Logos Global Management LP
CIK 1792126 · Holdings on Mar 31, 2025 · First reported May 15, 2025
Top ten holdings
Q1 2025- IDYA10.19%
- RVMD10.06%
- AKRO8.64%
- JANX7.92%
- NUVL6.30%
- TEVAN4.64%
- XENE3.88%
- KROS3.62%
- IRON3.48%
- BNTX3.24%
Share classes counted separately61.97%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AKROWeight increased · +6.04 pp2.60% → 8.64%Shares +400.00K (+50.00%)
- RVMDWeight increased · +2.64 pp7.42% → 10.06%Shares +150.00K (+10.34%)
- IRONWeight increased · +2.00 pp1.48% → 3.48%Shares +194.34K (+97.17%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IDYAIDEAYA BIOSCIENCES INC View history and evidence | $57.33M | 10.19% | 3.50M shares | 9.02% → 10.19%+1.17 pp +500.00K (+16.67%) | Added | ↗▾ |
| 02 | RVMDREVOLUTION MEDICINES INC View history and evidence | $56.58M | 10.06% | 1.60M shares | 7.42% → 10.06%+2.64 pp +150.00K (+10.34%) | Added | ↗▾ |
| 03 | AKROAKERO THERAPEUTICS INC View history and evidence | $48.58M | 8.64% | 1.20M shares | 2.60% → 8.64%+6.04 pp +400.00K (+50.00%) | Added | ↗▾ |
| 04 | JANXJANUX THERAPEUTICS INC View history and evidence | $44.55M | 7.92% | 1.65M shares | 7.83% → 7.92%+0.09 pp +400.00K (+32.00%) | Added | ↗▾ |
| 05 | NUVLNUVALENT INC-A View history and evidence | $35.46M | 6.30% | 500.00K shares | Prior unavailable +500.00K | New | ↗▾ |
| 06 | TEVANTEVA PHARMACEUTICAL-SP ADRSPONSORED ADS View history and evidence | $26.13M | 4.64% | 1.70M shares | Prior unavailable +1.70M | New | ↗▾ |
| 07 | XENEXENON PHARMACEUTICALS INC View history and evidence | $21.81M | 3.88% | 650.00K shares | Prior unavailable +650.00K | New | ↗▾ |
| 08 | KROSKEROS THERAPEUTICS INC View history and evidence | $20.38M | 3.62% | 2.00M shares | Prior unavailable +2.00M | New | ↗▾ |
| 09 | IRONDISC MEDICINE INC View history and evidence | $19.58M | 3.48% | 394.34K shares | 1.48% → 3.48%+2.00 pp +194.34K (+97.17%) | Added | ↗▾ |
| 10 | BNTXBIONTECH SE-ADRSPONSORED ADS View history and evidence | $18.21M | 3.24% | 200.00K shares | 4.00% → 3.24%-0.76 pp -100.00K (-33.33%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 19
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| CYTK CYTOKINETICS INC | Non-derivative | -900,000 | -$42.34M | SEC filing ↗ | SEC filing ↗ |
| VERA VERA THERAPEUTICS INC | Non-derivative | -875,000 | -$37.00M | SEC filing ↗ | SEC filing ↗ |
| MRUS MERUS NV | Non-derivative | -750,000 | -$31.54M | SEC filing ↗ | SEC filing ↗ |
3 / 19 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1792126 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-05-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 562541126
}Research all 39 reported holdings.
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