Logos Global Management LP
CIK 1792126
13F filing for Q2 2026・No. 1,502
- Holdings
- US$2.32B
- Quarter change
- +US$320.01M
- Entries
- 68
- Net bought (estimate)
- +US$251.32M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 25
- Sold out 20
- Cut 18
- Added 19
- Corporate actions 0
- Unchanged 6
Largest holdings
68 stocks worth US$2.32B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| ERASCA INCCOM | Added | 12,150,000 | US$222.59M | 9.58% |
| ABIVAX SASPONSORED ADS | Added | 1,024,000 | US$136.46M | 5.87% |
| RVMDREVOLUTION MEDICINES INCCOM | AddedSplit 1:3 | 700,000 | US$131.1M | 5.64% |
| IDEAYA BIOSCIENCES INCCOM | Cut | 3,000,000 | US$111.81M | 4.81% |
| BNTXBIONTECH SESPONSORED ADS | New | 1,015,000 | US$94.45M | 4.07% |
| VERA THERAPEUTICS INCCL A | New | 2,200,000 | US$94.4M | 4.06% |
| TANGO THERAPEUTICS INCCOM | Cut | 2,850,000 | US$89.09M | 3.84% |
| PRAXIS PRECISION MEDICINES ICOM NEW | Cut | 260,000 | US$87.05M | 3.75% |
| CELLDEX THERAPEUTICS INC NEWCOM NEW | Added | 2,100,000 | US$78.14M | 3.36% |
| DIANTHUS THERAPEUTICS INCCOM | Added | 800,000 | US$77.98M | 3.36% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.