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Logos Global Management’s Arcus Biosciences RCUS Stock Holding History

Logos Global Management’s Portfolio RCUS Stock Details RCUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20M Sell
650,000
-550,000
-46% -$13.6M 0.86% 35
2026
Q1 		$25.9M Buy
+1,200,000
New +$25.9M 1.29% 27
2024
Q1 		– Sell
-325,000
Closed -$6.21M – 66
2023
Q4 		$6.21M Buy
+325,000
New +$5.19M 0.58% 38
2023
Q3 		– Sell
-750,000
Closed -$15.2M – 68
2023
Q2 		$15.2M Buy
+750,000
New +$14.3M 2.07% 18

Other funds holding RCUS

GS
Gilead Sciences Foster City, California $1.65B AUM 166.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SCM
Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

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

Logos Global Management reduced its Arcus Biosciences (RCUS) stake by 46% in Q2 2026, selling an estimated $13.6M and leaving 650,000 shares worth $20M. The position accounts for 0.86% of the portfolio, ranked #35.

Logos Global Management first reported a position in RCUS in Q2 2023 and has held it in 4 quarters since. The position peaked at $25.9M in Q1 2026. 232 funds tracked by Wall St. Rank hold RCUS as of Q2 2026.

  • Logos Global Management held 650,000 shares of Arcus Biosciences worth $20M as of Q2 2026.
  • Logos Global Management sold 550,000 Arcus Biosciences shares in Q2 2026, an estimated $13.6M.
  • Arcus Biosciences made up 0.86% of Logos Global Management's portfolio in Q2 2026, its #35 holding.
  • Logos Global Management first reported a position in Arcus Biosciences in Q2 2023 and has held it in 4 quarters since.
  • Logos Global Management's Arcus Biosciences position peaked at $25.9M in Q1 2026.
  • 232 funds tracked by Wall St. Rank held Arcus Biosciences as of Q2 2026.

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