Logos Global Management LP

CIK 0001792126 · SAN FRANCISCO, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Logos Global Management LP reported 68 positions worth $2.32B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: ERAS (9.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$2.32B
2026 Q2
Positions
68
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
48.3%
Est. Net Flow (Q)
2026 Q2
10 / 68 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1ERASERASCA INCSH$222.6M9.58%12,150,000
2ABVXABIVAX SASH$136.5M5.87%1,024,000
3RVMDREVOLUTION MEDICINES INCSH$131.1M5.64%700,000
4IDYAIDEAYA BIOSCIENCES INCSH$111.8M4.81%3,000,000
5BNTXBIONTECH SESH$94.4M4.07%1,015,000
6VERAVERA THERAPEUTICS INCSH$94.4M4.06%2,200,000
7TNGXTANGO THERAPEUTICS INCSH$89.1M3.84%2,850,000
8PRAXPRAXIS PRECISION MEDICINES ISH$87.0M3.75%260,000
9CLDXCELLDEX THERAPEUTICS INC NEWSH$78.1M3.36%2,100,000
10DNTHDIANTHUS THERAPEUTICS INCSH$78.0M3.36%800,000

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Logos Global Management LP hold as of Q2 2026?

Logos Global Management LP reported 68 positions worth $2.32B in its Q2 2026 13F filing. Largest positions: ERAS (9.6%), ABVX (5.9%), RVMD (5.6%), IDYA (4.8%) and BNTX (4.1%).

What did Logos Global Management LP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Logos Global Management LP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.