Data as of Q4 2025 (Dec 31, 2025)

Logos Global Management LP

โ€ขCIK: 1792126โ€ขFiling: Q4 2025

**Logos Global Management LP** manages $1.4B across a concentrated portfolio of 67 positions. The firm maintains significant exposure to specialized biotech names, with PRAX leading holdings at $110.5M. Further notable allocations include OLMA ($80.2M), RVMD ($79.7M), and CDTX ($68.5M). This structure suggests a deep, conviction-driven focus within the life sciences sector.

Total AUM
$1.2B
+ $154.3M in options
QoQ Performance
+24.6%
Positions
62
+ 5 options
Top 10 Concentration
43.6%
Latest Filing
Q4 2025

Top Holdings Allocation

PRAX
OLMA
RVMD
PRAX8.0%
OLMA5.8%
RVMD5.7%
CDTX4.9%
ABVX3.9%
ERAS3.5%
OCUL3.1%
GPCR3.0%

๐Ÿ“ˆ Biggest Buys

PRAX
PRAXIS PRECISION MEDICINES I
+200.0%
8.0% of portfolio
TERN
TERNS PHARMACEUTICALS INC
NEW
2.2% of portfolio
TNGX
TANGO THERAPEUTICS INC
+342.1%
2.7% of portfolio
IMVT
IMMUNOVANT INC
+400.0%
2.5% of portfolio
RCUSCALL
ARCUS BIOSCIENCES INC
NEW
1.8% of portfolio

๐Ÿ“‰ Biggest Sells

IDYACALL
IDEAYA BIOSCIENCES INC
-80.0%
1.1% of portfolio
RVMDCALL
REVOLUTION MEDICINES INC
-42.9%
5.7% of portfolio
DYN
DYNE THERAPEUTICS INC
-47.9%
1.8% of portfolio
VSTM
VERASTEM INC
-58.0%
0.9% of portfolio
GPCR
STRUCTURE THERAPEUTICS INC
-29.4%
3.0% of portfolio

Sector Breakdown

Other100.0%

๐Ÿšช Exited Positionssold since Q3 2025

AKRO
AKERO THERAPEUTICS INC
SOLD
$57.0M
ARVN
ARVINAS INC
SOLD
$47.5M
PTGX
PROTAGONIST THERAPEUTICS INC
SOLD
$19.9M
KROS
KEROS THERAPEUTICS INC
SOLD
$13.4M
LRMR
LARIMAR THERAPEUTICS INC
SOLD
$8.1M
+8 more exited positions

Changes from Q3 2025

NEW24 new positions
โ†‘13 increased
โ†“22 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023