1y return+130.1%S&P 500 +20.9%
3y return+119.4%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $207 against $157 in the S&P 500.2
Logos Global Management LPS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| ERASErasca Inc | $222.6M | 9.6% | +9.0% |
| ABVXAbivax Sa | $136.5M | 5.9% | +51.7% |
| RVMDRevolution Medicines Inc | $131.1M | 5.6% | −65.0% |
| IDYAIdeaya Biosciences Inc | $111.8M | 4.8% | −13.0% |
| BNTXBiontech Se | $94.4M | 4.1% | New |
| VERAVera Therapeutics Inc | $94.4M | 4.1% | New |
| TNGXTango Therapeutics Inc | $89.1M | 3.8% | −5.0% |
| PRAXPraxis Precision Medicines I | $87.0M | 3.7% | −8.8% |
| CLDXCelldex Therapeutics Inc New | $78.1M | 3.4% | +366.7% |
| DNTHDianthus Therapeutics Inc | $78.0M | 3.4% | +100.0% |
| CGONCg Oncology Inc | $71.0M | 3.1% | +73.9% |
| IRONDisc Medicine Inc | $64.0M | 2.8% | +56.2% |
| MAZEMaze Therapeutics Inc | $57.7M | 2.5% | +56.7% |
| DYNDyne Therapeutics Inc | $56.6M | 2.4% | +82.1% |
| MLTXMoonlake Immunotherapeutics | $52.1M | 2.2% | +78.3% |
| OCULOcular Therapeutix Inc | $52.0M | 2.2% | +37.7% |
| DSGNDesign Therapeutics Inc | $43.4M | 1.9% | +53.8% |
| OLMAOlema Pharmaceuticals Inc | $40.1M | 1.7% | |
| BLTEBelite Bio Inc | $38.5M | 1.7% | New |
| ACHVAchieve Life Science Inc | $35.4M | 1.5% | New |
| TRVITrevi Therapeutics Inc | $35.1M | 1.5% | −21.7% |
| COGTCogent Biosciences Inc | $34.8M | 1.5% | New |
| AVBPArrivent Biopharma Inc | $34.7M | 1.5% | +185.7% |
| Crescent Biopharma Inc.CUSIP G2545C104 | $34.2M | 1.5% | +293.8% |
| CMPSCompass Pathways PLC | $31.8M | 1.4% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| TRVITrevi Therapeutics Inc | March 31, 2024 | +440.6% | $35.1M |
| RVMDRevolution Medicines Inc | June 30, 2024 | +382.6% | $131.1M |
| TNGXTango Therapeutics Inc | September 30, 2025 | +272.1% | $89.1M |
| MAZEMaze Therapeutics Inc | March 31, 2025 | +171.0% | $57.7M |
| DNTHDianthus Therapeutics Inc | September 30, 2025 | +147.7% | $78.0M |
| ELVNEnliven Therapeutics Inc | March 31, 2023 | +131.7% | $23.6M |
| GPCRStructure Therapeutics Inc | March 31, 2023 | +125.6% | $26.8M |
| JBIOJade Biosciences Inc | June 30, 2025 | +122.4% | $25.0M |
| OCULOcular Therapeutix Inc | December 31, 2023 | +120.2% | $52.0M |
| IMVTImmunovant Inc | December 31, 2022 | +117.1% | $25.6M |
Sold off last quarter
- Centessa Pharmaceuticals PLCCUSIP 152309100 was $84.4M
- Terns Pharmaceuticals IncCUSIP 880881107 was $79.1M
- CYTKCytokinetics Inc was $57.7M
- UTHRUnited Therapeutics Corp Del was $47.4M
- MDGLMadrigal Pharmaceuticals Inc was $44.5M
- BIIBBiogen Inc was $36.7M
- TYRATyra Biosciences Inc was $32.6M
- Newamsterdam Pharma CompanyCUSIP N62509109 was $19.2M
- MIRMMirum Pharmaceuticals Inc was $18.5M
- PCVXVaxcyte Inc was $17.4M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +21.9% | +14.8% |
| March 31, 2026 | +6.3% | −4.6% |
| December 31, 2025 | +35.9% | +2.4% |
| September 30, 2025 | +30.6% | +7.8% |
| June 30, 2025 | +10.3% | +10.5% |
| March 31, 2025 | −22.7% | −4.6% |
| December 31, 2024 | −11.7% | +2.1% |
| September 30, 2024 | +7.4% | +5.4% |
| June 30, 2024 | −14.8% | +4.0% |
| March 31, 2024 | +10.0% | +10.0% |
| December 31, 2023 | +34.7% | +11.2% |
| September 30, 2023 | −6.7% | −3.6% |
| June 30, 2023 | +22.6% | +8.3% |
| March 31, 2023 | −12.6% | +7.0% |
| December 31, 2022 | +2.6% | +7.1% |
| September 30, 2022 | +35.8% | −5.3% |
| June 30, 2022 | −18.4% | −16.5% |
| March 31, 2022 | −22.4% | −4.9% |
| September 30, 2021 | +0.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Logos Global Management LP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1792126&type=13F-HR&dateb=&owner=include&count=40CIK 1792126
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1792126/000117266126003529/Filed August 14, 2026 · accession 0001172661-26-003529