M	600,000	500,000
position key `pos:14578` · issuer key `iss:2296` COM	TRIM	−$939K	−35,000	$2.8M	$1.8M	100,000	65,000
position key `pos:14234` · issuer key `iss:1897` COMMON STOCK	NEW	+$1.6M	+25,000	$0	$1.6M	—	25,000
position key `sid:sec:prov:16514d70042eecab12d4883c57b423f3` · issuer key `cusip6:81728A` COM NEW	NEW	+$946K	+30,000	$0	$946K	—	30,000
position key `sid:sec:prov:b437dd7640bddadbb78d4f92535ca4f3` · issuer key `cusip6:35168W` COM	TRIM	−$2.0M	−100,000	$2.4M	$458K	1,100,000	1,000,000
pos:11075	EXIT‡e	−$16.2M	−675,000	$16.2M	$0	675,000	—
pos:12598	EXIT‡e	−$10.1M	−130,000	$10.1M	$0	130,000	—
pos:13344	EXIT‡e	−$14.4M	−350,000	$14.4M	$0	350,000	—
pos:14655	EXIT‡e	−$34.0M	−200,000	$34.0M	$0	200,000	—
position key `pos:14656` · issuer key `iss:1552` COM CALL	EXIT‡e	−$79.7M	−1,000,000	$79.7M	$0	1,000,000	—
pos:15574	EXIT‡e	−$22.0K	−66,666	$22.0K	$0	66,666	—
sid:sec:prov:097fe4205cdb81b5acf642533490216f	EXIT‡e	−$479K	−25,000	$479K	$0	25,000	—
sid:sec:prov:233302be8852a126d4f3dc726082a4c4 CALL	EXIT‡e	−$25.1M	−1,000,000	$25.1M	$0	1,000,000	—
sid:sec:prov:2436d0e4b9db5d946b26deb83a717d5e	EXIT‡e	−$4.0M	−195,000	$4.0M	$0	195,000	—
sid:sec:prov:3af9f2163c854ed07645fe0c708030c1	EXIT‡e	−$771K	−1,850,000	$771K	$0	1,850,000	—
position key `sid:sec:prov:3c51cfeec4a5be695bdb08ebfaa41e00` · issuer key `cusip6:03969F` COM CALL	EXIT‡e	−$25.0M	−1,050,000	$25.0M	$0	1,050,000	—
sid:sec:prov:45fc32dac56f2bd3e501273f0a0a1e4d	EXIT‡e	−$7.5M	−115,000	$7.5M	$0	115,000	—
sid:sec:prov:48ac0f50c981e01f7c5af17d58a117cf	EXIT‡e	−$9.5M	−500,000	$9.5M	$0	500,000	—
sid:sec:prov:5fa73bae4b4007f19790df8489a7fcc7	EXIT‡e	−$2.8M	−300,000	$2.8M	$0	300,000	—
sid:sec:prov:8771e17f16590b5bd511978f2a4f7807 CALL	EXIT‡e	−$8.9M	−850,000	$8.9M	$0	850,000	—
sid:sec:prov:b436d0646c9759c2ba692c8fcd7924ab	EXIT‡e	−$68.5M	−310,000	$68.5M	$0	310,000	—
position key `sid:sec:prov:f7d48a640772d3aa60939ca4949078c5` · issuer key `cusip6:45166A` COM CALL	EXIT‡e	−$15.6M	−450,000	$15.6M	$0	450,000	—
sid:sec:prov:fc7c842ed91a7e3b374f2a94cbad8d9a	EXIT‡e	−$36.1M	−500,000	$36.1M	$0	500,000	—

Flags: no row carries a flag.

