Logos Global Management’s Disc Medicine IRON Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$35.8M	Buy	560,000 +50,000	+10%	+$3.47M	1.79%	18
2025 Q4	$40.5M	Buy	510,000 +60,000	+13%	+$5.07M	2.45%	11
2025 Q3	$29.7M	Sell	450,000 -250,000	-36%	-$14.9M	2.67%	15
2025 Q2	$37.1M	Buy	700,000 +305,658	+78%	+$14.4M	4.1%	6
2025 Q1	$19.6M	Buy	394,342 +194,342	+97%	+$10.8M	3.48%	9
2024 Q4	$12.7M	Sell	200,000 -735,000	-79%	-$42.5M	1.48%	26
2024 Q3	$45.9M	Buy	935,000 +10,000	+1%	+$469K	4.96%	4
2024 Q2	$41.7M	Buy	+925,000	New	+$31.4M	3.35%	9
2023 Q2	–	Sell	-525,000	Closed	-$11.1M	–	56
2023 Q1	$11.1M	Buy	+525,000	New	+$11.7M	1.59%	26

Other funds holding IRON

Fidelity Investments

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

RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return

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

Wellington Management Group

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

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Atlas Venture Life Science Advisors Cambridge, Massachusetts $790M AUM 223.66% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return

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