Logos Global Management’s MoonLake Immunotherapeutics MLTX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$52.1M	Buy	2,675,000 +1,175,000	+78%	+$21.3M	2.24%	15
2026 Q1	$28M	Sell	1,500,000 -250,000	-14%	-$4.14M	1.4%	23
2025 Q4	$23.1M	Buy	+1,750,000	New	+$20.6M	1.39%	26
2025 Q3	–	Sell	-200,000	Closed	-$9.44M	–	67
2025 Q2	$9.44M	Sell	200,000 -150,000	-43%	-$6.11M	1.04%	31
2025 Q1	$13.7M	Buy	+350,000	New	+$15.1M	2.43%	16
2024 Q3	–	Sell	-750,000	Closed	-$33M	–	63
2024 Q2	$33M	Buy	+750,000	New	+$31.8M	2.65%	13
2024 Q1	–	Sell	-150,000	Closed	-$9.06M	–	65
2023 Q4	$9.06M	Buy	+150,000	New	+$7.73M	0.85%	27
2021 Q3	–	Sell	-50,000	Closed	-$518K	–	63
2021 Q2	$518K	Sell	50,000 -150,000	-75%	-$1.52M	0.04%	56
2021 Q1	$2.04M	Hold	200,000	–	–	0.2%	51
2020 Q4	$2.27M	Buy	+200,000	New	+$2.12M	0.19%	50

Other funds holding MLTX

BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return

Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

CAM

Cormorant Asset Management Boston, Massachusetts $1.95B AUM 773.9% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

MPM BioImpact Boston, Massachusetts $1.64B AUM 245.64% 1-Year Est. Return

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

Logos Global Management increased its MoonLake Immunotherapeutics (MLTX) stake by 78% in Q2 2026, buying an estimated $21.3M and bringing the position to 2,675,000 shares worth $52.1M. The position accounts for 2.24% of the portfolio, ranked #15.

Logos Global Management first reported a position in MLTX in Q4 2020 and has held it in 10 quarters since. 172 funds tracked by Wall St. Rank hold MLTX as of Q2 2026.

Logos Global Management held 2,675,000 shares of MoonLake Immunotherapeutics worth $52.1M as of Q2 2026.
Logos Global Management bought 1,175,000 MoonLake Immunotherapeutics shares in Q2 2026, an estimated $21.3M.
MoonLake Immunotherapeutics made up 2.24% of Logos Global Management's portfolio in Q2 2026, its #15 holding.
Logos Global Management first reported a position in MoonLake Immunotherapeutics in Q4 2020 and has held it in 10 quarters since.
172 funds tracked by Wall St. Rank held MoonLake Immunotherapeutics as of Q2 2026.

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