Reported positions
Quarter-end holdings as filed
Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.
Logos Global Management LP
A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ · methodology §13F ↗
Period
$2.0B
reported valuesum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away
66
positionsALL retained default holdings for this (filer, period), including NULL-value ones
15
new stakespositions with no comparable holding in the prior quarter (kind new), 2026-03-31
18
exitspositions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record
Position changes — into 2026-03-31
by shares · Δ value · filing link · how changes are classified §Positionposition matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match identity_reconciled_by_cusip | Changethe reported share count is unchanged across the pair, so the position reads as held rather than as a buy or a sell; only builds before this release inferred a direction from the reported value instead classified_by_value · "exit" = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · "no change" = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an add or a trim (Add / New / Trim / Exit / No change) · "no prior" = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake | Δ valuederived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero | Δ shares | Prev value | Curr value | Prev shares | Curr shares | Flags |
|---|---|---|---|---|---|---|---|---|
ERASCA INC COMposition key pos:12600 · issuer key iss:846 | trim | +$132M | −1,850,000 | $48.4M | $180M | 13,000,000 | 11,150,000 | |
IDEAYA BIOSCIENCES INC COMposition key sid:sec:prov:f7d48a640772d3aa60939ca4949078c5 · issuer key cusip6:45166A | add | +$6.9M | +325,000 | $108M | $115M | 3,125,000 | 3,450,000 | |
PRAXIS PRECISION MEDICINES I COM NEWposition key pos:11991 · issuer key iss:1748 | trim | −$18.7M | −90,000 | $111M | $91.8M | 375,000 | 285,000 | |
CENTESSA PHARMACEUTICALS PLC SPONSORED ADSposition key pos:18882 · issuer key cusip6:152309 | add | +$79.4M | +1,925,000 | $5.0M | $84.4M | 200,000 | 2,125,000 | |
TERNS PHARMACEUTICALS INC COMposition key pos:18385 · issuer key cusip6:880881 | add | +$48.8M | +750,000 | $30.3M | $79.1M | 750,000 | 1,500,000 | |
ABIVAX SA SPONSORED ADSposition key pos:13227 · issuer key iss:50 | add | +$21.2M | +275,000 | $53.9M | $75.2M | 400,000 | 675,000 | |
TANGO THERAPEUTICS INC COMposition key pos:12388 · issuer key iss:2086 | trim | +$25.5M | −1,200,000 | $37.2M | $62.8M | 4,200,000 | 3,000,000 | |
CYTOKINETICS INC COM NEWposition key pos:13331 · issuer key iss:700 | add | +$38.6M | +575,000 | $19.1M | $57.7M | 300,000 | 875,000 | |
UNITED THERAPEUTICS CORP DEL COMposition key pos:15902 · issuer key iss:2217 | new | +$47.4M | +80,000 | $0 | $47.4M | — | 80,000 | |
IMMUNOCORE HLDGS PLC ADSposition key pos:16434 · issuer key iss:1166 | add | +$15.7M | +650,000 | $29.5M | $45.2M | 850,000 | 1,500,000 | |
MADRIGAL PHARMACEUTICALS INC COMposition key pos:15238 · issuer key iss:1407 | new | +$44.5M | +85,000 | $0 | $44.5M | — | 85,000 | |
RHYTHM PHARMACEUTICALS INC COMposition key pos:17607 · issuer key iss:1846 | add | +$18.8M | +260,000 | $20.3M | $39.1M | 190,000 | 450,000 | |
