Latest Logos Global Management LP Stock Portfolio
$2.00Billion– No. of Holdings #63
Logos Global Management LP Performance:
2026 Q1: 13.02%YTD: 13.02%2025: 32.36%
Performance for 2026 Q1 is 13.02%, and YTD is 13.02%, and 2025 is 32.36%.
About Logos Global Management LP and 13F Hedge Fund Stock Holdings
On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Logos Global Management LP reported an equity portfolio of $2 Billions as of 31 Mar, 2026.
The top stock holdings of Logos Global Management LP are RVMD, ERAS, IDYA. The fund has invested 9.7% of it's portfolio in REVOLUTION MEDICINES INC and 9% of portfolio in ERASCA INC.
The fund managers got completely rid off CIDARA THERAPEUTICS INC (CDTX), AVIDITY BIOSCIENCES INC (RNA) and JAZZ PHARMACEUTICALS PLC (JAZZ) stocks. They significantly reduced their stock positions in VAXCYTE INC (PCVX), VERASTEM INC (VSTM) and IBIO INC (IBIO). Logos Global Management LP opened new stock positions in UNITED THERAPEUTICS CORP DEL (UTHR), MADRIGAL PHARMACEUTICALS INC (MDGL) and XENON PHARMACEUTICALS INC (XENE). The fund showed a lot of confidence in some stocks as they added substantially to CENTESSA PHARMACEUTICALS PLC (CNTA), VOR BIOPHARMA INC (VOR) and TYRA BIOSCIENCES INC (TYRA).
The top stock holdings of Logos Global Management LP are RVMD, ERAS, IDYA. The fund has invested 9.7% of it's portfolio in REVOLUTION MEDICINES INC and 9% of portfolio in ERASCA INC.
The fund managers got completely rid off CIDARA THERAPEUTICS INC (CDTX), AVIDITY BIOSCIENCES INC (RNA) and JAZZ PHARMACEUTICALS PLC (JAZZ) stocks. They significantly reduced their stock positions in VAXCYTE INC (PCVX), VERASTEM INC (VSTM) and IBIO INC (IBIO). Logos Global Management LP opened new stock positions in UNITED THERAPEUTICS CORP DEL (UTHR), MADRIGAL PHARMACEUTICALS INC (MDGL) and XENON PHARMACEUTICALS INC (XENE). The fund showed a lot of confidence in some stocks as they added substantially to CENTESSA PHARMACEUTICALS PLC (CNTA), VOR BIOPHARMA INC (VOR) and TYRA BIOSCIENCES INC (TYRA).
Logos Global Management LP Equity Portfolio Value
Last Reported on: 15 May, 2026
Logos Global Management LP Annual Return Estimates Vs S&P 500
Our best estimate is that Logos Global Management LP made a return of 13.02% in the last quarter. In trailing 12 months, it's portfolio return was 87.36%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| united therapeutics corp del | 47,438,400 |
| madrigal pharmaceuticals inc | 44,495,000 |
| xenon pharmaceuticals inc | 26,167,500 |
| arcus biosciences inc | 25,920,000 |
| alkermes plc | 12,376,000 |
| tenax therapeutics inc | 9,993,750 |
| arrivent biopharma inc | 8,074,500 |
| relay therapeutics inc | 7,462,500 |
New stocks bought by Logos Global Management LP
Additions
| Ticker | % Inc. |
|---|---|
| centessa pharmaceuticals plc | 962 |
| vor biopharma inc | 650 |
| tyra biosciences inc | 304 |
| cytokinetics inc | 191 |
| cg oncology inc | 187 |
| compass therapeutics inc | 173 |
| rhythm pharmaceuticals inc | 136 |
| oric pharmaceuticals inc | 111 |
Additions to existing portfolio by Logos Global Management LP
Reductions
| Ticker | % Reduced |
|---|---|
| vaxcyte inc | -53.85 |
| verastem inc | -41.18 |
| ibio inc | -35.00 |
| pharvaris n v | -35.00 |
| tango therapeutics inc | -28.57 |
| amylyx pharmaceuticals inc | -26.32 |
| praxis precision medicines i | -24.00 |
| lb pharmaceuticals inc | -23.75 |
Logos Global Management LP reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| mereo biopharma group plc | -770,895 |
| uniqure nv | -16,152,800 |
| nurix therapeutics inc | -9,485,000 |
| avidity biosciences inc | -36,065,000 |
| kiniksa pharmaceuticals intl | -14,437,500 |
| cidara therapeutics inc | -68,475,900 |
| day one biopharmaceuticals i | -2,796,000 |
| jazz pharmaceuticals plc | -34,000,000 |
Logos Global Management LP got rid off the above stocks
Sector Distribution
Logos Global Management LP has about 80.7% of it's holdings in Healthcare sector.
