Logos Global Management LP Portfolio Holdings

Logos Global Management LP

  • $775 Million
  • Q2 2025

Logos Global Management LP has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $775 Million distributed in 51 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ideaya Biosciences, Inc. with a value of $70.3M, Akero Therapeutics, Inc. with a value of $64M, Revolution Medicines, Inc. with a value of $62.5M, Jazz Pharmaceuticals PLC with a value of $47.8M, and Avidity Biosciences, Inc. with a value of $27M.

Examining the 13F form we can see an increase of $261M in the current position value, from $513M to 775M.

Logos Global Management LP is based out at San Francisco, CA

Below you can find more details about Logos Global Management LP portfolio as well as his latest detailed transactions.

Portfolio value $775 Million
Healthcare: $692 Million
ETFs: $82.9 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$18.6B
$25.1 Million 3.24% of portfolio
200,000
Q2 2025 New
$13.7B
$24.4 Million 3.15% of portfolio
85,000
Q2 2025 New
$12.3B
$18.9 Million 2.43% of portfolio
150,000
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $775 Million
  • Prior Value $513 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 21 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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