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LGM

Logos Global Management Portfolio holdings

AUM $2.32B
1-Year Est. Return 536.01%
This Fund
S&P 500
This Quarter Est. Return
+47.39%
1 Year Est. Return
+536.01%
3 Year Est. Return
+1,584.92%
5 Year Est. Return
+2,855.24%
10 Year Est. Return
–
AUM
$2B
AUM Growth
+$348M
Cap. Flow
+$158M
Cap. Flow %
7.89%
Top 10 Hldgs %
49.36%
Holding
84
New
15
Increased
23
Reduced
21
Closed
18

Top Buys

Rank Stock Value
1
CNTA
Centessa Pharmaceuticals
CNTA
+$49.2M
2
MDGL icon
Madrigal Pharmaceuticals
MDGL
+$40.6M
3
UTHR icon
United Therapeutics
UTHR
+$39.8M
4
CYTK icon
Cytokinetics
CYTK
+$36.5M
5
ABVX
Abivax
ABVX
+$32.5M

Top Sells

Rank Stock Value
1
CDTX
Cidara Therapeutics
CDTX
+$68.5M
2
RNAM
Avidity Biosciences
RNAM
+$36.1M
3
JAZZ icon
Jazz Pharmaceuticals
JAZZ
+$34M
4
PRAX icon
Praxis Precision Medicines
PRAX
+$27.8M
5
ERAS icon
Erasca
ERAS
+$21.9M

Sector Composition

Rank Sector Weight
1 Healthcare 96.96%
2 Miscellaneous 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XENE icon
26
Xenon Pharmaceuticals
XENE
$5.81B
$26.2M 1.31%
+450,000
New +$20.7M
RCUS icon
27
Arcus Biosciences
RCUS
$3.72B
$25.9M 1.29%
+1,200,000
New +$25.9M
DYN icon
28
Dyne Therapeutics
DYN
$4.68B
$25.4M 1.27%
1,400,000
+150,000
+12% +$2.59M
GPCR icon
29
Structure Therapeutics
GPCR
$3.38B
$24.1M 1.2%
500,000
-100,000
-17% -$6.84M
LBRX
30
LB Pharmaceuticals
LBRX
$1.54B
$22.6M 1.13%
915,000
-285,000
-24% -$6.57M
ELVN icon
31
Enliven Therapeutics
ELVN
$4.24B
$21.2M 1.06%
540,000
+200,000
+59% +$5.54M
DSGN icon
32
Design Therapeutics
DSGN
$946M
$20.7M 1.04%
1,950,000
-550,000
-22% -$5.57M
ELVN icon
33
CALL
Enliven Therapeutics
ELVN
$4.24B
$19.6M 0.98%
+500,000
New +$13.9M
NERV icon
34
Minerva Neurosciences
NERV
$231M
$19.4M 0.97%
3,215,000
-96,000
-3% -$551K
NAMS icon
35
NewAmsterdam Pharma
NAMS
$3.1B
$19.2M 0.96%
600,000
+150,000
+33% +$4.89M
MIRM icon
36
Mirum Pharmaceuticals
MIRM
$5.94B
$18.5M 0.92%
200,000
-25,000
-11% -$2.35M
PCVX icon
37
Vaxcyte
PCVX
$8.9B
$17.4M 0.87%
300,000
-350,000
-54% -$19M
ACAD icon
38
Acadia Pharmaceuticals
ACAD
$5.02B
$16.7M 0.83%
750,000
-100,000
-12% -$2.39M
CMPX icon
39
Compass Therapeutics
CMPX
$432M
$16.7M 0.83%
3,150,000
+2,000,000
+174% +$11.5M
AVTX icon
40
CALL
Avalo Therapeutics
AVTX
$1.05B
$14.9M 0.75%
+1,000,000
New +$15.6M
CLDX icon
41
Celldex Therapeutics
CLDX
$3.07B
$14.3M 0.71%
450,000
+100,000
+29% +$2.73M
JANX icon
42
Janux Therapeutics
JANX
$1.1B
$13.9M 0.69%
1,000,000
– –
VOR icon
43
Vor Biopharma
VOR
$1.34B
$13.4M 0.67%
750,000
+650,000
+650% +$9.17M
ALKS icon
44
Alkermes
ALKS
$7.95B
$12.4M 0.62%
+350,000
New +$10.9M
ORIC icon
45
Oric Pharmaceuticals
ORIC
$1.37B
$12M 0.6%
950,000
+500,000
+111% +$5.68M
IMMX icon
46
Immix Biopharma
IMMX
$992M
$11.2M 0.56%
1,225,000
+225,000
+23% +$1.65M
TENX icon
47
Tenax Therapeutics
TENX
$79.7M
$9.99M 0.5%
+625,000
New +$8.46M
AMLX icon
48
Amylyx Pharmaceuticals
AMLX
$3.87B
$9.73M 0.49%
700,000
-250,000
-26% -$3.52M
CBIO
49
Crescent Biopharma
CBIO
$659M
$8.86M 0.44%
482,500
-117,500
-20% -$1.35M
SLNO
50
DELISTED
Soleno Therapeutics
SLNO
$8.37M 0.42%
250,000
-50,000
-17% -$1.96M
1
2
3 4

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Logos Global Management's Q1 2026 Portfolio in Review

As of Q1 2026, Logos Global Management held 84 positions worth $2B, up 21% from $1.65B the previous quarter. Its ten largest holdings account for 49% of the portfolio.

Logos Global Management deployed $158M of net new capital in Q1 2026, opening 15 new positions and adding to 23 existing holdings. Its largest new stake was Madrigal Pharmaceuticals: 85,000 shares worth $44.5M.

By sector, the portfolio is most concentrated in Healthcare at 97% of assets, up from 91% a quarter earlier, followed by Miscellaneous.

On the sell side, the largest reduction was Praxis Precision Medicines, an estimated $27.8M trimmed.

  • Logos Global Management's largest Q1 2026 buy was Madrigal Pharmaceuticals: 85,000 shares worth $44.5M.
  • Logos Global Management added most to Centessa Pharmaceuticals in Q1 2026, an estimated $49.2M increase.
  • Logos Global Management's biggest Q1 2026 reduction was Praxis Precision Medicines, cutting an estimated $27.8M.
  • Logos Global Management fully exited Cidara Therapeutics in Q1 2026, selling an estimated $68.5M.
  • Logos Global Management's ten largest holdings make up 49% of its $2B portfolio in Q1 2026.
  • Logos Global Management opened 15 new positions and closed 18 in Q1 2026.
  • Logos Global Management's portfolio value rose 21% quarter-over-quarter to $2B.

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