- Healthcare
- Others
| Sector | % |
|---|---|
| Healthcare | 80.7 |
| Others | 19.3 |
Market Cap. Distribution
Logos Global Management LP has about 16.6% of it's portfolio invested in the large-cap and mega-cap stocks.
- MID-CAP
- UNALLOCATED
- SMALL-CAP
- LARGE-CAP
- MICRO-CAP
- NANO-CAP
| Category | % |
|---|---|
| MID-CAP | 42.5 |
| UNALLOCATED | 19.3 |
| SMALL-CAP | 18.2 |
| LARGE-CAP | 16.6 |
| MICRO-CAP | 2.3 |
| NANO-CAP | 1.2 |
Stocks belong to which Index?
About 62.6% of the stocks held by Logos Global Management LP either belong to S&P 500 or RUSSELL 2000 index.
- RUSSELL 2000
- Others
- S&P 500
| Index | % |
|---|---|
| RUSSELL 2000 | 60.7 |
| Others | 37.4 |
| S&P 500 | 1.9 |
Logos Global Management LP Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Logos Global Management LP
Logos Global Management LP has 63 stocks in it's portfolio. About 49.4% of the portfolio is in top 10 stocks. OLMA proved to be the most loss making stock for the portfolio. ERAS was the most profitable stock for Logos Global Management LP last quarter.
Last Reported on: 15 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| ACAD | acadia pharmaceuticals inc | 0.83 | 750,000 | 16,695,000 | reduced | -11.76 | ||
| ACLX | arcellx inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACRS | aclaris therapeutics inc | 0.09 | 500,000 | 1,875,000 | reduced | -16.67 | ||
| ALKS | alkermes plc | 0.62 | 350,000 | 12,376,000 | new | |||
| AMLX | amylyx pharmaceuticals inc | 0.49 | 700,000 | 9,730,000 | reduced | -26.32 | ||
| AVTE | jade biosciences inc | 0.28 | 400,000 | 5,620,000 | added | 1.27 | ||
| AVTX | avalo therapeutics inc | 0.22 | 300,000 | 4,479,000 | new | |||
| BIIB | biogen inc | 1.83 | 200,000 | 36,666,000 | unchanged | 0.00 | ||
| CDTX | cidara therapeutics inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| CLDX | celldex therapeutics inc new | 0.71 | 450,000 | 14,274,000 | added | 28.57 | ||
| CMPX | compass therapeutics inc | 0.83 | 3,150,000 | 16,663,500 | added | 173 | ||
| CNTA | centessa pharmaceuticals plc | 4.21 | 2,125,000 | 84,405,000 | added | 962 | ||
| CRVS | corvus pharmaceuticals inc | 0.33 | 450,000 | 6,583,500 | reduced | -10.00 | ||
| CYTK | cytokinetics inc | 2.88 | 875,000 | 57,671,200 | added | 191 | ||
| DAWN | day one biopharmaceuticals i | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| DBVT | dbv technologies s a | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| DSGN | design therapeutics inc | 1.04 | 1,950,000 | 20,748,000 | reduced | -22.00 | ||
| DYN | dyne therapeutics inc | 1.27 | 1,400,000 | 25,382,000 | added | 12.00 | ||
| ERAS | erasca inc | 9.01 | 11,150,000 | 180,407,000 | reduced | -14.23 | ||
| IBIO | ibio inc | 0.12 | 1,300,000 | 2,470,000 | reduced | -35.00 | ||