Logos Global Management portfolio
Concentrated managerInvestment firmPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 14, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Logos Global Management reported a $2.3 bn portfolio of 68 positions to the SEC as of the end of Q2 2026. Its largest positions are ERAS, ABVX, RVMD. During the quarter it opened BioNTech and Vera Therapeutics and exited Cytokinetics and United Therapeutics.
Sections with a free account
What it reported after the quarter end (Q2 2026)
The 13F shows the portfolio as of Jun 30, 2026. Since then Logos Global Management has filed these own trades with the SEC (Form 4, when it owns more than 10% of a company or holds a role in it) and stakes above 5% (13D and 13G). It is not everything it did: only what it must report before the next 13F.
- 13GLongeveron6.3 %
Stake reported in the company · event of Sep 2, 2026 · filed Sep 10, 2026 · filing ↗
- 13G/AYarrow Bioscience9.9 % → 10.7 %
Stake reported in the company · event of Jul 31, 2026 · filed Aug 7, 2026 · filing ↗
Stake reported in the company · event of May 11, 2026 · filed Aug 17, 2026 · filing ↗
What changed this quarter
74 positions with a change (20 new, 18 added to, 19 trimmed, 17 sold); also, 4 entered through an IPO, 3 exited through an acquisition or merger, 1 entered through a spin-off. 12 are listed here: those of 0.5 points of the portfolio or more (up to 12).
- Newly listedParabilis MedicinesPBLS0.6% of the portfolio
It started trading this quarter: it appears in a 13F for the first time. The filing does not say whether the manager already held it before the listing, so it is not counted as a purchase.
- Revolution Medicines−65%fewer sharesReduced10.0% → 5.6%
- BioNTech+4.1 ppof portfolioNew— → 4.1%
- Vera Therapeutics+4.1 ppof portfolioNew— → 4.1%
- Celldex Therapeutics+367%more sharesIncreased0.7% → 3.4%
- Cytokinetics−2.5 ppof portfolioSold out3.0% → —
- United Therapeutics−2.0 ppof portfolioSold out2.4% → —
- Abivax+52%more sharesIncreased3.9% → 5.9%
- Madrigal Pharmaceuticals−1.9 ppof portfolioSold out2.3% → —
- Dianthus Therapeutics+100%more sharesIncreased1.7% → 3.4%
- Belite Bio+1.7 ppof portfolioNew— → 1.7%
- Biogen−1.6 ppof portfolioSold out1.9% → —
- Rhythm Pharmaceuticals−72%fewer sharesReduced2.0% → 0.6%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- ErascaERAS9.6%
- AbivaxABVX5.9%
- Revolution MedicinesRVMD5.6%
- IDEAYA BiosciencesIDYA4.8%
- BioNTechBNTX4.1%
- Vera TherapeuticsVERA4.1%
- Tango TherapeuticsTNGX3.8%
- Praxis Precision MedicinesPRAX3.7%
- Celldex TherapeuticsCLDX3.4%
- Dianthus TherapeuticsDNTH3.4%
- CG OncologyCGON3.1%
- Disc MedicineIRON2.8%
- MAZE TherapeuticsMAZE2.5%
- Dyne TherapeuticsDYN2.4%
- Moonlake ImmunotherapeuticsMLTX2.2%
“Since”: first quarter of the current run, unbroken until today. In the details, prices are the quarter-end prices of the quarters in which it added shares, per the 13F. The manager may have bought at any price within each quarter; the SEC only publishes the value at quarter end.
Portfolio by sector
- ● Health Care 100%
How its portfolio changed (8 quarters)
Q2 2026: 68
Q2 2026: 48%
Q2 2026: 36.0%
Traded turnover: the weight it bought plus the weight it sold in the quarter, divided by two, excluding price moves. The plain “turnover” in the header does include that effect. With a free account: the full history and sectors over time.
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
Similar managers by type and size
Same type of filer and a 13F portfolio value between a third and three times this one. It is not a comparison of what they hold.
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