Cormorant Asset Management, Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Cormorant Asset Management, Lp disclosed 46 stock positions valued at approximately $1.95B as of quarter-end June 30, 2026. The largest holdings include PRAXIS PRECISION MEDICINES I, BRIDGEBIO ONCOLOGY THERAPEUT, and PARABILIS MEDICINES INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 46
- Portfolio Value
- $1.95B
Holdings by Sector
Cormorant Asset Management, Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| PRAXIS PRECISION MEDICINES I | PRAX | Healthcare | 10.98% | 640,000 | -245,500 | -27.72% | $214,265,600 |
| BRIDGEBIO ONCOLOGY THERAPEUT | BBOT | Healthcare | 6.98% | 17,878,594 | - | - | $136,234,886 |
| PARABILIS MEDICINES INC | PBLS | Healthcare | 6.47% | 4,615,612 | +4,615,612 | +100.00% | $126,329,300 |
| RAPPORT THERAPEUTICS INC | RAPP | Healthcare | 5.67% | 2,657,521 | -300,000 | -10.14% | $110,738,900 |
| ERASCA INC | ERAS | Healthcare | 5.63% | 6,000,000 | +200,000 | +3.45% | $109,920,000 |
| EDGEWISE THERAPEUTICS INC | EWTX | Healthcare | 5.23% | 2,510,000 | -750,000 | -23.01% | $101,981,300 |
| EYEPOINT INC | EYPT | Healthcare | 5.13% | 7,000,000 | -1,265,000 | -15.31% | $100,100,000 |
| ALUMIS INC | ALMS | Healthcare | 4.74% | 3,285,596 | -663,645 | -16.80% | $92,456,671 |
| ABIVAX SA | ABVX | Healthcare | 4.61% | 675,000 | -85,000 | -11.18% | $89,950,500 |
| DIANTHUS THERAPEUTICS INC | DNTH | Healthcare | 3.75% | 750,000 | -200,000 | -21.05% | $73,110,000 |
| BRIGHT MINDS BIOSCIENCES INC | DRUG | Healthcare | 3.24% | 900,000 | -159,331 | -15.04% | $63,180,000 |
| MOONLAKE IMMUNOTHERAPEUTICS | MLTX | Healthcare | 3.20% | 3,205,433 | -1,275,000 | -28.46% | $62,409,781 |
| BIOAGE LABS INC | BIOA | Healthcare | 3.00% | 2,390,605 | -500,000 | -17.30% | $58,593,729 |
| ORUKA THERAPEUTICS INC | ORKA | Healthcare | 2.60% | 533,340 | - | - | $50,757,968 |
| ADLAI NORTYE LTD | ANL | Healthcare | 2.34% | 3,978,229 | +1,080,372 | +37.28% | $45,749,634 |
| BRIDGEBIO PHARMA INC | BBIO | Healthcare | 2.10% | 550,000 | -300,000 | -35.29% | $40,964,000 |
| TANGO THERAPEUTICS INC | TNGX | Healthcare | 2.08% | 1,300,000 | -125,000 | -8.77% | $40,638,000 |
| AGOMAB THERAPEUTICS NV | AGMB | Healthcare | 1.64% | 2,465,348 | - | - | $32,000,217 |
| MBX BIOSCIENCES INC | MBX | Healthcare | 1.56% | 550,000 | -570,000 | -50.89% | $30,360,000 |
| CLIMB BIO INC | ELYM | Other | 1.41% | 2,106,000 | +2,106,000 | +100.00% | $27,462,240 |
| OLEMA PHARMACEUTICALS INC | OLMA | Healthcare | 1.38% | 2,150,000 | -1,750,000 | -44.87% | $26,896,500 |
| PHARVARIS N V | PHVS | Healthcare | 1.33% | 750,000 | -250,000 | -25.00% | $25,935,000 |
| CORBUS PHARMACEUTICALS HLDGS | CRBP | Healthcare | 1.13% | 2,344,971 | - | - | $21,995,828 |
| SPYRE THERAPEUTICS INC | SYRE | Healthcare | 1.02% | 225,000 | +225,000 | +100.00% | $19,975,500 |
| DEFINIUM THERAPEUTICS INC | DFTX | Healthcare | 0.96% | 400,000 | +400,000 | +100.00% | $18,816,000 |
| NEWAMSTERDAM PHARMA COMPANY | NAMSW | Other | 0.87% | 500,000 | -450,000 | -47.37% | $16,945,000 |
| ROIVANT SCIENCES LTD | ROIV | Healthcare | 0.86% | 475,000 | -275,000 | -36.67% | $16,810,250 |
| CABALETTA BIO INC | CABA | Healthcare | 0.80% | 5,000,000 | -500,000 | -9.09% | $15,550,000 |
| KAILERA THERAPEUTICS INC | KLRA | Healthcare | 0.62% | 550,000 | +550,000 | +100.00% | $12,116,500 |
| INSMED INC | INSM | Healthcare | 0.41% | 75,000 | -115,000 | -60.53% | $7,996,500 |
Showing 30 of 46 holdings in the latest reporting period.