Logos Global Management LP
Logos Global Management LP is a hedge fund and registered investment adviser founded in 2019 and headquartered in San Francisco, California. The firm specializes in investment management for institutional and high-net-worth investors. It is controlled by Logos Global Management GP LLC and led by Arsani William as Managing Partner. Logos Global focuses on alternative investment strategies and operates with a small, agile team.
Investment Strategy
Logos Global Management LP primarily employs long/short and opportunistic equity investment strategies, with an emphasis on life sciences and biotechnology sectors. The firm pursues fundamental, research-driven investing, often taking concentrated positions in companies it identifies as undervalued or with strong growth prospects, especially within innovative healthcare industries.
Latest 13F Filing Activity
Logos Global Management LP filed their most recent 13F report on Jun 30, 2025 disclosing 44 equity positions and 6 options positions with a total 13F market value of $904M. The fund increased holdings in Jazz Pharmaceuticals PLC, Biogen Inc., United Therapeutics Corp. Del among other positions. Logos Global Management LP reduced exposure to Nuvalent Inc., Janux Therapeutics Inc., 89bio Inc. among others.
Top Holdings
Equity Positions (44)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IDYA | IDEAYA BIOSCIENCES INC | 7.78% | $70.3M | 3,345,000 | $23.01 | $21.02 | +$13.0M |
A AKRO | AKERO THERAPEUTICS INC | 7.08% | $64.0M | 1,200,000 | $36.78 | $53.36 | +$15.5M |
R RVMD | REVOLUTION MEDICINES INC | 6.92% | $62.5M | 1,700,000 | $39.11 | $36.79 | +$6.0M |
J JAZZ | JAZZ PHARMACEUTICALS PLC | 5.28% | $47.8M | 450,000 | $106.12 | $106.12 | +$47.8M |
I IRON | DISC MEDICINE INC | 4.10% | $37.1M | 700,000 | $50.19 | $52.96 | +$17.5M |
Options Positions (6)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
X XBI | SPDR SERIES TRUST | New | Call | $82.9M | 10,000 | $82.93 | $82.93 | +10,000 | +$82.9M |
T TEVA | TEVA PHARMACEUTICAL INDS LTD | New | Call | $25.1M | 15,000 | $16.76 | $16.76 | +15,000 | +$25.1M |
A APLS | APELLIS PHARMACEUTICALS INC | New | Call | $17.3M | 10,000 | $17.31 | $17.31 | +10,000 | +$17.3M |
J JANX | JANUX THERAPEUTICS INC | New | Call | $11.6M | 5,000 | $23.10 | $23.10 | +5,000 | +$11.6M |
A ARVN | ARVINAS INC | New | Call | $11.0M | 15,000 | $7.36 | $7.36 | +15,000 | +$11.0M |