Logos Global Management
Logos Global Management reported 68 stocks worth $2.3B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are ERAS (9.6%), ABVX (5.9%) and RVMD (5.6%). Compared with Q1 2026, the fund opened new positions in BNTX, VERA and BLTE, added to ERAS, ABVX and CLDX, trimmed RVMD, IDYA and TNGX and sold out of CYTK, UTHR and MDGL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  ERAS Erasca Inc | $223M | 9.6% | 12.2M | +1M (+9%) | 8 of 8 | |
| 2 |  ABVX Abivax SA | $136M | 5.9% | 1M | +349K (+52%) | 4 of 8 | |
| 3 |  RVMD Revolution Medicines Inc | $131M | 5.6% | 700K | −1.3M (−65%) | 8 of 8 | |
| 4 |  IDYA Ideaya Biosciences Inc | $112M | 4.8% | 3M | −450K (−13%) | 8 of 8 | |
| 5 |  BNTX Biontech SE | $94.4M | 4.1% | 1M | New position | 3 of 8 | |
| 6 |  VERA Vera Therapeutics Inc | $94.4M | 4.1% | 2.2M | New position | 3 of 8 | |
| 7 |  TNGX Tango Therapeutics Inc | $89.1M | 3.8% | 2.9M | −150K (−5%) | 4 of 8 | |
| 8 |  PRAX Praxis Precision Medicines I | $87M | 3.8% | 260K | −25K (−9%) | 5 of 8 | |
| 9 |  CLDX Celldex Therapeutics Inc | $78.1M | 3.4% | 2.1M | +1.6M (+367%) | 5 of 8 | |
| 10 |  DNTH Dianthus Therapeutics Inc | $78M | 3.4% | 800K | +400K (+100%) | 4 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
CENTESSA PHARMACEUTICALS PLC | $84.4M | 2.1M |
TERNS PHARMACEUTICALS INC | $79.1M | 1.5M |
 CYTK Cytokinetics Inc | $57.7M | 875K |
 UTHR United Therapeutics Corp Del | $47.4M | 80K |
 MDGL Madrigal Pharmaceuticals Inc | $44.5M | 85K |
🔒 Free account: see all 20.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Logos Global Management 13F FAQ
What does Logos Global Management own?
Logos Global Management reported 68 stocks worth $2.3B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are ERAS (9.6%), ABVX (5.9%) and RVMD (5.6%). The table above lists every position in the filing (the top 10 without an account).
What did Logos Global Management buy and sell in Q2 2026?
Compared with Q1 2026: 25 new positions, 18 added to, 19 trimmed and 20 sold out. New positions include BNTX, VERA and BLTE. It sold all of CYTK, UTHR and MDGL.
When will Logos Global Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Logos Global Management's portfolio worth?
The Q2 2026 filing reports $2.3B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.