StockDriftsStockDriftsTop 50 Logos Global Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ERAS | ERASCA INC | 9.58% | 12.15M | $222.6M | +8.97%(+1.00M) | $3.43(+436.37%) | 2026-06-30 | |
| ABVX | ABIVAX SA | 5.87% | 1.02M | $136.5M | +51.70%(+349.00K) | $91.14(+33.22%) | 2026-06-30 | |
| RVMD | REVOLUTION MEDICINES INC | 5.64% | 700.0K | $131.1M | -65.00%(-1.30M) | $39.24(+447.07%) | 2026-06-30 | |
| IDYA | IDEAYA BIOSCIENCES INC | 4.81% | 3.00M | $111.8M | -13.04%(-450.00K) | $27.30(+32.98%) | 2026-06-30 | |
| BNTX | BIONTECH SE | 4.07% | 1.01M | $94.4M | new | $94.51(-1.50%) | 2026-06-30 | |
| VERA | VERA THERAPEUTICS INC | 4.06% | 2.20M | $94.4M | new | $39.04(-18.97%) | 2026-06-30 | |
| TNGX | TANGO THERAPEUTICS INC | 3.84% | 2.85M | $89.1M | -5.00%(-150.00K) | $8.21(+211.50%) | 2026-06-30 | |
| PRAX | PRAXIS PRECISION MEDICINES I | 3.75% | 260.0K | $87.0M | -8.77%(-25.00K) | $129.65(+182.92%) | 2026-06-30 | |
| CLDX | CELLDEX THERAPEUTICS INC NEW | 3.36% | 2.10M | $78.1M | +366.67%(+1.65M) | $34.16(+22.81%) | 2026-06-30 | |
| DNTH | DIANTHUS THERAPEUTICS INC | 3.36% | 800.0K | $78.0M | +100.00%(+400.00K) | $63.92(+81.42%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +40.74% | +178.76% | +10.88% | +67.56% |
| Top 20 Holdings Unweighted | +44.83% | +203.79% | +12.74% | +82.15% |
Logos Global Management LP reports $2.32B in US-listed equity holdings across 68 positions in its most recent 13F filing. Its largest disclosed positions are ERAS (9.6%), ABVX (5.9%) and RVMD (5.6%). The top 20 holdings account for 70.36% of reported assets. Its disclosed equity book has returned +178.76% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Logos Global Management LP, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Logos Global Management LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1792126). View Logos Global Management LP’s 13F filings on SEC