CG ONCOLOGY INC COMposition key pos:12402 · issuer key iss:558 | add | +$30.6M | +375,000 | $8.3M | $38.9M | 200,000 | 575,000 | |
MAZE THERAPEUTICS INC COMposition key pos:16236 · issuer key iss:1445 | add | −$2.5M | +285,000 | $39.4M | $36.9M | 950,000 | 1,235,000 | |
DISC MEDICINE INC COMposition key pos:13022 · issuer key iss:741 | add | −$4.7M | +50,000 | $40.5M | $35.8M | 510,000 | 560,000 | |
DIANTHUS THERAPEUTICS INC COMposition key pos:18462 · issuer key iss:731 | add | +$20.6M | +85,000 | $13.0M | $33.6M | 315,000 | 400,000 | |
OCULAR THERAPEUTIX INC COMposition key sid:sec:prov:26fd673c04b9acd4e799cbdab734d215 · issuer key cusip6:67576A | add | −$9.9M | +350,000 | $42.5M | $32.6M | 3,500,000 | 3,850,000 | |
TYRA BIOSCIENCES INC COMposition key sid:sec:prov:47170149b82e95e4444c881acffa67fc · issuer key cusip6:90240B | add | +$27.0M | +640,000 | $5.5M | $32.6M | 210,000 | 850,000 | |
TREVI THERAPEUTICS INC COMposition key pos:18739 · issuer key iss:2160 | add | +$9.2M | +850,000 | $19.4M | $28.6M | 1,550,000 | 2,400,000 | |
MOONLAKE IMMUNOTHERAPEUTICS CLASS A ORDposition key sid:sec:prov:66a515f74f11d5e1caa284d2543264a2 · issuer key cusip6:61559X | trim | +$4.9M | −250,000 | $23.1M | $28.0M | 1,750,000 | 1,500,000 | |
IMMUNOVANT INC COMposition key sid:sec:prov:c0680e314bfe2d1131f5c3d642c67920 · issuer key cusip6:45258J | trim | −$8.2M | −300,000 | $35.0M | $26.7M | 1,375,000 | 1,075,000 | |
TERNS PHARMACEUTICALS INC COMposition key pos:18385 · issuer key cusip6:880881 CALL | new | +$26.4M | +500,000 | $0 | $26.4M | — | 500,000 | |
XENON PHARMACEUTICALS INC COMposition key pos:13384 · issuer key iss:2365 | new | +$26.2M | +450,000 | $0 | $26.2M | — | 450,000 | |
ARCUS BIOSCIENCES INC COMposition key sid:sec:prov:3c51cfeec4a5be695bdb08ebfaa41e00 · issuer key cusip6:03969F | new | +$25.9M | +1,200,000 | $0 | $25.9M | — | 1,200,000 | |
DYNE THERAPEUTICS INC COMposition key pos:14578 · issuer key iss:778 | add | +$932K | +150,000 | $24.5M | $25.4M | 1,250,000 | 1,400,000 | |
STRUCTURE THERAPEUTICS INC SPONSORED ADSposition key sid:sec:prov:862b191ccb923fc424f39385b48ce4f8 · issuer key cusip6:86366E | trim | −$17.6M | −100,000 | $41.7M | $24.1M | 600,000 | 500,000 | |
LB PHARMACEUTICALS INC COM SHSposition key sid:sec:prov:be515631054470e2500985b7cc1d1245 · issuer key cusip6:50180M | trim | −$4.1M | −285,000 | $26.7M | $22.6M | 1,200,000 | 915,000 | |
ENLIVEN THERAPEUTICS INC COMposition key sid:sec:prov:bf437640b37b30ed62d091e5e9de5808 · issuer key cusip6:29337E | add | +$15.9M | +200,000 | $5.2M | $21.2M | 340,000 | 540,000 | |
DESIGN THERAPEUTICS INC COMposition key sid:sec:prov:652160e4f88d5e68e96c8504db5fee2d · issuer key cusip6:25056L | trim | −$2.7M | −550,000 | $23.5M | $20.7M | 2,500,000 | 1,950,000 | |
ENLIVEN THERAPEUTICS INC COMposition key sid:sec:prov:bf437640b37b30ed62d091e5e9de5808 · issuer key cusip6:29337E CALL | new | +$19.6M | +500,000 | $0 | $19.6M | — | 500,000 | |
MINERVA NEUROSCIENCES INC COM NEWposition key sid:sec:prov:b7de953800440a74b441d1803da39922 · issuer key cusip6:603380 | trim | +$6.1M | −96,000 | $13.3M | $19.4M | 3,311,000 | 3,215,000 | |
NEWAMSTERDAM PHARMA COMPANY ORDINARY SHARESposition key pos:17285 · issuer key iss:2704 | add | +$3.4M | +150,000 | $15.8M | $19.2M | 450,000 | 600,000 | |
