IRON β€” DISC MEDICINE INC

Ownership history in Logos Global Management LP  Β·  8 quarters on record

AI Ownership Summary

Logos Global Management LP reported DISC MEDICINE INC (IRON) in 8 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 4.96% in 2024 Q3. The latest visible filing shows IRON at 2.45% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IRON ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Logos Global Management LP's position in DISC MEDICINE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IRON was reported at 2.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.96% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Logos Global Management LP held IRON β€” position size vs. price
% of Fund (quarterly)    IRON price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 510,000 +60,000 +13.3% 2.45% $40.5M 2026-02-14 (Est.) $55.95
2025 Q3 REDUCED 450,000 -250,000 -35.7% 2.67% $29.7M 2025-11-14 $89.95
2025 Q2 ADDED 700,000 +305,658 +77.5% 4.10% $37.1M 2025-08-14 $60.72
2025 Q1 ADDED 394,342 +194,342 +97.2% 3.48% $19.6M 2025-05-15 $47.09
2024 Q4 REDUCED 200,000 -735,000 -78.6% 1.48% $12.7M 2025-02-14 $54.10
2024 Q3 ADDED 935,000 +10,000 +1.1% 4.96% $45.9M 2024-11-14 $60.67
2024 Q2 ADDED 925,000 +400,000 +76.2% 3.38% $41.7M 2024-08-14 $45.31
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Logos Global Management LP and IRON

These are the practical questions this page is built to answer before you even open the full history table.

How long has Logos Global Management LP reported owning IRON?

Logos Global Management LP reported IRON across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported IRON position in Logos Global Management LP's portfolio?

The largest reported portfolio weight for IRON was 4.96% in 2024 Q3.

What is the latest reported IRON position on this page?

The most recent filing on this page is 2025 Q4, when Logos Global Management LP reported 510,000 shares, equal to 2.45% of portfolio, with an estimated market value of $40.5M.

What does the chart on this IRON ownership page compare?

The chart compares Logos Global Management LP's quarterly IRON portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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