Logos Global Management Lp Top Holdings and 13F Report (2025) About Logos Global Management LpInvestment ActivityLogos Global Management Lp has $854.65 million in total holdings as of December 31, 2024.Logos Global Management Lp owns shares of 47 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 39.08% of the portfolio was purchased this quarter.About 41.15% of the portfolio was sold this quarter.This quarter, Logos Global Management Lp has purchased 55 new stocks and bought additional shares in 11 stocks.Logos Global Management Lp sold shares of 10 stocks and completely divested from 24 stocks this quarter.Largest Holdings IDEAYA Biosciences $77,100,000Janux Therapeutics $66,925,000Revolution Medicines $63,423,000Cytokinetics $42,336,000Vera Therapeutics $37,003,750 Largest New Holdings this Quarter BioNTech $34,185,000 HoldingInsmed $31,068,000 HoldingNeurocrine Biosciences $27,300,000 HoldingJazz Pharmaceuticals $21,551,250 HoldingBlueprint Medicines $17,444,000 Holding Largest Purchases this Quarter BioNTech 300,000 shares (about $34.19M)Insmed 450,000 shares (about $31.07M)Neurocrine Biosciences 200,000 shares (about $27.30M)Cytokinetics 500,000 shares (about $23.52M)IDEAYA Biosciences 900,000 shares (about $23.13M) Largest Sales this Quarter Disc Medicine 735,000 shares (about $46.60M)Immunovant 800,000 shares (about $19.82M)Apellis Pharmaceuticals 500,000 shares (about $15.96M)Structure Therapeutics 550,000 shares (about $14.92M)Enliven Therapeutics 355,000 shares (about $7.99M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLogos Global Management Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIDYAIDEAYA Biosciences$77,100,000$23,130,000 ▲42.9%3,000,0009.0%MedicalJANXJanux Therapeutics$66,925,000$13,385,000 ▲25.0%1,250,0007.8%MedicalRVMDRevolution Medicines$63,423,000$10,935,000 ▲20.8%1,450,0007.4%MedicalCYTKCytokinetics$42,336,000$23,520,000 ▲125.0%900,0005.0%MedicalVERAVera Therapeutics$37,003,750$15,858,750 ▲75.0%875,0004.3%MedicalBNTXBioNTech$34,185,000$34,185,000 ▲New Holding300,0004.0%MedicalMRUSMerus$31,537,500$7,358,750 ▲30.4%750,0003.7%MedicalERASErasca$31,375,000$4,016,000 ▲14.7%12,500,0003.7%MedicalINSMInsmed$31,068,000$31,068,000 ▲New Holding450,0003.6%MedicalOCULOcular Therapeutix$29,890,0000.0%3,500,0003.5%MedicalNBIXNeurocrine Biosciences$27,300,000$27,300,000 ▲New Holding200,0003.2%MedicalDSGNDesign Therapeutics$26,022,7590.0%4,217,6273.0%MedicalPCVXVaxcyte$24,558,0000.0%300,0002.9%MedicalAKROAkero Therapeutics$22,256,0000.0%800,0002.6%MedicalJAZZJazz Pharmaceuticals$21,551,250$21,551,250 ▲New Holding175,0002.5%MedicalGPCRStructure Therapeutics$18,984,000$14,916,000 ▼-44.0%700,0002.2%MedicalOLMAOlema Pharmaceuticals$18,707,7410.0%3,208,8752.2%MedicalBPMCBlueprint Medicines$17,444,000$17,444,000 ▲New Holding200,0002.0%MedicalTVTXTravere Therapeutics$17,420,000$1,742,000 ▼-9.1%1,000,0002.0%MedicalAPLSApellis Pharmaceuticals$15,955,000$15,955,000 ▼-50.0%500,0001.9%MedicalSLNOSoleno Therapeutics$15,732,500$15,732,500 ▲New Holding350,0001.8%MedicalALKSAlkermes$14,380,000$14,380,000 ▲New Holding500,0001.7%MedicalAPOGEE THERAPEUTICS INC$13,590,000$13,590,000 ▲New Holding300,0001.6%COMARVNArvinas$13,419,000$5,751,000 ▲75.0%700,0001.6%MedicalANNXAnnexon$13,081,500$256,500 ▼-1.9%2,550,0001.5%MedicalIRONDisc Medicine$12,680,000$46,599,000 ▼-78.6%200,0001.5%MedicalSPYRE THERAPEUTICS INC$11,640,000$6,984,000 ▲150.0%500,0001.4%COM NEWEWTXEdgewise Therapeutics$10,680,000$1,335,000 ▼-11.1%400,0001.2%MedicalDYNE THERAPEUTICS INC$10,602,000$6,832,400 ▲181.3%450,0001.2%COMPLRXPliant Therapeutics$9,877,500$9,877,500 ▲New Holding750,0001.2%MedicalBRIGHT MINDS BIOSCIENCES INC$8,824,900$8,824,900 ▲New Holding245,0001.0%COM NEWYMABY-mAbs Therapeutics$7,830,000$1,566,000 ▲25.0%1,000,0000.9%MedicalIMVTImmunovant$7,431,000$19,816,000 ▼-72.7%300,0000.9%MedicalGERNGeron$7,080,000$7,080,000 ▲New Holding2,000,0000.8%MedicalACRSAclaris Therapeutics$5,511,111$5,511,111 ▲New Holding2,222,2220.6%MedicalTRVITrevi Therapeutics$5,150,000$6,180,000 ▼-54.5%1,250,0000.6%MedicalATXSAstria Therapeutics$4,470,0000.0%500,0000.5%MedicalUNCYUnicycive Therapeutics$4,033,6840.0%5,078,9270.5%MedicalAVTEAerovate Therapeutics$3,710,000$3,710,000 ▲New Holding1,400,0000.4%MedicalRAPPORT THERAPEUTICS INC$3,706,0630.0%208,9100.4%COMLIFEaTyr Pharma$3,620,000$3,620,000 ▼-50.0%1,000,0000.4%MedicalALLKAllakos$3,509,0000.0%2,900,0000.4%MedicalELVNEnliven Therapeutics$3,150,000$7,987,500 ▼-71.7%140,0000.4%MedicalSEPTERNA INC$3,073,226$3,073,226 ▲New Holding134,2020.4%COMARTIVA BIOTHERAPEUTICS INC$1,462,4970.0%145,0890.2%COMGLYCGlycoMimetics$1,344,600$1,344,600 ▲New Holding5,400,0000.2%MedicalNUVATION BIO INC$15,333$15,333 ▲New Holding66,6660.0%*W EXP 02/10/202CLDXCelldex Therapeutics$0$30,591,000 ▼-100.0%00.0%MedicalIONSIonis Pharmaceuticals$0$30,045,000 ▼-100.0%00.0%MedicalGLPGGalapagos$0$23,032,000 ▼-100.0%00.0%MedicalCOGTCogent Biosciences$0$21,600,000 ▼-100.0%00.0%MedicalBICARA THERAPEUTICS INC$0$20,376,000 ▼-100.0%00.0%COMSRPTSarepta Therapeutics$0$18,733,500 ▼-100.0%00.0%MedicalBEAMBeam Therapeutics$0$12,250,000 ▼-100.0%00.0%MedicalBCYCBicycle Therapeutics$0$11,315,000 ▼-100.0%00.0%MedicalNUVLNuvalent$0$7,672,500 ▼-100.0%00.0%MedicalCMPSCOMPASS Pathways$0$7,301,889 ▼-100.0%00.0%MedicalORUKA THERAPEUTICS INC$0$6,307,158 ▼-100.0%00.0%COMRCKTRocket Pharmaceuticals$0$6,002,750 ▼-100.0%00.0%MedicalFULCFulcrum Therapeutics$0$5,355,000 ▼-100.0%00.0%MedicalCYBIN INC$0$5,334,000 ▼-100.0%00.0%COM NEWENGENE HOLDINGS INC$0$5,280,000 ▼-100.0%00.0%COMAVALO THERAPEUTICS INC$0$5,121,251 ▼-100.0%00.0%COM NEWLCTXLineage Cell Therapeutics$0$4,526,500 ▼-100.0%00.0%MedicalSLNSilence Therapeutics$0$3,636,000 ▼-100.0%00.0%MedicalNXTCNextCure$0$3,425,000 ▼-100.0%00.0%MedicalADVERUM BIOTECHNOLOGIES INC$0$2,924,995 ▼-100.0%00.0%COM NEWNEUMORA THERAPEUTICS INC.$0$1,321,000 ▼-100.0%00.0%COMIOBTIO Biotech$0$518,518 ▼-100.0%00.0%MedicalSKYE BIOSCIENCE INC$0$391,000 ▼-100.0%00.0%COM NEWBOUNDLESS BIO INC$0$204,393 ▼-100.0%00.0%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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