Logos Global Management LP

Q1 2026 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
66
Total value ($000)
$2,002,915
Net value change ($000)
+347,957 (21.0%)
New positions
12
Sold out positions
12
Turnover %
20.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ERAS 132,047 273.1%
CNTA 79,403 1587.4%
TERN 48,780 161.0%
UTHR 47,438 NEW
MDGL 44,495 NEW
CYTK 38,609 202.5%
RVMD 35,200 22.1%
CGON 30,612 368.6%
TYRA 27,034 489.7%
XENE 26,168 NEW
Top Reduces (Value $000, Stocks/ETFs)
CDTX -68,476 -100.0%
RNAM -36,065 -100.0%
JAZZ -34,000 -100.0%
OLMA -32,378 -40.4%
PRAX -18,704 -16.9%
GPCR -17,630 -42.2%
QURE -16,153 -100.0%
KNSA -14,438 -100.0%
PCVX -12,558 -41.9%
KYMR -10,115 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 60,890 (3.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type