1–20 of the 77 changes on this page

Mark-to-market only (no share change) · 7

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
position key `pos:14656` · issuer key `iss:1552` COM	NO CHANGE	+$35.2M	$159M	$195M	2,000,000	2,000,000
position key `pos:13935` · issuer key `iss:1355` COM	NO CHANGE	−$32.4M	$80.2M	$47.8M	3,208,875	3,208,875
position key `pos:11450` · issuer key `iss:267` COM	NO CHANGE	+$1.5M	$35.2M	$36.7M	200,000	200,000
position key `sid:sec:prov:7f79da9ff584753bfd1b9acc24c00236` · issuer key `cusip6:47103J` COM	NO CHANGE	+$100K	$13.8M	$13.9M	1,000,000	1,000,000
position key `sid:sec:prov:dfd0154b493c84f8cf2ed4d228add022` · issuer key `cusip6:90466Y` COM NEW	NO CHANGE	+$384K	$2.7M	$3.1M	473,563	473,563
position key `sid:sec:prov:72475b3732ae8a64b486fe41b469bb0b` · issuer key `cusip6:696077` COM NEW	NO CHANGE	+$286K	$2.2M	$2.4M	140,000	140,000
position key `sid:sec:prov:c07b19289bd1953ef889bf232426771d` · issuer key `cusip6:81734D` COM	NO CHANGE	−$90.7K	$657K	$566K	23,548	23,548

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–63 of 63 issuers · $2.0B disclosed value over 66 rows · 0 undisclosed-value rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

REVOLUTION MEDICINES INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$195M

2,000,000

9.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ERASCA INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$180M

11,150,000

9.0%

—

IDEAYA BIOSCIENCES INC · COM CUSIP 45166A102
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$115M

3,450,000

5.7%

—

TERNS PHARMACEUTICALS INC

2 positions · 2 reported rows

Rows Logos Global Management LP reported for TERNS PHARMACEUTICALS INC, as it reported them
TERNS PHARMACEUTICALS INC · COM CUSIP — src ↗	$79.1M	1,500,000
TERNS PHARMACEUTICALS INC · COM · CALL CUSIP — src ↗	$26.4M	500,000

ticker not yet mapped

$105M

2,000,000

5.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PRAXIS PRECISION MEDICINES I · COM NEW CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$91.8M

285,000

4.6%

—

CENTESSA PHARMACEUTICALS PLC · SPONSORED ADS CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$84.4M

2,125,000

4.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABIVAX SA · SPONSORED ADS CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$75.2M

675,000

3.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TANGO THERAPEUTICS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$62.8M

3,000,000

3.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CYTOKINETICS INC · COM NEW CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$57.7M

875,000

2.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

OLEMA PHARMACEUTICALS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$47.8M

3,208,875

2.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNITED THERAPEUTICS CORP DEL · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$47.4M

80,000

2.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

IMMUNOCORE HLDGS PLC · ADS CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$45.2M

1,500,000

2.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MADRIGAL PHARMACEUTICALS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$44.5M

85,000

2.2%

—

ENLIVEN THERAPEUTICS INC

2 positions · 2 reported rows

Rows Logos Global Management LP reported for ENLIVEN THERAPEUTICS INC, as it reported them
ENLIVEN THERAPEUTICS INC · COM CUSIP 29337E102 src ↗	$21.2M	540,000
ENLIVEN THERAPEUTICS INC · COM · CALL CUSIP 29337E102 src ↗	$19.6M	500,000

ticker not yet mapped

$40.8M

1,040,000

2.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RHYTHM PHARMACEUTICALS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$39.1M

450,000

2.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CG ONCOLOGY INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$38.9M

575,000

1.9%

—

MAZE THERAPEUTICS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$36.9M

1,235,000

1.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BIOGEN INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$36.7M

200,000

1.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DISC MEDICINE INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$35.8M

560,000

1.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DIANTHUS THERAPEUTICS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$33.6M

400,000

1.7%

—

OCULAR THERAPEUTIX INC · COM CUSIP 67576A100
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$32.6M

3,850,000

1.6%

—

TYRA BIOSCIENCES INC · COM CUSIP 90240B106
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$32.6M

850,000

1.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TREVI THERAPEUTICS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$28.6M

2,400,000

1.4%

—

MOONLAKE IMMUNOTHERAPEUTICS · CLASS A ORD CUSIP 61559X104
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$28.0M

1,500,000

1.4%

—

IMMUNOVANT INC · COM CUSIP 45258J102
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$26.7M

1,075,000

1.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

XENON PHARMACEUTICALS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$26.2M

450,000

1.3%

—

ARCUS BIOSCIENCES INC · COM CUSIP 03969F109
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$25.9M

1,200,000

1.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DYNE THERAPEUTICS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$25.4M