MIRUM PHARMACEUTICALS INC COMposition key pos:12357 · issuer key iss:1485 | trim | +$703K | −25,000 | $17.8M | $18.5M | 225,000 | 200,000 | |
VAXCYTE INC COMposition key pos:12513 · issuer key iss:2248 | trim | −$12.6M | −350,000 | $30.0M | $17.4M | 650,000 | 300,000 | |
ACADIA PHARMACEUTICALS INC COMposition key pos:18889 · issuer key iss:56 | trim | −$6.0M | −100,000 | $22.7M | $16.7M | 850,000 | 750,000 | |
COMPASS THERAPEUTICS INC COMposition key sid:sec:prov:c5f3f37de4d48fd1b29c266e9a76eb0b · issuer key cusip6:20454B | add | +$10.5M | +2,000,000 | $6.2M | $16.7M | 1,150,000 | 3,150,000 | |
AVALO THERAPEUTICS INC COM NEWposition key sid:sec:prov:37b91915f07af95197894a79df85a91e · issuer key cusip6:05338F CALL | new | +$14.9M | +1,000,000 | $0 | $14.9M | — | 1,000,000 | |
CELLDEX THERAPEUTICS INC NEW COM NEWposition key sid:sec:prov:30f8f229420c7a82ec2ecf2f2f622045 · issuer key cusip6:15117B | add | +$4.8M | +100,000 | $9.5M | $14.3M | 350,000 | 450,000 | |
VOR BIOPHARMA INC COM NEWposition key sid:sec:prov:60242973181bde6041719c13381cdbb1 · issuer key cusip6:929033 | add | +$12.1M | +650,000 | $1.3M | $13.4M | 100,000 | 750,000 | |
ALKERMES PLC SHSposition key pos:16418 · issuer key iss:2418 | new | +$12.4M | +350,000 | $0 | $12.4M | — | 350,000 | |
ORIC PHARMACEUTICALS INC COMposition key pos:11546 · issuer key iss:1634 | add | +$8.4M | +500,000 | $3.7M | $12.0M | 450,000 | 950,000 | |
IMMIX BIOPHARMA INC COMposition key sid:sec:prov:a4c0ee8cb9f5ffef6a4d9929cac1aeee · issuer key cusip6:45258H | add | +$5.9M | +225,000 | $5.2M | $11.2M | 1,000,000 | 1,225,000 | |
TENAX THERAPEUTICS INC COM NEWposition key sid:sec:prov:9e958f4e10d0d474cc9e75d42ea33a9a · issuer key cusip6:88032L | new | +$10.0M | +625,000 | $0 | $10.0M | — | 625,000 | |
AMYLYX PHARMACEUTICALS INC COMposition key sid:sec:prov:6456a8a739b1b376bb8de72f440b1279 · issuer key cusip6:03237H | trim | −$1.7M | −250,000 | $11.5M | $9.7M | 950,000 | 700,000 | |
CRESCENT BIOPHARMA INC. COMposition key pos:17611 · issuer key iss:2481 | trim | +$1.7M | −117,500 | $7.1M | $8.9M | 600,000 | 482,500 | |
SOLENO THERAPEUTICS INC COMposition key sid:sec:prov:9c654c0b85e21e330a7ebfd2ced217c7 · issuer key cusip6:834203 | trim | −$5.5M | −50,000 | $13.9M | $8.4M | 300,000 | 250,000 | |
ARRIVENT BIOPHARMA INC COMposition key sid:sec:prov:1a78f2f31f5e82c1522796ab4aa69fd1 · issuer key cusip6:04272N | new | +$8.1M | +350,000 | $0 | $8.1M | — | 350,000 | |
RELAY THERAPEUTICS INC COMposition key pos:13232 · issuer key iss:1829 | new | +$7.5M | +750,000 | $0 | $7.5M | — | 750,000 | |
CORVUS PHARMACEUTICALS INC COMposition key sid:sec:prov:990effbc09610fc927e1edc54d252d9d · issuer key cusip6:221015 | trim | +$2.7M | −50,000 | $3.9M | $6.6M | 500,000 | 450,000 | |
MEIRAGTX HLDGS PLC COMposition key sid:sec:prov:8c4f97ba195668adc97a71db173c878f · issuer key cusip6:G59665 | new | +$6.1M | +700,000 | $0 | $6.1M | — | 700,000 | |
JADE BIOSCIENCES INC COM NEWposition key sid:sec:prov:3b4a08cf659449a1ac1d2ee41e501b50 · issuer key cusip6:008064 | add | −$475K | +5,000 | $6.1M | $5.6M | 395,000 | 400,000 | |
