Logos Global Management’s Immunocore IMCR Stock Holding History

Logos Global Management’s Portfolio IMCR Stock Details IMCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$45.2M	Buy	1,500,000 +650,000	+76%	+$21M	2.26%	12
2025 Q4	$29.5M	Hold	850,000	–	–	1.78%	20
2025 Q3	$30.9M	Buy	850,000 +275,000	+48%	+$9.34M	2.77%	13
2025 Q2	$18M	Buy	+575,000	New	+$17.9M	2%	18
2024 Q2	–	Sell	-900,000	Closed	-$58.5M	–	65
2024 Q1	$58.5M	Buy	900,000 +500,000	+125%	+$34.3M	4.73%	4
2023 Q4	$27.3M	Sell	400,000 -50,000	-11%	-$2.6M	2.55%	14
2023 Q3	$23.4M	Sell	450,000 -50,000	-10%	-$2.96M	3.12%	11
2023 Q2	$30M	Hold	500,000	–	–	4.08%	7
2023 Q1	$24.7M	Hold	500,000	–	–	3.54%	9
2022 Q4	$28.5M	Buy	500,000 +150,000	+43%	+$8.44M	3.34%	12
2022 Q3	$16.4M	Buy	+350,000	New	+$16.7M	2.02%	18

Other funds holding IMCR

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

VPC

Vestal Point Capital New York $3.58B AUM 189.12% 1-Year Est. Return

TCM

Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return

Logos Global Management's IMCR Position: Q1 2026 in Review

Logos Global Management increased its Immunocore (IMCR) stake by 76% in Q1 2026, buying an estimated $21M and bringing the position to 1,500,000 shares worth $45.2M. The position accounts for 2.26% of the portfolio, ranked #12.

Logos Global Management first reported a position in IMCR in Q3 2022 and has held it in 11 quarters since. The position peaked at $58.5M in Q1 2024. 142 funds tracked by Wall St. Rank hold IMCR as of Q1 2026.

Logos Global Management held 1,500,000 shares of Immunocore worth $45.2M as of Q1 2026.
Logos Global Management bought 650,000 Immunocore shares in Q1 2026, an estimated $21M.
Immunocore made up 2.26% of Logos Global Management's portfolio in Q1 2026, its #12 holding.
Logos Global Management first reported a position in Immunocore in Q3 2022 and has held it in 11 quarters since.
Logos Global Management's Immunocore position peaked at $58.5M in Q1 2024.
142 funds tracked by Wall St. Rank held Immunocore as of Q1 2026.

Based on Logos Global Management's 13F filing for Q1 2026, filed 15 May 2026.