LGM
LBRX

Logos Global Management’s LB Pharmaceuticals LBRX Stock Holding History

Logos Global Management’s Portfolio LBRX Stock Details LBRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$22.6M Sell
915,000
-285,000
-24% -$6.57M 1.13% 30
2025
Q4 		$26.7M Buy
1,200,000
+70,000
+6% +$1.22M 1.61% 21
2025
Q3 		$17.8M Buy
+1,130,000
New +$17.9M 1.6% 27

Other funds holding LBRX

DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return
CC
Commodore Capital New York $1.73B AUM 298.96% 1-Year Est. Return
CP
Caligan Partners New York $1.5B AUM 518.95% 1-Year Est. Return
SSC
Spruce Street Capital New York $416M AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TECP
Trails Edge Capital Partners Atlanta, Georgia $437M AUM
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

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

Logos Global Management reduced its LB Pharmaceuticals (LBRX) stake by 24% in Q1 2026, selling an estimated $6.57M and leaving 915,000 shares worth $22.6M. The position accounts for 1.13% of the portfolio, ranked #30.

Logos Global Management first reported a position in LBRX in Q3 2025 and has held it in 3 quarters since. The position peaked at $26.7M in Q4 2025. 77 funds tracked by Wall St. Rank hold LBRX as of Q1 2026.

  • Logos Global Management held 915,000 shares of LB Pharmaceuticals worth $22.6M as of Q1 2026.
  • Logos Global Management sold 285,000 LB Pharmaceuticals shares in Q1 2026, an estimated $6.57M.
  • LB Pharmaceuticals made up 1.13% of Logos Global Management's portfolio in Q1 2026, its #30 holding.
  • Logos Global Management first reported a position in LB Pharmaceuticals in Q3 2025 and has held it in 3 quarters since.
  • Logos Global Management's LB Pharmaceuticals position peaked at $26.7M in Q4 2025.
  • 77 funds tracked by Wall St. Rank held LB Pharmaceuticals as of Q1 2026.

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