VERASTEM INC COM NEWposition key pos:14035 · issuer key cusip6:92337C | trim | −$7.8M | −700,000 | $13.1M | $5.3M | 1,700,000 | 1,000,000 | |
AVALO THERAPEUTICS INC COM NEWposition key sid:sec:prov:37b91915f07af95197894a79df85a91e · issuer key cusip6:05338F | new | +$4.5M | +300,000 | $0 | $4.5M | — | 300,000 | |
IBIO INC COM NEWposition key sid:sec:prov:1da079c25df03f1597bca8fccb831a3d · issuer key cusip6:451033 | trim | −$1.4M | −700,000 | $3.9M | $2.5M | 2,000,000 | 1,300,000 | |
ACLARIS THERAPEUTICS INC COMposition key sid:sec:prov:d6ea93a81ffbe77fbd59d8ff01875a57 · issuer key cusip6:00461U | trim | +$69.0K | −100,000 | $1.8M | $1.9M | 600,000 | 500,000 | |
PHARVARIS N V COMposition key pos:15462 · issuer key iss:2706 | trim | −$939K | −35,000 | $2.8M | $1.8M | 100,000 | 65,000 | |
VERADERMICS INC COMMON STOCKposition key pos:15115 · issuer key iss:2252 | new | +$1.6M | +25,000 | $0 | $1.6M | — | 25,000 | |
SENSEI BIOTHERAPEUTICS INC COM NEWposition key sid:sec:prov:16514d70042eecab12d4883c57b423f3 · issuer key cusip6:81728A | new | +$946K | +30,000 | $0 | $946K | — | 30,000 | |
FRACTYL HEALTH INC COMposition key sid:sec:prov:b437dd7640bddadbb78d4f92535ca4f3 · issuer key cusip6:35168W | trim | −$2.0M | −100,000 | $2.4M | $458K | 1,100,000 | 1,000,000 | |
| pos:11923 | exit‡e | −$16.2M | −675,000 | $16.2M | $0 | 675,000 | — | |
| pos:13465 | exit‡e | −$10.1M | −130,000 | $10.1M | $0 | 130,000 | — | |
| pos:14218 | exit‡e | −$14.4M | −350,000 | $14.4M | $0 | 350,000 | — | |
| pos:15540 | exit‡e | −$34.0M | −200,000 | $34.0M | $0 | 200,000 | — | |
REVOLUTION MEDICINES INC COMposition key pos:15541 · issuer key iss:1842 CALL | exit‡e | −$79.7M | −1,000,000 | $79.7M | $0 | 1,000,000 | — | |
| pos:16467 | exit‡e | −$22.0K | −66,666 | $22.0K | $0 | 66,666 | — | |
| sid:sec:prov:097fe4205cdb81b5acf642533490216f | exit‡e | −$479K | −25,000 | $479K | $0 | 25,000 | — | |
| sid:sec:prov:233302be8852a126d4f3dc726082a4c4 CALL | exit‡e | −$25.1M | −1,000,000 | $25.1M | $0 | 1,000,000 | — | |
| sid:sec:prov:2436d0e4b9db5d946b26deb83a717d5e | exit‡e | −$4.0M | −195,000 | $4.0M | $0 | 195,000 | — | |
| sid:sec:prov:3af9f2163c854ed07645fe0c708030c1 | exit‡e | −$771K | −1,850,000 | $771K | $0 | 1,850,000 | — | |
ARCUS BIOSCIENCES INC COMposition key sid:sec:prov:3c51cfeec4a5be695bdb08ebfaa41e00 · issuer key cusip6:03969F CALL | exit‡e | −$25.0M | −1,050,000 | $25.0M | $0 | 1,050,000 | — | |
| sid:sec:prov:45fc32dac56f2bd3e501273f0a0a1e4d | exit‡e | −$7.5M | −115,000 | $7.5M | $0 | 115,000 | — | |
| sid:sec:prov:48ac0f50c981e01f7c5af17d58a117cf | exit‡e | −$9.5M | −500,000 | $9.5M | $0 | 500,000 | — | |
| sid:sec:prov:5fa73bae4b4007f19790df8489a7fcc7 | exit‡e | −$2.8M | −300,000 | $2.8M | $0 | 300,000 | — | |
| sid:sec:prov:8771e17f16590b5bd511978f2a4f7807 CALL | exit‡e | −$8.9M | −850,000 | $8.9M | $0 | 850,000 | — | |
| sid:sec:prov:b436d0646c9759c2ba692c8fcd7924ab | exit‡e | −$68.5M | −310,000 | $68.5M | $0 | 310,000 | — | |
IDEAYA BIOSCIENCES INC COMposition key sid:sec:prov:f7d48a640772d3aa60939ca4949078c5 · issuer key cusip6:45166A CALL | exit‡e | −$15.6M | −450,000 | $15.6M | $0 | 450,000 | — | |
| sid:sec:prov:fc7c842ed91a7e3b374f2a94cbad8d9a | exit‡e | −$36.1M | −500,000 | $36.1M | $0 | 500,000 | — |
57 more changes below.
