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
Q2 		$19M Sell
585,000
-330,000
-36% -$9.69M 0.82% 38
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 $6.87B AUM 205.24% 1-Year Est. Return
BlackRock
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
TECP
Trails Edge Capital Partners Atlanta, Georgia $630M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CC
Commodore Capital New York $1.68B AUM 375.52% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return
CP
Caligan Partners New York $2.13B AUM 758.65% 1-Year Est. Return
SSC
Spruce Street Capital New York $510M AUM
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

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

Logos Global Management reduced its LB Pharmaceuticals (LBRX) stake by 36% in Q2 2026, selling an estimated $9.69M and leaving 585,000 shares worth $19M. The position accounts for 0.82% of the portfolio, ranked #38.

Logos Global Management first reported a position in LBRX in Q3 2025 and has held it in 4 quarters since. The position peaked at $26.7M in Q4 2025. 115 funds tracked by Wall St. Rank hold LBRX as of Q2 2026.

  • Logos Global Management held 585,000 shares of LB Pharmaceuticals worth $19M as of Q2 2026.
  • Logos Global Management sold 330,000 LB Pharmaceuticals shares in Q2 2026, an estimated $9.69M.
  • LB Pharmaceuticals made up 0.82% of Logos Global Management's portfolio in Q2 2026, its #38 holding.
  • Logos Global Management first reported a position in LB Pharmaceuticals in Q3 2025 and has held it in 4 quarters since.
  • Logos Global Management's LB Pharmaceuticals position peaked at $26.7M in Q4 2025.
  • 115 funds tracked by Wall St. Rank held LB Pharmaceuticals as of Q2 2026.

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