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LOGOS GLOBAL MANAGEMENT LP
LOGOS GLOBAL MANAGEMENT LP
Latest filing: 2026-06-30
LOGOS GLOBAL MANAGEMENT LP runs LOGOS GLOBAL MANAGEMENT LP and currently holds 68 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $2.32B. Their top holdings are ERAS, ABVX, RVMD, IDYA, BNTX. The top five represent 30.0% of reported portfolio weight. LOGOS GLOBAL MANAGEMENT LP ranks #187 out of 1000 investors tracked by Alpha Score. In the most recent quarter, LOGOS GLOBAL MANAGEMENT LP initiated 13 new positions. They added to 14 existing positions. They trimmed 15 positions. Their current best-performing preview position is MANE with returns of +94.68%.
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68 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 ERAS ERASCA INC | 9.58% | $3.67 | $17.63 | +380.38% | Added +8.97% |
 ABVX ABIVAX SA | 5.87% | $108.49 | $114.95 | +5.95% | Added +51.70% |
 RVMD REVOLUTION MEDICINES INC | 5.64% | $44.37 | $209.46 | +372.08% | Trimmed -65.00% |
 IDYA IDEAYA BIOSCIENCES INC | 4.81% | $26.92 | $39.67 | +47.36% | Trimmed -13.04% |
 BNTX BIONTECH SE | 4.07% | $93.05 | $116.57 | +25.28% | New Buy |
 VERA VERA THERAPEUTICS INC | 4.06% | $42.91 | $32.28 | -24.78% | New Buy |
 TNGX TANGO THERAPEUTICS INC | 3.84% | $8.76 | $23.88 | +172.60% | Trimmed -5.00% |
 PRAX PRAXIS PRECISION MEDICINES I | 3.75% | $210.51 | $375.94 | +78.59% | Trimmed -8.77% |
 CLDX CELLDEX THERAPEUTICS INC NEW | 3.36% | $35.27 | $40.38 | +14.49% | Added +366.67% |
 DNTH DIANTHUS THERAPEUTICS INC | 3.36% | $73.42 | $111.10 | +51.32% | Added +100.00% |
Showing 1-10 of 68