1,400,000

1.3%

—

STRUCTURE THERAPEUTICS INC · SPONSORED ADS CUSIP 86366E106
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$24.1M

500,000

1.2%

—

LB PHARMACEUTICALS INC · COM SHS CUSIP 50180M108
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$22.6M

915,000

1.1%

—

DESIGN THERAPEUTICS INC · COM CUSIP 25056L103
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$20.7M

1,950,000

1.0%

—

AVALO THERAPEUTICS INC

2 positions · 2 reported rows

Rows Logos Global Management LP reported for AVALO THERAPEUTICS INC, as it reported them
AVALO THERAPEUTICS INC · COM NEW · CALL CUSIP 05338F306 src ↗	$14.9M	1,000,000
AVALO THERAPEUTICS INC · COM NEW CUSIP 05338F306 src ↗	$4.5M	300,000

ticker not yet mapped

$19.4M

1,300,000

1.0%

—

MINERVA NEUROSCIENCES INC · COM NEW CUSIP 603380205
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$19.4M

3,215,000

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NEWAMSTERDAM PHARMA COMPANY · ORDINARY SHARES CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$19.2M

600,000

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MIRUM PHARMACEUTICALS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$18.5M

200,000

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VAXCYTE INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$17.4M

300,000

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ACADIA PHARMACEUTICALS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$16.7M

750,000

0.8%

—

COMPASS THERAPEUTICS INC · COM CUSIP 20454B104
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$16.7M

3,150,000

0.8%

—

CELLDEX THERAPEUTICS INC NEW · COM NEW CUSIP 15117B202
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$14.3M

450,000

0.7%

—

JANUX THERAPEUTICS INC · COM CUSIP 47103J105
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$13.9M

1,000,000

0.7%

—

VOR BIOPHARMA INC · COM NEW CUSIP 929033207
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$13.4M

750,000

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALKERMES PLC · SHS CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$12.4M

350,000

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ORIC PHARMACEUTICALS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$12.0M

950,000

0.6%

—

IMMIX BIOPHARMA INC · COM CUSIP 45258H106
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$11.2M

1,225,000

0.6%

—

TENAX THERAPEUTICS INC · COM NEW CUSIP 88032L605
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$10.0M

625,000

0.5%

—

AMYLYX PHARMACEUTICALS INC · COM CUSIP 03237H101
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$9.7M

700,000

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CRESCENT BIOPHARMA INC. · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$8.9M

482,500

0.4%

—

SOLENO THERAPEUTICS INC · COM CUSIP 834203309
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$8.4M

250,000

0.4%

—

ARRIVENT BIOPHARMA INC · COM CUSIP 04272N102
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$8.1M

350,000

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RELAY THERAPEUTICS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$7.5M

750,000

0.4%

—

CORVUS PHARMACEUTICALS INC · COM CUSIP 221015100
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$6.6M

450,000

0.3%

—

MEIRAGTX HLDGS PLC · COM CUSIP G59665102
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$6.1M

700,000

0.3%

—

JADE BIOSCIENCES INC · COM NEW CUSIP 008064206
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$5.6M

400,000

0.3%

—

VERASTEM INC · COM NEW CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$5.3M

1,000,000

0.3%

—

UNICYCIVE THERAPEUTICS INC · COM NEW CUSIP 90466Y202
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$3.1M

473,563

0.2%

—

IBIO INC · COM NEW CUSIP 451033708
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$2.5M

1,300,000

0.1%

—

PALATIN TECHNOLOGIES INC · COM NEW CUSIP 696077601
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$2.4M

140,000

0.1%

—

ACLARIS THERAPEUTICS INC · COM CUSIP 00461U105
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$1.9M

500,000

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PHARVARIS N V · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$1.8M

65,000

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VERADERMICS INC · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$1.6M

25,000

0.1%

—

SENSEI BIOTHERAPEUTICS INC · COM NEW CUSIP 81728A207
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$946K

30,000

0.0%

—

SEPTERNA INC · COM CUSIP 81734D104
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$566K

23,548

0.0%

—

FRACTYL HEALTH INC · COM CUSIP 35168W103
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$458K

1,000,000

0.0%

1–20 of 63 issuers

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 76.0%below median 80.0%
Concentration index: 369 bpsbelow median 446 bps
Positions with value: 66 / 66median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 76.0% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 369 · QoQ moves: 84

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open Logos Global Management LP's 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).