Mark-to-market only (no share change) · 7
Positions whose share count is identical in both quarters; the value changed with price, not with a decision.
Positionposition matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match identity_reconciled_by_cusip | Changethe reported share count is unchanged across the pair, so the position reads as held rather than as a buy or a sell; only builds before this release inferred a direction from the reported value instead classified_by_value · "exit" = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · "no change" = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an add or a trim (Add / New / Trim / Exit / No change) · "no prior" = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake | Δ valuederived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero | Δ shares | Prev value | Curr value | Prev shares | Curr shares | Flags |
|---|---|---|---|---|---|---|---|---|
REVOLUTION MEDICINES INC COMposition key pos:15541 · issuer key iss:1842 | no change | +$35.2M | 0 | $159M | $195M | 2,000,000 | 2,000,000 | |
OLEMA PHARMACEUTICALS INC COMposition key pos:14811 · issuer key iss:1615 | no change | −$32.4M | 0 | $80.2M | $47.8M | 3,208,875 | 3,208,875 | |
BIOGEN INC COMposition key pos:12302 · issuer key iss:376 | no change | +$1.5M | 0 | $35.2M | $36.7M | 200,000 | 200,000 | |
JANUX THERAPEUTICS INC COMposition key sid:sec:prov:7f79da9ff584753bfd1b9acc24c00236 · issuer key cusip6:47103J | no change | +$100K | 0 | $13.8M | $13.9M | 1,000,000 | 1,000,000 | |
UNICYCIVE THERAPEUTICS INC COM NEWposition key sid:sec:prov:dfd0154b493c84f8cf2ed4d228add022 · issuer key cusip6:90466Y | no change | +$384K | 0 | $2.7M | $3.1M | 473,563 | 473,563 | |
PALATIN TECHNOLOGIES INC COM NEWposition key sid:sec:prov:72475b3732ae8a64b486fe41b469bb0b · issuer key cusip6:696077 | no change | +$286K | 0 | $2.2M | $2.4M | 140,000 | 140,000 | |
SEPTERNA INC COMposition key sid:sec:prov:c07b19289bd1953ef889bf232426771d · issuer key cusip6:81734D | no change | −$90.7K | 0 | $657K | $566K | 23,548 | 23,548 |
Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.
Changes derive from the aggregate's top-25 slices and keyable positions only; unkeyable holdings are counted in the registry, not differenced. methodology §13F ↗
Book shape
2026-03-31 · concentration · vs tracked median · tick = median- Top-25 concentration
- 76.0%below median 80.0%
- Concentration index
- 369 bpsbelow median 446 bps
- Positions with value
- 66 / 66median book 97.5 positions
Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.
null-value positions: 0holdings whose <value> did not parse — retained and counted, never zero-filled · top-N share ·§: 76.0% · HHI (bps) ·§: 369integer Herfindahl–Hirschman index in basis points over disclosed position values · QoQ moves: 84
Filing history
AVAILABLE QUARTERS| Period | Source |
|---|---|
| 2026-03-31 | EDGAR ↗ |
PLANNED sector rotation · Congress overlap · signals for this filer
Complete source filings on SEC EDGAR
The complete filing on EDGAR.
