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Logos Global Management LP

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13F filer, CIK 1792126, San Francisco, CA

Logos Global Management LP reported $562,541,126 across 39 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15. Its ten largest share positions make up 61.97% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-002012

Period
2025-03-31
Reported value
$563M
Holdings
39
Top 10 weight
61.97%
New
11
Sold out
19

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NUVLnew+500,000$35.5M
TEVAnew+1,700,000$26.1M
XENEnew+650,000$21.8M
KROSnew+2,000,000$20.4M
89BIO INCnew+2,500,000$18.2M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
CYTKexited-900,000-$42.3M
VERAexited-875,000-$37M
MERUS N Vexited-750,000-$31.5M
INSMexited-450,000-$31.1M
NBIXexited-200,000-$27.3M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001172661-25-002012, largest first. % of portfolio is the value over $562,541,126, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IDYAIDEAYA BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,100,000 shares; 2024Q4: 3,000,000 shares; 2025Q1: 3,500,000 shares 3,500,000$57.3M10.19%+500,000Timeline
RVMDREVOLUTION MEDICINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200,000 shares; 2024Q4: 1,450,000 shares; 2025Q1: 1,600,000 shares 1,600,000$56.6M10.06%+150,000Timeline
AKROAKERO THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800,000 shares; 2024Q4: 800,000 shares; 2025Q1: 1,200,000 shares 1,200,000$48.6M8.64%+400,000Timeline
JANXJANUX THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000,000 shares; 2024Q4: 1,250,000 shares; 2025Q1: 1,650,000 shares 1,650,000$44.5M7.92%+400,000Timeline
NUVLNUVALENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,000 shares; 2024Q4: not reported; 2025Q1: 500,000 shares 500,000$35.5M6.3%newTimeline
TEVATEVA PHARMACEUTICAL INDS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,700,000 shares 1,700,000$26.1M4.64%newTimeline
XENEXENON PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 650,000 shares 650,000$21.8M3.88%newTimeline
KROSKEROS THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,000,000 shares 2,000,000$20.4M3.62%newTimeline
IRONDISC MEDICINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 935,000 shares; 2024Q4: 200,000 shares; 2025Q1: 394,342 shares 394,342$19.6M3.48%+194,342Timeline
BNTXBIONTECH SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 300,000 shares; 2025Q1: 200,000 shares 200,000$18.2M3.24%-100,000Timeline
89BIO INC89BIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,500,000 shares 2,500,000$18.2M3.23%new
SLNOSOLENO THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 350,000 shares; 2025Q1: 250,000 shares 250,000$17.9M3.18%-100,000Timeline
ERASERASCA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,900,000 shares; 2024Q4: 12,500,000 shares; 2025Q1: 13,000,000 shares 13,000,000$17.8M3.17%+500,000Timeline
OCULOCULAR THERAPEUTIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,500,000 shares; 2024Q4: 3,500,000 shares; 2025Q1: 2,300,000 shares 2,300,000$16.9M3%-1,200,000Timeline
DSGNDESIGN THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,217,627 shares; 2024Q4: 4,217,627 shares; 2025Q1: 4,217,627 shares 4,217,627$16.3M2.89%0Timeline
MLTXMOONLAKE IMMUNOTHERAPEUTICSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 350,000 shares 350,000$13.7M2.43%newTimeline
GERNGERON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,000,000 shares; 2025Q1: 8,000,000 shares 8,000,000$12.7M2.26%+6,000,000Timeline
OLMAOLEMA PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,208,875 shares; 2024Q4: 3,208,875 shares; 2025Q1: 3,208,875 shares 3,208,875$12.1M2.14%0Timeline
CRNXCRINETICS PHARMACEUTICALS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 350,000 shares 350,000$11.7M2.09%newTimeline
RNAMAVIDITY BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 350,000 shares 350,000$10.3M1.84%newTimeline
MAZEMAZE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 936,914 shares 936,914$10.3M1.83%newTimeline
ANNXANNEXON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,600,000 shares; 2024Q4: 2,550,000 shares; 2025Q1: 4,000,000 shares 4,000,000$7.72M1.37%+1,450,000Timeline
GPCRSTRUCTURE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,250,000 shares; 2024Q4: 700,000 shares; 2025Q1: 425,000 shares 425,000$7.36M1.31%-275,000Timeline
CMPSCOMPASS PATHWAYS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,159,030 shares; 2024Q4: not reported; 2025Q1: 2,000,000 shares 2,000,000$5.72M1.02%newTimeline
DYNDYNE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,000 shares; 2024Q4: 450,000 shares; 2025Q1: 500,000 shares 500,000$5.23M0.93%+50,000Timeline
ELVNENLIVEN THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 495,000 shares; 2024Q4: 140,000 shares; 2025Q1: 240,000 shares 240,000$4.72M0.84%+100,000Timeline
IMVTIMMUNOVANT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100,000 shares; 2024Q4: 300,000 shares; 2025Q1: 275,000 shares 275,000$4.7M0.84%-25,000Timeline
AEROVATE THERAPEUTICS INCAEROVATE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,400,000 shares; 2025Q1: 1,400,000 shares 1,400,000$3.51M0.62%0
ACRSACLARIS THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,222,222 shares; 2025Q1: 2,222,222 shares 2,222,222$3.4M0.6%0Timeline
UNICYCIVE THERAPEUTICS INCUNICYCIVE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,078,927 shares; 2024Q4: 5,078,927 shares; 2025Q1: 5,078,927 shares 5,078,927$2.92M0.52%0
TRVITREVI THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,750,000 shares; 2024Q4: 1,250,000 shares; 2025Q1: 424,715 shares 424,715$2.67M0.47%-825,285Timeline
ASTRIA THERAPEUTICS INCASTRIA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500,000 shares; 2024Q4: 500,000 shares; 2025Q1: 500,000 shares 500,000$2.67M0.47%0
RAPPRAPPORT THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,910 shares; 2024Q4: 208,910 shares; 2025Q1: 208,910 shares 208,910$2.1M0.37%0Timeline
GLYCOMIMETICS INCGLYCOMIMETICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,400,000 shares; 2025Q1: 5,400,000 shares 5,400,000$1.13M0.2%0
SEPNSEPTERNA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 134,202 shares; 2025Q1: 134,202 shares 134,202$777K0.14%0Timeline
ALLAKOS INCALLAKOS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,900,000 shares; 2024Q4: 2,900,000 shares; 2025Q1: 2,900,000 shares 2,900,000$660K0.12%0
ARTVARTIVA BIOTHERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,089 shares; 2024Q4: 145,089 shares; 2025Q1: 145,089 shares 145,089$435K0.08%0Timeline
SLDBSOLID BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100,000 shares 100,000$370K0.07%newTimeline
NUVATION BIO INCNUVATION BIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 66,666 shares; 2025Q1: 66,666 shares 66,666$15.9K<0.01%0

