Institutional Fund
Logos Global Management LP
San Francisco, CACIK 17921265 filings on record
Portfolio Value
$1.94B
Q1 2026
Holdings
63
Reported positions
New Buys
12
Opened this quarter
QoQ Change
+29.4%
from $1.50B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Revolution Medicines Inc10.0%
- Erasca Inc9.3%
- Ideaya Biosciences Inc5.9%
- Praxis Precision Medicines I4.7%
- Centessa Pharmaceuticals PLC4.3%
- Terns Pharmaceuticals Inc4.1%
- Other61.6%
Portfolio Holdings
63 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Revolution Medicines Inc | 2.00M | $194.50M | 10.0% | 0 | Held |
| 2 | Erasca Inc | 11.15M | $180.41M | 9.3% | −1.85M | Reduced |
| 3 | Ideaya Biosciences Inc | 3.45M | $114.95M | 5.9% | +325.0K | Added |
| 4 | Praxis Precision Medicines I | 285.0K | $91.82M | 4.7% | −90.0K | Reduced |
| 5 | Centessa Pharmaceuticals PLC | 2.13M | $84.41M | 4.3% | +1.93M | Added |
| 6 | Terns Pharmaceuticals Inc | 1.50M | $79.08M | 4.1% | +750.0K | Added |
| 7 | Abivax SA | 675.0K | $75.16M | 3.9% | +275.0K | Added |
| 8 | Tango Therapeutics Inc | 3.00M | $62.76M | 3.2% | −1.20M | Reduced |
| 9 | Cytokinetics Inc | 875.0K | $57.67M | 3.0% | +575.0K | Added |
| 10 | Olema Pharmaceuticals Inc | 3.21M | $47.84M | 2.5% | 0 | Held |
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