The position list above is served from the published Public Filings build — every position this filer reported for the selected quarter, as it reported it. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Serving this list is M2-CONTRACT §3, amended 2026-08-02; §3.1 keeps live EDGAR for filings newer than this build.
Open Logos Global Management LP's 13F filings on SEC EDGAR ↗Notes on this data
Share changes
Compare consecutive quarters
Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.
Coverage
A snapshot, not current holdings
Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.
ViewPrior quarter not yet availableThis build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.
Reported positions — 2026-03-31
1–63 of 63 issuers · $2.0B disclosed value over 66 rows · 0 undisclosed-value rowsEvery row below carries ticker not yet mapped — stated once here rather than repeated on every row.
| KindClassification is not joined into this reported-position view. Use the changed-positions view to compare the two published quarters. | TickerThis list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names. | Issuera position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing | WeightShare of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets. | Valuevalue undisclosed on the filing: retained and counted, excluded from sums, never shown as $0 | Shares | Position changeShare change is available in the separate comparison view; it is not joined into this position list. | Wt | CongressThe congressional transaction join is unavailable in this build. |
|---|---|---|---|---|---|---|---|---|
| — | RVMDverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | REVOLUTION MEDICINES INC REVOLUTION MEDICINES INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $195M | 2,000,000 | — | 9.7% | — | |
| — | ERASverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ERASCA INC ERASCA INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $180M | 11,150,000 | — | 9.0% | — | |
| — | — | IDEAYA BIOSCIENCES INC IDEAYA BIOSCIENCES INC · COM CUSIP 45166A102 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $115M | 3,450,000 | — | 5.7% | — | |
| — | — | TERNS PHARMACEUTICALS INC | $105M | 2,000,000 | — | 5.3% | — | |
| — | PRAXverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | PRAXIS PRECISION MEDICINES I PRAXIS PRECISION MEDICINES I · COM NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $91.8M | 285,000 | — | 4.6% | — | |
| — | — | CENTESSA PHARMACEUTICALS PLC CENTESSA PHARMACEUTICALS PLC · SPONSORED ADS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $84.4M | 2,125,000 | — | 4.2% | — | |
| — | ABVXverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ABIVAX SA ABIVAX SA · SPONSORED ADS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $75.2M | 675,000 | — | 3.8% | — | |
| — | TNGXverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | TANGO THERAPEUTICS INC TANGO THERAPEUTICS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $62.8M | 3,000,000 | — | 3.1% | — | |
| — | CYTKverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CYTOKINETICS INC CYTOKINETICS INC · COM NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $57.7M | 875,000 | — | 2.9% | — | |
| — | OLMAverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | OLEMA PHARMACEUTICALS INC OLEMA PHARMACEUTICALS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $47.8M | 3,208,875 | — | 2.4% | — | |
| — | UTHRverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | UNITED THERAPEUTICS CORP DEL UNITED THERAPEUTICS CORP DEL · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $47.4M | 80,000 | — | 2.4% | — | |
| — | IMCRverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | IMMUNOCORE HLDGS PLC IMMUNOCORE HLDGS PLC · ADS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $45.2M | 1,500,000 | — | 2.3% | — | |
| — | MDGLverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MADRIGAL PHARMACEUTICALS INC MADRIGAL PHARMACEUTICALS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $44.5M | 85,000 | — | 2.2% | — | |
| — | — | ENLIVEN THERAPEUTICS INC | $40.8M | 1,040,000 | — | 2.0% | — | |
| — | RYTMverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | RHYTHM PHARMACEUTICALS INC RHYTHM PHARMACEUTICALS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $39.1M | 450,000 | — | 2.0% | — | |
| — | CGONverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CG ONCOLOGY INC CG ONCOLOGY INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $38.9M | 575,000 | — | 1.9% | — | |