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
CYTKCYTOKINETICS INC900,000$42.3Mshares
VERAVERA THERAPEUTICS INC875,000$37Mshares
MERUS N VMERUS N V750,000$31.5Mshares
INSMINSMED INC450,000$31.1Mshares
NBIXNEUROCRINE BIOSCIENCES INC200,000$27.3Mshares
PCVXVAXCYTE INC300,000$24.6Mshares
JAZZJAZZ PHARMACEUTICALS PLC175,000$21.6Mshares
BLUEPRINT MEDICINES CORPBLUEPRINT MEDICINES CORP200,000$17.4Mshares
TVTXTRAVERE THERAPEUTICS INC1,000,000$17.4Mshares
APLSAPELLIS PHARMACEUTICALS INC500,000$16Mshares
ALKSALKERMES PLC500,000$14.4Mshares
APGEAPOGEE THERAPEUTICS INC300,000$13.6Mshares
ARVNARVINAS INC700,000$13.4Mshares
SYRESPYRE THERAPEUTICS INC500,000$11.6Mshares
EWTXEDGEWISE THERAPEUTICS INC400,000$10.7Mshares
PLRXPLIANT THERAPEUTICS INC750,000$9.88Mshares
DRUGBRIGHT MINDS BIOSCIENCES INC245,000$8.82Mshares
Y-mAbs Therapeutics IncY-mAbs Therapeutics Inc1,000,000$7.83Mshares
ATYRATYR PHARMA INC1,000,000$3.62Mshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-25-002012 base2025-05-15acceptance time not in the bulk data set