LG

Logos Global Management LP

13F
Logos Global Management LP
Last update 2025-05-15 39 Stocks (11 new)
Value $563.00 Mil Turnover 43 %
Countries:
Logos Global Management LP Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IDYA
IDEAYA Biosciences Inc
3,500,000
57,330.0
+16.67%
10.190
+1.46%
4.000
+25.56%
-8.05%
2,069.6
Biotechnology
RVMD
Revolution Medicines Inc
1,600,000
56,576.0
+10.34%
10.060
+0.94%
0.860
+0.24%
-14.20%
6,990.6
Biotechnology
AKRO
Akero Therapeutics Inc
1,200,000
48,576.0
+50.00%
8.640
+2.88%
1.510
+30.83%
+86.27%
4,131.0
Biotechnology
JANX
Janux Therapeutics Inc
1,650,000
44,550.0
+32.00%
7.920
+1.92%
2.790
-16.32%
-50.58%
1,565.8
Biotechnology
NUVL
Nuvalent Inc
500,000
35,460.0
New Holding
6.300
+6.30%
0.700
+10.69%
+2.81%
5,779.2
Biotechnology
TEVA
Teva Pharmaceutical Industries Ltd
1,700,000
26,129.0
New Holding
4.640
+4.64%
0.150
+16.03%
-24.77%
18,998.8
Drug Manufacturers
XENE
Xenon Pharmaceuticals Inc
650,000
21,807.5
New Holding
3.880
+3.88%
0.850
-17.03%
-20.43%
2,393.3
Biotechnology
KROS
Keros Therapeutics Inc
2,000,000
20,380.0
New Holding
3.620
+3.62%
4.920
+0.91%
-8.84%
586.1
Biotechnology
IRON
Disc Medicine Inc
394,342
19,575.1
+97.17%
3.480
+1.72%
1.140
+34.97%
-3.88%
2,110.6
Biotechnology
BNTX
BioNTech SE
200,000
18,212.0
-33.33%
3.240
-1.33%
0.080
-0.20%
+0.57%
27,549.8
Biotechnology

Logos Global Management LP's Historical Top Holdings Breakdowns

Logos Global Management LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NUVL
Nuvalent Inc
2025-03-31
New Buy
New Buy
+6.30%
67.38 ($78.19) 88.96
$80.48
2.93%
New holding
500,000
500,000
CYTK
Cytokinetics Inc
2025-03-31
Sold Out
Sold Out
-4.95%
40.19 ($45.96) 51.12
$37.93
-17.47%
Sold Out
0
-900,000
TEVA
Teva Pharmaceutical Industries Ltd
2025-03-31
New Buy
New Buy
+4.64%
14.67 ($17.86) 22.01
$16.58
-7.17%
New holding
1,700,000
1,700,000
VERA
Vera Therapeutics Inc
2025-03-31
Sold Out
Sold Out
-4.33%
24.02 ($32.13) 43.22
$22.63
-29.57%
Sold Out
0
-875,000
XENE
Xenon Pharmaceuticals Inc
2025-03-31
New Buy
New Buy
+3.88%
33.55 ($37.97) 40.74
$31.19
-17.86%
New holding
650,000
650,000
MRUS
Merus NV
2025-03-31
Sold Out
Sold Out
-3.69%
39.01 ($43.61) 49.16
$64.15
47.10%
Sold Out
0
-750,000
INSM
Insmed Inc
2025-03-31
Sold Out
Sold Out
-3.64%
65.25 ($76.49) 83.83
$103.44
35.23%
Sold Out
0
-450,000
KROS
Keros Therapeutics Inc
2025-03-31
New Buy
New Buy
+3.62%
10.15 ($11.61) 16.1
$14.43
24.29%
New holding
2,000,000
2,000,000
ETNB
89bio Inc
2025-03-31
New Buy
New Buy
+3.23%
6.1 ($8.74) 11.66
$10.08
15.33%
New holding
2,500,000
2,500,000
NBIX
Neurocrine Biosciences Inc
2025-03-31
Sold Out
Sold Out
-3.19%
107.22 ($126.68) 153.29
$133.66
5.51%
Sold Out
0
-200,000

Logos Global Management LP Total Holding History ($B)

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Logos Global Management LP's Asset Allocation

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Logos Global Management LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Logos Global Management LP's Hypothetical Growth since 2025-03-31

Logos Global Management LP's Yearly Returns

Year Portfolio % % Excess Gain %

Logos Global Management LP's Holdings Heat Map

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Logos Global Management LP's Holdings Bubble Chart

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