| — | — | MAZE THERAPEUTICS INC MAZE THERAPEUTICS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $36.9M | 1,235,000 | — | 1.8% | — | |
| — | BIIBverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BIOGEN INC BIOGEN INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $36.7M | 200,000 | — | 1.8% | — | |
| — | IRONverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | DISC MEDICINE INC DISC MEDICINE INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $35.8M | 560,000 | — | 1.8% | — | |
| — | DNTHverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | DIANTHUS THERAPEUTICS INC DIANTHUS THERAPEUTICS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $33.6M | 400,000 | — | 1.7% | — | |
| — | — | OCULAR THERAPEUTIX INC OCULAR THERAPEUTIX INC · COM CUSIP 67576A100 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $32.6M | 3,850,000 | — | 1.6% | — | |
| — | — | TYRA BIOSCIENCES INC TYRA BIOSCIENCES INC · COM CUSIP 90240B106 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $32.6M | 850,000 | — | 1.6% | — | |
| — | TRVIverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | TREVI THERAPEUTICS INC TREVI THERAPEUTICS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $28.6M | 2,400,000 | — | 1.4% | — | |
| — | — | MOONLAKE IMMUNOTHERAPEUTICS MOONLAKE IMMUNOTHERAPEUTICS · CLASS A ORD CUSIP 61559X104 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $28.0M | 1,500,000 | — | 1.4% | — | |
| — | — | IMMUNOVANT INC IMMUNOVANT INC · COM CUSIP 45258J102 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $26.7M | 1,075,000 | — | 1.3% | — | |
| — | XENEverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | XENON PHARMACEUTICALS INC XENON PHARMACEUTICALS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $26.2M | 450,000 | — | 1.3% | — | |
| — | — | ARCUS BIOSCIENCES INC ARCUS BIOSCIENCES INC · COM CUSIP 03969F109 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $25.9M | 1,200,000 | — | 1.3% | — | |
| — | DYNverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | DYNE THERAPEUTICS INC DYNE THERAPEUTICS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $25.4M | 1,400,000 | — | 1.3% | — | |
| — | — | STRUCTURE THERAPEUTICS INC STRUCTURE THERAPEUTICS INC · SPONSORED ADS CUSIP 86366E106 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $24.1M | 500,000 | — | 1.2% | — | |
| — | — | LB PHARMACEUTICALS INC LB PHARMACEUTICALS INC · COM SHS CUSIP 50180M108 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $22.6M | 915,000 | — | 1.1% | — | |
| — | — | DESIGN THERAPEUTICS INC DESIGN THERAPEUTICS INC · COM CUSIP 25056L103 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $20.7M | 1,950,000 | — | 1.0% | — | |
| — | — | AVALO THERAPEUTICS INC | $19.4M | 1,300,000 | — | 1.0% | — | |
| — | — | MINERVA NEUROSCIENCES INC MINERVA NEUROSCIENCES INC · COM NEW CUSIP 603380205 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $19.4M | 3,215,000 | — | 1.0% | — | |
| — | NAMSverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | NEWAMSTERDAM PHARMA COMPANY NEWAMSTERDAM PHARMA COMPANY · ORDINARY SHARES CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $19.2M | 600,000 | — | 1.0% | — | |
| — | MIRMverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MIRUM PHARMACEUTICALS INC MIRUM PHARMACEUTICALS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $18.5M | 200,000 | — | 0.9% | — | |
| — | PCVXverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | VAXCYTE INC VAXCYTE INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $17.4M | 300,000 | — | 0.9% | — | |
| — | ACADverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ACADIA PHARMACEUTICALS INC ACADIA PHARMACEUTICALS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $16.7M | 750,000 | — | 0.8% | — | |
| — | — | COMPASS THERAPEUTICS INC COMPASS THERAPEUTICS INC · COM CUSIP 20454B104 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $16.7M | 3,150,000 | — | 0.8% | — | |
| — | — | CELLDEX THERAPEUTICS INC NEW CELLDEX THERAPEUTICS INC NEW · COM NEW CUSIP 15117B202 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $14.3M | 450,000 | — | 0.7% | — | |
| — | — | JANUX THERAPEUTICS INC JANUX THERAPEUTICS INC · COM CUSIP 47103J105 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $13.9M | 1,000,000 | — | 0.7% | — | |
| — | — | VOR BIOPHARMA INC VOR BIOPHARMA INC · COM NEW CUSIP 929033207 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $13.4M | 750,000 | — | 0.7% | — | |
| — | ALKSverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ALKERMES PLC ALKERMES PLC · SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $12.4M | 350,000 | — | 0.6% | — | |
| — | ORICverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ORIC PHARMACEUTICALS INC ORIC PHARMACEUTICALS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $12.0M | 950,000 | — | 0.6% | — | |
| — | — | IMMIX BIOPHARMA INC IMMIX BIOPHARMA INC · COM CUSIP 45258H106 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $11.2M | 1,225,000 | — | 0.6% | — | |
| — | — | TENAX THERAPEUTICS INC TENAX THERAPEUTICS INC · COM NEW CUSIP 88032L605 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $10.0M | 625,000 | — | 0.5% | — | |
| — | — | AMYLYX PHARMACEUTICALS INC AMYLYX PHARMACEUTICALS INC · COM CUSIP 03237H101 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $9.7M | 700,000 | — | 0.5% | — | |
| — | CBIOverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CRESCENT BIOPHARMA INC. CRESCENT BIOPHARMA INC. · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $8.9M | 482,500 | — | 0.4% | — | |
| — | — | SOLENO THERAPEUTICS INC SOLENO THERAPEUTICS INC · COM CUSIP 834203309 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $8.4M | 250,000 | — | 0.4% | — | |
| — | — | ARRIVENT BIOPHARMA INC ARRIVENT BIOPHARMA INC · COM CUSIP 04272N102 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $8.1M | 350,000 | — | 0.4% | — | |
| — | RLAYverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | RELAY THERAPEUTICS INC RELAY THERAPEUTICS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $7.5M | 750,000 | — | 0.4% | — | |
| — | — | CORVUS PHARMACEUTICALS INC CORVUS PHARMACEUTICALS INC · COM CUSIP 221015100 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $6.6M | 450,000 | — | 0.3% | — | |
| — | — | MEIRAGTX HLDGS PLC MEIRAGTX HLDGS PLC · COM CUSIP G59665102 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $6.1M | 700,000 | — | 0.3% | — | |
| — | — | JADE BIOSCIENCES INC JADE BIOSCIENCES INC · COM NEW CUSIP 008064206 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $5.6M | 400,000 | — | 0.3% | — | |
| — | — | VERASTEM INC VERASTEM INC · COM NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $5.3M | 1,000,000 | — | 0.3% | — | |
| — | — | UNICYCIVE THERAPEUTICS INC UNICYCIVE THERAPEUTICS INC · COM NEW CUSIP 90466Y202 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $3.1M | 473,563 | — | 0.2% | — | |
| — | — | IBIO INC IBIO INC · COM NEW CUSIP 451033708 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $2.5M | 1,300,000 | — | 0.1% | — | |
| — | — | PALATIN TECHNOLOGIES INC PALATIN TECHNOLOGIES INC · COM NEW CUSIP 696077601 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $2.4M | 140,000 | — | 0.1% | — | |
| — | — | ACLARIS THERAPEUTICS INC ACLARIS THERAPEUTICS INC · COM CUSIP 00461U105 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $1.9M | 500,000 | — | 0.1% | — | |
| — | PHVSverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | PHARVARIS N V PHARVARIS N V · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $1.8M | 65,000 | — | 0.1% | — | |
| — | MANEverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | VERADERMICS INC VERADERMICS INC · COMMON STOCK CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $1.6M | 25,000 | — | 0.1% | — | |
| — | — | SENSEI BIOTHERAPEUTICS INC SENSEI BIOTHERAPEUTICS INC · COM NEW CUSIP 81728A207 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $946K | 30,000 | — | 0.0% | — | |
| — | — | SEPTERNA INC SEPTERNA INC · COM CUSIP 81734D104 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $566K | 23,548 | — | 0.0% | — | |
| — | — | FRACTYL HEALTH INC FRACTYL HEALTH INC · COM CUSIP 35168W103 quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $458K | 1,000,000 | — | 0.0% | — |
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every row this filer reported for the quarter, as it reported it — cross-filer de-duplication is applied to issuer totals elsewhere and never deletes a row here
A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗
13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.
Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.
Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.
Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.
Positions under confidential treatment may be omitted until a later amendment discloses them.
These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).