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 Q2	$64M	Buy	875,000 +315,000	+56%	+$21.6M	2.76%	12
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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RCM

RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPC

Vestal Point Capital New York $4.28B AUM 239% 1-Year Est. Return

AVLSA

Atlas Venture Life Science Advisors Cambridge, Massachusetts $881M AUM 160.77% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Logos Global Management's IRON Position: Q2 2026 in Review

Logos Global Management increased its Disc Medicine (IRON) stake by 56% in Q2 2026, buying an estimated $21.6M and bringing the position to 875,000 shares worth $64M. The position accounts for 2.76% of the portfolio, ranked #12.

Logos Global Management first reported a position in IRON in Q1 2023 and has held it in 10 quarters since. 216 funds tracked by Wall St. Rank hold IRON as of Q2 2026.

Logos Global Management held 875,000 shares of Disc Medicine worth $64M as of Q2 2026.
Logos Global Management bought 315,000 Disc Medicine shares in Q2 2026, an estimated $21.6M.
Disc Medicine made up 2.76% of Logos Global Management's portfolio in Q2 2026, its #12 holding.
Logos Global Management first reported a position in Disc Medicine in Q1 2023 and has held it in 10 quarters since.
216 funds tracked by Wall St. Rank held Disc Medicine as of Q2 2026.

Based on Logos Global Management's 13F filing for Q2 2026, filed 14 Aug 2026.