Logos Global Management’s Immunovant IMVT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$26.7M	Sell	1,075,000 -300,000	-22%	-$7.77M	1.33%	24
2025 Q4	$35M	Buy	1,375,000 +1,100,000	+400%	+$24.5M	2.11%	16
2025 Q3	$4.43M	Hold	275,000	–	–	0.4%	48
2025 Q2	$4.4M	Hold	275,000	–	–	0.49%	43
2025 Q1	$4.7M	Sell	275,000 -25,000	-8%	-$523K	0.84%	27
2024 Q4	$7.43M	Sell	300,000 -800,000	-73%	-$22.7M	0.87%	33
2024 Q3	$31.4M	Buy	1,100,000 +525,000	+91%	+$15.5M	3.38%	8
2024 Q2	$15.2M	Sell	575,000 -1,200,000	-68%	-$34.1M	1.22%	23
2024 Q1	$57.4M	Buy	1,775,000 +575,000	+48%	+$21M	4.64%	5
2023 Q4	$50.6M	Sell	1,200,000 -400,000	-25%	-$14.7M	4.72%	8
2023 Q3	$61.4M	Sell	1,600,000 -650,000	-29%	-$14.7M	8.19%	1
2023 Q2	$42.7M	Sell	2,250,000 -250,000	-10%	-$4.66M	5.81%	3
2023 Q1	$38.8M	Sell	2,500,000 -650,000	-21%	-$11.3M	5.55%	4
2022 Q4	$55.9M	Buy	+3,150,000	New	+$39.7M	6.55%	4
2020 Q3	–	Sell	-625,000	Closed	-$15.2M	–	54
2020 Q2	$15.2M	Buy	+625,000	New	+$13.4M	3.04%	13

Other funds holding IMVT

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

DTC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BBA

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCM

TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Logos Global Management reduced its Immunovant (IMVT) stake by 22% in Q1 2026, selling an estimated $7.77M and leaving 1,075,000 shares worth $26.7M. The position accounts for 1.33% of the portfolio, ranked #24.

Logos Global Management first reported a position in IMVT in Q2 2020 and has held it in 15 quarters since. The position peaked at $61.4M in Q3 2023. 215 funds tracked by Wall St. Rank hold IMVT as of Q1 2026.

Logos Global Management held 1,075,000 shares of Immunovant worth $26.7M as of Q1 2026.
Logos Global Management sold 300,000 Immunovant shares in Q1 2026, an estimated $7.77M.
Immunovant made up 1.33% of Logos Global Management's portfolio in Q1 2026, its #24 holding.
Logos Global Management first reported a position in Immunovant in Q2 2020 and has held it in 15 quarters since.
Logos Global Management's Immunovant position peaked at $61.4M in Q3 2023.
215 funds tracked by Wall St. Rank held Immunovant as of Q1 2026.

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